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 tensionsWith 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.Subscribe for weekly macro insights, sector rotation analysis, and disciplined market breakdowns from GAR Capital.