US stocks fell on Friday as investors reacted to the threat of more possible tariffs from the Trump administration while digesting a jump in consumer expectations for inflation and an overshadowed monthly jobs report.

The Dow was on pace for a 0.4% weekly gain, while the S&P 500 was up 0.5% so far and the Nasdaq Composite was 0.7% higher through Thursday, according to FactSet. The blame for the Dow being down so much, while the S&P 500 and Nasdaq are rising, can be put on two stocks, those of Honeywell and Salesforce.