Global economic updates, market sentiment, and financial headlines.
At 3:47 a.m. ET, the 10-year Treasury yield was down less than 1 basis point to 4.076%.
Anna Edwards, Guy Johnson, Tom Mackenzie and Paul Dobson break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade." For up to the minute market intelligence and insight, click MLIV ＜GO＞.
Dollar slumps and gold rises as authorities say they will halt levies linked to emergency powers but give no word on refunds
Gold and silver prices climb
Yields on eurozone government bonds edged lower, tracking moves in Treasurys amid uncertainty over tariff policies.
The Supreme Court's IEEPA ruling curtails executive tariff authority, introducing heightened market uncertainty and a shift to Section 122 tariffs capped at 15% for 150 days. Bond markets signal concern over fiscal risks, as potential tariff refunds ($142–$175B) could drive increased Treasury issuance and higher yields, impacting equity valuations.
Gold and silver prices climb
Allies like the U.K., EU, Japan, South Korea and Singapore face trade-weighted tariff increases under Trump's new 15% global duties. Brazil and China are set to see sharp reductions after the Supreme Court struck down IEEPA‑based levies.
The European Commission is calling for clarity from the U.S. government on the steps it intends to take following Friday's Supreme Court ruling on tariffs. The EU says it expects the U.S. to honour its commitments, and that it will not accept any increase in tariffs above the level already agreed.
The CNN Money Fear and Greed index showed some easing in the overall fear level, while the index remained in the “Fear” zone on Friday.
Goldman Sachs raised its Brent and West Texas Intermediate crude forecasts for the fourth quarter of 2026 by $6 to $60 and $56 respectively, citing lower OECD stocks, even as it continued to assume no Iran-related supply disruption and maintained its view of a surplus this year.
US President Donald Trump said he will increase the global 10% tariff to 15%. He is applying the new baseline tariff under Section 122 of the 1974 Trade Act, which allows the president to impose tariffs for 150 days without congressional approval.
European stocks are expected to start the week in negative territory as global markets react to U.S. President Donald Trump's latest global tariffs policy.
Asian stocks rose broadly on Monday, with South Korea and Taiwan setting records, despite renewed trade uncertainty.
The Supreme Court ruling has further weakened Trump's hand, giving Beijing leverage ahead of an April summit, experts said. Trump has "effectively had his wings clipped on his signature economic policy," a former trade representative said.
Far from being a source of relief, the Supreme Court's takedown of President Donald Trump's tariffs has infused new risks and uncertainties into trade policy, U.S. debt and the dollar.
The market reaction has so far been restrained. Some strategists suggest that the key to navigating markets amid uncertainty is patience.
Dawn Shackleford of Looking Glass Trade discusses the impact of the new tariffs for various countries as well as U.S. importers. She also discusses the legal basis of Trump's claims of a deficit in U.S. balance-of-payments.
Francis Tan from Indosuez Wealth Management says that markets are digesting the latest tariffs quite quickly since global trade linkages outside of the US have strengthened significantly since the first wave of trade tariffs.
U.S. stock-index futures declined Sunday, as investors grappled with the implications of Friday's Supreme Court ruling that overturned most of President Donald Trump's tariffs.
With the bulk of Trump's tariffs struck down by the Supreme Court, and a new, temporary global tariff in place, fresh questions are hanging over the U.S. economy.
Bitcoin fell more than 5% to below $65,000 after President Donald Trump announced plans to raise global tariffs to 15%. Nastco | Getty Bitcoin fell more than 5% to below $65,000 on Monday after U.S. President Donald Trump announced plans to raise global tariffs to 15%, rattling risk sentiment.
Fifty-five S&P 500 index companies report earnings this week, including Nvidia, the world's most valuable company.
After the court struck down Trump's global tariffs on Friday, President Trump announced temporary, across-the-board tariffs of 10%, which he then hiked to 15% a day later.
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Andrew Graham joins Diane King Hall at the NYSE to react to the latest economic data. He suggests the government shutdown impacted the figures and points to higher frequency data as a better indicator to track when it comes to inflation.
The article emphasizes the importance of delivering what investors or consumers demand. It highlights a strategic focus on aligning offerings with market preferences to drive success.
Each week, Benzinga's Stock Whisper Index uses a combination of proprietary data and pattern recognition to showcase five stocks that are just under the surface and deserve attention.
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.
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.
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.
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.
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.
Deere and McDonald's have become darlings to investors worried about broad AI disruption.
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.
The 1-Minute Market Report, February 22, 2026
So Trump and tariffs - what's going on? Let's start with the latest development and work backwards.
@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.
The president seems as intent on tariffs as ever and argues that his trade agenda is succeeding, despite little evidence to support it
President announced increase from 10% using different authority from mechanism that supreme court struck down on Friday
The president is turning to an untested legal authority to rebuild his global tariff regime.
Trump says he will impose a 15% 'worldwide' tariff. He earlier signed an executive order imposing a 10% tariff.
Michael Selig is at the center of a fight over sports betting on emerging platforms like Kalshi and Polymarket.
Trump also warned: "During the next short number of months, the Trump Administration will determine and issue the new and legally permissible Tariffs."
The market volatility may be leading retail investors astray.
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.
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.
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.