<p>In this week’s GAR Capital Podcast, Carlos Garcia breaks down the biggest stock market and macro headlines from February 15th–22nd  </p><p><br></p><p>The U.S. Supreme Court struck down sweeping global tariffs in a 6–3 decision, triggering a relief rally across major indices. But the story didn’t end there. President Trump quickly responded with new 10%–15% global tariffs, reintroducing political and market uncertainty.</p><p><br></p><p>We also cover:</p><p><br></p><p>• NASDAQ’s 1.5% weekly gain and sector rotation trends</p><p>• Mixed semiconductor and Mag 7 performance</p><p>• Walmart’s sharp decline and valuation concerns</p><p>• December PCE inflation accelerating to 2.9% YoY</p><p>• Federal Reserve policy outlook amid sticky inflation</p><p>• Q4 2025 GDP slowing to 1.4% and rising stagflation risks</p><p>• Ongoing Iran–US geopolitical tensions</p><p><br></p><p>With inflation firm, growth slowing, and valuations elevated, investors face a critical question: do rates fall to justify 30x forward earnings, or do stocks reprice lower?</p><p><br></p><p>This episode delivers concise, institutional-level market context for both active traders and long-term investors.</p><p><br></p><p>Subscribe for weekly macro insights, sector rotation analysis, and disciplined market breakdowns from GAR Capital.</p>