We need a lot more information on Greenland deal, says Stifel's Brian Gardner

• President Trump announced a Greenland deal 'framework' with NATO and backed off Europe tariffs, but more details and European confirmation are needed.
• EU officials are likely to keep anti-coercion measures and tariff threats on the table, as the 'old rules are out' in the new world order.
• The administration's recent policy proposals on affordability (e.g., 10% credit card rate cap, housing initiatives) are driven by mid-term election strategy and a shift towards a working-class base, indicating more populist policies are likely.

Brian Gardner discusses President Trump's recent announcements regarding a Greenland deal framework with NATO and backing off Europe tariffs, emphasizing the need for more details and European confirmation. He views the administration's focus on affordability issues, such as credit card rate caps and housing policies, as a populist strategy driven by upcoming mid-term elections, suggesting potential future policy risks for certain sectors.