Market Performance - The S&P 500 posted a weekly gain of 1.1%, marking its best weekly performance since early January [1] - The tech-heavy Nasdaq 100 also advanced by 1.1%, stabilizing after an early-month decline [1] - The Small-Cap 600 saw more modest gains of 0.6%, while the Mid-Cap 400 increased by 1.2% [1] Sector Performance - Real estate equities benefited from unexpectedly strong REIT earnings, helping to mitigate rate-related challenges [1] - The Equity REIT Index rose by 0.3%, with 10 out of 20 property sectors showing positive performance [1] - The Housing Index declined by 1.8%, reflecting mixed housing market data and ongoing affordability issues due to high mortgage rates [1] Economic Context - Geopolitical uncertainty has led to a pause in the "value rotation" trend that characterized early 2026 [1] - There are concerns regarding the sustainability of high capital spending and changing competitive dynamics influenced by AI-written software [1]
Tariffs, Tensions, And Repriced Risk
Seeking Alpha·2026-02-22 14:00