economy
January 21, 2026
The S&P 500 and 10-year yield pain levels that could cause Trump to rethink Greenland push
The levels that could start to appear punitive for Trump, who has used financial markets as a measure of his performance, according to Evercore ISI.

TL;DR
- The stock market rout may continue due to President Trump's tough stance on Greenland and threats of tariffs on NATO allies.
- Trump stated he will not use force to acquire Greenland.
- Investors expect Trump to reverse his position if financial market pain becomes too great.
- Evercore ISI identified two levels that could prompt Trump to find an "off ramp": a 4.5% rise in the U.S. 10-year Treasury yield and a fall to 6,500 in the S&P 500.
- Trump threatened tariffs of up to 25% on eight NATO members if Greenland is not ceded.
- European lawmakers suspended a U.S.-E.U. trade agreement.
- The potential for more tariffs and U.S. isolation could test Trump's financial markets pain threshold.
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