War in the Middle East shifted focus to oil prices and could trigger volatility and a flight to perceived safety. Trading might be turbulent until ramifications grow clearer.

Crude oil futures (/CLJ26) finished the week on a high note with prices touching their highest levels since early August amid reports that U.S.-Iranian nuclear talks have been disappointing.

War in the Middle East sent major indexes down 1% early Monday, and crude oil surged 7%. Volatility rose and could lead to choppiness, but markets didn't exhibit signs of panic.

Inflation appears a lingering issue after the Producer Price Index for December showed wholesale prices rose 0.5%, above expectations, suggesting the next PCE report might be hot.

Major indices are on track for modest losses as investors navigate concerns around AI disruption, private credit, and geopolitics.

Claudia Sahm discusses the Fed's balance sheet and the impact of AI on the labor markets. And Kathy Jones announces her upcoming retirement.

Nvidia's results, and to a lesser extent earnings from Salesforce, are the main focus this morning after a tech-led rally to two-week highs yesterday. PPI looms early Friday.

U.S. job creation has been weak despite resilient gross domestic product growth. Here's what may be going on.

Nvidia results after the close dominate the news cycle barring outside events. Salesforce also reports this afternoon following a revival for software stocks in yesterday's rally.