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Trump Reverses Greenland Tariffs, Sending U.S. Stocks Soaring on Jan 23

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Tariff Reversal Triggers Broad U.S. Market Rally After President Donald Trump announced on Jan 22 that the planned 10 % tariffs on eight European nations would be scrapped, major indices surged: the Dow Jones rose 589 points, the S&P 500 gained 1.16 %, and the Nasdaq climbed 1.18 % on Jan 23, erasing the week’s earlier losses[1][4]. The rally extended into the following day, with the S&P 500 briefly up 1.67 % before trimming gains, while the Russell 2000 posted a 7.5 % year‑to‑date rise[1][4]. Analysts linked the bounce to reduced geopolitical risk and renewed investor confidence in risk assets[4].

Trump Announces No‑Force Policy and Arctic Framework In a Truth Social post, Trump said a “productive meeting” with NATO secretary‑general Jens Stoltenberg produced a framework for a future Greenland and Arctic deal and pledged not to use “excessive strength and force” to acquire the island[4][1]. The same message appeared in the AP report, which quoted Trump’s description of the framework as “great for the United States and its Atlantic allies”[2][3]. This diplomatic tone helped calm markets and signaled a shift from earlier hard‑line tariff threats[5].

Bond and Currency Markets Stabilize After Tensions Ease The 10‑year Treasury yield slipped to about 4.25 % on Jan 22, down from a brief 4.28 % peak, reflecting reduced investor anxiety[2][3]. The dollar index fell roughly 1.9 % for the week but recovered some losses after the tariff reversal, supporting the rally in equities[1]. Japanese bond yields, which had spiked on unrelated fiscal proposals, steadied by Jan 23, easing pressure on global bond markets[1].

Precious Metals Surge as Dollar Weakens Gold jumped 8.4 % over the week, breaking $4,900 per ounce, while silver surged 16 % to exceed $100 per ounce for the first time, both buoyed by the weakening dollar and heightened safe‑haven demand[1]. Central banks, including China, continued to add to gold reserves, using the metal as a hedge against U.S. asset volatility[1].

Corporate Earnings and IPOs Highlight Market Breadth Investors turned attention to upcoming Q4 earnings from Meta, Microsoft and Tesla, while strong results from Northern Trust (+6 %) and Procter & Gamble (+2.6 %) reinforced the rally[2]. Cryptocurrency‑related firm BitGo priced its IPO at $18 per share, topping its target range and marking a notable debut on the NYSE[2]. The mix of earnings optimism and new capital raises underscored the market’s broadened recovery beyond tech stocks[1].

Sources

Timeline

Jan 21, 2026 – Trump threatens a 10 % tariff on imports from eight European nations starting Feb 1, linking the measure to opposition to his plan to acquire Greenland; he tells NBC News “I am 100 percent committed to following through on the threat,” and markets plunge, with the Dow down ~1.8 % and the S&P 500 falling ~2.1 % as investors flee to gold and silver [3].

Jan 21, 2026 – At the World Economic Forum, Trump reiterates that the United States “will not use force” to seize Greenland and says he seeks “immediate negotiations” with relevant powers, reinforcing his hard‑line stance while diplomatic tensions rise [3].

Jan 21, 2026 – Trump posts on Truth Social after a “productive meeting with the NATO secretary‑general,” stating, “I have reached the framework of a future Greenland deal and the tariffs will not be imposed,” prompting a rapid market swing as the Dow rebounds ~589 points and the S&P 500 climbs 1.16 % [2].

Jan 21, 2026 – U.S. equities recover broadly, with the Dow up 589 points, the Nasdaq gaining 1.18 %, and the S&P 500 hitting an afternoon peak of 1.67 % as investors digest the tariff reversal and cite a “mixed yet stabilizing” mood among analysts [2].

Jan 22, 2026 – Trump formally walks back the Greenland tariffs, declaring “I have reached the framework of a future deal with respect to Greenland” and cancelling the 10 % duties; the S&P 500 rises 0.5 %, the Dow adds 306 points, and BitGo prices its IPO at $18 a share, above the target range [4].

Jan 22, 2026 – Treasury yields steady around 4.25 % as stronger‑than‑expected U.S. economic data (lower unemployment claims, faster growth) support the rally, while European and Asian markets echo the relief, with Japan’s Nikkei up 1.7 % and Germany’s DAX up 1.2 % [4].

Jan 23, 2026 – The tariff reversal fuels a two‑day equity rally that lifts the Dow back above its pre‑selloff level; gold surges 8.4 % to over $4,900/oz and silver jumps 16 % to a historic $100/oz as the dollar index falls 1.9 % [1].

Jan 23, 2026 – Analysts shift focus to upcoming fourth‑quarter earnings from Meta, Microsoft and Tesla and to the Federal Reserve’s first policy meeting of 2026, signaling that market attention will move from geopolitical risk to corporate performance and monetary policy [1].

Feb 2026 – Japanese Prime Minister Sanae Takaichi calls a snap election, sending long‑term JGB yields toward record highs and adding volatility to global bond markets, a development noted in the context of the broader risk‑off episode [5].

Early Mar 2026 – The Federal Reserve’s first policy meeting of the year is slated to occur, with investors expected to gauge the impact of recent tariff reversals and the rebound in equity markets on future rate decisions [1].

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