Earnings season kicks off next week with major US banks (Goldman Sachs, Wells Fargo, JPMorgan Chase, Citigroup) reporting Tuesday and semiconductor giants (ASML, Taiwan Semiconductor Manufacturing) in the middle of the week. Inflation data (CPI on Wednesday, PPI on Thursday) and retail sales figures will also be closely watched by investors. Jim Cramer remains bullish on select banks such as Goldman Sachs and Wells Fargo, as well as the semiconductor sector if results confirm solid demand. He warns that rising bond yields remain a major risk for markets.
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