While stocks seem to brush off tariff threats, other financial indicators tell a different story. Companies like Salesforce are returning to deal-making, and changes in policies at Southwest Airlines are evident. On a broader scale, the dollar and bonds reflect a caution that suggests not all is well. This article aims to dissect the current market atmosphere, providing insights into how various sectors react differently to geopolitical events. Understanding these dynamics is crucial for making informed decisions in today’s complex financial landscape.