As investors continue to weigh whether to buy the dips or sell the rallies, Jason suggests how assessing President Trump’s decision tree for implementing tariffs may deliver clarity. We also preview this week’s FOMC meeting, reflect on the latest retail sales data, and acknowledge the YTD outperformance of international markets. Plus, thoughts on portfolio positioning. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy