Early trading shows Dow Jones live futures up 0.15%, supported by strength in blue-chip manufacturing stocks. Market strategists suggest keeping an eye on bond yields, as rising rates could weigh on equity valuations heading into Q3. "This isn't the way to have a discussion, shutting down the government and lowering the GDP," Bessent said during a " Squawk Box " interview. "We could see a hit to the GDP, a hit to growth and a hit to working America." Tesla ( TSLA ) reported third quarter global deliveries that blew past estimates, initially lifting the stock about 3% at the open. However, shares of the electric vehicle maker gave way in early trading, falling by 1% as of 9:45 a.m. ET. Dow Jones live futures slipped 0.09% after tech sector profit-taking. Rotational moves into industrials and financials suggest a shift in short-term positioning.