2026 02/23 - 02/27. Wall Street turmoil as inflation fears and tariff shifts drive investors to defense amid geopolitical uncertainty

Wall Street wavered amid inflation concerns and U.S. tariff changes, overshadowing tech gains. With rising wholesale prices and faltering Middle Eastern talks, investors flocked to safe havens like crude oil and gold, raising the stakes for March’s crucial jobs report.|-----|* S&P.* 02/23 M. 6,837.75 | * 02/24 T. 6,890.07 |* 02/25 W. 6,946.13 |* 02/26 T. 6,908.86 |* 02/27 F. 6,878.88 ||---|* Nasdaq.* 02/23 M. 22,627.27 |* 02/24 T. 22,863.68 |* 02/25 W. 23,152.08 |* 02/26 T. 22,878.38 |* 02/27 F. 22,668.21 ||---|* DJI. * 02/23 M. 48,804.06 |* 02/24 T. 49,174.50 |* 02/25 W. 49,482.15 |* 02/26 T. 49,499.20 |* 02/27 F. 48,977.92 ||-----|* 2-yr T Bond.* 02/23 M. 3.440 |* 02/24 T. 3.461 |* 02/25 W. 3.471 |* 02/26 T. 3.448 |* 02/27 F. 3.379 ||---|* 10-yr T Bond.* 02/23 M. 4.027 |* 02/24 T. 4.033 |* 02/25 W. 4.048 |* 02/26 T. 4.017 |* 02/27 F. 3.962 ||-----|* S&P ROC %.* 02/23 M. -1.039 |* 02/24 T. 0.765 |* 02/25 W. 0.814 |* 02/26 T. -0.537 |* 02/27 F. -0.434 ||---|* VIX.* 02/23 M. 21.01 |* 02/24 T. 19.55 |* 02/25 W. 17.93 |* 02/26 T. 18.63 |* 02/27 F. 19.86 ||---|* MOVE.* 02/23 M. 68.03 |* 02/24 T. 65.27 |* 02/25 W. 62.43 |* 02/26 T. 63.93 |* 02/27 F. 73.38 ||---|* Shiller PE.* 02/23 M. 39.78 |* 02/24 T. 40.08 |* 02/25 W. 40.42 |* 02/26 T. 40.19 |* 02/27 F. 40.00 ||-----|* BCOM. * 02/23 M. 120.0324 |* 02/24 T. 119.8473 |* 02/25 W. 120.7677 |* 02/26 T. 120.2814 |* 02/27 F. 121.6831 ||---|* BCOMENTR.* 02/23 M. 71.8151 |* 02/24 T. 70.8636 |* 02/25 W. 71.0871 |* 02/26 T. 71.1426 |* 02/27 F. 72.5890 ||---|* BCOMINTR. * 02/23 M. 425.06 |* 02/24 T. 432.16 |* 02/25 W. 437.71 |* 02/26 T. 434.59 |* 02/27 F. 434.65 ||---|* SPGSAG.* 02/23 M. 349.45 |* 02/24 T. 350.07 |* 02/25 W. 351.06 |* 02/26 T. 351.05 |* 02/27 F. 354.47 ||---|* SPGSPM. * 02/23 M. 7,025.33 |* 02/24 T. 6,975.61 |* 02/25 W. 7,068.15 |* 02/26 T. 6,991.62 |* 02/27 F. 7,109.71 ||-----|* WTI Crude Oil.* 02/23 M. 66.31 |* 02/24 T. 65.63 |* 02/25 W. 65.42 |* 02/26 T. 65.21 |* 02/27 F. 67.02 ||---|* HH Natural Gas.* 02/23 M. 2.985 |* 02/24 T. 2.915 |* 02/25 W. 2.969 |* 02/26 T. 2.827 |* 02/27 F. 2.859 ||-----|* Key Economic Events.* 03/02 M. U.S. ISM Manufacturing PMI (Feb) |* 03/03 T. Eurozone Inflation (Feb - Flash) |* 03/04 W. U.S. ADP Employment & ISM Services PMI |* 03/05 T. U.S. Weekly Jobless Claims |* 03/06 F. Non-Farm Payrolls (NFP) & Unemployment Rate ||-----|* Key Earnings Releases.* 03/02 M. Li Auto (LI). Nio (NIO). Great Elm Capital (GECC). Zoom (ZM) |* 03/03 T. Target (TGT). Sea Ltd (SE). Ross Stores (ROST). Nordstrom (JWN) |* 03/04 W. Dollar Tree (DLTR). Abercrombie (ANF). Broadcom (AVGO). Victoria's Secret (VSCO) |* 03/05 T. Costco (COST). BJ's Wholesale (BJ). Marvell Tech (MRVL). Gap Inc (GPS) |* 03/06 F. JD.com (JD). Hello Group (MOMO) ||-----|The complete audio transcript will be accessible at the following link: https://wallstreetweek.substack.com/ when it becomes available.