Iran war-related headlines continue to cause volatility in the markets and oil prices to rise, but our experts remind readers that uncertain times might also present opportunities.

As earnings season begins, Liz Ann Sonders and Collin Martin assess what corporate profits signal for both stocks and bonds. They also cover how geopolitics, tariffs, inflation, and a "Fed on hold" backdrop are shaping the outlook for markets.

Stocks rose as oil fell after Iran announced the Strait of Hormuz is open. Netflix lost 10% on weak guidance but indexes are on pace for their third straight weekly gain.

The WTI crude oil market continues to be highly news driven, with prices reacting to updates related to the U.S.–Iran conflict and White House announcements.

Stocks look to extend the recent rally further as optimism over Iran negotiations trump higher oil prices.

Netflix and Taiwan Semiconductor lead the earnings charge today after a record high for the S&P 500 Wednesday. Strong corporate results and hopes for peace talks keyed the rally.

More bank and semiconductor earnings await investors after major indexes neared all-time highs on peace hopes. Tech shares are back on the upswing, fueling improved sentiment.

Rising oil prices and the historically inflationary aspects of war have changed expectations for Federal Reserve interest rate policy and have pulled Treasury yields higher.

JPMorgan Chase and other major banks report before the open, with PPI also due after a rally to begin the week. The S&P 500 Index is now above where it was before the war began.