With a trade agreement with the U.K. on the books, investors are feeling hopeful more meaningful deals that could follow, particularly with China. That could boost a number of consumer names. J.P. Morgan analyst Christopher Horvers examined the tariff-exposed stocks he covers—excluding companies that benefit from the levies such as auto-parts retailers gaining from levies on new vehicles,

U.S. stock futures jumped Sunday evening, with Dow futures up about 1%.

U.S. futures surged Monday after the U.S. and China announced they were suspending for 90 days most of the sharp tariff hikes each has imposed since U.S. President Donald Trump began escalating his tr...