Despite mostly lower markets in the overnight, the open this morning was slightly in the green but moved strongly higher after the Trump Administration announced a one-month reprieve on tariffs on Mexico, and possibly on Canada as well. Most contracts have now experienced a second day higher. Still, the situation is a rollercoaster, and while sales are fundamentally about value, there are nonetheless reputational risks at stake in the market. The delay is good, but markets also must consider the possibility of death from a thousand cuts as uncertainty takes its toll.  But for the day, there was simply the need to lift some of the risk premium that had been added over the past several days. Multiple days of declines had caused the marke...