The focus today will be on tariffs headlines as they go into effect for Canada, Mexico and China. The markets will be on the lookout for potential retaliations or, hopefully, for positive resolutions. Late in the evening, we will also have Trump addressing Congress for the first time since returning to the White House. Presidents traditionally use this speech to advance their agenda and push for new legislation, while also claiming credit for perceived successes. He's scheduled to speak at 21:00 ET which is 02:00 GMT for us Europeans.