The shares jump on the profits of the nynir, but Goldman warns of the United States “near the speed of procrastination”-where the economy weakens “in a self-enhancement way”

Photo of author

By [email protected]


It seems that the profits of the technology company lead the stock markets to the top today, after it provided a huge quarter after the closure of the markets in the United States last night. S&P futures increased by 0.27 % this morning, Premarket. Europe and Asia were widely this morning.

But the inherent in the background, as always, are the big questions about whether President Trump’s deals are a tariff that has fallen into the American economy in the long run.

Palantir First: Revenue increased by approximately 50 % to nearly a billion dollars, overcoming expectations. The net income was 327 million dollars, an increase of 144 %. CEO Alex Carb raised the guidance of the Q3. The arrow closed 4 % yesterday and another 5 % rose in trading overnight. “We are planning to develop our revenues … while reducing the number of people we have,” CEO Alex Care CNBC said. “This is a crazy and effective revolution. The goal is to get 10x revenues and get 3600 people. We now have 4100.”

This possibility – the idea that technology companies can grow by replacing employees with artificial intelligence – shows that they have investors active in technology shares on a large scale. Daniel Evez from Widbush said this morning that an invitation to the mans was “dilapidated.”

See the closing prices of this choice of technical technologies:

Google Finance.

Goldman Sachs stated that the risk appetite index was higher than zero for the month of July, indicating a general position of shares.

Investors also assume that the upcoming US interest rate will come in September and not in December, as shown previously. The CME’s Funds Funds Future Futures Market offered 88 % to reduce September and a 60 % reduction in October. Cheaper funds = high stock prices, of course.

“The mood has helped in the second quarter profit season so far,” Jim Reed team in German bank He said this morning.

In the long run, there are clear problems in the future. Goldman Sachs said today that creating new job opportunities – yes, the number of controversial jobs on Friday – is now so little that the American economy is at risk of procrastination.

“Friday job figures have strengthened our point of view that our growth in the United States is near stalling speed-a pace that the labor market below weakens in a self-enhancement way. So far, the unemployment rate increased modestly, from the average of 4.1 % in Q1 to 4.248 % in July. The chief economist Yan Hatzius for customers said:“ 206K in the first quarter to only 28 thousand in July, much lower than our estimate 90k. For the speed of the current tie. “

Doge Cuts knocked 0.3 percentage of G2 GDP growth, according to Samuel Pantheun’s Global Economics and Oliver Allen graves. Their appreciation of the growth of gross domestic product was withdrawn through a “massive decrease of 11.2 % in non -dark federal spending, which led to a decrease in the growth of GDP by 0.3 percentage points,” they told customers.

Going to the tube: More final dates for tariffs. The average effective tariff for the United States is about 19 % Piper SandlerIt is an average that corresponds to the 1930s:

Credit: Piper Sandler.

Trump specifically targeted the BRICS countries for high definitions (Brazil, Russia, India, China, South Africa and Allied systems). The Chinese tariff deal – which has not yet been done – is the large kahuna in all of this. China’s China Turner team also gets a high percentage, and investors will reduce shares.

They said: “It has been welcomed early on the good trading conditions currently by the market. If not, the United States has strengthened the pressure on China again, then it seems that President Trump was opening a new campaign on the BRICS countries after all.”

Here is a snapshot of the procedure before the opening bell in New York:

  • S & P 500 futures contracts It rose 0.27 % this morning, Premark, after closing the index by 1.47 % yesterday.
  • Stoxx Europe 600 0.3 % increased in early trading.
  • UK FTSE 100 0.35 % increased in early trading.
  • Japan Nikki 225 It was 0.65 %.
  • China CSI 300 It was 0.8 %.
  • South Korea KosPI It was 1.6 %.
  • India Elegant 50 0.46 % decreased.
  • Bitcoin It is still above $ 114,000.



https://fortune.com/img-assets/wp-content/uploads/2025/08/GettyImages-1496773730.jpg?resize=1200,600

Source link

Leave a Comment