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Jim Iuorio discusses the "excellent" demand in bonds through the 10-year Treasury auction. The U.S.-Iran war, paired with international bond moves, lead Jim to believe yields will persistently maintain upward momentum. He explains how several macro factors will keep Treasury yields top of mind for investors and the impact they have on equities. A surge in global liquidity adds to Jim's bull case for Treasury yields. He turns to SpaceX (SPCX) and ways the company's low-band spectrum license gives them much more muscle in the space stock race.

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Daniel Rich of CFRA Research previews UnitedHealth (UNH) earnings as the insurer works through elevated medical costs and margin pressure. He sees longer-term upside from premium increases, Medicare Advantage ratings, AI-driven cost cuts and resumed share buybacks. Tom White closes with a UNH options trade.

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Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D

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There's a clear divide in AI-tied software names between downgrades in Microsoft (MSFT), Palantir (PLTR), and Palo Alto Networks (PANW) while Salesforce (CRM) received a double upgrade. Sam Vadas discusses the factors BofA sees in taking the leap into the bull camp as other key software names struggle on the session. Prosper Trading Academy's Scott Bauer turns to an example options trade for Salesforce (CRM).

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What will Wednesday's CPI print mean for the Fed's interest rate cycle? Collin Martin of Charles Schwab expects one more rate hike between now and end of year, but not until December. He believes the numbers need to show a sharp upside surprise for the FOMC to hike rates again in October, noting Fed governor expectations cooling for the immediate need to hike again. Collin also discusses the 10-year Treasury yield and what multi-decade highs means for earnings and corporate borrowing.

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Michael Shaoul discusses the Fed, election risks, AI and the earnings outlook heading into year-end. He remains bullish on energy and crude oil, which he says could move into triple digits, while warning that high expectations leave semiconductors vulnerable. Shaoul sees macro forces gaining importance as investors weigh rates, geopolitics and whether tech earnings can deliver.

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Consolidation is the word of Monday's trading day, according to Kevin Green, who highlights his technical analysis in a flat S&P 500 (SPX) within 30 minutes of the opening bell. Tech began the session under pressure while energy rallied alongside crude oil. KG discusses energy crack spreads and the lasting price elevation in diesel as futures hover at a key resistance area. As for the inflation outlook, he weighs how CPI will shape the Fed's interest rate outlook as earnings season begins.

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Mario Lagana sees strong technical momentum in the Nasdaq and S&P 500 (SPX), but warns that weak market breadth remains a concern. He highlights strength in software and cybersecurity, including CIBR ETF, CrowdStrike (CRWD), Palo Alto Networks (PANW) and Fortinet (FTNT), while also watching AbbVie (ABBV), Cheesecake Factory (CAKE) and Urban Outfitters (URBN). Lagana says earnings and forward guidance could determine whether the market resumes its uptrend.

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Eric Sterner remains bullish on stocks, favoring small caps, tech, defense and international markets. He sees strong earnings supporting the market despite risks from higher bond yields, inflation and the Middle East conflict. He also likes high-yield fixed income and believes the Fed should avoid another rate hike.

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The final earnings season of 2026 is about to begin, and it's starting with an escalation in energy volatility as crude oil pushes back toward $95. Kevin Hincks previews big bank reports from JPMorgan Chase (JPM), Goldman Sachs (GS), and Wells Fargo (WFC) among others and the "mixed picture" he expects to see with these companies. Beyond energy, inflation prints like CPI and PPI are two data points Kevin points to as important in shaping the Fed's tone on interest rates.

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James Demmert looks ahead at the key movers he sees affecting Wall Street this week as a new earnings season begins. He sees Wednesday's CPI print the most important metric beyond earnings. He expects an in-line or slightly hot number, something he believes will give the Fed room to hold interest rates. On the earnings front, James calls TSMC (TSM) and ASML (ASML) the biggest reports to watch. After a "sleepy AI trade," James makes the case both will wake bulls. JPMorgan Chase (JPM), Goldman Sachs (GS), Wells Fargo (WFC) and other big bank earnings will give a pulse on U.S. consumers.

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