President Trump confirmed U.S. tariffs on Canada and Mexico would take effect today. The trade policy includes 25% hikes on imports from both North American countries, and also raises hikes on China to 20% on the country's goods. As investors gauge the economic toll and potential ripple effects for consumers, Kevin Green provides the latest context and macro perspective. Later, he dives into Target (TGT) and Okta Inc. (OKTA) earnings.