Trump’s partial tariff pause could suggests a floor on how low equities can go before triggering a policy pivot. But investors should beware.

Target weighs in on how tariffs will impact prices after Home Depot and Walmart took opposite approaches. Rising bond yields are creating more headwinds for U.S. stocks. FOX Business is providing real-time updates on the markets,

Dow Jones outperforms with help from health stocks; S&P500 and Nasdaq rally while Nvidia earnings loom next week.

Wall Street analysts have downwardly revised their earnings estimates since President Trump took office because tariffs are expected to be a headwind to economic growth. The consensus estimate in January said S&P 500 companies would report 14% earnings growth in 2025, but analysts now expect 8.5% earnings growth, according to LSEG.

Investors will get the first chance to react to Moody’s downgrade of the U.S. credit rating late Friday over rising government debt and they’ll also look for more progress from President Trump on trade deals as the week kicks off.

Japan was a notable loser, with the Nikkei falling 0.6% as the impact from U.S President Donald Trump’s tariff scheme came into focus. New government data showed that exports to the U.S., which is Japan’s second-largest trading partner, fell for the first time since last year, posting a 1.8% drop compared to a year ago.

Here is what might signal the broad market's next move. Joseph Adinolfi also considered the historical context of this year's decline and recovery ... Late on Monday, S&P Dow Jones Indices ...

The S&P 500, which plummeted as much as 12% in the days following the "Liberation Day" tariff announcement, is now up over 3% since.

A bear market happens when a major stock index drops 20% or more from recent highs for at least two months. But smart strategies like maintaining emergency funds, diversifying assets and continuing regular investments can help you navigate it.

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The Dow closed lower by 817 points, or 1.91%. The broader S&P 500 slid 1.61% and the tech-heavy Nasdaq Composite fell 1.41%. The three major indexes each posted their worst day in one month.