U.S. stocks were on pace to close out Donald Trump’s first 100 days back in the Oval Office on a sour note, with the president’s trade policies taking the blame for derailing a thriving market and stoking fears the world’s largest economy could slip toward recession.

Tariff revenue so far falls short of president’s number, Congress returns with tax-cut bill as its top agenda item, and more news to start your day.

Only one group of stocks has come out on top in Donald Trump’s second term. The S&P 500 Consumer Staples sector is the only sector in the major index that has risen since Inauguration Day, according to FactSet and Dow Jones Market Data.