The Marriner S. Eccles Federal Reserve Building in Washington, DC, United States, on Sunday, January 12, 2025.
Samuel Corome Bloomberg Gety pictures
If investors judge the stability of the economy by looking at the stock market, the winning chain may lead for two days until investors lead to the belief that it is a usual work.
The market response to companies' profits will support this thesis. Investors sell companies that have not fulfilled their expectations, such as Google-Parent Alphabet and advanced advanced devices, and flow to companies that they believe will achieve better performance in the future, such as Palantir. (Whether it is fair or even realistic, belief is the debate – but it is certainly not out of the ordinary.)
But the US Federal Reserve policy makers are unusually open about their concerns about the potential impact of tariff messages. If the investors listen to them, they may find that calm in the market is deceptive.
What you need to know today
Federal reserve policy makers open
In recent days, many federal policies, such as the President of the Federal Reserve at Chicago Austan Fuolsby and Federal Reserve Chairman Boston Susan CollinsNot only did you notice the uncertainty surrounding the definitions between US President Donald Trump, but also The most prominent possible effect on inflation. This is a break from the position of the typical federal reserve officials for not commenting on fiscal policy, indicating that the customs tariff can have serious effects on the American economy.
The second day of the gains for us shares
American stocks rose on Wednesday To achieve successive gains. the S & P 500 0.39 %, and Dow Jon's industrial average It was 0.71 % and Nasdak Advanced 0.19 %. sharp drops in Google and AMD It has been compensated with a 5.2 % jump in Nafidia. Europe Stoxx 600 The index added 0.47 % medium A mixed day for the regional Press. Santander Bank Stoxx 600 gains, an increase of 8.3 %, after the Spanish lender Record reporting the separation profit.
Google Gemini 2.0
On Wednesday, GOMINI 2.0 released its latest artificial intelligence suite for the public. It is part of Google's Investment strategy intensively in artificial intelligence agents – Which can complement multiple multi -step tasks on behalf of the user, instead of having to walk in each individual step. Deadand Amazonand MicrosoftOpenai and Anthropic also moves towards Agency AI where companies are trying to get an advantage over competitors.
Qualcomm sees growth in cars
Qualcomm It was mentioned on Wednesday Revenue for the first quarter in the first quarter of 11.67 billion dollarsOvercoming expectations and an increase of 18 % from 9.92 billion dollars a year ago. Net income increased by 15 % to $ 3.18 billion from $ 2.77 billion in the previous year. Cars are the fastest business in Chipmaker-Qualcomm of quarterly sales of $ 961 million, and increases by 61 % on an annual basis. However, its shares decreased more than 4.6 % in extended trading. Investors were concerned that the revenue from Qualcomm licensing will remain fixed, Reuters He said.
Disney+ loses subscribers
Disney The profits of the first quarter were published on Wednesday Overcoming the upper and lower lines. The net entertainment group jumped by 23 % to $ 2.64 billion from $ 2.15 billion during The same quarter of last yearWhile revenue increased by 4.8 % from the previous year. Disney+, the company's flow platform was profitable during the quarter, but saw a 1 % decrease in subscribers. The shares decreased by 2.4 %.
(Pro) An unrealistic rated assessment?
Baldir The shares rose 24 % on Tuesday to Score After reporting the results and directions in the fourth quarter of the expected. Although the stock abandoned some of these gains on Wednesday, the evaluation of the software company appears to be a way out of the market basics. John Meloy and Krieston Hayes from CNBC Pro Explain why.
Finally …
The general view of the city of London Horizon, the financial district of the capital, in October.
SOPA photos | Lightrockket | Gety pictures
Trump's commercial war can have a clear winner: UK
After reaching Mexico, Canada and China with the customs tariff – although the former owners had temporarily stopped – Trump told the correspondents on Sunday that the customs tariff for the European Union “will definitely happen.” However, Trump said the deal “can be connected” with the United Kingdom, a nation in which American trade is more balanced. While the British economy is fighting, many analysts told CNBC that the economy could get a batch of Trump's trade war.
