It's Jim Kramer here. You're listening to the opening bell of CBC's Squawk on the Street. Don't miss a minute of the action. Good Tuesday morning. Welcome to Squawk on the Street. I'm Carl Kinkson here with Jim Kramer, David Faber, Post 9 of the New York Stock Exchange. Multiple tailwinds for the Bulls today, as the president says he'll delay those 50% tariffs on the EU. Meantime, some speculation Bank of Japan will trim some long-term bond issuance.

Yields lower across the globe are 30 years back below five.

A roadmap begins with the president delaying that threat of tariffs on the EU until July,

as the block agrees to ramp up trade talks with this country.

Also ahead, M&A meets AI.

Salesforce agrees to acquire Informatica.

It's a deal worth about $8 billion in terms of the equity involved. Plus, we got a lot of news

involving Elon Musk, weakness, of course, in Tesla sales overseas, particularly in Europe,

to his ex post stating he will be super focused on the companies that he owns for controls.

Let's begin with the markets as we kick off this holiday short and trading week. Jim,

you were impressed by futures, but you said maybe they're up so much. It's hard to buy right here.

Yeah, I mean, look, we come in and it's just a radical reversion. Think about where we were Friday.

We did feel that the president got

very angry. We felt that other than the deal that we're going to talk about with Nippon Steel,

there really was nothing positive. We started hearing that the Senate's going to disagree with the

House bill. Obviously, everybody's concerned about the tenure just, you know, going off.

Then suddenly wake up to a possible deal?

I mean, a deal.

That changes everything.

We just need one deal to have everyone fall in line.

And then you also have, not to be too political about it, but David, you get Putin as

bad guy, then suddenly Europe has a reason to make a deal. Because, listen, you sell us arms.

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