While earnings turned lower, the details remain supportive. Some bellwether technology companies could set the tone during the season’s busiest week. Bond yields will be crucial as a potent competitor to stocks.

While the better-than-expected bank earnings were positive, several headwinds remain for the sector. After three straight quarters of year-over-year earnings declines for the S&P 500, this earnings season is poised to snap that losing streak. This week, a more diverse group of companies reports earn…

After three quarters of year-over-year earnings declines, an improved earnings season could finally snap that losing streak. The recent sharp rise in bond yields has provided a potent competitor to stocks, so better earnings could help counter that drag.