Led by chipmakers, tech stocks were moving higher for a second day Friday, while small caps looked poised to continue their recent outperformance.

The Russell 2000 and S&P 500 Equal Weight are on track for weekly gains as money flows towards non-tech areas of the market. Q4 earnings and firm economic data continues to support the bulls' thesis.

Led by chipmakers, tech stocks were moving higher for a second day Friday, while small caps looked poised to continue their recent outperformance.

January Bitcoin Futures (/BTCF26) attempted to extend its 3-day bounce on Thursday but was met with resistance as price action began to fizzle out.

More bank earnings arrive today along with jobless claims and Taiwan Semiconductor results. Tech and banking sectors have struggled this week. Metals continue to rally.

Today features December PPI, earnings from three large banks, and retail sales. Investors also await a possible Supreme Court tariff ruling, while oil rose on Iran worries.

Liz Ann Sonders shares her perspective on the U.S. stock market and economy in this monthly Market Snapshot video.

We expect another generally good year for bond returns this year, but even the best-laid plans can go awry when circumstances change. Here are four risks to our outlook.

December CPI and JPMorgan Chase are out before the open, with analysts expecting solid results from JPM and 0.3% CPI gains. Treasury yields are near the top of their recent range.