Today we break down the trade war, the dollar, equities, rates, earnings season, and what it all means for markets—plus a quick dive into Treasury refunding.

Participants:

• Lori Calvasina (Research), Head of U.S. Equity Strategy
• Blake Gwinn (Desk Strategy), Head of US Rates Strategy

• Elsa Lignos (Desk Strategy), Head of FX Strategy

• Research Analyst opinions are their published views, independent of those expressed by Desk Analysts