This week on 7 Market Movers, Portfolio Consulting Director Aya Yoshioka discusses the interplay between tariffs and inflation and the most recent trade deal with Japan. Aya also covers what we can expect from Q2 earnings reports over the next week. She anticipates that updates on capital expenditures and artificial intelligence will dominate headlines. Watch to hear more macroeconomic updates, including labor market and unemployment data and what those could signal for the markets.