Wall Street has closed with a mixed sign (Dow Jones: -0.14%; S&P500:+0.02%; Nasdaq:+0.33%) This Monday, in a session that has allowed Nasdaq to overcome its Historic maximums behind him Commercial Agreement reached between the US and the European Union (EU)that sets a 15% tariff to community exports. This, at the beginning of a week that is loaded with references for investors. «Although avoid the worst scenarioof a commercial war between both parties, It is 'painful' for the community blocksince it accepts the 15% tariffs for all their exports to the US, except steel and aluminum, which will continue to support 50% rates to their US imports, «they value on link securities. Additionally, in addition to rates, Donald Trump has announced that The EU is committed to acquiring 750,000 million dollars in American energy (in three years, at a rate of 250,000 million dollars annually), hundreds of billions in US defense material And, in addition, about 600,000 million dollars in New investmentsraising the total amount, at least, above 1.35 billion dollars, while US products will not have tariffs in their export to Europe. «As expected widely, agreed tariffs are not as high as afraid, which means that Investors are taking the trade agreement as a great victory«says Russ Mould, Investment Director of AJ Bell. Although the expert clarifies that» in reality, this is far from being an accomplished fact. It's just a frame and still needs to promulgate. In addition, Donald Trump has experience in constantly making surface adjustments, and what says one day may not be equal to the following. «On the other hand, it should be noted that this Monday they begin in Stockholm (Sweden), and until Wednesday, the commercial negotiations between the US and China. In this sense, we must remember that tariffs were drastically reduced for 90 days, a pause that will expire on August 12. «A great unknown for markets is whether the tariff truce will be extended. We hope an agreement is reachedbut, in the meantime, the markets will be very attentive to see if adjustments in the current tariff types are produced in any direction, «they say in rent 4 bank.
Week loaded with references
However, the next sessions will be loaded with references. Thus, the Federal Reserve (Fed) It will celebrate its monetary policy meeting (July 29 and 30), for which the market discounts, with a 97%probability, according to the CME Group Fedwatch tool, which will keep interest rates without changesdespite the Trump pressures For the Central Bank to cut them. «Some members of the Fed could vote in favor of a decrease in typeslike Christopher Waller, who is postulated to replace Powell as president next year. Waller has advocated a decrease in types due to the possible weakness of the labor market. However, any dissent in favor of a decrease in types It could be interpreted as a political positionsince some members do it to persuade President Trump that they should be the next presidents, «says Kathleen Brooks, director of Research of XTB. From the macro point of view, the labor market will be the great protagonist with the publication of the publication of the Official Employment Report July (Friday). But before the private employment data that elaborates the consultation ADP (Wednesday) and the weekly unemployment requests (Thursday). The agenda also collects the GDP of the second quarter (Wednesday) and the PCE consumption deflator June (Thursday), the preferred measure of the Fed to measure the evolution of prices. At the business level, the 'Big Tech' will continue to pay accounts and the turn of Microsoft, Meta, Amazon and Apple.
Companies and other markets
On the business level, Samsung has announced that will produce artificial intelligence (AI) chips for Tesla in an agreement valued at 16,500 million dollars. In other markets, oil West Texas has risen 2.70% ($ 66.93) and Brent It has advanced 2.63% ($ 70.23). For its part, the euro 1.26% ($ 1,159) has depreciated, and ounce of gold has lost 0.65% ($ 3313). In addition, the 10 -year American Bonus Profitability has rebounded 4,416% and the Bitcoin 0.92% has been left ($ 117,940).
