General News
Latest news from around the World.
The Battle Over Tariffs Is Not Over - Market Implications
Recent economic data signals a mid-cycle slowdown, with Q4 GDP growth at 1.4% and inflation accelerating unexpectedly. Tariff policy remains volatile: a Supreme Court ruling briefly lowered tariff rates, but a new 10% tariff was quickly imposed, maintaining uncertainty.
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The Old Playbook Is Dead - And Wall Street Has To Adapt
The S&P 500 remains a solid core holding, but the traditional jobs-to-GDP relationship has broken down amid an AI-driven "jobless boom." AI and robotics are fueling a multi-year rotation from growth to value, benefiting hard asset and industrial companies over asset-light tech sectors.
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Tariffs Off, Tariffs On: Retailers Line Up For Claims Amid Uncertainty
The Supreme Court's decision to strike down President Donald Trump's country-specific reciprocal tariffs has handed retailers a legal victory but left the industry grappling with continued uncertainty over import costs, supply chains and pricing.
...keep reeding on forbes.com
Wall Street Week Ahead
Nvidia (NVDA) earnings will be the highlight of the coming week as concerns about capex spending for megacaps grow. But analysts are bullish going into the print with 36 upward EPS revisions and just one downward revision.
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Cybersecurity's Anthropic Headwind - This Makes No Sense
CrowdStrike, Cloudflare, and Rubrik remain strong 'buy' ratings despite the recent sell-off triggered by Anthropic's Claude Code Security launch. Claude Code Security targets application code vulnerabilities but does not overlap with core offerings of CRWD, NET, ZS, or RBRK, making the market reaction irrational.
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Wall Street's Latest Bet Is on ‘HALO' Companies With AI Immunity
Deere and McDonald's have become darlings to investors worried about broad AI disruption.
...keep reeding on wsj.com
S&P 500 Snapshot: Largest Gain In 6 Weeks
The S&P 500 posted its first weekly gain since January, rising 1.1% after spending the majority of the week in positive territory. The 50-day moving average has been above the 200-day moving average since July 1st.
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The 1-Minute Market Report, February 22, 2026
The 1-Minute Market Report, February 22, 2026
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Trump bumps up global tariffs - creating more mess and uncertainty for the world
So Trump and tariffs - what's going on? Let's start with the latest development and work backwards.
...keep reeding on news.sky.com
Next Steps for Tariffs & Other Avenues for Trump After SCOTUS Shuts Down IEEPA
@CharlesSchwab's Mike Townsend calls the Supreme Court's decision to shut down President Trump's IEEPA tariffs "momentous." However, he argues it's not surprising either.
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Trump's Trade Gamble Will Continue, Despite Supreme Court Rebuke
The president seems as intent on tariffs as ever and argues that his trade agenda is succeeding, despite little evidence to support it
...keep reeding on nytimes.com
Trump raises tariffs to 15% on imports from all countries
President announced increase from 10% using different authority from mechanism that supreme court struck down on Friday
...keep reeding on theguardian.com
President Trump announced a 15% global tariff on all imports entering the U.S., effective immediately—here's what to know
The president is turning to an untested legal authority to rebuild his global tariff regime.
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Trump now says he will raise 'worldwide' tariff from 10% to 15%
Trump says he will impose a 15% 'worldwide' tariff. He earlier signed an executive order imposing a 10% tariff.
...keep reeding on businessinsider.com
Meet the Trump Official Fighting for Prediction Markets
Michael Selig is at the center of a fight over sports betting on emerging platforms like Kalshi and Polymarket.
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Trump to hike global tariffs to 15% from 10%, 'effective immediately'
Trump also warned: "During the next short number of months, the Trump Administration will determine and issue the new and legally permissible Tariffs."
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Market volatility trap? Why this income-first strategy may 'leave a lot on the table'
The market volatility may be leading retail investors astray.
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Five key takeaways from the Supreme Court's landmark decision against Trump's tariffs
The Supreme Court's decision to throw out a large number of tariffs that President Donald Trump imposed on imports was widely expected. What's far less certain is the longer-run impacts.
...keep reeding on cnbc.com
Ed Siddell Sees 100bps in 2026 Rate Cuts, Metal & Nuclear Bull Cases
Ed Siddell breaks down the latest economic data, noting that durable goods orders are higher and arguing the economy is heading in the right direction. “We just have to show a little more affordability.
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This Is What A Worst-Case Bear Market Looks Like
I explore a worst-case bear scenario where AI disrupts the economy, triggering populist fiscal policies and government overreach. Policies such as a recently proposed Dutch tax on unrealized capital gains and booming government spending are a tale of caution.
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