It seems like some of the bigger market moves in the past 6 months have occurred on Sunday nights. Always tough to get a good indicator from trading before the U.S. opens for the week, but so far, responses seem appropriate given our take on tariffs – please see Trump’s New Tariffs. Major U.S. stock futures are down between 1.5% and 2%. They were much lower earlier, which seemed like a bit of a stretch. At these levels I may be a touch defensive, but would be buying some risk. Also seems to make sense that the Russell 2000 is ... Market Reaction to Tariffs Seems About Right (For Now)