Arcelormittal steel production plant in Belgium on July 27, 2024.
Jonathan Raa | Nurphoto | Getty Images
The excitement of artificial intelligence and US President Donald Trump observed friendship on the stock market, invested in an investor in December. In 2025, these animal spirits seem to have fired somewhat.
Whenever Trump brings tariffs, investors responded poorly (for good reason). His threat to reciprocal tariffs on Friday – that is, imposing other countries the same degree of duty they set up in the US – he sent shares that overturned. The new steel and aluminum tariffs, which Trump says will announce on Monday, is likely to flood the supplies further.
Also, Ai, an engine that drove in supplies in 2024, seems to investors more uncertainty than the possibility this year. Deepseek’s claim that his training demanded only a fraction of billions of dollars that US AI models suck in the Big Tech investments – which will amount to more than $ 300 billion in 2025. – as well as their share estimate.
Although the main characters of the stock market remained the same as in December, they manage markets in a different direction.
What you need to know today
New steel tariffs and aluminum
Trump will post on Monday An additional 25% of tariffs to all the imports of aluminum and steel in the USAAccording to the comments to the press on Sunday. They will appear at the top of the already existing levies. In separate development associated with Celik, Trump said on Friday at a press conference with Japanese Prime Minister Shigeru Ishiba This steel nippon will invest in American steelgiving up trying to buy it.
Price reduction EV -AU China in the midst of mixed prices
Consumer prices in China have increased 0.5% in January On an annual basis, according to the National Statistics Office in the country. The image is greater than an increase of 0.1% from the previous month, and 0.4% expected in the Reuters survey. However, manufacturers’ prices decreased 2.3% in January in the year – the same degree as in December and a steep 2.1% estimate – for their 28th month. Meanwhile, Electric cars in China offer discounts and interest without interest increase in the midst of a hot disputed industry and a slow sense of consumer in the country.
Uneven report for the US Labor market
AND The US economy added 143,000 jobs in JanuaryWho,, Bureau for the statistics of work reported on Friday. Neparme payments for the month fell from the growth of the revised 307,000 in December and below the DOW Jones Estimation 169,000. However, the unemployment rate decreased to 4% from 4.1% in the previous month. The average earnings per hour in January was stronger than expected, and they arrived 0.5% of the month compared to 0.3% prognosis.
Asian markets grow as they fall
All The main American indexes ended last week lower After losing the day on Friday, when S & P 500 lost 0.95%, Dow Jones industrial average slid 0.99% and Nasdaq composite dropped 1.36%. The shares withdrew after Trump mentioned the possibility of reciprocal tariffs to trade partners. Contrary to that, Asian-Pacific markets began a week higher. Hong Kong Hang Seng Index Added about 1.8%. Singapore Straits Times Index Guess the constant high, raised by shares of the largest bank in Singapore DBS Group Holdingswho jumped 2.6% and touched the new record.
Spending billions on artificial intelligence
Softbank is close Completing the primary investment in an opening of $ 40 billion With an estimated $ 260 billion, sources told CNBC’s David Faber. The cost efficiency of Deepsek does not seem to distract the great technology: Target,, Amazon,, Alphabet and Microsoft have announced plans for Spend a combined $ 320 billion on AI and data centers. Demis Hassabis, the Google Deepmind CEO, said on Friday that Deepseek was “the best work” he saw from China. “No real new scientific progress. “
[PRO] Inflation in focus this week
AND Consumer and Manufacturer’s price indexes for JanuaryOn Wednesday and Thursday, it will be especially important for investors. Januar’s job report showed a salary growth more than expected Survey of Consumer University of Michigan They found that respondents increased their expectations from the inflation rate a year to 4.3%, which is a jump from one percentage point since January.
And finally …
Coal saws waiting to be transported to the container terminal of the Guoyuan port at Chongqing in China.
Cfoto | Future publication | Getty Images
The world is not close to freeing coal – in some countries the demand for it is an increase in
“Nothing can destroy coal,” US President Donald Trump said at the recent world economic forum. Statistics seem to prove him right. American coal exports are constantly growing to satisfy growing global demand – which is expected to violate another 8.77 billion tonnes in 2024 and will remain at similar levels by 2027, the International Energy Agency. “Global coal shift remains challenging, largely guided by growing demand in Asia, even when Europe and now see a significant decline in coal consumption,” said Dorothy Mei, the project manager for the Global Energy Monitor Global Coal Mine.
