Falling interest rates and cooling inflation are indeed classic tailwinds for stocks. It makes sense why UBS, for example, told clients this week to position for stronger equity returns in the months ahead despite lingering trade uncertainty.

In a wide-ranging interview with NBC News, Trump talked about tariffs, sending Patriot missiles to NATO for Ukraine and how he'll sell his recently passed "big, beautiful bill."

Global markets are telling conflicting stories about the possible longer-term impact of U.S. tariffs on growth, a schism that investors say means either stocks or bonds could see a steep correction once it's clear which is right.

The stock market and bond market are forecasting different scenarios for the U.S. economy. The former projects optimism — higher equity prices, earnings growth, broad enthusiasm — but the latter sees weakening growth. Apollo chief economist Torsten Slok highlighted this disconnect in research published this week.

U.S. stock-market futures declined as the Trump administration said a broad swath of tariffs against U.S. trade partners won’t take effect until Aug. 1, rather than July 9.

The Indonesia Stock Exchange (IDX) has said that United States President Donald Trump’s 32-percent import tariff on Indonesian products is not expected

U.S. stock futures are higher as investors eye President Donald Trump's next tariff move and minutes from the last Federal Reserve policy meeting.