No Data
This week's financial outlook: The Federal Reserve's minutes lead the way, and the corporate Earnings Reports season continues to heat up.
The corporate Earnings Reports season is in full swing, and the quarterly reports from Alibaba and Walmart are receiving a lot of attention.
The expectations for tariffs continue to ferment, causing significant fluctuations in Copper within a week.
Recently, the main factors driving the prices of gold and copper are expectations regarding tariffs. In addition to the anticipated 25% tariffs on Canada and Mexico, many Institutions predict that the Trump administration may impose a 10% tax on imported refined copper. Gold and copper prices on COMEX continue to strengthen, especially the premium of copper prices compared to other market prices has rapidly widened, reaching a historic high. On Friday, copper prices fell sharply; on one hand, USA retail data showed significant weakness, and on the other hand, there may be new news about tariffs, causing price spreads to narrow significantly as prices fell, with gold prices also following suit in the correction.
The earnings report season for U.S. stocks is met with bad news: under the shadow of Trump's tariffs, corporate expectations are significantly worsening.
① The earnings outlook for U.S. companies has worsened due to Trump's tariff threats; in the fourth quarter earnings report season, the performance expectations of more companies are weaker than analysts' expectations. ② The tariff threats have led to insufficient corporate confidence, and analysts expect the profits of S&P 500 Index constituent companies to increase by 10% this year, down from the 13% forecast at the beginning of January.
Express News | Morgan Stanley has raised the U.S. 10-Year Treasury Notes Yield forecast to 4%.
Institutions: What is the impact of Trump's "reciprocal tariffs"?
President Trump of the USA officially announced "reciprocal tariffs". It is believed that these tariffs target a wide range of countries and take value-added tax (VAT) into consideration, marking another step forward for Trump in terms of tariffs.
Futu Morning News | A strong alliance! Tencent WeChat and Baidu Search fully embrace DeepSeek; humanoid robotics welcomes heavyweight players, with Meta planning to make a major investment.
Last Friday, gold prices plummeted as the situation between Russia and Ukraine faced disruptive changes; a recent research report from Bank of America indicates that this Thursday's Federal Reserve meeting minutes will focus on the path to interest rate cuts and the impact of Trump's policies.