Aerial view shows containers stored in the port of Poa, run by Panama Ports Company, where US President Donald Trump plans to regain control of the channel, in Panama, Panama, February 1, 2025.
Enea Lebrun | Reuters
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What you need to know today
Definitions in Trump are in effect
US President Donald Trump Salvo launched the definitions on saturday. Imports from Mexico and Canada will be hit with a 25 % duty, while China will undergo a 10 % tariff. Canada's energy resources will face 10 % less tariff. Definitions on Canadian goods are expected to become valid in or after 12:01 am on Tuesday. Canadian Prime Minister Justin Trudeau announced on the same day The 25 % revenge definitions for $ 155 billion In the United States goods.
The inflation remained fixed in December
In 2024, Wall Street finished high, but inflation in the United States is an index of personal consumption expenses 2.6 % increased yearly in Decemberand I mentioned The American Trade Administration on Friday. This rises 0.2 percentage of November and in line with the discretion of Dow Jones. Core PCE, which removes food and energy, came in the previous month by 2.8 %, as well as in line with expectations.
For stocks, win in January amid uncertainty
American markets fell on FridayAbandoning previous gains, on Trump's imminent definitions. the S & P 500 It lost 0.50 %, and Dow Jon's industrial average Slipped 0.75 % and Nasdak 0.28 % decreased. However, all three indexes ended in January in green. However, Futures declined in stocks on Monday morning. General Europe Stoxx 600 INDEX increased by 0.13 %, Achieving 6 % gain for January – higher than the S&P 500 by 3 %.
Deepseek may be 100 times more
He claimed that the Chinese artificial artificial intelligence model claims that the advanced artificial intelligence model would cost only 5.576 million dollars for training, according to Technical report. This number excludes the previous search costs, expenses and other operations. A A new report from SemianalysisIt is a research and semiconductor research company, you can spend Deepseek devicesMany higher than $ 500 million On the history of the company. “
(Moayad) A week full of profits – and questions
The profit season starts to a high degree of equipment this week, as more than 120 S&P 500 companies are decided. Investors and analysts will not only flow on the results, but also want to check how the CEOs respond Questions about Trump's tariff. Meanwhile, the Jobs report in January will be on Friday, and economists' expectations will be a little silent.
The bottom line
US President Donald Trump's tariff is no longer a threat but a reality. They dried the wild January, during which a new president entered the White House and the new Chinese artificial intelligence model in the industry.
Another thing was new in January: the highest closure level of S&P 500.
But with a customs tariff now, you may find the markets that are difficult to expand a new range in the short term.
Even large technology profits and jobs that come out this week, usually market move reports, are likely to play a second role for policy developments.
Small consolation for markets: Deepseek's total cost may be more than $ 500 million, an estimated research company. (The number of $ 5 million has been included by Deepseek only the cost of training). Amnesty International -related companies may be granted a spring in their steps.
