Wall Street has closed with a mixed sign this Tuesday (Dow Jones:+0.37%; S&P500: -0.47%; Nasdaq: -1.35%), with the Nasdaq leading the falls for the second consecutive day, in a context of uncertainty. This, as investors direct their gaze towards Nvidia And they prepare to know prominent Macro data. And is that the chips company is ready to present its Results of the fourth quarter and fiscal year 2025 (finished on January 26, 2025) This Wednesday, at the close. Accounts that arrive after the emergence of the Chinese startup Deepseekwhich has questioned the great investments in artificial intelligence (AI). «After the wobble that occurred after the moment 'I caught you' of Deepseek, Investors will need the chips manufacturer to demonstrate that it still has the ability to destroy. Your prospects will be crucial, since everything that is not stellar has become a disappointment, and this is even more true in the case of this update. Nvidia can excite or cool and the markets will move in one sense or another, «says Danni Hewson, head of financial analysis of AJ Bell. The consensus projects some quarterly income that can reach 38,000 million dollars72% more in the interannual comparison, and a Net profit of 20.9 billion. However, the main focus is what the CEO says, Jensen Huang, about the state of the chips sector, where the AI is directed, what Deepseek's competition and any impact of tariffs mean. Also in the chapter of business figures, they have highlighted the accounts that Home Depotwho has obtained some Net earnings of 14.8 billion dollars in 2024compared to the 15,100 million of the previous year. Retail sales have reached 159.5 billion dollars, which represents an increase of 4.5% compared to fiscal year 2023. However, the comparable sales They have dropped 1.8%.
GDP, PCE deflator …
The market will also remain attentive to Macro data that will be known during the next sessions. On this day, the February consumer trustwhat has fallen to 98.3 points from 105.3 of the previous month, and is below the estimates of the consensus, which expected a minor decrease, up to 102.7 units. «Consumer confidence continues to fall after November's high caused by electionsand the most recent reading has reached its lowest level since June. Trust has descended for the third consecutive month, breaking in all cases the expectations of economists, «says Bret Kenwell, an American investment analyst.»Economic uncertainty remains higheither around tariffs or more centered data such as inflation or retail sales. As a reminder, the latest IPC report showed an inflation superior to the expected one, which He did not give investors or consumers the tranquility that the increase in prices is slowing down«, he adds. However, the most important references will be known as of Thursday, with the Fourth quarter GDP. Similarly, on Friday the January PCE consumption deflatorthe preferred indicator of the Federal Reserve (Fed) and for which a slight decrease in general rate is expected to 2.5% from 2.6%, and that the underlying variable relates to 2.6% compared to 2.8% of the previous month.
Trump and tariffs
All this without losing sight of Donald Trump. The US president has indicated that As of March 4 The 25% tariffs taxes to Canada and Mexico and whose implementation was delayed one month. «Tariffs are moving on time, as scheduled«» So the tariffs will continue, yes, and we will recover a lot of territory, «said Trump, who has also reiterated his Plan to impose reciprocal tariffs. «It will be very good for our country, our country will be extremely liquid and rich.» «The doubts about the strength of the US economy, which have shot after the publication of a series of advanced indicators that point to a strong loss of confidence by companies and consumers, which are found very disoriented before the continuous threats of new tariffs that the new US administration has been doing, «they indicate in Link Securities.
Companies and other markets
Currently business, Tesla 8.39% have sunk after its bad start to the year in Europe, where its sales have fallen 45% in January compared to the same month of 2024. The American manufacturer has sold a total of 9,945 vehicles in the first month of the course, compared to 18,161 a year ago in other markets, oil West Texas has dropped 2.31% ($ 69.06) and Brent It has fallen 2.21% ($ 73.13). For its part, the euro 0.46% ($ 1,0515) has been appreciated, and ounce of gold has lost 1.31% ($ 2,924). In addition, the 10 -year American Bonus Profitability It has relaxed 4,293% and the Bitcoin has yielded 6.59% ($ 88,072).
