The markets improve after days of losses, in a climate marked by tensions around the Federal Reserve, the results of key companies such as Netflix and distension signs in commercial relations between the United States and the European Union.
The global financial markets They started Thursday with a moderate rebound, after several correction wheels, in a context marked by the publication of corporate balances, encouraging signs from the commercial front and, above all, for the growing attention around the future of the president of the Federal Reserve, Jerome Powell, after the statements of President Donald Trump.
In Europe, the index Stoxx 600 rose 0.8% at the opening, supported by the solid quarterly results of ABBwhich reported a record of requests promoted by demand in data centers for artificial intelligence. The actions of ABB earned 8.2%while its competitors Siemens and Schneider Electric They also advanced strongly, contributing to the rebound of the regional index. In the technological sector, chips manufacturers such as ASML They recovered part of the lost terrain after the surprise fall on Wednesday, encouraged by the record results of the Taiwanese giant TSMC.
In Wall Street, the look is set on the Fed and Netflix
Besides, Wall Street anticipated a mixed openingafter moderate purchases on Wednesday. The center of the scene is occupied by the immediate future of Jerome Powellhead of the Federal Reserve, after President Trump denied rumors about his possible dismissal, although he admitted to having discussed it with Republican legislators. The clarification managed to calm, in part, the tension in the markets, but doubts about the independence of the Fed persist and the future direction of monetary policy.
“The problem facing the market is a kind of ‘third worldwide, a fiscal domain where the Central Bank responds to Treasury, which results in greater inflation and a weaker currency,” he warned Neil WilsonBritish analyst. Along the same lines, from Link Securities They pointed out that “Trump has been playing with the legal threat to dismiss Powell, generating unnecessary noise in a market that already lives with tariff tensions and electoral uncertainty.”
In the macroeconomic plane, investors await this Thursday the data of June retail sales In the US, they could mark a rise in 0.1% after the 0.9% drop in May. The weekly applications of unemploymentwith an expectation of promotion to 235,000.
As for corporate results, the focus will be put on Netflixwhich will report after the market closure. Analysts foresee special attention to Operational marginsthat they could reach the 33% In line with the announced. “After a first bright quarter, clear signs are expected that the company can sustain its levels of profitability in the second half of the year,” he explained Matt BritzmanHargreaves Lansdown analyst.
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General perspective
Despite the rebound, analysts are cautious. Commercial negotiations between United States and European Union They are still ongoing, while Brussels prepare reprisals in case an agreement is not reached. The European envoy Maros Sefcovic It is located in Washington to meet with officials of the Department of Commerce and the White House negotiating team.
Within that framework, the market remains attentive to Two simultaneous voltage spotlights: Monetary policy decisions in the US and the course of commercial relations with their main partners.
Source: Ambito
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