華爾街上有封閉的鐘聲，現在它是由美味貿易贊助的市場統治加班。

賈里德·布萊爾（Jared Blier）將繼續為我們提供今天會議的詳細信息。我將從這裡的主要平均值開始，我們肯定會看到當天更強壯

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,

華爾街上有封閉的鐘聲，現在它是由美味貿易贊助的市場統治加班。賈里德·布萊爾（Jared Blier）將繼續為我們提供今天會議的詳細信息。我將從這裡的主要平均值開始，我們肯定會看到當天更強壯，但是嗯，在最後，我不知道的最後一個小時左右的交易。道瓊斯瓊斯工業公司（Dow Jones Industrial），我們上次檢查時現在超過1％。它上升了約255分，約6.1％。因此，它的收益大約減少了一半。 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在瑞士與那個國家的會談之前，可能會在中國的一些擺動房間。這就是廣泛發生的事情。讓我們立即與Jared一起仔細看看今天的動作。

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,

謝謝，朱莉。我只是要拉出標準普爾500指數。嗯，實際上是標準普爾600指數。這是1.81％的小帽子。甚至在這裡的公司都必須有利可圖，但是在Russell 2000中，它的上漲幾乎增加了0.5％，不必有利可圖。很有趣，可以看到這種動態。我們看到了Vix需要一點烤肉，我只是回去，像標準普爾500指數一樣，納斯達克卻在他們的200天移動平均值下停滯不前。因此，我們可能會連續幾天，但沒有很大的利潤。但是，今天的發展是10. 10.收益率上升10個基點，達到4.37％。我只想把它留在這裡。今天，美元也開始了。這樣的回到了Trump啟用前的日子，當時我們的收益率和一美元的同意，這太艱難了，太接近了，只是因為我們接近行動，但這是我們希望在接下來的日子裡繼續遵循的事情。看看這是否會恢復到這些貿易公告的方式，這真的很有趣。現在這是行業的行動，我們可以看到導致缺點的紅色醫療保健，甚至沒有達到1％。公用事業另一個防禦部門也下降了，房地產主食，所有的防禦部門，但今天引起的是周期性，工業，材料，能源，並不是真正的周期性，但是消費者的自由裁量權和技術都是，因此，在Dow和Nasdaq 100中看到了很多這些反射。這是納斯達克100號。我們可以看到特斯拉上升了3％。那是今天麥格7的領導者。看起來阿斯利康（Astrazeneca）向下移動約4％，但屏幕上的綠色比紅色要多得多，我將向您展示道瓊斯指數如何結束一天。這裡更多的混合板。沃爾瑪和一些消費者主食，因為我談論的是紅色的防禦力。沃爾瑪（Walmart）和J＆J下跌超過1％。麥克唐納（McDonald）下降了約1.5，默克（Merck）遠不止於此。嗯，讓我們來看看這裡的半導體貿易。呃，我們可以看到紅色的手臂約為6％，但總體而言，Tech的一天都非常穩定。喬什，

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

謝謝，賈里德。現在加入我們的是全球宏觀戰略家Easterly Eab的Arnem Holzer。 Easterly擁有600億美元的管理資產。先生，Arnem，總是很高興見到您，讓我們從特朗普，關稅和貿易開始，因為這是今天的前部和中心。特朗普總統說，好的，我們與英國達成了有限的貿易協定。他還說，如果這些談判甚至不順利，也許他會考慮降低對中國的關稅。我的意思是，我們今天處於集會模式，作為市場專業人士，市場策略師。您對那些頭條和

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

首先報導，感謝您擁有我，嗯，喬什和朱莉。我們認為那裡有