Concern for duty of the administration Trump hit a Wall Street In recent weeks, with the main indices collapsing to a minimum of six months earlier this month, in the fear of markets that tariffs increase inflation, disturb world trade and reduce economic growth.
In this context the index Dow Jones de Industriales rose 1.42% to 42,583.32 points; he S&P 500 won 1.76% to 5,767.57 points and the Nasdaq Composite 2.27% were appreciated to 18,188.59 points.
Reciprocal tariffs of the USA. UU. They will be limited
However, Bloomberg reports and the Wall Street Journal published during the weekend indicate that US President Trump probably He will not impose “sectoral tariffs” next week and that his “reciprocal tariffs” plans will be limited to about 15 countries.
The first president has repeatedly promoted on April 2 as The “Liberation Day” for the US And while the tariffs against the main US business partners are expected to continue affecting the economy, their reduced reach offered investors certain hope that the impact is minimal.
Fed speeches, economic data in view
This week, attention is centralized in A series of speeches by Federal Reserve officials to acquire more information about the US economyespecially after the Central Bank said last week a greater hesitation about Trump’s policies.
It is expected that The Fed keeps short -term interest rates unchangedaccepting that persistent inflation also limits the margin of cuts.
Beyond the Fed, The data of the purchase managers index of March will offer more information about American business activity.
This week a revised reading of the PBI data of the fourth quarter will also be published, as well as The Personal Consumption Expenditure Indexan inflation metric closely followed by those responsible for the monetary policy of the Federal Reserve.
Wall Street: The outstanding actions of the day
Tesla Inc It rose more than 10%, since investors bought the recent fall of the manufacturer of electric vehicles, whose shares descended for several consecutive weeks. It was also reported that the exhibition room of the electric vehicle manufacturer in Texas was attacked with incendiary devices.
Nvidia Corporationfor its part, more than 3%grew, given the perspective of less severe tariffs taxes by the Trump administration that relieved concern for obstacles, that these taxes could assume for the chips manufacturer.
Apple He climbed 1% when Morgan Stanley increased his estimate for the first quarter by 2 million units, up to 50 million, which implies 53 million shipments for the quarter, a figure 2 million higher than its previous estimate.
Super Micro Computer He yielded 0.6 % since Goldman Sachs reduced his position from the manufacturer of servers, “neutral” to “sell”, anticipating a fall of more than 20 %.
CCC Intelligent Solutions It rose 5% when the leading cloud platform announced results from the fourth quarter better than expected, including Tim Welsh’s appointment as its new president.
The greatest increases and casualties of the wheel
Among the actions that were most appreciated appear, Microalgo (+412.4%), Tonix (+32.6%), Clean Spark (+18.4%), Mara Holdings (+16.9%) e Ionq (+16.6%).
While the most resigned value found, James Hardie (-17.1%), Bayer Aktienges (-6.9%), Lions Gate (-6.3%), TELECOM ARG (-6.2%) and Embraer (-5.6%).
The recent relief rebound of S&P 500 may not last
The analysts of JPMorgan They warn that the recovery of impulse still has a margin of improvement and that political uncertainty continues to wear the markets.
According to the investment bank, the prolonged impulse factor has experienced one of the fastest recoveries in 40 years, erasing two years of profits in just three weeks.
The liquidation concentrated on the actions of MEGA capitalization, which caused a drop of US $ 5.8 billion in the stock market capitalization of the S&P 500, attributing 40% of the fall to the strong liquidation of impulse shares with better performance.
“The accumulation of extremely concentrated and reduced leadership in the last two years was backed by the expectations of higher rates for longer, American exceptionalism for AI and an electoral result favorable to growth”The analysts wrote.
However, these narratives have been pressed due to the concern for the slowdown in growth, The growing political uncertainty in the US. And the recent events in the AI sector.
Despite this change, analysts warn that a generalized rotation towards value actions should not be expected, stating that “the US economic cycle has not recently experienced a readjustment, nor is the Federal Reserve insinuating a rapid flexibility of monetary policy.”
Source: Ambito
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