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Source document· February 23, 2026

Stock market today: Dow falls 800 points, S&P 500, Nasdaq slide as Trump's latest tariff salvo reverberates through markets

View original at finance.yahoo.com
Stock market today: Dow falls 800 points, S&P 500, Nasdaq slide as Trump's latest tariff salvo reverberates through markets US stocks retreated on Monday as investors grappled with the fallout from the Supreme Court's rebuff of President Trump's most sweeping tariffs, which has thrown major trade deals into doubt…
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  • If labor market data for February are consistent with stronger job creation and low unemployment, it may be appropriate to hold policy rate at current levels

    80% confidence
  • If strong January job reading is revised lower, it would reinforce January's rate cut and signal need for another cut in March

    80% confidence
  • Brent has rallied $11 YTD to $71 as Iran-related supply concerns have driven recovery in positioning and risk premium

    80% confidence
  • All major regions were net sold, led by North America and Europe. Single stocks and macro products were both net sold

    80% confidence
  • Oil prices likely to decline by less than previously expected, with Brent at $60 and WTI at $56 in Q4, up from previous estimates of $54 and $48

    80% confidence
  • A deal is a deal - EU rejects any hike in tariffs and calls on Washington to clarify steps

    80% confidence
  • Current conditions remind of similar sell-offs in Blackstone, Apollo, and Ares that led to 80%-190% total returns within 12 months from the lows

    80% confidence
  • Private credit is an attractive contributor to US retirees' portfolio given high returns, downside protection and monthly dividends, and has outperformed most equity strategies over last three years

    80% confidence
  • There is a significant level of misinformation weighing on Blue Owl and the private credit industry, creating a particularly attractive buying opportunity

    80% confidence
  • Blue Owl price target of $24 implies return of more than 100%

    80% confidence
  • Stability in OECD stocks reflects supply disruptions in January, especially in Kazakhstan, and global surplus materializing as rising inventories of sanctioned crude stuck at sea

    80% confidence
  • A potential 1 million barrel per day supply disruption in Iran for 12 months would boost fair value of oil by $8

    80% confidence
  • Blue Owl's investment history is solid to strong across all strategies and credit quality remains above average

    80% confidence
  • Rate these two possible outcomes as close to a coin flip

    80% confidence
  • Despite misinformation, gatekeepers and majority of financial advisors are sticking to the facts which includes +12% 3Y annualized returns

    80% confidence
  • Assuming underlying inflation continues to signal we are close to our 2% goal, the key to setting appropriate policy will be my view of the labor market

    80% confidence
  • Our MORE strategy delivered higher sales and profits. These strong results flowed through to increased franchisee profits, showcasing ability to drive store level profitability while providing incredible value

    80% confidence

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