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Consumer earnings to tell US economic story

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Bull market still going strong: Pro

News of a debt settlement proposal between Greece and the European Union eased U.S. investor worries on Monday, putting earnings back in focus.

Analysts are particularly interested in consumer firms and small-cap stocks, which are only just beginning to report their fourth-quarter earnings and actually benefit from a stronger U.S. dollar.

"Because of the strong dollar, you're seeing a rotation out of the larger S&P constituents into smaller caps (that focus on the U.S. consumer)," said Dan Veru, chief investment officer at Palisade Capital Management.