Market Storylines: Earnings Strength, Geopolitical Crosscurrents + Powell's Swan Song

Michael Reinking, NYSE Senior Market Strategist, recaps a tumultuous week as shifting Middle East headlines fueled volatility in oil and intraday trading. Despite escalating tensions, the S&P 500 largely consolidated near record highs, underscoring resilience after a historic rally. Strong earnings—especially in AI‑linked sectors like semiconductors—have helped anchor markets, even as cautious guidance pressures parts of software and services. With yields moving higher, attention now turns to central bank decisions and a busy slate of mega‑cap tech earnings in the week ahead.