(Bloomberg) – The bond market completed the week with solid profits, as retail sales on retail sales, which was reborn to cut federal bets.
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The gathering in the charges pushed the 10-year yield below 4.5%, with which the fifth round of the year is related to the longest nomination since 2021. S & P 500 hung near the high level of all times. The dollar has been hit freshly for 2025.
The US retail sale has fallen to a maximum of two years, indicating the sharp feedback from consumers in the 2024 closure costs costs. profit in December.
“Consumer mood report showed that people were nervous, and the weak number of today’s retail sales confirmed it,” said David Russell. “However, the resulting wreck is good news for Fed and the balance is slightly bent over the exchange rate cuts.”
In interactive brokers, Jose Torres says that a weak report of weak consumption is reopened by the possible nourishing reduction door of this summer, which wet the “piping heat” inflation earlier this week.
The S & P 500 was small. NASDAQ 100 added 0.4%. Dow Jones Industrial average fell by 0.4%. Monday US markets will close for presidents’ day. Meta Platforms Inc. has grown for the 20th consecutive session. The Dell Technologies Inc. jumped on the news, it’s more than $ 5 billion server deal for Elo Musk XAI. Intel Corp. fell on Friday, but he had been closed in his best week since 2000.
The yield of 10-year treasures decreased from the point of five bases to 4.48%. Bloomberg Dollar Spot index fell by 0.3%.
“Consumers have suffered heavy after spending on the generous holiday season, but they were still ready to open their pocket books,” said Ellen Zent. “This suggests that households remain confident in the economy, even since the uncertainty of politics has risen.”
Gary Schlosberg Wales Fargo Investment Institute, the evidence of the slowdown is not enough to strengthen the last indicators of strengthening inflation and recycling the latest changes in expectations.
“Do consumers take a break?” said Bret Kenwell in Etoro. “Investors must be careful not to be too much important from one data point. However, weaker retail sales on growth or persistently high inflation is a burden on consumers and companies for us. It is too early to call it a tendency, but if that trend develops, it would be a worrying sign. “
In FIN Financial, Compordnolle says that he is skeptical of the report a real pressure point of consumer costs. “The” overloaded response “combined with the manufacturer’s prices on Thursday, the bonds moved to” overcrowded area, “he said.
“The positive scenario from today’s data is as follows. Prices make it easier because the economy is moderated, and consumer weakness is milik that does not affect investors’ love on the love of shares. “Flipside is a much worse scenario. The consumer and the government both slip their wallets that will affect GDP than it feeds. “
Faster inflation in the United States can end to financial markets to be a “blessing”, as it will force President Donald Trump to choose smaller trading tariffs.
The strategist suggested buying bonds, saying that the 30-year treasury crop in January reached about 5% perennial year. Friday yield was 4.7% in the trade. Hartnet also reaffirmed his preference over US shares against international shares.
“The yield of bonds, of course, jumped this week, and the fact that they were able to return to a big role in the stock market yesterday’s strong rally,” said Metler Tabak holiday. “However, this seems to have more connection with the problem of inflation than war or tariffs.”
Taking into account that the stock exchange has been almost three months since any meaningful redistribution of this range to a technical basis for almost three months.
Analysis of Goldman Sachs Group “Indicated analyzes that the market has been more micro than since the beginning of 2023. 74% of the returns of S & P 500 shares in the last six months is due to the company than “Macro” factors v. Average in the last two decades of 58%.
“We expect that the current minibus environment will continue in 2025,” said Goldman strategists, David Kostin.
It seems to them that this year the economic forecasts point to the healthy growth environment. The development and adoption of continuous artificial-intelligence should be differentiated through shares. The uncertainty of the raised policy offers a scattering scattering.
“Discussions on trade, tax, fiscal and other policy are presented potential catalysts for the scattering of additional returns,” they said. “The” microwave “market allows for active leaders.”
Corporate importance.
During the first three months of 2025, Airbnb Inc. released a pre-election forecast, citing a “continuous strong demand” after the shocking vacation trip season.
Applied materials The largest producer of Inc. Chip Production equipment released lukewarm income for the current period, citing export control risk that is great for its business.
Coinbase Global Inc. said that revenues had more than doubled, and the profit increased more during the trumpet-inspired rally in the last quarter of the last quarter of the last quarter.
The Dell Technologies Inc. is in advanced stages to provide more than $ 5 billion in a deal to provide Elon Mushk XAI with optimized servers for artificial and intelligence.
DraftKings Inc. reported earnings of the fourth quarter that won the expectations and raised his sales guide for this year.
Moderna Inc. registered a quarterly loss, as the sale of vaccines weakened, and the company had an unexpected fee for an cancellation contract.
Palo Alto Networks Inc. released a prospect of disappointing earnings for the current quarter, despite competitors, including Fortinet Inc. and Check Point Software Technologies Ltd.
Roku Inc., Flow-Video Platform Company, reports the results of the fourth quarter beaten expectations.
Soundhound AI Inc., Serve Robotics Inc. and Nano-X Imaging Ltd. Falled after Nvidia Corp.
The Taiwanese semiconductor company is discussing the shares controlled by Intel Corp.
Some of the main steps in the markets.
Shares:
The S & P 500 has changed little at around 4 o’clock in New York
NASDAQ 100 rose 0.4%
The average average of Dow Jones Industrial fell by 0.4%
The World MSCI has changed small
Bloomberg Great 7 General Return Index rose 0.4%
Russell 2000 index changed slightly
Currencies
Bloomberg Dollar Spot indicator fell by 0.3%
The euro increased by 0.2% to $ 1,0491
British pound increased by 0.2% to $ 1,2586
Japanese yen increased by 0.3% for the dollar and made 152.32
Cryptocuration:
Bitcoin increased by 0.7% to $ 97,156.73
Ered increased by 2.2% to $ 2,726.16
Bonds
The yield of 10-year treasures decreased on five bases – 4.48%
The 10-year yield in Germany is one basis by 2.43%
Britain’s 10-year yield has advanced one base point – 4.50%
Goods
West Texas Intermediate Crude decreased by 0.8% to $ 70.72
Spot Gold fell by 1.5% and made 2,884.89 ounces
This story was manufactured with Bloomberg automation support.
– The next one from John Viloen, Sarlana Jazhan, Margaria Kirakosyan, Julen Pontus and Margiah Patil.
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