2% Inflation ‘Extremely Overzealous’ at Current Spending Levels

Seth Denson gives his takeaways from the Supreme Court tariff ruling, and says it may have been “one of the biggest weeks” the market has had to process amid the rest of the economic data we got. He breaks down that data, including Jobless Claims, international trade news, and inflation rates. He thinks 2% inflation is “extremely overzealous” with this level of governmental spending: “between 2%-3% is a win.”

Market On Close

20 Feb 2026

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