A federal appeals court offered President Donald Trump a temporary reprieve from a ruling threatening to throw out the bulk of his sweeping tariff agenda, giving at least some hope to a White House now facing substantial new restrictions on its effort to rewrite the global trading order. Meantime, Asian shares and US stock futures declined as uncertainties around President Trump’s tariffs whipsawed the markets. For more, we spoke to Mary Nicola, Bloomberg MLIV Strategist.

Plus - the US equity market advanced as it grappled with several forces such as solid guidance from Nvidia, legal uncertainty around President Trump's trade war and questions about monetary policy. That is after the fact President Trump pushed Federal Reserve Chair Jerome Powell to lower interest rates. We speak to Scott Ladner, Chief Investment Officer at Horizon Investments.

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Nvidia Corp. Chief Executive Officer Jensen Huang soothed investor fears about a China slowdown by delivering a solid sales forecast, saying that the AI computing market is still poised for “exponential growth.” The company expects revenue of about $45 billion in the second fiscal quarter, which runs through July. New export restrictions will cost Nvidia about $8 billion in Chinese revenue during the period, but the forecast still met analysts’ estimates. We got reaction from Daniel Newman, CEO of the Futurum Group.

Plus - The equity market drifted lower prior to Nvidia's results. We speak to Tim Pagliara, Chairman and Chief Investment Officer, CapWealth.

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Wall Street kicked off the week with a rally in stocks as consumer confidence rebounded sharply while the US and the European Union sped up trade talks. A global surge in bonds also helped sentiment. We got reaction from Clark Geranen, Chief Market Strategist at CalBay Investments.

Plus - Eastspring Investments just released their mid-year market outlook and said that they see greater upside potential for Asian and emerging markets as the dollar weakens and investors looking to diversify their portfolio. We speak to Vis Nayar, the Chief Investment Officer at Eastspring Investments.

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