RT Bloomberg en Español (@BBGenEspanol)Jerome Powell logró imponer un nuevo recorte, pero la resistencia dentro de la Fed crece. Proyecciones, votos y recomendaciones muestran una institución profundamente dividida sobre el rumbo monetario. @Eloisa_mdeo nos explica.Lee la nota completa en este link gratuito 👇📰 https://t.co/TLgwJLxXkT ...

Market Overview - The week saw an interest rate cut from the Fed, leading to most indices closing higher, with the Nasdaq up 2%, S&P gaining 0.75%, and Dow also increasing by 0.75%. However, the Russell 2000 index closed 1.4% lower [1] Sector Performance - Technology and consumer discretionary sectors rallied close to 3%, while real estate, materials, and consumer staples sectors declined nearly 4% [2] Major Earnings Reports - Alphabet reported strong earnings, surpassing $100 billion in quarterly revenue for the first time, with search and other revenue at $56.6 billion and Google Cloud at $15.2 billion. The company plans to increase its 2025 capital expenditures to between $91 billion and $93 billion, resulting in an 8% stock increase [3] - Meta Platforms experienced a 12% stock decline despite beating earnings expectations, attributed to raising its 2025 capital expenditures to between $70 billion and $72 billion, compared to previous estimates [4] - Amazon reported $180 billion in revenue, exceeding estimates of $177.8 billion, with AWS Cloud growing by 20%. The company anticipates revenue between $206 billion and $213 billion for the current quarter, leading to a 9% stock rally [5] - Apple achieved record revenue post-earnings, despite missing iPhone sales expectations, while Microsoft reported an earnings beat but saw little change in stock price, down 1% for the week [6] Upcoming Earnings and Economic Data - Next week will feature earnings reports from companies such as Palantir, AMD, Qualcomm, Uber, McDonald's, and Nova Nordisk. Additionally, data on non-farm employment, JOLTS, and manufacturing is expected, contingent on the resolution of the government shutdown [7]

Group 1: US-China Trade Relations - President Trump described his meeting with China's Xi Jinping as amazing, announcing a reduction of the fentanyl-related tariff from 20% to 10% as part of a trade reset [2][7] - The agreement includes China extending rare earth exports for another year and renewing soybean purchases, which is seen as beneficial for American farmers [8][11] - However, key issues such as semiconductors and TikTok were not addressed, indicating ongoing complexities in US-China relations [9][19] Group 2: Technology Earnings - Investors are reacting to earnings reports from major tech companies, with Alphabet shares rising over 7% after strong results, while Meta shares fell nearly 9% due to a one-time tax charge and heavy AI spending [10][30] - Microsoft reported a 26% year-over-year growth in its cloud business, but its capital expenditures surged by 74% to $35 billion, primarily for AI infrastructure [30][32] - OpenAI is preparing for a potential $1 trillion IPO, reflecting the ongoing AI boom and the company's restructuring into a for-profit public benefit corporation [33][34] Group 3: Federal Reserve Actions - The Federal Reserve cut interest rates by 25 basis points, but future cuts are uncertain as officials weigh inflation against a cooling job market [4][36] - Fed Chair Jerome Powell indicated that the policy is not on a preset course, and there are differing views on proceeding with further rate cuts [35][37] - The Fed's cautious approach reflects concerns about the labor market and supply-side issues, particularly immigration affecting worker availability [39][40] Group 4: Semiconductor Industry - Samsung Electronics reported a significant operating profit of approximately $4.9 billion in Q3, an 80% increase year-over-year, driven by strong demand for memory chips [47] - Nvidia reached a $5 trillion market cap, highlighting the growing importance of AI and data processing capabilities in the semiconductor sector [48][50] - The lack of discussion on Nvidia's Blackwell chips during the US-China meeting raises questions about future developments in the semiconductor industry [49]

Monetary Policy - The Federal Reserve has cut interest rates again [1] - The future direction of the central bank is uncertain [1]

The Fed just cut interest rates by 25 basis points. The second rate cut this year as officials try to shore up a cooling labor market. With the government still shut down, the Fed is essentially flying blind.No jobs report, no retail sales data, not even a full read on GDP. But policy makers leaned on private data, anecdotal surveys that all point to the same thing. Hiring is slowing.This cut was widely expected. Markets had priced it in at nearly 100%. The big question now is whether this move was the last ...

Core Viewpoint - Sterling Infrastructure (STRL) shares have experienced a significant rally, attributed to positive market sentiment following a recent interest rate cut by the Federal Reserve, alongside strong expectations for upcoming earnings and revenue growth [1][2][3]. Company Performance - STRL shares increased by 3.3% to close at $360.25, with a notable trading volume that exceeded typical levels, contributing to a 25.4% gain over the past four weeks [1]. - The company is projected to report quarterly earnings of $2.79 per share, reflecting a year-over-year increase of 41.6%, with expected revenues of $612.4 million, up 3.1% from the previous year [3]. Earnings Estimates - The consensus EPS estimate for STRL has been revised 1.5% higher in the last 30 days, indicating a positive trend that often correlates with stock price appreciation [4]. - Empirical research suggests a strong correlation between earnings estimate revisions and near-term stock price movements, highlighting the importance of monitoring STRL's performance [3][4]. Industry Context - Sterling Infrastructure operates within the Zacks Engineering - R and D Services industry, which is currently experiencing a boom in infrastructure demand [2][5]. - Another company in the same industry, M-tron Industries, Inc. (MPTI), has shown a 7.2% increase in its stock price, closing at $52.52, with a 13.4% return over the past month [5].

Tonight, the country's central bank making a long- aaited pivot. With downside risks to employment having increased, the balance of risks has shifted. Fed chair Jerome Powell announcing a quarter point rate cut, the first in nine months, and putting the focus squarely on the softening US labor market.Powell seemingly less concerned than before about the risk of a return to runaway inflation, even though price increases have accelerated over the past four months. Powell acknowledging challenges for the overa ...

Fed officials lowered their benchmark interest rate by a quarter percentage point and penciled in two more reductions this year following months of intense pressure from the White House to slash borrowing costs. Here's your Evening Briefing https://t.co/OduX3AtNbP ...