#stagflation

Mar 2, 2026

QuantMind Weekly Market Report — February 27, 2026

NVDA beat estimates by $2B and dropped -7.42%. New 15% global tariffs hit. PCE at 2.7%. Risk-Off rotation confirmed with defensives (XLU +2.71%, XLP +2.66%) dominating while tech and financials sold off. Full analysis, sector leaderboard, crypto, global markets, and March 4 tariff execution preview.

Feb 21, 2026

QuantMind Weekly Market Report - February 20, 2026

Supreme Court strikes down IEEPA tariffs 6-3, triggering V-shaped recovery. SPY +1.37%, QQQ +1.74% snaps 5-week losing streak. MU +6.79% on HBM demand, AMZN +6.05% on tariff relief. GDP 1.4% miss + Core PCE 3.0% raise stagflation concerns. NVDA earnings Feb 25 is the key event ahead.