Andrew Wang says despite the tariff news, markets keep climbing higher and that banking earnings provide a good read on the rest of the economy. In the wake of bank earnings from JPMorgan Chase (JPM), Citigroup (C) and others, he says trading volumes appear to be remaining healthy as investors look at future government spending post "One Big Beautiful Bill." In terms of global trade, Andrew highlights that none of this week's tariff headlines have impacted trade with China yet.