With US equities on the rebound, this summer’s selloff is looking more like a pause in the bull market than the beginning of its end.

A robust earnings season could be all it takes to fuel a year-end rally on Wall Street, eclipsing recent jitters from geopolitical tensions.

It’s shaping up to be a pivotal week for global stocks, as companies with a combined $27 trillion market value gear up to report quarterly earnings. As Netflix Inc. and Tesla Inc. showed last week, the pressure is on — to deliver or face a sharp selloff.