Key Points:Tariffs rise to 18.3% on average, pressuring goods inflation and raising concerns for markets this week.July jobs report misses badly with just 73K jobs added vs. 104K expected; unemployment ticks up to 4.2%.Tuesday’s CPI release could be pivotal for markets today as traders seek Fed policy confirmation.Market OverviewU.S. equities reversed lower last week, giving back recent gains as tariff concerns and weaker jobs data weighed on sentiment. The Dow fell -2.92% to close at 43,588.58,