Futures continued Tuesday's rally before Wednesday's opening bell. Tom White explains how rhetoric from the Trump administration and anticipation of tonight's address from the president add fuel to the gains kicking off a new quarter. Tom adds that earnings expectations remain strong for 2Q, a buoy for an SPX and NDX which hovered around correction territory prior to Tuesday. He later turns to Nike's (NKE) earnings and the sell-off following a misstep in its turnaround story.