President Donald Trump's plan for tariffs on imports has guided the stock market's direction over the past few weeks. The initial plan, with double-digit tariffs for countries around the world, shook the market, even pushing the Nasdaq Composite ( ^IXIC 1.61%) to fall into a bear market.

The U.S. and China on Monday announced a 90-day pause on most tariffs blocking trade between the world's two largest economies. Analysts say the agreement gives Wall Street plenty to celebrate, but that tariff-related risks remain.

President Trump’s first 100 days in office have been marked by economic disruption and uncertainty in the stock market. The S&P 500 index fell around 8% during this period, its worst performance since 1974.