Central banks reduce rates. Fed may not do that

On Friday, the India’s reserve bank reduced its Repo rate by 25 base points. A day earlier, the Bank of England lowered interest rates by 25 base points, after a decrease in the same amount of European Central Bank on January 30th.

Many economies seem to be placed in an environment of lower rates because policy creators seek to increase economic growth. This is in great opposition to the US – it is unclear whether the US federal reserves will reach its two decreases of the 2025 rates, forecast in December, given the uncertainty of the economic impact of US President Donald Trump’s policy. Moreover, Trump seems to have given up pressing the Fed.

On the eve of Trump’s inauguration, the US dollar began to strengthen and reach its highest level in more than two years, measured by the US dollar index. This has already affected companies like Amazon, which blamed the currency for measuring the expected revenue in the current quarter.

For now, they could have an advantage over other economies and shares, but the edge can reduce in both directions.

First reduction of Indian price in almost five years
AND The India’s spare bank has reduced the rap rate for 25 base points Up to 6.25%, Governor Sanja Malhotra said on Friday in an address she lived. The move, which economists expected, was the first time that in almost five years the central bank had lowered the rates. RBI predicts that real economic growth will reach 6.4% for the current fiscal year, the lowest country in four years and 6.7% for the Fiscal year 2025-26.

Bank of England Cover rates
AND The Bank of England has reduced the reference interest rate For 25 base points at 4.5%, its first reduction of the year. All members of the Monetary Policy Committee voted for lower rates, but two of the nine voted for a higher reduction of 50 base points. Central Bank governor Andrew Bailey said he expects more reduction this year. Boe also halved his growth prognosis for the UK economy in 2025 to 0.75% compared to 1.5%.

Disappointing guideline from the Amazon
Amazon Stocks have fallen more than 4% after giving disappointing guidelines for revenue for the current quarterQuoting the difficulties represented by a strong American dollar. He also announced plans to spend 100 billion USD capital expenditures in 2025.mainly about artificial intelligence infrastructure. Technical giant beat the earnings and expectations of revenue for the fourth quarter – and is ready to surpass it Walmart As S&P 500 company with the biggest quarterly revenue.

Consecutive gains for S&P 500
Thursday, S & P 500 Advanced 0.36% for its Third consecutive winning daywhile Nasdaq composite It climbed to 0.51%. AND Dow Jones industrial averageHowever, he lost 0.28%. Japanese Nikkei 225 withdrawn about 0.6% after Earth Household consumption in December unexpectedly jumped on an annual basis while India NIFTY 50 It was around a straight line after RBI reduced interest rates.

Trump’s focus on yields, not rates
Trump administration focused on using fiscal policy for Keep a 10 -year -old treasury low And he doesn’t “call for a Fed to lower the footsteps,” said Scott Bessent Treasury Secretary in an interview on Wednesday for Fox News. This indicates a shift from Trump’s original plan “Asking for interest rates immediately to fall.”

[PRO] IBM exceeds Nvidia
Not Nvidianot Apple not Amazon -This outcomes of supplies in Dowa in the last three months has been IBMwho climbed to 27%. However, a technological company needs Do more in the field of artificial intelligence In order to continue their supplies to work well, according to one main investment director.

As Calvin Klein and Tommy Hilfiger caught up in Trump’s trade war with China

China is on the black list of owner Calvin Klein and Tommy Hilfiger, which could force the company to close trade and production in the country, in the early consequences of Trump’s trade war. While the Chinese Ministry of Trade began to investigate PVH September due to the alleged refusal that cotton is being performed from the Xinjiang region, which became infamous because of its detention camp Uyghur, Beijing officially put the company on its list of “unreliable entities” on Tuesday.