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Bloomberg MarketsTPG Has $59 Million Exposure to Collapsed Lender MFSBloomberg MarketsFirst Brands to Sell Units That Produce Parts for FordBloomberg MarketsWhat to Watch for on 'Bloomberg This Weekend'Financial TimesUS and UK pull diplomats from Middle East as Iran war fears riseFinancial TimesUS tech stocks head for worst month in almost a year over AI jittersBloomberg MarketsHouston to Sell Munis for $1 Billion Convention Center ExpansionBloomberg MarketsTricolor Noteholders Sue JPMorgan, Barclays and Fifth ThirdFinancial TimesDefensive munition shortages to shape any US attack on IranBloomberg MarketsTrump Faces 2,000 Tariff Lawsuits Following Supreme Court LossFinancial TimesCondé Nast CEO says AI is a ‘death blow’ to Google searchBloomberg MarketsUS Seeks Forfeiture of Seized Tanker Carrying Venezuelan OilBloomberg MarketsPemex Annual Loss Reaches $2.6 Billion Despite State SupportBloomberg MarketsPrivate Credit Firm Invico Calls Investors to Manage Exodus RiskBloomberg MarketsMonroe Capital CEO Concerned About 'Herd Mentality' in Private CreditBloomberg MarketsSwiss Bank MBaer Gets Shut Down Over Alleged Sanction BreachBloomberg MarketsTPG Has $59 Million Exposure to Collapsed Lender MFSBloomberg MarketsFirst Brands to Sell Units That Produce Parts for FordBloomberg MarketsWhat to Watch for on 'Bloomberg This Weekend'Financial TimesUS and UK pull diplomats from Middle East as Iran war fears riseFinancial TimesUS tech stocks head for worst month in almost a year over AI jittersBloomberg MarketsHouston to Sell Munis for $1 Billion Convention Center ExpansionBloomberg MarketsTricolor Noteholders Sue JPMorgan, Barclays and Fifth ThirdFinancial TimesDefensive munition shortages to shape any US attack on IranBloomberg MarketsTrump Faces 2,000 Tariff Lawsuits Following Supreme Court LossFinancial TimesCondé Nast CEO says AI is a ‘death blow’ to Google searchBloomberg MarketsUS Seeks Forfeiture of Seized Tanker Carrying Venezuelan OilBloomberg MarketsPemex Annual Loss Reaches $2.6 Billion Despite State SupportBloomberg MarketsPrivate Credit Firm Invico Calls Investors to Manage Exodus RiskBloomberg MarketsMonroe Capital CEO Concerned About 'Herd Mentality' in Private CreditBloomberg MarketsSwiss Bank MBaer Gets Shut Down Over Alleged Sanction Breach
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CNBC Top Newsmarkets

Here's what drove big moves in our top and bottom stocks over the past month

CNBC Top News
Friday, February 27, 2026 at 5:04 PM
~4 min read
Monetary PolicyEquities

Original Report

Since the Club's January Meeting, Wall Street has navigated earnings season, concerns about AI, and speculation on the Fed's next rate move.

Glass House Analysis

Central bank policy decisions made in boardrooms cascade through the economy in ways that touch everyone. A quarter-point rate change might seem abstract, but it determines whether young families can afford homes, whether businesses can afford to hire, and whether retirees see meaningful returns on their savings. The tension between fighting inflation and maintaining employment represents a fundamental tradeoff in economic policy—one that invariably creates winners and losers.

Corporate decisions reverberate through local communities—a merger might mean headquarters relocating, a restructuring could eliminate jobs, and strategic shifts affect suppliers and service providers in countless towns. Behind quarterly earnings numbers are real employment decisions, investment choices, and community impacts that shape the economic landscape of regions across the country.

The implications extend beyond the immediate news cycle. Every economic development creates ripples that affect employment, prices, and opportunities in ways that may not be immediately visible but are deeply felt. By tracking these connections, we can better understand how the economy truly works—not as an abstract machine, but as a human system shaped by and shaping the lives of millions.

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