Trump ‘bump’ dwindles, with the S&P 500 briefly turning negative since the election

• Three catalysts have driven S&P 500 corrections since 1964. Here’s what could spark one now.

  Piper Sandler’s Michael Kantrowitz has dug into big corrections since 1964 and finds they all need a catalyst. Here’s what he sees coming in 2025.
  
  MarketWatch - 5d

• Berkshire Hathaway liquidates holdings in S&P 500 ETFs

  Disclosures indicate its holdings in SPY and VOO were dissolved in fourth quarter of 2024
  
  Financial Times - 5d

• S&P 500 and Dow slide in worst day of 2025 amid economic worries

  Stocks fell sharply after reports signaled concerns that President Trump's policies could be impacting the U.S. economy.
  
  CBS News - Feb. 21

• It’s now a stock picker’s market as more shares outperform the S&P 500. Here’s what that means for your portfolio.

  The number of individual stocks outperforming the S&P 500 has exploded since the start of 2025 after a two-year stretch of unusually concentrated performance. That translates to a broader ...
  
  MarketWatch - Feb. 24

• This momentum-stock fund can lower your risk. It has outperformed the S&P 500.

  It might surprise you that a strategy focused on the best recent performers can limit downside risk and ride high during bull markets.
  
  MarketWatch - Feb. 25

• These stock-market sectors are dominating the S&P 500 so far this year as investors play defense

  It may be time for investors to shore up portfolios with defensive stocks — but their appeal goes beyond just providing protection.
  
  MarketWatch - Feb. 25
• 

  Shocked by Trump, Europe Turns Its Hopes to Germany’s Election

  Germany’s economy is stalled and its politics fractured. But it sees an opening for a new chancellor to lead Europe’s response to a changing America.
  
  The New York Times - Feb. 23
• 

  Courts and the Trump administration: Obi-Wan Kenobi saving us or speed bumps?

  Despite the initial successes of litigation against the Trump administration, many are skeptical that the courts will ultimately stop the erosion of democracy, highlighting the need for a broader ...
  
  The Hill - 6d

• ‘Trump Bump’ in Stocks Faded in February Amid Economic Anxiety

  A bounce in the S&P 500 on Friday afternoon wasn’t enough to pull the index out of the red for the month.
  
  The New York Times - 3d

More from CNBC

• Stagflation fears bubble up as Trump tariffs take effect and the economy slows

  A growth scare in the economy has accompanied worries over a resurgence in inflation, threatening to potentially rekindle stagflation.
  
  CNBC - 1h

• Canada, Mexico tariffs create 'ripple effects' on consumer prices, economist says

  Tariffs on the two largest trading partners of the United States are expected to have far-reaching impacts that may be hard to predict.
  
  CNBC - 31m

• Trump's tariffs showcase his extraordinary presidential power — and its limitations

  President Donald Trump's 25% tariffs on imports from Canada and Mexico took effect Tuesday. But actually collecting them is proving complicated.
  
  CNBC - 3h

• CFPB drops lawsuit against JPMorgan Chase, Bank of America and Wells Fargo over Zelle fraud

  Since Acting Director Russell Vought has taken over the CFPB, the agency has dropped at least a half dozen cases brought by his predecessor, Rohit Chopra.
  
  CNBC - 1h

• Trump's tariffs could quickly cut North American auto production by a third

  A third of North American vehicle production could be cut by next week as a result of Trump's 25% tariffs on Mexico and Canada, S&P Global Mobility reports.
  
  CNBC - 2h

More in Business

• Okta pops more than 20% on strong earnings and guidance beat

  Okta shares soared on Tuesday after the identity and access management company delivered strong fourth-quarter earnings and beat on guidance.
  
  CNBC - 10m

• Corporate bank bond-buyers wade in, even as stocks get clobbered

  Capital flows into Bank of America’s debt after investors moved away in recent days, as equity prices swoon.
  
  MarketWatch - 20m

• Trump's Mexico, Canada tariffs are 'clearly' going to cause inflation, says shipping giant Maersk

  There will 'clearly' be an inflationary impact from President Trump's tariffs on Mexico, Canada and China, according to shipping giant Maersk.
  
  CNBC - 21m

• Fed’s Williams signals he’s content to hold interest rates steady at March meeting

  U.S. interest-rate policy is in a good place and there is no need “to change it right away,” New York Fed President John Williams said on Tuesday.
  
  MarketWatch - 24m

• This is why AST SpaceMobile’s stock is skyrocketing again

  AST SpaceMobile has been attracting positive attention, boosted by launch milestones and a raft of partnerhips.
  
  MarketWatch - 26m