Morning Juice – US Session Prep

Morning, Traders!
It is Monday the 14th of April, here are some things to look out for today.

Sentiment
Stocks rose, powered by a rally in tech stocks, after Trump signaled a carve-out of trade levies on some consumer electronics, fueling speculation that they might avoid the worst of the tariff hit.

S&P 500 futures and European stocks jumped.
Apple gained about 5% in premarket trading.
US bonds retraced some of last week’s losses, pushing 10 year yields down to 4.43%.
Gold slipped and oil climbed.
The dollar fell for a fifth day as Trump warned that a specific levy for electronics will be announced later.

The late-Friday reprieve – exempting a range of popular electronics from the 145% tariffs on China and a 10% flat rate around the globe – is temporary and a part of the longstanding plan to apply a different, specific levy to the sector, the White House said. Still, a pause in the duties indicates a willingness by Trump to compromise on a deal, according to some analysts.

Docket
11:00 ET
NY Fed Survey of Consumer Expectations
(Includes inflation expectations)

11:30 ET
US sells $76 bln 3-Month Bills
US sells $68 bln 6-Month Bills

Speakers
11:00 ET
Trump greets the President of the Republic of El Salvador
(Open press)

2:00 ET
Fed’s Barkin speaks on “Driving Through the Economic Fog” before the Greater Greer Chamber of Commerce.

13:00 ET
Fed’s Waller speaks on the economic outlook at an event hosted by the Chartered Financial Analyst (CFA) Society of St. Louis.
Text and Q&A are expected.

15:00 ET
Trump participates in a visit with the 2025 College Football National Champions – The Ohio State University.
(Pre-credentialed media)

Good luck!