Trade Wars 2.0 - news and analysis

The second presidency of Donald Trump initiated escalation of tariffs that triggered significant financial movements. These actions may to increased costs for businesses and consumers, disrupted supply chains, and created market uncertainty. Retaliatory tariffs from affected nations can further strain global trade, impacting economic growth and prompting concerns about long-term financial stability.

Some CPI morning bullishness – Dow Jones and US Index Outlook

S&P 500, Dow Jones, Nasdaq Analysis and Trading Levels – CPI Rebound: Stocks erase early losses as the softest inflation print in five years (2.4%) fuels bets for a March rate cut. While the Mag 7 lags, broad contagion pushes the Dow and S&P higher. We analyze the Feb 20 Supreme Court tariff deadline and the fading Iran risk premium.

13-02-2026 17:18 GMT by Elior Manier

Hawkish NFP sends Stocks lower – Dow Jones and US Index Outlook

S&P 500, Dow Jones, Nasdaq Analysis and Trading Levels – NFP Morning action: A strong 130K beat and a dip in Unemployment (4.3%) trigger a bear flattening of the yield curve. We analyze the massive -858K downward revision to 2025 data, the rotation back into Consumer Defensives and Energy, and the hawkish shift in March rate-cut odds (now just 9%).

11-02-2026 17:14 GMT by Elior Manier