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Rusel Metals Industrial Facility seen in NISKU, Alberta, Canada, on February 7, 2025.
Artur Widak Norfuto Gety pictures
The excitement of artificial intelligence and US President Donald Trump, the perception of the stock market, has strengthened investor morale in December. In 2025, these animal spirits seem to have evaporated some extent.
At any time Trump raises the definitions, investors were badly interacting (for a good reason). He sent his threat to mutual definitions on Friday – that is, his imposition on other countries the same degree of duties they put on the United States. A new tariff for steel and aluminum, which Trump says will announce on Monday, is likely to drown in stocks.
Likewise, it appears that the engine that pushed the shares up in 2024, offers investors more uncertainty than enthusiasm this year. Deepseek claim that his training only requires a small part of the billions of dollars absorbed by the United States’ AI models have cast Big Tech – which will reach more than $ 300 billion in 2025 – as well as assess its shares.
While the main personalities in the stock market remain the same in December, they are directed in a different direction.
What you need to know today
A new tariff of steel and aluminum
Trump will announce on Monday An additional 25 % tariff for all aluminum and steel imports in the United States, according to comments on correspondents on Sunday. This will really come on the top. Trump said on Friday at a press conference with Japanese Prime Minister Shigro Ishiba that Nippon Steel will invest in the United States, giving up his attempt to buy it.
China prices send mixed signals
Consumer prices in China increased by 0.5 % in January on an annual basis, according to the country’s national office on Sunday. This number is 0.1 % higher in the previous month and 0.4 % expected in the Reuters poll, which calms some fears of contraction in the Chinese economy. However, producers prices decreased by 2.3 % in January on an annual basis – the same degree that exceeds December and more severe than 2.1 % estimate – for its twenty -eighth month, respectively.
Unacceptable report for the American labor market
The American economy added 143,000 jobs in January, Work Statistics Office I mentioned Friday. Non -agricultural salaries for this month had decreased from 307,000 revised December in December and under my estimation of Dow Jones 169,000. However, the unemployment rate decreased to 4 % from 4.1 % in the previous month. The average clock profits in January were stronger than expected, reaching 0.5 % for this month compared to 0.3 % expectations.
European markets excel us
All the main indexes of the United States ended last week after a loss on Friday, when S & P 500 It lost 0.95 %, and Dow Jon’s industrial average Slip up 0.99 % and Nasdak 1.36 % decreased. The stocks retreated after Trump stated the possibility of a mutual tariff for commercial partners. Regional Europe Stoxx 600 The index closed 0.38 % less, but the week ended with an increase of 0.54 %. shares Porsche and OreShe fell amid weak instructions and disappointing profits, respectively.
Spending billions on artificial intelligence
The sources told CNBC from David Faber to CNBC that Softbank is about to finish the basic investment of $ 40 billion in Openai with a pre -money evaluation of $ 260 billion. Deepseek’s efficiency does not seem to deter large technology: Deadfor Amazonfor alphabet and Microsoft It has announced plans to spend $ 320 billion on databases and databases. Dimis Hasabis, CEO of Google DeepMind, said on Friday that although Deepseek “is the best work” that he watched from China, “there is no actual new scientific progress.”
(Pro) inflation in focus this week
Consumer and productive price indicators for January and Thursday, respectively, will be especially important for investors. The January job report showed higher wage growth Consumer survey at Michigan University He revealed that the respondents increased their expectations for the inflation rate per year to 4.3 %, which is a percentage of January.
Finally …
Coal piles are waiting to be transported at the Gwwan Port container in Chungzheng, China.
CFOTO | Future publishing Gety pictures
The world is not close to freedom from coal – in some countries, demand for it increases
“Nothing can destroy coal,” US President Donald Trump said at the last World Economic Forum. Statistics appear to prove that it is right. American coal exports were steadily rising to meet the growing global demand – which are expected to penetrate the highest level of 8.77 billion tons in 2024 and will remain at similar levels until 2027, according to the International Energy Agency. “The global transformation is still far from coal, a challenge, largely driven by increasing demand in Asia, even with Europe and the United States, significant declines in coal.
