The tariff ruling capped off a holiday-shortened week February 23, 2026 U.S. equities moved higher while Treasury yields rose and the curve flattened.
The equity rotation continued this week February 17, 2026 The market moved to a more defensive posture and yields declined as rate cut expectations rose.
AI fears hurt the market this week February 9, 2026 Investors rotated into more defensive, value sectors and drove up the price of gold.
The Fed was in focus this week as it kept rates unchanged February 2, 2026 In addition, President Trump nominated former Fed governor Kevin Warsh to succeed Jay Powell.