Now that the agreement between China and the U.S. has mitigated some of the most worrisome economic effects, the Federal Reserve's calculus on when to cut interest rates may change.

The future of the U.S.-China tariff war is unclear, but in the next three months, some stocks may benefit more than others.

China and the United States announced a truce in their trade war on Monday after talks in Geneva that will roll back the bulk of tariffs and other countermeasures by Wednesday.