FirstFT: Trump tariffs hit global stock markets

The stock market is expensive. But there’s still one bull case not priced in, says Bank of America.

Bank of America says heavily regulated sectors have yet to fully rally

MarketWatch - Feb. 21

This stock sector can still soar during the late stages of the bull market — and there are easy ways to play it

Also: Nvidia earnings on deck, potential stock splits and big gains, a look at gold, and the Moneyist pulls no punches.

MarketWatch - Feb. 21

Even Warren Buffett is struggling with this stock market. Here’s one big reason why.

Investors will be looking closely at Berkshire Hathaway’s cash position.

MarketWatch - Feb. 22

Here's my strategy for the stock market this week after Friday's brutal sell-off

In his Sunday column for Investing Club subscribers, Jim Cramer explains how he's preparing for the stock market after a rough week.

CNBC - Feb. 24

Voss Capital thinks the market is a ‘perpetual paradox machine’. Here are the stocks the fund manager owns.

Buying undervalued small-cap stocks that may attract bidders has worked this year, Voss Capital said.

MarketWatch - Feb. 24

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

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

We're trimming our position in a recent standout stock in case the market changes its tune

The stock has benefited from Wall Street's defensive rotation into health care.

CNBC - Feb. 25

Tesla's market cap sinks below $1 trillion as stock slumps more than 8%

Tesla shares have dropped dramatically since peaking in December, and Tuesday's decline pushed the company's market cap below $1 trillion.

CNBC - 6d

Nvidia Earnings Could Crash the Stock Market if Wall Street Doesn’t Get Its Way

The dominant AI company faces headwinds from Trump 2.0, DeepSeek, and China.

Inc. - 6d

‘Stock markets today are just about as risky as I have ever seen’: Elliott’s Paul Singer gives rare interview

“The state of stock markets today are just about as risky as I have ever seen,’ says billionaire investor Paul Singer, in a rare interview

MarketWatch - 6d

Jim Cramer says 'it's a new market' — plus, time to take some gains in this stock

The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.

CNBC - 5d

Extremely fearful stock-market sentiment shows investors scare easily right now

It doesn’t take much to spook stock-market investors in 2025.

MarketWatch - 5d

Dividend stocks are soaring in 2025, as investors adopt a defensive strategy amid market selloff

U.S. dividend stocks are soaring in 2025, as investors are on the hunt for ways to play defense amid concerns over economic growth and President Trump’s tariff plans.

MarketWatch - 4d

‘She’s not working outside the home’: My mother, 63, inherited $100,000. Is she too old to invest in the stock market?

“Are the only options to create a CD ladder or leave it in a high-interest savings account?”

MarketWatch - 4d

Why the February jobs report may push a jittery stock market toward a correction

Angst over the health of the U.S. economy has investors nervous about the possibility of an approaching recession — and the next big jobs report may not be enough to calm nerves for very long.

MarketWatch - 1d

85% of the stock market's return since 1960 came down to this factor—how to boost it in your portfolio

Reinvested dividends make an enormous difference in investment returns over time.

CNBC - 6h

This stock market pro is following Warren Buffett’s lead, saying it’s ‘not a time to be making big bets’

Strategist David Rosenberg: ‘It’s a time to hunker down.’ Cash, defensive stocks and non-U.S. markets are your best choices now, he says.

MarketWatch - 2h

Trump tariff threats rattle consumers

Welcome to The Hill's Business & Economy newsletter {beacon} Business & Economy Business & Economy The Big Story Consumer confidence dips in Trump’s first month A new survey found that ...

The Hill - Feb. 21

The Tariffs Are On, and Trump Suspends Ukraine Aid

Plus, women’s rugby gets a boost.

The New York Times - 9h

Understanding Trump's tariffs, in five charts

Learn more about how Trump's proposed tariffs against Mexico, China and Canada could impact trade, shipping, imports, prices and more.

NBC News - 8h

Trudeau: Trump tariffs on Canada ‘dumb’

Canadian Prime Minister Justin Trudeau slammed President Trump’s tariffs on his country, reiterating a message from The Wall Street Journal’s editorial board that the taxation plan was “dumb.” ...

The Hill - 3h

Trump Threats and Mexico’s Crackdown Hit Mexican Cartel

Several cartel operatives said that for the first time in years, they genuinely feared arrest or death at the hands of the authorities.

The New York Times - 2d

Steve Cohen says tariffs and DOGE's cuts are negative for economy, market correction could be soon

The CEO of hedge fund Point72 turned bearish for the first time in a while due to punitive tariffs, immigration crackdown and federal spending cuts.

CNBC - Feb. 21

Chiefs plan to use franchise tag on Trey Smith, prevent top pending free agent OL from hitting open market

Smith will make $23.4 million on a fully guaranteed, one-year contract

CBS Sports - 5d

FirstFT: Ukraine truce proposal divides European allies

Also in today’s newsletter, crypto prices jump, and the Oscar winners

Financial Times - 1d

Steve Witkoff: from property developer to global spotlight as Trump’s tough-talking troubleshooter

His friendship with the president dates back to a late-night encounter in a deli. Now he is a loyal envoy brokering the Gaza ceasefire and peace talks on Ukraine. With the first phase of the ...

The Guardian - Feb. 22

John Simpson: 2025 could be year for the history books as Trump shreds global norms

Like 1968 or 1989, this could be a year when the world changes in a fundamental way.

BBC News - Feb. 23

US officials have been absent from global climate forums during Trump 2.0

Exclusive: The ‘deeply troubling’ move comes amid concerns US ignoring international climate ramifications. US officials have missed recent international climate forums sparking concerns about a ...

The Guardian - Feb. 25

Trump orders probe into alleged dumping of lumber in US market

Move raises fear that commodity will be next to be targeted for tariffs after levies on steel and aluminium

Financial Times - 2d

Trump’s Tariffs Are Causing Some Startups to Scrap Their IPOs

This was expected to be a big year for IPOs, but now some companies are rethinking plans to go public.

Inc. - Feb. 22

Trump says tariffs on Canada and Mexico are 'on time, on schedule'

During a White House press conference, President Trump told reporters that his administration would move forward with planned tariffs on Canada and Mexico.

NBC News - Feb. 24

Trump says tariffs on Canada and Mexico 'will go forward'

President Donald Trump said sweeping tariffs on Canada and Mexico "will go forward" when a monthlong delay on their implementation expires next week.

CNBC - Feb. 24

Trump Refocuses on Tariffs and Trade Deals With Russia and Ukraine

The president has sent the message that he’s committed to tariffs, and that he sees room for deals with Ukraine and Russia.

The New York Times - Feb. 25

Trump directs investigation preceding potential copper tariffs

President Trump on Tuesday directed his Commerce secretary to investigate the need for possible tariffs on copper, the latest industry to potentially be targeted by Trump’s sweeping trade agenda. ...

The Hill - 6d

Trump Announces Inquiry That Could Lead to Tariffs on Copper

Tariffs, if they are imposed, could boost U.S. production of a valuable resource but also raise costs for automakers, construction companies and others.

The New York Times - 6d