Market Sentiment and Cautious Strategies

A volatile first hour of trade as the EU and China make new tariff moves: Sara Eisen, David Faber, and Michael Santoli broke down the latest alongside fresh reporting from the White House, Beijing, and more. Plus, what Trump’s promise of new tariffs on pharmaceuticals could mean for the group, as stocks like Eli Lilly and Novo Nordisk take a leg lower – and the breakdown of what could be driving this big jump in treasury yields overnight. 

Also in focus: Delta and Walmart pulling guidance – what’s driving the move and what comes next; Longtime market veteran Bob Doll joined the team with his stock playbook for volatility; and CEOs starting to sound-off on tariffs… Why the head of furniture retailer Ethan Allen says Trump’s gone “too far” here.

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