T&G Market Recap #106: 🔴 Trump's Tariffs Shake the Market! S&P Nears Record

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📢 The Market Reacts to Trump’s Tariffs & Hot Inflation! 🚀

📅 February 13, 2025

🔥 Headlines:

• S&P 500 nearly breaks record highs as Trump delays reciprocal tariffs

• Nasdaq surges 1.5% with Nvidia & Tesla leading the charge

• Inflation update: PPI data comes in hot, Fed rate cuts in jeopardy

📊 The Breakdown:
Markets shook off inflation concerns after Trump announced “reciprocal” tariffs that won’t hit immediately. Instead, trading partners have time to negotiate, easing market fears of a full-blown trade war.

But inflation isn’t backing down. The Producer Price Index (PPI) showed that wholesale prices remain sticky, adding pressure on the Fed to delay or even cancel rate cuts. Some analysts even see a rate hike later this year. 😬

🏆 Earnings Recap:

• Robinhood ($HOOD) 🚀: Beat expectations, stock jumps double digits

• Reddit ($RDDT) 📉: Missed user growth, shares tumbled

• Meta ($META) 🔥: On a 19-day win streak!

⚠️ What This Means for Investors:
🔸 Short term: Expect volatility as markets react to the tariff delay & inflation data
🔸 Long term: If inflation doesn’t cool, rate cuts could be off the table—or worse, we get a rate hike
🔸 Opportunities? Tech stocks still leading, but earnings season is exposing winners & losers

🔍 Stocks to Watch:
✅ Nvidia ($NVDA): Still dominating the AI space
✅ Tesla ($TSLA): Bouncing back, but can it sustain momentum?
✅ Meta ($META): A record-breaking streak—too hot or just right?

💬 What’s your take? Will Trump’s tariffs tank the market or is this just noise? Drop a comment! 👇