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Mixed economic reports injected extra uncertainty into the market this week. Retailers' lackluster same-store sales reports Thursday spooked traders and sparked the worst selloff in several months. Yet a mild core PPI reading Friday suggested inflation was well under control, and the bulls took back control.

Friday's action lifted the Dow 111.09, or 0.84%, and the index finished at 13,326.22. The S&P 500 rose 14.38 points, or 0.96%, to close at 1505.85, and the Nasdaq added 28.48 points, or 1.12%, to end the session at 2562.22.

For the week, the industrials tacked on 0.5%, but the S&P 500 was essentially unchanged, and the Nasdaq actually lost ground, slipping 0.4%. ...