Tariff inspired inflation reflation fears back to DEFCON 4.Trade war fears back to DEFCON 4.Bond yields tell the story.Dow Jones up 317 points. Closing near its high. S&P 500 up 0.39%. NASDAQ up 0.2%.Alphabet (-6.9%) drags on the NASDAQ. Amazon results on Thursday night.Chips are back. Nvidia up 5.2%. Good for the SEMI ETF.REA results today and looks good - we hold. Nick Scali tomorrow (also hold). Main results season gets going next week.This is our daily podcast - exclusive for Marcus Today members. Everything you need to know about our Strategy Portfolio decisions and the stock market, every day. Make life simple. Subscribe to Marcus Today.

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