Intro

Market start the week and month paring morning losses and grinding higher throughout the sessios, with plenty of macro catalysts ahead. Our Megan Cassella reports on escalating trade tensions as China strikes back. We take a look at the trajectory with Dan Skelly, Managing Director at Morgan Stanley Wealth Management, who expects rangebound action for the rest of 2025. Oil spikes more after an OPEC outlook hike was less-than-feared and energy investor Arjun Murti weighs in. Our Eunice Yoon reports from Beijing on how Chinese restaurants are dropping American menu items—like U.S. chicken feet—as tensions rise. Our Brian Sullivan reports on progress with the Alaska LNG pipeline from the Arctic Circle. Michael Lasser, Retail Analyst at UBS, joins Jon to break down dollar-store earnings later this week.