The New York Bag Cerro in Green on Tuesday, driven by energy actions. In addition, The three reference indices registered new historical maximums, adding to recent records. Trust was motivated by the expectations that Federal Reserve (Fed) It will soon cut interest rates to support an American labor market that could slow down.
In this context, the Dow Jones index of industrialists rose 0.43% to 45,711.65 points; The S&P500 won 0.27% to 6,512.61 points and the Nasdaq Composite showed 0.37% to 21,879.49 points.
Employment growth was reviewed
The level of employment in the US For 12 months until March it was 911,000 jobs less than previously estimated, A drastic downward review that suggests that the deceleration of the US labor market could have begun before the announcement of the wide import tariffs of President Donald Trump.
Economists had anticipated that the preliminary review of the reference employment index of the Labor Statistics Office (BLS) For the April 2024 to March 2025, it would be reduced by between 400,000 and 1 million jobs. The changes seek to consider better companies that could have opened or closed during that period.
The estimate is based on the quarterly employment census and salaries, which is mainly derived from the tax registration of state unemployment insurance that almost all employers must present to state employment agencies. In February 2026, a final review of the reference index will be issued with the publication of the Employment Report of the January BLS.
Attention also focuses on the August Consumer Price Index reportwhich will be published on Thursday, and that could be crucial to determine the aggressiveness of the Fed in the flexibility of its monetary policy.
The report is expected to reflect some of the inflationary effects of Trump’s tariffs, since most of them entered into force last month. The inflation data of the Producer Price Index will be published before this date, Wednesday.
The outstanding actions of Wall Street
Apple (-1.4%) Inaugurated his expected autumn event “Awe Dropping” on Tuesday at the Apple Park in Cupertino. In the event, Apple is expected to throw new iPhones, including other hardware products. The attention of investors will focus on whether Apple increases the prices of their iPhones.
“We foresee that the company could increase the prices of the pro/pro max between 50 and $ 100, since it continues to focus on production on Indiasince most of the iPhones sold in the US are now manufactured there instead of Chinawhich is expected to represent an obstacle of US $ 1 billion in the quarter of September, “Wedbush said in a note prior to the event.
In turn, Apple is expected to present a “new model, the iPhone 17 Air, which will replace the ‘Plus’ model,” he added, and that “it will be the thinnest iPhone to date and will cost about US $ 100 dollars more than the basic iPhone.”
On the other hand, the actions of Atlassian They rose 5.6% after the software manufacturer announced their plans to gradually withdraw their data centers, over the next six years, which generated hopes that this drives the adoption of the cloud and the growth of income.
Core & Main 25.3% collapsed when the water infrastructure company published fiscal results of the second quarter that did not comply with market forecasts and issued a suspicion of weakness for the current quarter.
In the corporate sector, the software company Oracle (+1.3%) will present its quarterly results on Tuesday, highlighting in the results calendar. The markets will be very interested in seeing if Oracle offers another sample of the rise of enthusiasm around artificial intelligence.
Gamestop (+1.6%) will also publish its fiscal results of the second quarter after the closure of the market, after a drop of almost 26% in their shares so far this year.
Barclays: “Actions seem to be increasingly fork for the rest of 2025”
The analysts of Barclaysin a report to their clients, they indicated that although sectors such as technological and financial had a lower performance than the S&P 500 so far this year, These segments will be driven by trends such as the rise of enthusiasm around artificial intelligence, possible mergers and deregulation.
Meanwhile, most other sectors are expected to continue suffering the weight of negative operational leverage and the weak reviews of profits per action, the strategists objected.
They added that technology and financial companies, whose actions were affected by the uncertainty about tariffs and the emblematic tax package of President Trump in the first semester, could soon experience a new period of strength.
“With the decrease in the risks of a commercial war, the dispersion of profitability should be normalized, allowing true growing leaders to overcome performance”Barclays analysts wrote, led by Stefano Pascale. “In addition, given the context of macroeconomic deceleration, investors are likely to reward sectors that can still generate earnings growth.”
The Bank attributed to the technology and financial companies of great capitalization the maintenance of the S&P 500 in a growth greater than the trend, despite the recent season of results of the second quarter, it showed excellent reports in general.
Source: Ambito
