Stocks are mixed today, with S&P 500 down -0.03% and Dow Jones up +0.03%. European leaders meet President Trump to discuss ending Russian-Ukrainian war, affecting tariffs and oil prices. US economic news is negative, with Aug NAHB housing market index falling unexpectedly.

Focus this week on new tariff news and Ukraine peace deal progress. President Trump plans tariffs on steel and semiconductors. Tariff truce with China extended. Average US tariff to rise to 15.2%. Fed funds futures show 84% chance of -25 bp rate cut in September.

S&P 500 Q2 earnings on track to rise +9.1% y/y, exceeding expectations. Overseas stock markets mixed, with Euro Stoxx 50 down -0.44% and Shanghai Composite at 10-year high. Interest rates show slight increase, T-note prices lower. European government bond yields mixed.

Stock movers include natural gas producing stocks falling, EQT Corp leading losers. Northern Oil & Gas downgraded after more than -2% drop. Earnings reports from Palo Alto Networks Inc and XP Inc today. Dayforce up more than +26%, Duolingo up more than +9%, EPAM up more than +4%.

UnitedHealth Group leads gainers in Dow Jones industrials, up more than +3%. CVS Health up more than +3%. Madrigal Pharmaceuticals down more than -1%. Duolingo up more than +9%. Earnings reports from Palo Alto Networks Inc and XP Inc today.

Read more at Yahoo Finance: Stocks Mixed Before Trump-Zelenskiy Meeting and Retailer Earnings