Afleveringen
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S&P Futures have reversed course and are now trading flat to higher this morning. Global trade talks and earnings announcements are in focus today. Inconsistent messaging from the White House remains a key source of volatility for the markets. On Wednesday, Treasury Secretary Bessent outlined hopes for a "big deal" with China, yet Chinese officials have said that no trade takes are underway. China's Politburo meeting is scheduled for late this month. On the economic front, report on Jobless Claims, Durable Goods and Existing Home Sales are set for release today. Earnings reports have been coming in better than initial expectations, forward guidance remains a concern. After the bell today, GOOG, TMUS, GILD, & INTC are scheduled to report.
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S&P Futures are displaying a strong move higher this morning. President Trump indicated that he has no plans to remove Fed Chair Jerome Powell from his position. He also indicated that his 145% tariffs on China will come down substantially. There are reports that Trump will meet with Chinese President XI in early May. Comments from Treasury Secretary Bessent were also bullish as he indicated his belief that a trade deal with China can be reached. Trade deals with India and Japan are said to be close. However, these agreements are expected to be broad in scope and light on details. President Trump is expected to sign Executive Orders today on reducing the cost of prescription drugs and also on government efficiency and regulatory reform. This morning the flash PMI data is set to be released before the markets open and the Fed's Beigh Book in the afternoon. TSLA is trading higher this morning after negative earnings release, profits fell by 71%. Musk indicated that he will be cutting back his work at the White House to spend more time on TSLA. EU regulators have fined AAPL & Meta for violations of its Digital Markets Act. After the bell today, IBM, NOW, TSN, CMG & DFS are scheduled to report.
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Zijn er afleveringen die ontbreken?
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S&P Futures are trading higher this morning and today session will focus on earnings. GE, DHR & ELV are all higher after their earring's releases. After the bell today, markets will hear from TSLA, SAP, CB, PKG & ISRG. A host of Fed officials are schedule to speak today, they are likely to continue to point out the need for the Fed to be independent of political pressure. Reports indicate that the U.S. has made significant process on the trade deal with India. The Trump administration intends to press India to give online retailers such as Amazon and Walmart full access to its $125B ecommerce market. Equifax (EFX) announced a $3B share buyback program this morning.
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S&P Futures are trading lower this morning however the liquidity is rather low as most exchanges across the globe remine closed for the Easter holiday. Tariff and trade talks remain the key factor for the markets. Discussions on tariffs with South Korea and India are scheduled for this week. President Trump continues to press Fed Chair Powell to lower interest rates which Powell is reluctant to due ahead of a possible increase in inflation this summer. The Justice dept antitrust trial continue today. NFLX is higher this morning after announcing positive earnings results on Thursday. China is warning countries not to make trade deals with the U.S. Huawei Technologies plans to start mass shipments of its AI chip to Chinese customers which is negative for NVDA. The week ahead is a big week for earnings announcements, reports from MMM, MCO, LMT KMB, RTX, VZ, SAP & TSLA are scheduled for tomorrow.
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S&P Futures are displaying gains after yesterday's heavy selling pressure. Markets are reacting to President Trumps positive indication at the conclusion of the trade talks with Japan. Later today President Trump is scheduled to meet with the PM of Italy. Central banks news remains in focus with the ECB expected to announce a 25-basis point rate cut at 8:15am. Fed Chair Powell was hawkish in his comments yesterday and said that the Trump tariffs may create a "challenging scenario" for policymakers." TSM is trading higher after its earnings & guidance release. The CEO said that they are not in joint venture talks with INTC. UNH is falling after an EPS miss and lower guidance. This morning on the economic calendar is the weekly jobs report and housing data (housing starts & building permits). After the bell today, NFLX is scheduled to release earnings.
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S&P Futures are in the red this morning as sentiment is weakening. After the close yesterday NVDA announced that they will be subject to export restriction for its H20 chip which is sold to China. China generated $17B or 13% of NVDA total sales last year. China has indicated that it is open to trade talks with the U.S. White House trade officials are said to be asking countries to limit trade activities with China in return for tariff relief. This is being done to isolate China to achieve a better trade deal. Chinese economic data was strong overnight, as business activity ramped up ahead of tariffs. The tariff damage will likely start to show in next month economic data. Market will be hearing from Fed Chair Jerome Powell this afternoon. He is expected to reiterate the strength of the U.S. economy and acknowledge uncertainty ahead due to the Trump Tariffs. On the economic calendar today is the Retail Sale report. This afternoon, LVS, CSX, KMI and AA are schedule to report earnings. On Thursday morning, TSM, UNH AXP & DHI will be reporting.
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S&P Futures are moving higher mainly due to optimism on tariff exemptions. The Trump tariff narrative remain the key focus as the White House indicates that that it is looking to help the auto sector. Pharma & semiconductor stocks are on watch as they are under review by the Trump tariff team. China has suspended jet deliveries from Boeing in retaliatory move. U.S. trade officials met with EU's trade representative yesterday, the demands from the Trump administration will be difficult for the Eurozone to agree to. Mining stocks are displaying gains due to a report that indicates President Trump has plans to stockpile critical metals to counter China. On the economic calendar today are reports on Import Exports prices and the Empire state Manufactuing index. JNJ, BACPNC & ERIC are higher after earnings announcements. Caterpillar named a new CEO.
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S&P Futures are displaying strong gains this morning due to tariff exemptions on consumer electronics. The Trump administration temporary tariff exemptions on tech products are providing some short-term relief for the sector however they remain subject to the 20% fentanyl tariffs. The Trump administration is expected to provide additional clarity later today. The dollar remains weak ahead of the ECB meeting later this week where a rate cut is expected. President Trump is scheduled to meet with the president of El Salvador today. The U.S. is scheduled to hold trade talks with the EU and Japan this week. The economic calendar is rather light this morning, later this morning there is a report due out on Consumer Inflation Expectations. Markets are awaiting this morning's earnings reports from Golman Sachs.
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S&P Futures are moving higher this morning, reversing from sharp overnight losses as Treasury yields backed off worrisome levels. The trade war between the U.S. and China continues to escalate as China lifts its tariffs on U.S. goods to 125%. China indicated that this will be their last tariff increase on the U.S. President Trump indicated a willingness to hold trade talks with China yesterday. On Monday the U.S. and the E.U are scheduled to hold trade talks. On the economic calendar, PPI final demand for March is due out today. Markets are reacting positively to this morning's earnings reports from JPM, BLK, BK & WFC.
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S&P Futures are displaying weakness after yesterday's strong rally, the move lower is considered to be as a result of profit taking. While the 90-day tariff pause was a positive catalyst for markets yesterday, there remains a significant amount of uncertainty as to what will occur after the pause period ends. The Trump administrations economic plan remains a key concern for the markets due to the chaotic nature in policy shifts. Then there are the trade relations with China which are fragile at best as the Trump administration increased the Chinese tariffs and appears to be shifting towards an economic decoupling. On the earnings front KMX is trading lower as they missed on earnings expectations. Tomorrow is the start of earnings season with a host of the major backs set to report. On the economic front the March CPI data & the weekly Jobless Claims data is due out before the bell. There is also a significant number of Fed officials speaking today.
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S&P Futures are extending their losses this morning as the tariff induced sell-off continues. Markets are reflecting anxiety over the escalating U.S.-China trade tensions as China tariffs are now at 104% on imports. U.S. Trade Representative Jamieson Greer spoke to the Senate Finance Committee yesterday and said that President Trump won't provide exemptions to his new global tariffs for individual products or companies. Greer is scheduled to appear before the House today. Trump spoke at an event last night an indicated that he is planning tariffs on pharmaceuticals in the near futures. Key economic event for the day will be the release of the Fed meeting minutes. This morning DAL released better than expected earnings. the bar was low as the company slashed its guidance in March.
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S&P Futures are displaying gains this morning as multiple days of declines is not sustainable. There is a slight change in the tariff narrative back to negotiations which may not hold. President Trumps has shown a willingness to continue to move forward with his tariffs and yesterday he threatened China with an additional 50% tariffs if they move forward with retaliation. The markets remain highly sensitive to trade issues and commentary from the Trump Admin tariff policy. U.S. Trade Representative Jamieson Greer is scheduled to testify before the Senate Finance Committee today at 10:00 am to defend the presidents tariff policy. Health insurance stocks are higher as Medicare plans to substantially increase payment rates next year. AVGO announced a big buyback last yesterday and LEI delivered a positive earnings report. DAL is scheduled to release earnings tomorrow morning. Markets will be focused on forward guidance this earning season.
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S&P Futures are off by more than -1.50% this morning as Trumps tariffs continues to create volatility in the markets. There is little political pressure on the president to change course. White House officials attempted to calm the markets with various interviews over the weekend, however markets are continuing to weaken. JPM CEO Jamily Dimon released his annual letter to shareholders and indicated that the Trump tariffs are likely to increase inflation. President Trump is schedule to meet with Israeli Prime Minister Netanyahu today to discuss tariffs.
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S&P Futures are continuing to decline due to the Trump tariffs actions. China has hit back as they will impose an additional 34% tariff on all imports coming in for the U.S. effective April 10th. China's move only increases the negative sentiment, and the odds of a recession are increasing. Markets will be hearing from Fed Chair Jerome Powell late this morning and he will attempt to calm the markets. However, sentiment is eroding fast and without action to remove the Trump tariffs market can continue to fall. The key economic reports due out today is the Non-Farms payrolls data for March. Earnings season starts next week, and forward guidance announcements are likely to be lowered for most companies.
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react to President Trump's tariff announcement. The new tariffs rates were worse than the market had expected, the only positive is that foreign countries have not yet hit back with their own tariffs. The tariff increase is expected to be a drag on earnings for the next several quarters and will likely cause a spike in inflation. White House officials are expected to attempt to place a positive spin on the elevated tax rates in an effort to calm markets today. Treasury Secretary Bessent spoke after the announcement and appeared to distance himself from the decision making. Key economic reports due out today include the Jobless Claims Report and the ISM Services PMI data. RH is lower after the company's big earnings miss last night. GES is schedule to release after the bell today.
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S&P Futures are moving lower as markets are awaiting President Trump's tariff announcement which is expected to occur at 4:00 pm. He may also be announcing his TikTok decision. Tesla is scheduled to release its Q1 delivery data today. Walmart is said to be continue to put pressure on Chinese suppliers despite a plea from China's government. Key economic reports due out today include the ADP Employment report & Factory Orders. Goldman Sachs lowering its forecast for end-2025 two- and 10-year U.S. Treasury yields. NCNO is lower after earnings miss last night. RH is schedule to release after the bell today.
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S&P Futures are displaying weakness this morning as the markets continue to await clarity on the tariff situation. U.S. auto manufactures are making a push to exclude certain car components from tariffs. President Trump is expected to sign Executive Orders today related to national security and economic policy. There is a press conference today at noon. Key economic reports due out today on the ISM Manufacturing and JOLT's data. A Texas court rejected JNJ use of Chapter 11 for its talc cancer fund. PVH and PRGS are higher this morning after earnings releases.
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S&P Futures are continuing to move lower this morning as the markets prepare for Trump's tariff announcement on Wednesday. Multiple reports came out over the weekend indicating that the tariff announcement may be harsher than initially anticipated. The S&P is down over 5% on the year. Over the weekend, President Trump indicated more tariffs on Russian oil if a deal is not reached to end their war with Ukraine. He also issued a threat to bomb Iran if an agreement is not made on its nuclear program. Employment data will also be in focus this week, on Friday the Non-Farms payrolls report is scheduled for release. After the bell today, PRGS and PVH are scheduled to report earnings.
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S&P Futures are flat to lower this morning ahead of a key inflation report. The PCE report will be a key focus for the markets today. Sentiment remains cautious ahead of Trumps tariff announcement next week. The CoreWeave (CRWV) IPO starts trading today, priced at $40. Musk indicated last night in an interview that his work at DOGE is almost done. LULU delivered positive earnings last night, yet the stock is trading lower due to its forward guidance.
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