Chasing a bull market? Maybe pay attention to the gold

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Colombia to see first Trump tariff
US President Donald Trump books On his social media platform Social Truth Immediately impose a 25% tariff – which will reach 50% per week – on goods from Colombia, as well as enacting other punitive measures on the Colombian government. American consumers may have to Pay more for coffee, crude oil and cut flowers From Colombia.

Second winning week for US stocks
Major US indexes fell on Friday, but still… He finished the week highertheir second straight week of gains. Pan-European Stoxx 600 It fell by 0.05%, however Ended the week higher than 1%. barbaric jumped about 10% on a Shallower than expected decline in sales In the third fiscal quarter, while Ericsson fell more than 12% after the company Missed estimates For fourth quarter earnings.

New height of the alphabet
alphabet Stocks It closed on Friday at $200 For the first time on a split-rate basis. Company outlet A 20-for-1 stock split in 2022. At the time, the stock traded at about $2,750, which equates to $137.50 after the split. Morgan Stanley Analysts highlighted Friday’s opportunities presented by Alphabet’s AI agent products.

Mega Meta Investment
dead CEO Mark Zuckerberg announced on Friday that the company plans Invest about $60 billion to $65 billion in capital expenditures in 2025. Meta is also building an AI engineer that will contribute to “increasing amounts of code in our R&D efforts,” Zuckerberg added. Following the announcement, Meta shares closed at $647.49, a new all-time high.

Trump’s intentions with Tychok
Trump makes a deal Save Tiktok’s operations in the United StatesReuters reported, citing two people with knowledge of the discussions. The sources said that the deal will include: oracle. However, in comments he made to reporters on Air Force One on Saturday, Trump denied Oracle’s involvement, saying “Very big people“They’re talking to him about buying Tiktok. One party could be mystified by the AI Her proposal revived into innovation.

(Pro) dominated by earnings week
identification platforms, Microsoft and Tesla They announce their earnings on Wednesday, followed by apple Thursday – Analysts believe reports could Determine the direction of the markets. Meanwhile, the US Federal Reserve concludes its meeting on Wednesday, when investors will scrutinize Chairman Jerome Powell’s comments on hints on the path for interest rates.

the S&P 500 They’ve been mixed sideways since the post-election jump in November—in fact, they ended 2024 lower than they were at the beginning of December.

There are signs that markets are finally waking up from their slumber. While some of the Big 7 stocks struggled on Friday, both Alphabet and Meta platforms ended the day at all-time highs on optimism about their AI offerings.

And although all major US benchmarks fell on Friday, they still ended the week higher for the second time in a row. S&P and Nasdaq Composite Each rose about 1.7% last week, while… Dow Jones Industrial Average It rose 2.2%.

The S&P closed at a new high on Thursday and dug a new intraday high during Friday’s session. Impressively, it only took eight sessions for the index to rally from a two-month low to a record high, male Sundial Capital Research founder Jason Goepfert.

This rapid turnaround indicates that investors are growing convinced that the bull market is turning around.

Some of these sentiments can be traced back to Trump comments At the World Economic Forum in Davos, Switzerland, he represented He pledges To “demand lower interest rates immediately” and comment He “will ask Saudi Arabia and OPEC to reduce the cost of oil.”

Lower interest rates, in general, boost economic activity, while cheaper oil reduces companies’ costs.

But some analysts worry that investors might just cheer the Phantom.

“So far, markets have reacted to every statement the president has made, even those that should have no impact,” said Mark Malek, chief investment officer at Seibert. “This indicates that traders have not yet settled into their pace.”

In fact, perhaps the most realistic sentiment for the markets can be explained by gold prices. Spot gold prices rose on Friday to their highest levels in nearly three months, suggesting that some investors are turning to the precious metal for safety amid uncertainty.

For those chasing a bull market, it may pay to first listen to what the bullion has to say.

— CNBC’s Alex Haring, Yun Li and Sarah Min contributed to this report.