September jobs report and other labor market data, consumer confidence, factory orders, earnings from Nike, Carnival, Conagra Brands.

Wall Street analysts have been raising corporate earnings estimates all summer, while the outlook for economic growth has improved despite a slowdown in the labor market.

Wall Street kicked off the week with modest gains in technology and growth names, while small caps and blue chips stalled as investors braced for a flood of economic data, culminating on Friday with the September labor market report.

Coming up this week: the Fed's decision on interest rates and earnings from Apple, Microsoft, Amazon, and more.

The highlight for markets this week is the September jobs report, which could reset investors' expectations for Fed rate cuts through year-end.

The S&P 500 SPX is trading around 10% above its 200-day moving average, noted Adam Turnquist, chief technical strategist for LPL Financial. Few individual shares in the index are significantly overbought, but it’s a development to watch, while overall conditions suggest the market may be ”moving more toward melt-up mode,” he said in an interview.

The pullback is a sign that investors might want to consider broadening their portfolios beyond the frothiest tech plays. Consider industrials and healthcare stocks.

Naomi Blohm with Total Farm Marketing says grain markets saw profit taking after the higher closes on Monday and with the headwind of a higher dollar. “Technically, we just don’t have any fresh fundamental news to justify December corn climbing above $ ...

Tariffs, tight credit weigh on hiring plans while some channels for rate relief are clogged.