The employee takes a silver bar for sale at Costco in Bayonne, New Jersey, USA, Friday, October 4, 2024.
Clark Hodgina Bloomberg Getty's paintings
This report comes from today's CNBC Daily Open, our Bulletin regarding international markets. CNBC Daily Open provides investors with the latest information, regardless of where they are. Do you like what you see? You can subscribe Here.
What you need to know today
Colombia will see the first duties of Trump
US President Donald Trump wrote On your Social Social Social Media Platform Immediately apply a duty of 25%. – which will increase to 50% during the week – on goods from Colombia, and introduce other penalties towards the Colombian government. US consumers can be forced Pay more for coffee, oil and cut flowers from Colombia.
Second successful week for American actions
The main indexes in the USA fell on Friday, but still finished the week in the plusThe second in a row of increases. Pan -European Stoxx 600 fell by 0.05%, but finished a week at more than 1% higher level. Burberry jumped by about 10% on shallower than expected sales in the third fiscal quarter, while Ericsson fell by more than 12% after the company Lost estimates for the results for the fourth quarter.
New Alphabet peak
Alphabet actions Closed on Friday for $ 200 For the first time on a divided basis. Business implemented Division of shares in a ratio of 20 to 1 in 2022. At that time, the price of the shares was around 2,250 USD, which is equivalent to USD 137.50 after the division. Morgan Stanley The analysts emphasized on Friday the possibilities offered by the products of Alphabet's artificial intelligence agents.
Mega Meta investment
Finish Director General Mark Zuckerberg announced on Friday that the company plans to do it invest around $ 60 billion to $ 65 billion in investment outlays In 2025, Meta also creates an artificial intelligence engineer, which will bring “an increasing number of code to our research and development efforts,” added Zuckerberg. After the announcement, the META shares closed at the level of $ 647.49, which is a new record of all time.
Trump's intentions towards Tiktok
Trump concludes a contract Save the activity of Tiktok in the USAHe gave Reuters, quoting two people with knowledge about the discussion. Sources say that the transaction will cover Oracle. However, in Saturday's comments addressed to Air Force One Trump reporters, Oracle denied and said: “very serious people“We talk to him about buying a thicket. One of the pages can be perplexity AI, which She resumed her proposal for Bytedance.
(Pro) Profits dominate the week
Metaplatforms, Microsoft AND Tesla will announce their earnings on Wednesday, and then Apple On Thursday – Analysts believe that reports can define the direction of the markets. Meanwhile, the United States Federal Reserve will end its meeting on Wednesday, when investors will analyze the comments of chairman Jerome Powell in terms of guidelines on the path of interest rates.
Most important
The S & p500 Since its post -election jump in November, it has moved to the side – in fact, 2024 ended at a lower level than at the beginning of December.
There are signs that markets are finally hibernation. While on Friday, the shares of some companies from the seven wonderful were struggling with difficulties, both Alphabet and Meta Platforms ended the day at the highest levels in history, filled with optimism about the offer of artificial intelligence.
And although all the main American benchmarks fell on Friday, they ended the week in the plus for the second time in a row. S&P i NASDAQ composite Each of them increased last week by about 1.7%, while Industrial average Dow Jones increased by 2.2%.
On Thursday, the S&P index closed at the new peak, and during the Friday session he set a new daily peak. Impressive, only eight sessions were enough for the index to increase from the lowest level from two months to a record level, excellent Founder of the Sundial Capital Research, Jason Goepfert.
This quick return suggests that investors are more and more convinced that Hossa is coming back.
Some of these moods can be attributed to Trump comments at the World Economic Forum in Davos, Switzerland, such as his pledge for “demanding immediate reduction of interest rates” and comment that “he will ask Saudi Arabia and OPEC to reduce oil prices.”
In general, lower interest rates stimulate economic activity, while cheaper oil reduces costs for enterprises.
Some analysts are afraid, however, that investors can only cheer with the symptom.
“So far, the markets have reacted to every statement of the president, even those that should not have any influence,” said Mark Malek, investment director in Siebert. “This shows that investors have not got used to their pace yet.”
Indeed, maybe more realistic moods on the markets can be interpreted on the basis of gold prices. Gold prices on the box office have increased on Friday to the highest levels for almost three months, signaling that in the face of uncertainty some investors turn to precious metal for safety reasons.
For those who are chasing Hossa, he can pay first to hear what gold has to say.
– Alex Harring, Yun Li and Sarah min from CNBC made contribution to this report.