Welcome to closing bell. I'm Mike Santoli in for Scott Wapner today. This make-a-break hour begins with stops wavering just a bit ahead of a consequential week of data and policy decisions, as we were just hearing, taking a breather now just below record highs. Here's your scorecard with 60 minutes left in regulation. The S&P 500, it's coming off five straight daily gains last week.

All of them were modest in scale.

It has slipped just a little bit this afternoon, but again, even here on the downside,

down about just 0.12%, really not too significant.

The Dow did get within sight of its all-time peak.

That was set back in December, got to within about a quarter percent.

It's also pulled back just slightly.

The NASDAQ remains the outperformer

is modestly in the green at the moment.

Meantime, treasury yields and the dollar index,

both of those up after the US-EU trade deal,

resulting in 15% tariffs on most European imports.

This is mostly in the range.

See, the U.S. dollar index up exactly 1% and the 10-year Treasury of 4.42 or so.

We will have more on the next phase of trade talks coming up.

But first, our talk of the tape.

What is priced into markets at the start of a week featuring the heaviest slate of tech earnings reports, a Fed meeting, a tariff deadline, and, of course, a crucial jobs report to round it all out.

Let's get into all of it with our panel, Dan Greenhouse of Solis Alternative Asset Management, J.P. Morgan asset management, Stephanie Aliaga, and Chris Verone from Stratigas.

Great to have you guys all here.

Thanks very much for coming in.

Dan, look, sometimes it takes a catalyst to get the market doing a certain thing, and

sometimes just the context, right?

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