Last mentioned: 1d ago
Projected Expiration
The 150-day temporary legal window for the new tariff rate is set to expire.
15% Tariff Hike
President hikes the rate to 15% and launches a public attack on the Supreme Court justices.
Market Analysis
Legal and market analysts evaluate the shift from scattered-site SFR to BTR following the EO.
Supreme Court Ruling
SCOTUS rules 6-3 that the use of the 1977 emergency powers act for broad tariffs is illegal.
Initial 10% Proposal
Trump announces a new 10% global levy via an alternative legal avenue hours after the ruling.
Executive Order Signed
President Trump signs order targeting institutional speculation in single-family housing.
BTR Peak
Build-to-Rent construction starts reach a cyclical peak.
President Trump has escalated his trade offensive by raising the global import duty to 15% just one day after a Supreme Court ruling struck down his previous tariff framework. The move, which utilizes a temporary 150-day legal window, signals a deepening constitutional and economic confrontation over executive trade authority.
President Trump’s January 2026 Executive Order targets institutional speculation in existing single-family homes while explicitly protecting the Build-to-Rent (BTR) sector. This regulatory shift is expected to accelerate Wall Street's transition toward new construction projects to avoid political and legal scrutiny.
Analysts have identified two specific stocks within Robinhood's top 10 most-held assets as 'best buys,' signaling a rare alignment between retail sentiment and institutional valuation. This convergence suggests that certain high-growth tech and consumer staples favored by younger investors are now entering a phase of fundamental attractiveness for professional money managers.
Cadence Design Systems exceeded Q4 expectations and issued FY 2026 guidance significantly above analyst consensus, driven by accelerating demand for AI-driven chip design tools. The company expects full-year earnings to reach up to $8.15 per share, far outpacing the $5.45 previously anticipated by Wall Street.