A positive week for US effects with the returns of reducing interest

The US bond market ended the week’s trading, which earned strong profits, as the poor data from retail sales led to the return of bets to lower the Federal Reserve interest rates. The increase in treasury bonds has driven the return on securities for ten years to less than 4.5%to earn the profit for the fifth consecutive week, in the longest continuous March since July 2021. The markets fully expected the first reduction in the federal reserve by September. The S&P 500 is located near its highest level. The dollar has reached a new low level for the year 2025. Economic reports indicate that the interest reduction of interest in US retail sales in January scored the biggest fall in about two years, indicating a sudden drop in the consumer power in recent months of 2024. The value of retail purchases did not fall according to inflation after the December data rose to 0.7%. David Russell, of “TradeStation”, said: “The morale report has shown the tension of consumers, as confirmed by poor retail sales today,” and “This recession is a good news for the Federal Reserve and the cuff was slightly preferred to lower interest rates.” Jose Torres of Inter Brockers are of the opinion that the poor consumption report reopens the door to a possible reduction in the Federal Reserve this summer, which is a possibility that was reduced earlier this week due to ‘feverish’ inflation. The S&P 500 (S&P 500) did not record noticeable movements. The Nasdaq 100 index rose 0.4%. The Dow Jones Industrial Index fell 0.4%. The US markets will be closed on Monday on the occasion of President’s Day. The price of the “Meta platforms” shares has risen for the twentieth consecutive session. The price of “Dell Technologies” jumped in the midst of reports that it approached an agreement to sell servers over $ 5 billion to “Xai”, “Elon Musk”. Intel shares dropped on Friday, but they recorded the best weekly performance for 2000. Mita plans to take significant investments in human artificial intelligence robots and the return on treasury bonds for ten years by 5 basis points to 4.48%. The Bloomberg index for the Republic of Dollar has dropped 0.3%. “Consumers have withdrawn the spending after a generous holiday season, but they are still ready to return to spending when it comes abroad. This indicates that families are still confident in the economy, even with the increasing uncertainty about policy,” says Elien Zintner, of “Morgan Stanley Wellth Manjint”. Has US consumption been reduced? Gary Shalosberg, of the “Wales Vargo Investment Institute”, believes that the evidence for the slowdown of activity is not enough to compensate the recent signs of high inflation and to turn expectations back into interest rates. “Will consumers comfort?” Said Brett Kinwell of eToro. He explained: “Investors should be careful not to withdraw many meanings from one report. The weakness of retail sales amid increased inflation or its strongest is a burden on consumers and US businesses. So it is too early to name it, but if this trend develops, it will be a worrying sign.” Los Angeles Fires destroyed US retail sales in January, Will Comperol, from FHN Financial, says he is skeptical that the report indicates a real turning point in consumer spending. He said that besides’ excessive response ‘to the producers’ price index Thursday, the bonds moved to the’ peak purchase area ‘. “The positive scenario from today’s data is: the proceeds of the proceeds with the moderation of the economy and that poor consumer spending does not affect the preference of the investor for equities.” He has hinted that “the other side is a much worse scenario: where both consumers and the government reduce spending, to the point that affects the gross domestic product faster than the Federal Reserve Bank or can manage it.” Inflation and customs duties The fastest inflation in the United States can eventually become a ‘convincing blessing’ of financial markets, because President Donald Trump will force the choice of smaller commercial definitions, according to Michael Hartnet of Bank of America. The strategic expert recommended the purchase of bonds and said that the return of Treasury effects for 30 years is likely to reach its highest level in a few years at about 5% in January. The return was circulated on Friday nearly 4.7%. Hartnet also repeated its preference for international shares at the expense of its US peer. Mattly Mali of Miller Tobacco said: “Nevertheless, this (move) seems more related to the issue of inflation more than the trade war or customs duties.” In April, Trump blows the imposition of new customs duties on cars and Mali has concluded that the stock market has moved almost three months within a limited range so far, any concrete launch outside this series will be very positive from a technical perspective. A market controlled by ‘partial’ factors that show the analysis of ‘Goldman Sachs Group’ that the market has been driven by partial factors (ie, less dependent on the macro -economic), more than usual since the beginning of 2023. The past six months. The past. “We expect the current (partial) environment to continue during 2025,” strategists said, led by David Costin. Among the factors, they said that economic expectations this year indicate a healthy growth environment; It is assumed that the ongoing development of artificial intelligence and its dependence will create a difference between shares; The high policy uncertainty also indicates a high level of distribution. They pointed out that “discussions on commercial, tax and financial policies and other policies represent potential incentives to distribute revenue,” and “the market influenced by partial factors creates an opportunity for active investment managers.”