The New York F bagHe inalized slightly divers on Wednesday, May 14, seeking to consolidate his recent profits, after registering a positive trend in the year, in the midst of optimism around the commercial agreement between the US. UU. and China.
In this context, the Dow Jones index of industrialists fell 0.21% to 42,051.06 points; The S&P500 won 0.06% to 5,889.99 points and Nasdaq Composite showed 0.72% to 19,146.81 points.
The markets waiting for news about trade agreements
The respite in the recent rebound occurs while investors are still attentive to new details about commercial policy. The director of the National Economic Council, Kevin Hasett, said President Trump You could announce an important fruitful agreement upon your return from your Middle East tour. Trump has already achieved a commitment of 600,000 million dollars from Saudi Arabia to invest in the US.
In addition, Reuters reported that the Trump administration will reduce the so -called tariff on low -value packages from China to 30%.
Fed statements continue
On Wednesday, the US economic data was practically empty, but several Fed officials issued statements expressing their concern for a tariff ballast for the economy.
The Vice President of the Fed, Philip Jefferson, declared on Wednesday that the prospects for a slowdown in inflation towards the objective of 2% were tarnished by the impact of tariffs, citing the risk that new imports to imports boost inflation.
The statements of the FED officials will be closely followed, at a time when bets on a rate cut of the reserve three to four times this year remain intact.
Wall Street the most outstanding wheel actions
Technological actions maintained their upward trend, led by Alphabet Inc (+3.4%), Advanced Micro Devices Inc. (+4.2%) and NVIDIA Corporation (+3.6%), these last two were driven by the constant signs of chips demand after closing agreements with Humain, Saudi company.
In the chips sector, Super Micro Computer Inc extended its rebound to 16% a few days after Raymond James began the coverage of the action with a “higher performance” rating;, citing the long -term demand of servers driven by AI. In addition, the company announced a multiannual alliance of US $ 20,000 million with the Saudi company of Datavolt data centers.
On the other hand, the actions of American Eagle Outfitters collapsed 6% after the clothing company withdraw its forecasts for the year, after publishing some disappointing preliminary results of the first quarter.
Ford rose 0.6%, although the car giant had to withdraw more than 273,000 vehicles in the United States, since the loss of brake function could increase the risk of accidents.
Among the actions that were most appreciated appear, NEWEGG (+48.3%), EXELISIS (+19.8%), Regenccell (+18.5%), Rigetti Computing (+17.9%) and Oklo (+15.5%). While the most resigned value found, global (-18.6%), Cellebrite (-10.9%), Loar Holdings (-9.5%), Legend (-9.5%) and Forge Global (-9.1%).
Deutsche Bank Dixit: Infra Weigh the US variable income and maintain neutral posture with respect to the “magnificent 7”
Deutsche Bank recommends investors maintain an infrastation weighted in US variable income and a neutral posture with respect to technological giants of the “7 magnificent”, despite the recent rebound in US market performance.
“The appearance of Deepseek at a time of high valuations confirmed our preference for the European Variable Income on the American,” said Deutsche Bank, referring to its January prospects.
Although the US market began to exceed the European Variable Income in recent days, the 7 magnificent has risen 6% since the projection of Deutsche Bank in March, but there are still 15% below the European Variable Income so far this year.
The bank reiterated that the low performance of the US Variable Income persists “until a substantial reduction of tariffs involves relief.”
While the recent strength of the S&P 500 could continue in the short term, Deutsche Bank said that “we would extend the short term.”
According to the note, the general macroeconomic and political environment continues to favor Europe about the US. “Although for now they are lower than what was feared, in our opinion, tariffs will continue to be a greater burden for US companies than for European ones,” the analysts wrote.
In addition, they affirmed that political uncertainty, the impulse of profits, valuations, fiscal policy and the environment of interest rates are more favorable in Europe than in the US.
Source: Ambito
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