S & P 500 (^ GSPC) Last week a record high voice, as the new inflation data reports good news about the reduction of the federal reserve interest rate.
For the week, NASDAQ Composite (^ ICal) increased by more than 2.5%, and added S & P 500 by only 1.5%. Dow Jones Industrial Medium (^ Dji) added about 0.5%.
The corporate earnings season will be rolled, included with quarterly Alibaba reports (:Baba) and Walmart (WmtIn total, 46 S & P 500 companies will be expected to announce the results of the shortened leave of leave.
The next week will lead to a slightly stream of economic news. The Federal Reserve’s January meeting and the issue of production and services in the field of production and services, as well as the consumer mood, will be discussed for investors.
Markets will be closed on Monday for Presidents Day.
Two last week Fresh inflation readings The prices shown in January increased more than the White Street expected, but economists found positive news for markets and federal reserve in details.
Evaluating the categories of Fed Price Index (Price Index), which feeds on Fed’s preferred inflation measuring, personal consumption costs (PCE) index appears that prices may slow down in January.
Economists now expect the “main” PCE, which excludes the unstable food and energy categories, it may be arrived by 2.6% by 2.8% in December. This leaves markets to pricing in 2025 with one or two interest rates of Feed, slightly changed in a week. And it is important that many economists still think that Fed is closer to the cutting rates, not walking them.
“We believe that the Fed Rikes bar remains high,” Mikael Gapen, General Director of Morgan Stanley, wrote on Friday. “Evolution of inflation expectations and second stage effects are the main points of emphasis. But so far we believe that the Fed Cedial distribution Remes Cakes Reades Reades Trade Rections Castes Trade Rectionce Dispore Rakes Cates.
Investors will forgive Fed minutes from January.
S & P 500 returns to a record height, and this time everything is about technological shares. Yes, meta (:MetaThe shares have risen in 20 direct days, and this year has been invested in the growth of S & P 500 this year. But Meta and Amazon (Amzn) Are the only seven technological reserves to exceed the S & P 500 in 2025. At the same time, the number of companies exceeding 4% of the index increased since 2025.
As of the fourths, 48% of the S & P 500 exceeds 2025, 25-year mediator and 29% last year. As Richard Bernstein Advisers mentioned Richard Bernstein Yahoo Finance’s Last ChartBook:For the past two years, in 25 years, the lowest number of shares, which exceeds the figure.
The Chief Global Market Market Markets told Yahoo Finance that the number of shares participating in the current rally indicates the power of the bulls market, but does not mean that the benchmarks will play.
“If we get a bad report from NVIDIA in a few weeks [on Feb. 26]In that case, we could see the market lower over. ” Said forests. “But we will still see rotation, not in the names that really cause titles.”
Although most of the magnificent seven of the market, AI euphoria appears live and well. AI software company Palantir (Fungus) In 2025, the best performer of the S & P 500 rose more than 55% followed by the Super Micro computer (Cm) which is also above 50%.
Aggressive steps in other AI games emphasized this topic, as investors quickly threw some stocks and have bought scraps in others after Nuidia. revealed its latest stock reservesA series of AI CHIP giant dug positions in the robotics serving (:Serve) and Soundhound (:Shovel) The two shares were sold on the news.
Meanwhile, the options of shares (:World), a Chinese autonomous driving game, its shares almost doubled.
Markets are closed for presidents’ day.
Tuesday
Economic data. Empire Production, February (-1 is expected, -12.6 ahead); NAHB Housing Market Index, February, (47 is expected before)
Earnings. Devon Energy (:Black), Oxi (KoB), More brothers (DolIn the case of
Wednesday
Economic data. MBA Mortgage Applications, February 14, ending (previous 2.3%); The apartment starts in the month of the month, January (-7% is expected +, previous). Building permissions monthly, in January, initial (-2.3% is expected to be one-0.7%); FOMC Meeting Minutes, January Fed Meeting:
Earnings. Carva (:Cv), cheesecake factory (Cake), ETSY (Est), Garmin (:Glow), Toast (:Traitor), Wingstop (SleeveIn the case of
Economic data. Preliminary Unemployment Requirements: A week ending on February 15 (initial 213,000); Philadelphia Fed Business Outlook, February (expected 25.4, ahead, 44.3); Leading Index: January (0% Expected, -0.1% ago)
Earnings. Alibaba Group (Baba), Walmart (Wmt), Block (Xyz), Reservation reserves (:Penurious), Rivyan (Rnvn), Shacked shack (Mill), Unity (You), Texas Road House (Txrh), Dropbox (DB XIn the case of
Economic data. S & P US Global Production: February Preliminary (51.2 ahead); S & P USA World Services PMI, February Preliminary (52.9 Preliminary); S & P USA World Composite PMI, February Preliminary (Pre-52.7); Michigan Sentimental University, February Final (Previous 68.7)
Earnings. No remarkable earnings releases.
Josh Shaffer is a journalist for Yahoo Finance. Follow him in X @_joshschafferA number
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