Tariffs, Tensions, And Repriced Risk

2026-02-22 09:00:00 ET

Real Estate Weekly Outlook

U.S. equity markets advanced this past week as investors parsed a deluge of headlines, including a major Supreme Court tariff ruling, escalating Middle East tensions, soft economic data, and hawkish Fed commentary. The Supreme Court ruled 6-3 to restrict the White House's authority to impose broader tariffs under the IEEPA framework, a widely-expected move that was quickly countered with sweeping 15% tariffs and a commitment from Treasury Secretary Bessent to use alternative legal pathways to reinstate tariffs. Geopolitical risk returned to the forefront as tensions between the U.S. and Iran escalated - lifting oil prices to seven-month highs - while soft economic data contrasted with continued hawkish rhetoric from Fed officials....

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