After closing at or near record highs yesterday, Wall Street braces for Delta results and a Fed governor's speech. Fed minutes showed willingness to consider rate cuts this year.

Stocks are hitting fresh intraday all-time highs as tariff concerns take a back seat to bullish momentum.

At the Cabinet meeting on Tuesday, President Trump mentioned in an off-the-cuff- comment a plan to impose a 50% tariff on copper imports.

The week started on a slow note following the holiday with investors nervous about tariffs and the start of earnings. Fed minutes later today could provide some color on rates.

Answers to questions investors are asking about Treasury bonds, tax policy, credit quality, and other issues affecting fixed income investments.

A 3-year Treasury auction today and a 10-year note auction tomorrow, along with Wednesday's Fed minutes, could drive stocks after Monday's drop. Tariffs remain front and center.

Passage of the "Big Beautiful Bill" will postpone the debt-ceiling drama until 2027 and creates certainty on tax policy for years to come.

The earnings bar is fairly low for the second quarter, setting companies up for a potential easy jump—but there will likely be more focus on forward guidance.

Well-rested investors will try to build on last Thursday’s better-than-expected jobs report. However, Trump’s tariff deadline and national debt concerns loom over markets.