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Stocks Post Second Week of Gains as Oil, Bank Earnings and U.S.–Iran Uncertainty Take Center Stage

Traders watch whether lofty oil retreats toward summer futures levels to ease inflation pressure.

Overview

  • U.S. stocks logged a second straight weekly advance as markets turn to a packed earnings slate led by big banks with Netflix and Taiwan Semiconductor to follow.
  • Talks between the United States and Iran in Pakistan ended without a deal after Tehran refused to forswear a nuclear weapon, according to Vice President J.D. Vance.
  • West Texas Intermediate crude trades near $98 per barrel while July futures hover around $85, and Evercore ISI’s Julian Emanuel says prices in the low to mid $80s would lift pressure on stocks.
  • Following Friday’s Consumer Price Index report showing a 0.9% monthly jump, the largest since June 2022, economists linked most of the rise to higher energy costs.
  • The University of Michigan’s April sentiment reading fell to a record low, with almost all responses taken before the two‑week ceasefire, signaling strain on household outlooks.