23-02-2026

Trump's Tariff Threats and AI Impact Markets

Date: 23-02-2026
Sources: cnbc.com: 1 | economist.com: 4 | scmp.com: 1
Image for cluster 9
Image Prompt:

Traders analyzing financial data on screens in a bustling trading floor, documentary-style photography, bright fluorescent lighting with subtle shadows, capturing tension and focus, shot with a 24mm lens, conveying a sense of urgency and market dynamics amidst the calm surface of the global markets.

Summary

The cluster of articles discusses the market reaction to US President Donald Trump's latest tariff announcements and threats, as well as the impact of artificial intelligence on productivity and investor behavior. Despite Trump's tariff moves, markets have remained relatively stable, with strategists suggesting that investors focus on earnings and economic resilience. Meanwhile, AI's influence on business models and investment decisions is causing significant churning beneath the calm surface of the markets.

Key Points

  • Markets have taken Trump's latest tariff announcement in stride, with the MSCI World Index remaining flat.
  • Trump's tariff threats are seen as a negotiating tactic rather than a lasting policy change.
  • Artificial intelligence is causing investors to reassess business models and adjust their investment decisions.
  • The impact of AI on productivity remains limited despite its rapid advancement.
  • Asian countries are questioning the validity of their trade agreements with the US after Trump's Supreme Court tariff defeat.

Articles in this Cluster

Markets shrug off Trump's latest tariffs

The article discusses the market reaction to U.S. President Donald Trump's latest tariff announcement, raising global tariffs to 15% from 10%. Markets have taken the news in stride, with the MSCI World Index remaining flat. Strategists suggest that investors should be patient and focus on earnings and the resilience of the economy, as Trump's tariff moves are seen as a negotiating tactic rather than a lasting policy change. Some analysts are cautious, suggesting that investors lighten up on risk, while others believe that the impact will be limited as long as positive investor psychology prevails. Cryptocurrencies, such as Bitcoin, saw a sharper reaction, but experts believe that the decline is within its normal volatility range.
Entities: Donald Trump, Ed Yardeni, Yardeni Research, Hugh Dive, Atlas Funds ManagementTone: neutralSentiment: negativeIntent: inform

Donald Trump answers a Supreme Court rebuke with new tariff threats

The article discusses how Donald Trump responded to a rebuke from the Supreme Court with new threats of tariffs, potentially increasing economic uncertainty. The piece is set against a backdrop of various economic issues and trends, including the impact of artificial intelligence on productivity and the European Union's efforts to bolster its economic policies. Trump's actions and their implications are the main focus, highlighting the tension between the executive and judicial branches of the U.S. government.
Entities: Donald Trump, Supreme Court, European Union, United States, RussiaTone: analyticalSentiment: neutralIntent: inform

Finance & economics | Latest news and analysis from The Economist

The Economist's finance and economics section discusses various current topics, including the impact of Artificial Intelligence (AI) on productivity, the reassessment of business models due to AI, and the economic policies of the EU. Other articles touch on Donald Trump's tariff threats, the effectiveness of America's war on poverty, and the role of prediction markets. The section also covers the financialisation of AI, China's deflation, and ethnic minorities driving America's startup boom. Overall, the articles provide in-depth analysis of global economic events and trends.
Entities: Artificial Intelligence, The Economist, Donald Trump, EU, AmericaTone: analyticalSentiment: neutralIntent: inform

Markets are churning furiously beneath a calm surface

The article discusses how despite geopolitical tensions and other factors, the S&P 500 index remains relatively stable and near record highs. It attributes this stability to the impact of AI on investor behavior, causing them to reassess various business models. The article suggests that beneath the calm surface of the markets, there is significant churning and adjustment due to the influence of artificial intelligence on investment decisions.
Entities: S&P 500, Artificial Intelligence (AI), New York, The Economist, Donald TrumpTone: analyticalSentiment: neutralIntent: inform

The AI productivity boom is not here (yet)

The article discusses the current state of artificial intelligence (AI) and its impact on productivity. Despite AI's rapid advancement and ability to perform complex tasks with minimal human supervision, its effect on economic output remains limited. The article suggests that the immediate economic impact of AI will be more uncertainty as investors reassess business models and markets react to the changing landscape.
Entities: Artificial intelligence, OpenAI, The Economist, EU, Donald TrumpTone: neutralSentiment: negativeIntent: inform

Asia’s US trade deals in doubt after Trump’s Supreme Court tariff defeat | South China Morning Post

A recent Supreme Court ruling has cast doubt on trade deals between the US and several Asian countries, including India, Indonesia, and Vietnam, after US President Donald Trump imposed tariffs under a statute that was later deemed invalid. Trump responded by invoking a different statute to impose a blanket 15% tariff on all US imports. Asian nations are now questioning the validity of their trade agreements with the US, with India pausing trade talks with Washington.
Entities: Donald Trump, US, Asia, India, IndonesiaTone: neutralSentiment: negativeIntent: inform