Chasing the upward market? Maybe pay attention to gold

This report is from CNBC Daily Open today, our international market newsletter. CNBC Daily Open puts investors a day about everything they need to know, regardless of where they are. Do you like what you see? You can subscribe here.

Colombia will see Trump’s first tariffs
US President Donald Trump wrote on its social network social network, impose a 25% tariff – which will increase to 50% in a week – on goods from Colombia, in addition to promulgating other punitive measures against the Colombian government. American consumers could have to pay more for coffee, crude oil and cut flowers from Colombia.

Second winning week for US actions
The main US indices backed up on Friday, but still The rise week endedYour second consecutive week of profits. Paneuropeo Stoxx 600 fell 0.05%, but The week ended more than 1% more. Burberry jumped around 10% in a Fall of lower sales than expected In the third fiscal quarter, while Ericson more than 12% fell after the company lost estimates for your fourth quarter.

New maximum for Alphabet
Alphabet Actions Closed on Friday at $ 200 for the first time on an adjusted base divided. The company implemented a division of shares of 20 by 1 in 2022. At that time, the shares were quoted to around $ 2750, equivalent to $ 137.50 after the division. Morgan Stanley The analysts highlighted on Friday the opportunities presented by the products of Alphabet artificial intelligence agents.

Megametainversion
Goal CEO Mark Zuckerberg announced Friday that the company plans invest around $ 60 billion to $ 65 billion in capital expenses In 2025. Meta is also creating an artificial intelligence engineer who will contribute “increasing amounts of code to our R&D efforts,” Zuckerberg added. After the announcement, the goal shares closed at $ 647.49, a new historical maximum.

Trump’s intentions with Tiktok
Trump is making a deal for Save Tiktok operations in the USReuters reported, citing two people with knowledge of the discussions. The sources said the agreement would imply Oracle. However, in comments made to journalists at the Air Force One on Saturday, Trump denied Oracle’s participation and said: “Very substantial people“They are talking to him about the purchase of Tiktok. One of the parties could be perplexity ai, which He revived his proposal to Bytedance.

(PRO) Gains dominate the week
Metaplaformas, Microsoft and Tesla announce your profits on Wednesday, followed by Apple Thursday: analysts believe that reports could Determine the management of markets. Meanwhile, the United States Federal Reserve concludes its meeting on Wednesday, when investors will examine the comments of President Jerome Powell for clues about the trajectory of interest rates.

He S&P 500 He has been oscillating laterally since his post -election jump in November; In fact, it ended 2024 below where it was in early December.

There are signs that markets are finally awakening from their hibernation. Although some of Magnificent Seven’s actions had problems on Friday, both Alphabet and Meta Platforms ended the day in historical maximums due to optimism around their artificial intelligence offers.

And although all the main American reference indices fell on Friday, they ended up the week up for the second time. The S&P and Nasdaq compound Each rose around 1.7% last week, while the Dow Jones Industrial Average It rose 2.2%.

The S&P closed in a new maximum on Thursday and registered a new intradiary maximum during Friday’s session. Surprisingly, only eight sessions were needed for the index to rise from a minimum of two months to a historical maximum. noted Jason Goepfert, founder of Sindial Capital Research.

That rapid change suggests that investors are increasingly convinced that the upward market is going back.

Part of that feeling goes back to Trump’s decision. comments In the World Economic Forum in Davos, Switzerland, such as his promise “demand that interest rates fall immediately” and comment that “will ask Saudi Arabia and the OPEC to reduce the cost of oil.”

The lowest interest rates, in general, boost economic activity, while the cheapest oil reduces costs for companies.

But some analysts are concerned that investors may be applauding a simple ghost.

“Until now, the markets have reacted to each statement made by the president, even those that should not have any impact,” said Mark Malek, Siebert investment director. “This shows that merchants have not yet adopted their rhythm.”

In fact, perhaps a more realistic feeling of markets from gold prices can be interpreted. Gold cash prices rose to their highest levels on Friday in almost three months, indicating that some investors are resorting to precious metal in search of security amid uncertainty.

For those who pursue the upward market, it may be worth listening to first what the ingot has to say.

– Alex Harring, Yun Li and Sarah Min de CNBC contributed to this report.