Jobs data dominate a holiday-shortened week, highlighted by Thursday's June payrolls. Stocks hit new record highs Friday despite trade tension with Canada. Powell talks tomorrow.

The S&P 500 is on track to close at record highs as optimistic investor sentiment and bullish technical momentum propel risk assets higher. Are indices set to climb higher or will recent trade turmoil put a pause on the bull run?

Mike Townsend joins the show to discuss the news out of Washington, the evolving geopolitical landscape, and the market's reaction.

Tax policy may continue to be a factor in the second half of the year, although Congress looks likely to maintain current tax brackets and the muni tax exemption.

The S&P 500 is hitting record highs intraday amid some positive trade headlines and as inflation data did not spook the markets.

Good news for growing conditions is bad news for prices.

Nike results and jobless claims, along with GDP, are on tap after Micron reported solid earnings late Wednesday. With Middle East fears receding, tariff concerns could return.

We continue to suggest an "up in quality" fixed income bias for the short run, but investors can still consider some of the riskier parts of the fixed income market in moderation.

Fed's Powell speaks to a Senate committee after helping key Tuesday's rally by signalling flexibility on rates. Micron reports later, and the Middle East remains a focus point.