Asian stocks rose and Treasury yields remained stable as markets absorbed Trump's tariff escalation, suggesting investor confidence in economic resilience. Analysts attribute market calm to Trump's history of using tariffs as negotiating leverage, a pattern investors have learned to expect and discount.
CNBC
· Feb 23, 2026
· economy
· 3 min de leitura
High
Apuração: Verificado
Markets Brush Off Trump's Tariff Hike as Negotiating Theater
◉
Economy & Finance
7353 artigos relacionados
Markets await Warsh's Jackson Hole stance as Bessent intervention stir…
Google News · 100% correspondência
Stock futures rise ahead of Fed rate decision under new chair Warsh
Google News · 99% correspondência
Global Markets Steady as Fed Rate Cut Looms, Central Banks Signal Poli…
Devdiscourse · 99% correspondência
Dollar Holds Gains on Strong US Data; Aussie Rises Ahead of RBA Decisi…
The Economic Times · 99% correspondência
Dollar strengthens on growth bets as ECB-Fed divergence widens yield g…
Reuters · 99% correspondência
Cobertura Relacionada
ImpactAlpha · Sep 09
Faith-Based Investors Deploy $287M in Impact Strategies Through Common Good Fund
Ascension Investment Management and Anthos Fund & Asset Management launched the Common Good Fund, a $90M private market …
Google News · Sep 09 Trump escalates Canada trade war with import bans on dairy, alcohol, motorcyclesThe Trump administration has imposed import bans on Canadian dairy, alcohol, and motorcycles while raising tariffs, esca…
The Motley Fool · Sep 09 Nvidia's Aging H100 Chips Defy Depreciation Fears, Strengthening Bull CaseNvidia's older H100 GPUs are maintaining value better than skeptics predicted, with rental prices up 22% recently despit…
abc.net.au · Sep 09 Cricket NSW opposes CA's Big Bash private investment plan, citing grassroots funding risksCricket NSW expressed disappointment with Cricket Australia's decision to pursue private investment in Big Bash leagues,…
Viés e Enquadramento
Não há dados de análise detalhada para esta lente. Tente executar as lentes novamente no painel de administração.
Impacto Geopolítico
🌎
Markets dismiss Trump's 15% tariff increase as negotiating theater; investors view policy as temporary amid Supreme Court procedural reset, showing resilience to trade volatility.
Escalation Risk
moderate
Confidence
HIGH
United States
China
European Union
Asia-Pacific
Global trade partners
Trump reasserts executive authority over trade policy through alternative legal mechanisms (Section 122) after judicial constraint; markets signal reduced credibility of tariff threats, diminishing leverage in negotiations. U.S. protectionist posture continues despite legal setbacks, but investor skepticism weakens deterrent effect.
Similar to Trump's 2018-2019 tariff cycles where repeated threats and reversals conditioned markets to discount announcements; parallels Nixon's 1971 wage-price controls in using economic policy as negotiating theater.
Lente Econômica
📈
Markets dismiss Trump's tariff increase to 15% as negotiating theater rather than durable policy, with investors viewing the move as procedural following a Supreme Court ruling.
Market Signal
neutral
Confidence
MED
International Trade
Manufacturing
Steel & Automobiles
Technology/Supply Chain
Retail & Consumer Goods
Limited immediate impact on consumer prices or household purchasing power, as markets and investors view tariffs as temporary negotiating tactics. However, sustained tariff implementation could eventually increase costs for imported goods, electronics, and automobiles.
Supreme Court ruling constrains executive tariff authority under IEEPA, forcing administration to use alternative legal frameworks (Section 122, 301, 232). Congress may face pressure to clarify trade authority limits and establish clearer procedures for tariff implementation.