Tariffs Reversed, Inflation Rising & GDP Slowing Weekly Market Breakdown

In this week’s GAR Capital Podcast, Carlos Garcia breaks down the biggest stock market and macro headlines from February 15th–22nd The U.S. Supreme Court struck down sweeping global tariffs in a 6–3 decision, triggering a relief rally across major indices. But the story didn’t end there. President Trump quickly responded with new 10%–15% global tariffs, reintroducing political and market uncertainty. We also cover: • NASDAQ’s 1.5% weekly gain and sector rotation trends • Mixed semiconductor and Mag 7 performance • Walmart’s sharp decline and valuation concerns • December PCE inflation accelerating to 2.9% YoY • Federal Reserve policy outlook amid sticky inflation • Q4 2025 GDP slowing to 1.4% and rising stagflation risks • Ongoing Iran–US geopolitical tensions With inflation firm, growth slowing, and valuations elevated, investors face a critical question: do rates fall to justify 30x forward earnings, or do stocks reprice lower? This episode delivers concise, institutional-level market context for both active traders and long-term investors.

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Tariffs Reversed, Inflation Rising & GDP Slowing Weekly Market Breakdown is an episode from G.A.R Capital Podcast by Carlos Garcia .

This episode is 00:13:45 long.

This episode was published on Feb 23, 2026.

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