A look next to the next day in the United States and the global market
What seemed to be strong profits overlooking AI-BellWether Nvidia, who failed to persuade investors with nervous technology, while continuing concern about the wider US economy as the barrels of trade tariffs continue.
As the adherent child, the prostitute of artificial intelligence, which is superior to Wall Street over the past two years, the giant chip designer continues to emphasize the scale of this growth. But after wearing 3 % on Wednesday before update after hours, the stock emerged about 1 % overnight.
While NVIDIA has achieved an increase of 78 % in quarterly revenue, the end of the growth of three -revenue in 2025 seems inevitable now. Moreover, he said that the margins of the first quarter will be tightening to 71 % of 73.5 % – less than 72.2 % of Wall Street – as it photographed the new pioneering BlackWell Ai chips.
The tape, which is simply impressed, is considered to be more than 1,800 % in the past five years. This is in addition to the ongoing concerns about excessive spending in the prosperous industry, as well as the restrictions of geopolitical trade, investment and competition abroad, adding questions forward.
The overwhelming reception ceremony for the latest NVIDIA has not done a few 10 % on the “Seven Magnificent Seven” Megacapps Big Megacaps since December.
There are other fish that fry in the broader market as investors are now signs of the slowdown in the new year in the American economy, along with another confusing side of President Donald Trump’s threats late on Wednesday – this time a 25 % duties warning in Europe.
The futures contracts on the S& P500 index, which was suffering from impaired performance this year, though, in an attempt to support 6000 missing handles the lost earlier in the week. Meanwhile, high -flight stock standards in Europe have been retracted about 0.5 % of new records through the latest tariff warnings.
However, the uncertainty and the deep discounts of government workers and the ongoing programs in the United States began to formulate business confidence, consumers and economic activity.
Although it is likely to be affected by bad weather, housing is another concern and is missing other data on Wednesday. Sales of the new one -American family homes in January decreased more than expected, as high real estate mortgage rates have been constantly marginalized by potential buyers.
On Thursday, notes offer another health check in the new year, with solid commodities and unemployment demands, home sales pending and another commercial survey. And January’s reading about the inflation captured by the personal consumption basket, is now very awaited.
However, the American economic surprise indexes are now more negative since September, and the estimates of GDP will closely be monitored in the first quarter of any additional slowdown from the Q4 at 2.3 % – with the latter review on Thursday as well.
The bond market senses some problems, as treasury revenues slide for 10 years to its lowest levels in the year on Wednesday before stabilizing and restoring 4.3 % early today.
Revenue for two years has reached its lowest level since the November elections on Wednesday, but it was designed again today to 4.1 %.
The revenues were exaggerated in the return, which lost about a quarter of a percentage point in just two weeks, partly through the nerves about facing the ceiling of another debt – which federal reserve officials have indicated that the ongoing public bonds will stop.
However, the hopes for reducing the federal reserve also increased to the point of this week and the futures contracts are now witnessing an 80 % chance to reduce another price by June.
US crude oil prices also reached the lowest level in the new year on Wednesday before settling today. Trump said on Wednesday that he reflects a license to Chevron to work in Venezuela by his predecessor Joe Biden more than two years ago.
The copies of simple debts on Thursday and the euro fell on the European Trump tariff Sideswipe, the dollar index. But the currency markets have not often decided throughout the week between the impact of the fears of the trade war that raises Greenback and Slodown in the United States can be withdrawn.
Geopolitical concerns continued in the background, with uncertainty about the deal to end the Ukrainian war and Chinese military activity around Taiwan in this mix.
Gold prices fell again.
The origins of the risk in general – especially those most related to the technology sector – on the back foot. Bitcoin fell deeper than $ 90,000 on Wednesday to reach its lowest levels in a short period of elections more than three months ago.
Elsewhere, Asia’s shares were more mixed. China’s index in China made a profit, but Hong Kong ended a little red. The Japanese Nikki found a touch of early week’s losses.
The main developments that must provide more direction to the American markets later on Thursday:
* Permanent merchandise orders in January and hanging homes sales, GDP Review Q4, Unemployed Requests Weekly Work, Business Surveys at Kansas City Federal February; Mexico Ganglis and Trade; The current account balance in Canada Q4
* The Ruler of the Federal Reserve Council, Michelle Bowman, Chairman of the Federal Reserve, Philadelphia, Patrick Harker, Chairman of the Federal Reserve Council in Cleveland, Peth Hamak, Chairman of the Federal Reserve in Kansas City, Jeffrey Schmid, President of Thomas Parkin, President of the Federal Reserve in Richmond, and Vice President of the Federal Reserve to supervise Michael Bar speak everything He speaks
* UK Prime Minister Kiir Starmer meets US President Donald Trump in Washington
* American companies profits: Dell, HP, Warner Bros Discovery, Edison, Hormel Foods, Autodesk, Evergy, Mosaic, JM SMUCKER, Norwegian Cruise Line, Eog, Collevlex, Teleflex, Viatris, Vistas, Eleilemanity etc.
(Written by Mike Dolan, Editing by xxxx; Mike.dolan@thomsonreuts.com)
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