| Here's what my colleague, market strategist Mike "Willo" Wilson says happened while we were sleeping… Wall Street stocks rallied, with the S&P 500 climbing about 2%, as US consumer confidence rebounded and the US and European Union sped up trade talks. A stronger dollar saw the Aussie and kiwi give back some of their recent gains with the latter in the cross-hairs of today's RBNZ interest rate decision. The central bank is expected to make its sixth cut and indicate a bias for more as a mixed domestic economic backdrop struggles to offset tariff impacts on New Zealand and its trade partners. ASX futures point higher ahead of the monthly Australian inflation reading. US Secretary of State Marco Rubio has ordered embassies to stop scheduling interviews for student visas. The move is the latest effort by the Trump administration to restrict foreign students' entry to US institutions. Apple is coming for gamers. The iPhone maker is planning a dedicated app for video games that will be preinstalled on its smartphones, iPads, Macs and Apple TV set-top boxes later this year, people with knowledge of the matter tell Bloomberg.  Apple Chief Executive Officer Tim Cook. Photographer: David Paul Morris/Bloomberg Japanese government bonds rallied on Tuesday on signs that the finance ministry may be prepared to adjust debt issuance following a rout in the market. The move reverberated across global markets, boosting appetite for US Treasuries and German bunds. The US government is set to receive a so-called golden share in United States Steel as a condition for approving a takeover by Japan's Nippon Steel. The share would give the government special rights, including de facto veto powers on certain company decisions. | 
