Markets
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EconomyStocks sell off as traders wake up to the realization that Trump has ‘highly punitive’ options for new trade tariffs
By Jim EdwardsFebruary 23, 2026

InvestingIn the $3 trillion private credit market, the ‘shadow default’ rate is increasing as more money chases lower-quality deals
By Jim EdwardsFebruary 22, 2026

EconomyFed confirms it obeyed U.S. Treasury request for an unusual ‘rate check,’ weakening the dollar against foreign currencies
By Jim EdwardsFebruary 19, 2026

InvestingThere’s an incoming $150 billion ‘YOLO’ trade that will boost stocks by the end of March, Wells Fargo says
By Jim EdwardsFebruary 18, 2026

InvestingBig Tech approaches ‘red flag’ moment: AI capex is so great hyperscalers could go cash-flow negative, Evercore warns
By Jim EdwardsFebruary 17, 2026

InvestingTrillion-dollar AI market wipeout happened because investors banked that ‘almost every tech company would come out a winner’
By Eleanor PringleFebruary 16, 2026

By Jim EdwardsFebruary 16, 2026

By Jim EdwardsFebruary 13, 2026

BankingFord CEO Jim Farley knew the EV pain would be bad, but the ‘punch line’ is a $4.8 billion loss: ‘The customer has spoken’
By Nick LichtenbergFebruary 12, 2026

EconomySome folks on Wall Street think yesterday’s U.S. jobs number is ‘implausible’ and thus due for a downward correction
By Jim EdwardsFebruary 12, 2026

By Jim EdwardsFebruary 11, 2026

By Jim EdwardsFebruary 10, 2026

InvestingDon’t get comfortable with the global stock rally today: Goldman’s Panic Index is approaching ‘max fear’
By Jim EdwardsFebruary 9, 2026

By Jim EdwardsFebruary 6, 2026
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