Queue cars that will move to the US from Canada, on the border between the two countries, in Surreyu, British Columbia, Canada, February 3, 2025.
Chris Helgren | Reuters
This is a report from today’s CNBC Daily Open, our newsletters about international markets. CNBC Daily Open brings investors to accelerate everything they need to know, no matter where they are. As you see? You can subscribe here.
The tariffs do not happen immediately – at least for Mexico and Canada. In what seemed to be another successful agreement negotiated by US President Donald Trump, two countries agreed to increase their border protection, which led to a break in tariffs.
The markets sighed with relief and made sharp turns on the news. But persistent jerks about long -term uncertainty prevented supplies to have a positive day. Trump’s comments on Sunday that he agreed with the decision of the US federal reserves that they did not change interest rates could also be charged by investments of investors (as much as they like) for lower rates.
Early alphabet, which was published later today, could attract the most attention, but in the current context dominated by Trump would be interesting to see how Toyota engine and Fordwho report on Wednesday’s earnings, talk about – or eye – how the tariffs will affect their business.
What you need to know today
Trump’s Tariffs on hold
US President Donald Trump on Monday agreed Stop the tariff in Canada At least 30 days, Prime Minister Justin Trudeau said in a post on announcement X. TRUDEAU a few hours after Mexico President Claudia Sheinbaum posted on X that Trump was keeping the tariffs on its export in a month. The delay comes after the two countries agreed to take steps to prevent the Fentanil trade in the USA
Markets are coming back but still in red
All the main American indexes ended on Monday in red. AND Dow Jones industrial average He withdrew 0.28%, steering losses of 1.5% earlier during the day, after the news of the tariff break was broken. AND S & P 500 slid 0.76% and Nasdaq composite demolished 1.2%. European Regional Stoxx 600 index dropped 0.87%. Car supplies like Volkswagen,, Porsche and BMW They were Among the greatest losersalthough they have recovered from steep downs earlier.
Us a sovereign fund of wealth
Trump on Monday signed an executive command that describes plans for Fund of Sovereign Wealth of the US Government. Although it aims to develop infrastructure such as airports and highways, it could also help the US in the US to expand its impact in areas such as Panama and Greenland, and even to buy a ticta.
‘Properly what to do’ – a steady rate
In an obvious change, Trump said US federal reserves held interest rates between 4.25% and 4.5% on their January “was the right thing.“The statement stood in a distinct contrast one delivered Trump When the world’s economic forum in Davos, Switzerland, is spoken. On January 23, Trump said he would “demand that interest rates would fall immediately.”
Investors are poured into Palantir
Palanti shares rose as many as 24% in extended trading on Monday after the software company reported about earnings and revenues in the fourth quarter they received estimates. A three -month revenue increased 36% compared to the year earlier to $ 828 million. For the whole year, sales increased by 29%. Together with the rhythm of the fourth quarter, Palantir offered better than expected guidelines for the whole year. Executive director Alex Karp attributed most of the company growth to its use of artificial intelligence.
[PRO] Trump’s tariff ‘template’?
The markets may have picked up after the news broke out that Trump had rejected the tariffs for now, but still closed the day lower. Analysts are similarly cautious in how Trump will arrange tariffs in the future – even if they are a “template” for contracts, other countries could be tightened back and force. to distort the great moves in stocks in any direction.
And finally …
Recently, Amazon’s artificial intelligence processors aim to fight NVIDIA, and chips made by other hypersaler -like chips like Microsoft and Google are shown in Amazon Laboratory in Austin, Texas, USA, July 19, 2024.
Sergio Flores | Reuters
While markets are committed to Tariff Trump, these global sectors are made for a rough ride
If Trump’s Tariff teaching after a 30 -day break, analysts expect a jump in oil prices in the short term, higher prices for US consumers and more for a long -term American interest rate, with a stronger US dollar as a result. Global, economic growth will be slower in short and medium -term, especially in countries with large production sectors. Cars, chip, wide consumption goods and Chinese e-sales are among the sectors that will face the greatest influence.
