U.S. stock markets faced significant pressure as inflation expectations surged and concerns over potential tariffs from the Trump administration grew. The Dow fell by over 200 points, leading a broad decline across major indexes including the Nasdaq and S&P 500. Investors reacted to gloomy consumer sentiment data and ongoing fears regarding inflation and tariffs, overshadowing a mixed jobs report. As Wall Street navigates these challenges, the market displayed mixed reactions, reflecting uncertainty in both consumer outlook and economic policy.