There's the closing bell on Wall Street, and now it is market domination overtime sponsored by Tasty Trade.

Jared Blier going to be along to give us the details from today's session. I'll start with the major averages here, which we are definitely seeing stronger on the day

There's the closing bell on Wall Street, and now it is market domination overtime sponsored by Tasty Trade. Jared Blier going to be along to give us the details from today's session. I'll start with the major averages here, which we are definitely seeing stronger on the day, but uh looks like a leg down in the last, um, I don't know, half hour or so of trading here. The Dow Jones Industrial, the last time we checked was up over 1% right now. It's up about 255 points, about 6.1%.So it has cut its gains from the highs of the day roughly in half. The S&P 500 same goes there, still up 6.1%, but down off of the highs, and the Nasdaq Composite is still hanging on to its gains, but you see that similar movement there still up by 1.1% as we see the rally continue on not just the trade deal or framework of a trade deal, at least being struck with the UK today as announced by President Trump and British Prime.Minister Ka Starmer, but in addition to that, the president making some commentary about potentially some wiggle room on China ahead of talks in Switzerland with that country. So that's what's going on broadly. Let's get a closer look at today's action with Jared now.Jared,

thank you, Julie. I'm just going to pull up the S&P 500. Well, actually the S&P 600. This is a small caps of 1.81%. Companies in here, even.Their small caps have to be profitable, but in the Russell 2000, which is up almost 0.5% point more, they don't have to be profitable. So interesting to see that dynamic in play. We saw the VIXs take a little bit of a sear, and I just go back, the indices like the S&P 500, the Nasdaq just kind of stalling out under their 200 day moving averages. So we might have a couple of days up in a row, but not by a large margin. But what is moving today in a big way is a 10.TO yield that is up 10 basis points to 4.37%. I just want to keep that in the back of our minds here. And today the US dollar was also up. So is this kind of return to the pre-Trump inauguration days when we had yields and the dollar moving in tandem too hard, too close to say yet just because we're close to the action, but that's something that we want to continue to follow in the coming days. It'd be really interesting to see if that.Kind of reverts back to the way things were with these trade announcements. Now here's the sector action and we can see health care in the red that was leading to the downside, down not even quite 1%. Utilities another defensive sector also down, real estate staples, all the defensive sectors in the red, but what was leading today were the cyclicals, industrials, materials, energy, not really a cyclical there always, but consumer discretionary and tech are and so the top row.Seeing a lot of those reflected in the Dow and the Nasdaq 100 here. Here's the Nasdaq 100. We can see Tesla up 3%. That was the leader in the Mag 7 today. Looks like AstraZeneca moving to the downside by about 4%, but a lot more green on the screen than red, and I'll show you how the Dow ended the day. More of a mixed board here. Walmart and some consumer staples, as I was talking about those defensive ones in the red. Walmart and J&J down more than 1%.McDonald's down about 1.5, Merck a little bit more than that. And uh let's get a look at the semiconductor trade here we go. Uh we can see arm in the red for about 6%, but overall looking like tech had a pretty solid day. Josh,

thank you, Jared. Well joining us now is Arnem Holzer, Easterly EAB, global macro strategist. Easterly has $60 billion in assets under management. Arnem, always good to see you, sir.So let's let's start with Trump and tariffs and trade because that was front and center today. President Trump says, OK, we have this limited trade deal with the UK. He also said maybe he would consider lowering tariffs on China if those talks aren't even Switzerland go well. I mean, we were in in rally mode today as a market pro, market strategist. What did you make of thoseheadlines and

reportsFirst of all, thanks for having me, um, Josh and Julie.We think that there's there