Stock gains are a calm, but the abyss is federal reserve officials

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.

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.

Stocks rise amid the weekend disorders
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. The Asia and Pacific markets mostly rose on Thursday. India Nifty 50 indexHowever, about 0.4 % decreased before the interest rate of the central bank on Friday, when the prices are expected to reduce.

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.

Huawei in the annual revenue
Huawei's revenues reached more than 860 billion yuan (118.27 billion dollars) for 2024. Local government media. This is a 22 % year -based jump on 2023 and the fastest growth since 2016, according to CNBC public numbers accounts. Huawei smartphones on the Chinese mainland increased by 37 % last year, and replaced apple In the market share, According to Canalys data.

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. 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.

(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.

India is likely to reduce the standard prices for the first time in nearly five years, with the slowdown of the economy, and the reduction of inflation

With inflation in India, the Reserve Bank in India has a space to reduce interest rates to stimulate the slow economy. Economists expect the central bank to reduce the rate of Ribo by 25 basis points to 6.25 % on Friday, when its policy meeting ends. If the Australian Reserve Bank reduces decrease rates, this will be the first reduction in nearly five years. Investors will also examine the new RBI governor's statement Sanjay Malhotra to assess the bank's monetary policy.