华尔街上有封闭的钟声，现在它是由美味贸易赞助的市场统治加班。

贾里德·布莱尔（Jared Blier）将继续为我们提供今天会议的详细信息。我将从这里的主要平均值开始，我们肯定会看到当天更强壮

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,

华尔街上有封闭的钟声，现在它是由美味贸易赞助的市场统治加班。贾里德·布莱尔（Jared Blier）将继续为我们提供今天会议的详细信息。我将从这里的主要平均值开始，我们肯定会看到当天更强壮，但是嗯，在最后，我不知道的最后一个小时左右的交易。道琼斯琼斯工业公司（Dow Jones Industrial），我们上次检查时现在超过1％。它上升了约255分，约6.1％。因此，它的收益大约减少了一半。 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在瑞士与那个国家的会谈之前，可能会在中国的一些摆动房间。这就是广泛发生的事情。让我们立即与Jared一起仔细看看今天的动作。

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,

谢谢，朱莉。我只是要拉出标准普尔500指数。嗯，实际上是标准普尔600指数。这是1.81％的小帽子。甚至在这里的公司都必须有利可图，但是在Russell 2000中，它的上涨几乎增加了0.5％，不必有利可图。很有趣，可以看到这种动态。我们看到了Vix需要一点烤肉，我只是回去，像标准普尔500指数一样，纳斯达克却在他们的200天移动平均值下停滞不前。因此，我们可能会连续几天，但没有很大的利润。但是，今天的发展是10. 10.收益率上升10个基点，达到4.37％。我只想把它留在这里。今天，美元也开始了。这样的回到了Trump启用前的日子，当时我们的收益率和一美元的同意，这太艰难了，太接近了，只是因为我们接近行动，但这是我们希望在接下来的日子里继续遵循的事情。看看这是否会恢复到这些贸易公告的方式，这真的很有趣。现在这是行业的行动，我们可以看到导致缺点的红色医疗保健，甚至没有达到1％。公用事业另一个防御部门也下降了，房地产主食，所有的防御部门，但今天引起的是周期性，工业，材料，能源，并不是真正的周期性，但是消费者的自由裁量权和技术都是，因此，在Dow和Nasdaq 100中看到了很多这些反射。这是纳斯达克100号。我们可以看到特斯拉上升了3％。那是今天麦格7的领导者。看起来阿斯利康（Astrazeneca）向下移动约4％，但屏幕上的绿色比红色要多得多，我将向您展示道琼斯指数如何结束一天。这里更多的混合板。沃尔玛和一些消费者主食，因为我谈论的是红色的防御力。沃尔玛（Walmart）和J＆J下跌超过1％。麦克唐纳（McDonald）下降了约1.5，默克（Merck）远不止于此。嗯，让我们来看看这里的半导体贸易。呃，我们可以看到红色的手臂约为6％，但总体而言，Tech的一天都非常稳定。乔什，

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

谢谢，贾里德。现在加入我们的是全球宏观战略家Easterly Eab的Arnem Holzer。 Easterly拥有600亿美元的管理资产。先生，Arnem，总是很高兴见到您，让我们从特朗普，关税和贸易开始，因为这是今天的前部和中心。特朗普总统说，好的，我们与英国达成了有限的贸易协定。他还说，如果这些谈判甚至不顺利，也许他会考虑降低对中国的关税。我的意思是，我们今天处于集会模式，作为市场专业人士，市场策略师。您对那些头条和

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

首先报道，感谢您拥有我，嗯，乔什和朱莉。我们认为那里有