Stock profits indicate calm, but pay attention to fed officials

If investors judged the stability of the economy by observing the stock market, its two -day winning streak could lead investors to think that it is a business as usual.

The market response to corporate profits would also support that thesis. Investors are selling companies that did not meet their expectations, such as Google-Parent alphabet and advanced micro devices, and going mass to companies that believe they will work even better in the future, such as Palantir. (Whether it is a fair, or even realistic belief, is under debate, but it is certainly not out of the ordinary).

But the political leaders of the United States Federal Reserve are unusually open about their concerns about the potential impact of tariffs. If investors listen to them, they may find that calm in the markets is misleading.

Fowered policy formulators open
In recent days, multiple political leaders of the FED, such as the president of the Fed of Chicago, Austan Goolsbee and Boston Fed Susan Collins presidentNot only have they noticed the uncertainty surrounding the rates of US President Donald Trump, but also He highlighted the potential impact on inflation. That is a rest of the typical position of Fed officials not to comment on fiscal policy, suggesting that tariffs could have serious effects on the economy of the United States.

The shares are in the middle of the agitation of the week
US actions rose on Wednesday For consecutive profits. He S&P 500 increased 0.39%, the Dow Jones industrial increased 0.71% and Nasdaq compound Advanced 0.19%. Sharp drops in Google and AMD They were compensated for a jump of 5.2% in Nvidia. Asia-Pacific markets were mostly raised on Thursday. Of India Ingenio 50 50However, it fell around 0.4% ahead of the decision rate of the Central Bank on Friday, when it is expected to reduce the fees.

Google Gemini 2.0
Google launched Gemini 2.0 on Wednesday, its last set of artificial intelligence models, to the public. Is part of Google’s Strategy to invest strongly in AI agents – That you can complete complex tasks of several steps in the name of a user, instead that a user has to guide them through each individual step. Goal, Amazon, MicrosoftOperai and Anthrope are also moving towards the Agent AI as companies try to obtain an advantage over competitors.

Huawei’s jump in annual income
Huawei’s revenues reached more than 860 billion yuan ($ 118.27 billion) by 2024, said President Howard Liang on Wednesday, according to local state media. It is an interannual jump of 22% since 2023 and the fastest growth since 2016, according to the calculations of the public numbers of CNBC. Huawei smart phone shipments in continental China increased by 37% last year, replacing Apple In market share, According to Canals Data.

Qualcomm sees cars growth
Qualcomm reported on Wednesday Fiscal income of the first quarter of $ 11.67 billionexceeding expectations and 18% more than $ 9.92 billion a year ago. Net income increased 15% to $ 3.18 billion of $ 2.77 billion the previous year. However, their actions fell more than 4.6% in extended trade. Investors were concerned that Qualcomm license business income remained stable, Reuters saying.

(PRO) Is Palantir’s assessment unrealistic?
Palantir The shares increased 24% on Tuesday to A high record After informing stronger results and guidance than expected of the fourth quarter. Although the shares left some of these profits on Wednesday, the assessment of the software company appears outside the fundamentals of the market. John Melloy and Christopher Hayes de CNBC Pro Explain why.

India is likely to reduce reference rates for the first time in almost five years as the economy slows down, inflation rises

As inflation increases in India, the Bank of the India Reserve has space to reduce interest rates to stimulate a deceleration economy. Economists expect the country’s central bank to decrease its repository rate by 25 basic points to 6.25% on Friday, when its policy meeting concludes. If the RBI makes lower rates, it will be the first cut in almost five years. Investors will also analyze the statement of the new governor of RBI Sanjay Malhotra to evaluate the management of the Bank’s monetary policy.