Tom and Pedro discuss Trump's "fair and reciprocal plan” to address the US trade deficit, Vance on Russia/Ukraine, Retail Sales data, and the week ahead. 

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Tom discusses this morning's PPI numbers and Jay Powell at Congress. 

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Andrew, Ben, and Tom discuss Powell's comments yesterday to Congress and this morning's CPI data. 

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Ben and Tom discuss the NFIB Small Business Optimism report, Jay Powell testifying in the Senate, and the Israel-Hamas Truce ending on Saturday. 

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Andrew and Tom discuss the tariffs on steel and aluminum, the Nippon steal deal, and the week ahead. 

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Andrew, Ben, and Tom discuss this morning's jobs numbers and last nights Macro event. 

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Andrew and Tom discuss banks selling X debt and Skyworks dropping after earnings. 

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Andrew and Ben discuss Trump's proposal to take over Gaza and tech earnings.  

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Andrew, Ben, and Tom discuss the latest on tariffs, the new sovereign wealth fund, and ISM manufacturing data. 

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Ben and Tom continue to dissect the new tariffs imposed on Friday. 

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