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Stocks Slump on AI, Tariff Jitters | Bloomberg Businessweek Daily 2/23/26

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February 23, 2026

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On today's episode of Bloomberg Businessweek Daily, Carol Massar and Emily Graffeo discuss Monday's market reaction to Friday's Supreme Court ruling on tariffs, next questions for the Federal Reserve as inflation data remains slightly elevated, continued worries in private credit, and more. Bloomberg Intelligence Senior Policy Analyst Nathan Dean weighs in on next legal steps after the Supreme Court struck down President Trump's tariffs, and Bloomberg TV and Radio International Economics & Policy Correspondent Michael McKee joins to discuss the latest from the NABE economic conference, including comments from Fed Governor Christopher Waller about a potential March rate cut. Then, Bloomberg News Weather Reporter Lauren Rosenthal has the latest on the major storm that dumped snow across the Northeast and snarled travel. Also, Bloomberg News Senior Editor for Credit James Crombie has the latest on private credit worries as Blue Owl anxiety continues to rattle the sector. Finally, EY-Parthenon Chief Economist Greg Daco joins to discuss the fiscal and economic implications of changes to tariff policy.

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Emily GraffeoFriday's Supreme CourtFederal ReserveSupreme CourtPresident Trump'sBloomberg TVRadio International EconomicsPolicy Correspondent Michael McKee

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