Shares: ended The first week of February was changed small, as investors are digested in corporate income of large technology companies, more warm than the January jobs, and they continue to have a presidential tariff policy.
For the week, S & P 500 (^ GSPC) was roughly flat and NASDAQ Composite (^ ICal) and Dow Jones industrial medium fell by about 0.4%.
Inflation will be held in the central round in the coming week, the consumer price index (CPI) will be issued on Wednesday morning. Updates on wholesale inflation and retail sales will also be carefully followed.
On Corporate Front, 78 S & P 500 companies including McDonald’s (:MCD:), Coca-Cola (:That), Super Micro Computer (:Cm), and Airbnb (Germ), defined about earnings.
The January June job report issued on Friday showed Continuous signs: In the labor market, as the unemployment rate fell unexpectedly, salaries grew more than expected, and the acquisitions of December were reconsidered higher than previously reported.
This motivated economists to argue Fed, probably will not soon be given interest rates. And if anything, it puts more pressure on inflation data Before the Central Bank, the loan costs brings freezing.
“More recently data is a pointer for the labor market, which restored its foundation,” the well was written on Friday Fargo senior economist Sarah home. “This suggests that a sharp deterioration of a sharp deterioration in the workforce market, and as a result, FOMC can wait for how to play q1 inflation data and development of economic policy before drawing a federal interest rate.
Shares have doubled after I get off at first The 25% tariffs for President Trump have been postponed at least one month in Mexico and Canada. But what happens to the tariffs remains a market overhead, as investors are discussing inflation and later the possible impact of monetary policy.
Friday, Trump said He will announce the plan of mutual tariffs in the American import. The comments were made during a meeting with Japanese Prime Minister Shakagru. Trump noted that Tariffs in Japan were option.
Rick Rieder, head of the main investment of BlackRock’s chief constant investment on Friday, BlackRock, will probably take two weaknesses, which must be quickly discussed to resume his / her interest rate cutting cycle. But he added that the risks of the trump card policy, including tariffs and immigration failures, mixed the worldview.
“While feeding our eyes on that salary (and inflation), we must also follow the flow of news, then the hints around these events to be sure to approach the long neutral level,” the Rieder said.
Washington DC, USA – Jan. 29. The US Federal Reserve Jerome Powell speaks, as the US Federal Reserve kept the benchmark policy by 4.25% -4.5%, as widely expected in Washington in the United States, in 2025. (Photo: Yasin Ozturk / Anadolu Via Getty Images) ·Anadolu Via Getty Images
Investor’s focus is now in the square.
In January, Wall Street Economyists expects to show the CPI of January 2.9% in the previous month. Prices are expected to rise by 0.3% for a month, for the forecasts of each economist under 0.4% growth observed in December.
On the basis of “basic”, which streaking food and energy prices, the CPI will be raised by 3.2% last year, with 3.2% in December. The primary price increase is 0.3% per month, 0.2% higher than 0.2%.
The first monthly report of 2025 is issued on Friday. Economists were flat retail sales in January. But the retailer control group, which excludes some similar gasoline categories, such as gasoline and fed directly to gross domestic product (GDP), it is planned to be increased by 0.4%. % by%.
More than 62% of S & P 500 companies earn more than 62% of the annual report, the annual growth rate of the indicator continues to be higher. Friday, S & P 500 was a priority for 16.4% growth in earnings. This would mean the fastest growth rate in three years, and at the beginning of January expected an increase in 11.8% growth growth growth.
While revenues have been beaten, Macro factors have continued to create a market-and-go market operation, as the shares were unable to find a clear direction. The shares of the most recent slipped on Friday University of Study of Michigan Consumer Moods showed the expectations of one year of respondents Stock their highest level since 2023.
In February, the expectations of one year in February passed by 4.3%, from 3.3% last month, indicating the fifth time during the study period of 1 percentage points or more about inflation expectations.
The release mentioned that the jump of inflation expectations “is partly due to perception that it is possible to be too late A negative impact of tariff policy“
The shares turned the course on the news, all three main average wins from green to red. And while it is a small sampling of market actions, it is a reminder that what tariffs mean to the center of the square focus for inflation, which is planned to provide updates in both Faces.
Economic data. New York has fed the expectations of one year inflation in January (previously 3%)
Earnings. McDonald’s (:MCD:), Monday.com (AtmosphereIn the case of
Economic data. NFIB Small Business Optimism, January (expected 104.7 before)
Earnings. BP (:Thread), Coca-Cola (:That), DOORDASH (Besiege), Humana (:Juice), Lyft (:Lement), Marriott International (Knock), Shopify (Store), Super Micro Computer (:Cm), Ascent (:Reload:), Zilou band (ZIn the case of
Wednesday
Economic data. Consumer Price Index, month, January (+ 0.3% expected: + 0.4%); Main CPI, month, January (+ 0.3% is expected: + 0.2%); CPI, year, January (+ 2.9% is expected – + 2.9%); Basic CPI, year, January (+ 3.1% is expected + 3.2%); Real average hourly earnings – year by year, in January (+ 0.7% before); MBA Mortgage Applications, February 7 (+ 2.2%, before)
Earnings. Albermarle (:Alb), Biography (Peanut), CVS Health (:CVS:), Cisco (CSCO), Dutch Bros (:Bra), Generat (Gnrrc), Power Hermi (Hollow), MGM Resorts (Mg), Reddit (Red), Robinity (Hat), Commercial (TtdIn the case of
Economic data. Manufacturer Price Index, January, January (+ 0.2% is expected – + 0.2%); PPI, year, January (+ 3.2% is expected + 3.3%); Requirements for preliminary unemployed, February 8 end week (previous 219,000);
Earnings. Airbnb (Germ) Applied materials (:Very), Coinbase (:Coin), Crocs (Bunch), Datadog (Dog), DUKE ENERGY (All), Processing (Fool), John Well (:Is), PALO ALTO NETWORKS (Sieve) Year (:Year), SONY (Soni), TWILIO (Twice), Wynn Resorts (Wynn:In the case of
Economic data. Retail sale, month month, January (+ 0% is expected + 0.4%); Retail former auto and gas, January (+ 0.3%, previous); Import Price Index, month, January (+ 0.4% expected: + 0.1% ago); Export prices, month, January (+ 0.3% expected: + 0.3%); In the month of industrial production, January (+ 0.3% is expected, + 0.9% ahead)
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