Shares I finish The first week of February has not changed, as investors charged the profits of companies from major technology companies, a more hot report in January, and continuous updates on President Trump’s policies.
For the week, S & P 500 (^GspcIt was almost flat, while the Nasdak compound (^IOCEDavos Jones Industrial Mediterranean decreased by about 0.4 %.
Next week, inflation will get the lead center, with the Consumer Prices Index (CPI) issued on Wednesday morning. Updates on wholesale and retail sales will also be tracked.
On the corporate front, 78 S&P 500, including McDonald’s (Associate), coca cola (Which – which), The superior small computer (SMCI), Airbnb (Abnb), It is appointed to report the profits.
The Jo -Job report in January showed Friday Continuous signs of flexibility In the labor market with unexpectedly low unemployment, wages have grown more than expected, and monthly job gains in December were revised higher to show the labor market in the United States in 2024 equally, which was previously reported.
These economies have prompted the fact that the Federal Reserve will most likely not reduce interest rates any time soon. And if there is anything, it is More pressure on inflation data To show cooling before the central bank reduces borrowing costs.
“The most recent data indicates the labor market that regained its foot,” said Sarah Home, economist at Wales Vargo in a memorandum on Friday. “This indicates that the tail risk of acute deterioration in the labor market may shrink, and as a result, FOMC can wait to find out how inflation data is running in the first quarter and making economic policies before taking more measures on the rate of federal funds.”
The shares were recovered after they initially decreased on Monday President Trump’s tariff was also delayed by 25 % on Mexico and Canada for at least a month. But what is happening exactly with the definitions is still flowing on the markets as investors discuss the potential impact on inflation, and thus monetary policy.
Friday, Trump He said He announced a plan on mutual definitions on American imports. The comments were presented during a meeting with Japanese Prime Minister Shigro Ishiba. Trump said the definitions of Japan were an option.
In a research note on Friday, Rick Reader, the chief fixed investment official in the fixed income in Blackrock, said that it is likely to take two weak job reports to raise the discussion about the resumption of the interest rates course. But he added that the risks surrounding Trump’s policies, including customs tariffs and migration, are the view.
“While we and we keep the Federal Reserve on our focus on these (salary and inflation) reports, we must also see the flow of news closely, then the echo on these events, to get a feeling when the Federal Reserve and the Market makers from the market Reader:” You feel With confidence in prices that are close to a long -term neutral level. “
Washington, DC, USA – January. 29: The President of the US Federal Reserve, Jerome Powell, speaks, as the US Federal Reserve kept the standard policy price of 4.25 % -4.5 %, as expected on a large scale on January 29, 2025 in Washington, DC, the United States. (Yasin Oztuk/Anadolu Photography via Getty Images) ·Anadolu via Getty Images
With investors now focusing directly on inflation data on interest rates hints, a new update for speed increases in prices is scheduled to be issued on Wednesday.
Wall Street economists expect the consumer price index in January a 2.9 % major inflation in January, an apartment of the previous month. Prices are expected to increase by 0.3 % on a monthly basis, for each economic expectations, less than an increase of 0.4 % in December.
On the basis of “basic”, which comes out of food and energy, the consumer price index is expected to increase by 3.1 % from last year in January, less than 3.2 % seen in December. It is expected that increases in the monthly basic prices will reach 0.3 %, higher than 0.2 %. Watch the previous month.
The first monthly retail sales report for 2025 is scheduled to be released on Friday. Economists estimate that retail sales were flat during the previous month in January. However, the retail sales control group – which excludes many volatile groups such as gasoline and feeds directly in GDP (GDP) – is 0.4 %, a decrease from the 0.7 % increase in December.
With more than 62 % of the S&P 500 companies that reported the profits, the annual growth rate of the index continues to rise. As of Friday, the S&P 500 was running for the growth of profits by 16.4 % compared to the previous year. This would represent the fastest growth pace in three years, which is much higher than 11.8 % of analysts who expected at the beginning of profits at the beginning of January.
Inflation forecast jumped for a year to 4.3 % in February from 3.3 % last month, which represents the fifth time in 14 years that the survey was reported that 1 or more percentage of inflation expectations throughout the year.
The edition indicated that the jump in inflation expectations was “partially because of the perception that it might have been too late to avoid The negative impact of the tariff policy“
The arrows reflected the track on the news, where the three main averages turned from green to red. Although this is just taking small samples from the movement of the market, it is a reminder that what the definitions mean by inflation means directly focusing on the markets a week before it is expected to provide updates on both fronts.
Economic data: New York feeds inflation forecast for one year, January (3 % previously)
Economic data: NFIB Small Business Temply, January (104.7 expected, 105.1 before)
Profits: BP (BP), coca cola (Which – which), Doordash (Impulse), Humana (Hmmm), Lyft (Lift), Marriott International (March), Shopify (place), The superior small computer (SMCI), UPSTART (Upstate), Zillow Group (Z))
Wednesday
Economic data: Consumer price index, month more than a month, January (+0.3 % expected, +0.4 % previously); Core CPI, more than a month, January (+0.3 % expected, +0.2 % previously); Consumer price index, more than a year, January (+2.9 % expected, +2.9 % previously); Core CPI, on an annual basis, Jan (+3.1 % expected, +3.2 % previously); Average profits per hour, year on year, January (+0.7 % previously); Mortgage requests Master Business Administration, the week ended on February 7 (+2.2 % previously)
Economic data: Producers price index, month more than a month, January (+0.2 % expected, +0.2 % previously); PPI, more than a year, January (+3.2 % expected, +3.3 % previously); Initial unemployment claims, the week ending on February 8 (219,000);
Profits: Airbnb (Abnb), Applied Materials (veryCoinbase (currency), Crocodiles (Crocs), DATADOG (dog), Duke of Energy (everyone), Draftks (DKngJohn Derry (to), Palu Alto networks (Pano), year (year), Sony (Sony), Twilio (Twlo), Wayne Resorts (where))
Economic data: Retail sales, month more than a month, January (+0 % expected, +0.4 % previously); Previous retail sales from Auto and GAS, January (+0.3 % previously); Import price index, more month than the month, January (+0.4 % expected, +0.1 % before); Export prices, more than a month, January (+0.3 % expected, +0.3 % previously); Industrial production month more than a month, January (+0.3 % expected, +0.9 % before)
