Market Insights | 2.25.26 скачать в хорошем качестве

Market Insights | 2.25.26

Supreme Court Ruling on Tariffs: The Supreme Court ruled that President Trump cannot unilaterally impose broad tariffs under IEEPA, creating uncertainty around effective tariff rates, potential refunds, and future enforcement. State of the Union & Economic Backdrop: President Trump’s address emphasized patriotism and tariff resolve, while economic data shows moderating growth, slightly higher unemployment, and sticky inflation. AI Trade Rotation, Not Collapse: Despite headlines warning that the AI boom is fading, market performance suggests rotation rather than systemic weakness, with equal weight indices, small caps, and cyclical sectors outperforming even as large cap technology faces valuation pressure. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Economic forecasts set forth may not develop as predicted. All investing involves risk including loss of principal. No strategy assures success or protects against loss.