Stocks showed resilience Monday despite crude's rally after war erupted in the Middle East. Today brings earnings from consumer giants, as well as from software firm CrowdStrike.

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.

Stocks have mostly moved above the unchanged line around midday as markets attempt to assess the ramifications of the U.S. attack on Iran. The VIX remains above 20.00 and oil prices are up 5%.

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.

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.

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

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

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.