Trump's Head-Spinning First Month Is Over.
➤ Here's what to expect next for Social Security, taxes and stocks »

BEFORE THE OPEN

Pre-Market:

US Investor % Bullish Sentiment:
↓ 19.38% for Week of February 27 2025

🚨 DOGE Social Security bombshell?
- from Alimetry

Market Wrap:

• Futures up: Dow +77 pts, S&P +0.2%, Nasdaq +0.6%.

• Trump’s tariffs on Canada/Mexico still “fluid”; China’s 10% duty set.

• Stocks fell in Feb: S&P -1.4%, Dow -1.6%, Nasdaq -4% (worst since Apr ‘24).

• Bitcoin +10% to $94K after Trump announced U.S. crypto reserve.

• Jobs report Friday—hiring slowdown expected.

EARNINGS

Here’s what we’re watching this week:

• Tuesday: ChargePoint (CHPT), Nordstrom (JWN)

  • Target (TGT) - earnings of $2.15 per share (-27.9% YoY), on $30.8B revenue (-3.4% YoY)

• Wednesday: Abercrombie & Fitch (ANF)

• Thursday: Gap (GAP), Macy’s (M)

  • Broadcom (AVGO) - earnings of $1.51 per share (+37.3% YoY) on $14.6B revenue (+21.7% YoY)

  • Costco (COST) - earnings of $4.10 per share (+4.6% YoY) on $68.3B revenue (+7.8% YoY)

Full calendar here »

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_{Past performance is not indicative of future results. Email may contain forward-looking statements. See US Offering for details. Informational purposes only.}

HEADLINES

Donald Trump Names XRP, SOL, ADA, BTC and ETH as Part of US Crypto Reserve

Trump Heads Toward Tariff Barrage on Canada, Mexico, China

• Wall Street shakes off Trump-Zelenskiy clash after dip (more)

• Fed’s favorite core inflation measure hits 2.6% in January, as expected (more)

• US consumer spending posts first drop in almost two years (more)

• Oil recovers as upbeat Chinese manufacturing data increases optimism (more)

• Inflation, growth may be in conflict but Fed seen restarting cuts in June (more)

• Warren Buffett calls Trump’s proposed tariffs a tax on goods (more)

• Hedge funds ramp up bets on falling stocks (more)

• Asia-Pacific markets rise as investors await Trump’s tariff plans (more)

• China's DeepSeek claims theoretical cost-profit ratio of 545% per day (more)

• Amazon eyes global expansion for its Temu, Shein competitor (more)

• Another ‘near miss’ as Citigroup mistakenly credited customer account with $81 trillion (more)

• Drax CEO wants to move ‘more quickly’ on renewable energy overhaul (more)

DEALFLOW

M+A | Investments

• Prada moves closer to Versace deal for up to €1.5 billion (more)

• Blackstone buys Japan drug trial firm, adding to PE health deals (more)

• Alkami, a digital banking solutions provider for US financial institutions, acquired Fin Technologies, Inc., an account tech company for banks (more)

• Analytics8, a data and analytics consulting firm, received a growth investment from Boathouse Capital (more)

VC

• CompScience, an active commercial P&C insurance company, raised $27.6M in Series B funding (more)

• Workhelix, a tech-enabled services company for AI investments, raised $15M in Series A funding (more)

• Archipelo, a cybersecurity startup which specializes in DevSPM, raised $12M in funding (more)

• Quanta, an accounting company empowered by AI, raised $4.7M in Seed funding (more)

CRYPTO

• XRP, SOL, ADA's Coinbase premium surges to one-month high after crypto reserve news (more)

• Bitcoin dominance drops below 50% as Trump touts crypto reserve plan (more)

• Bitcoin reserve in 100 days of Trump's presidency? Market is still skeptical (more)

BULLISH

⚠️ Elon Takes Aim at Social Security *

📍 `A bubble looking for a pin': Trump-connected assets slide.

🪖 Military-tech startups vie for billions as Hegseth shakes up Pentagon spending.

😇 Gene Hackman's "money job."

🍳 Michelin-star chef says this is the No. 1 thing home cooks waste money on.

DAILY SHARES

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