Wall Street It has fallen strongly this Friday (Dow Jones: -1.23%; S&P500: -1.60%; Nasdaq: -2.24%) After ending a Julio Alcista monthin the middle of the New tariff offensive by Donald Trump and after knowing a weak Employment report. This, after investors negatively discounted the business results of Apple and Amazon. In it weekly computationthe New York indices have ended a bearish week, led by the losses of the Dow Jones (-2.92%), followed by S&P 500which has dropped 2.36%, and the Nasdaqwhich has left 2.17%. In commercial matters, the president has announced that Rates start from a minimum of 10% And they rise depending on how high it is the commercial surplus that different countries with the United States maintain. Thus, for example, Canada will receive a 35% tariffwhich will be independent of sectoral taxes, although Trump has already warned that they could increase if Ottawa responds with reprisals. Other countries that have also received new rates are Switzerland (39%), Taiwan (20%), Sri Lanka (20%), o Cambodia, Malaysia and Thailand, with a rate of 19% each.
These new tariffs will take effect after midnight on August 7to allow the US Customs and Border Protection office to make the necessary changes to collect the encumbrances. However, this August 1 will begin to implement the rates to those countries that have reached a commercial agreement with the United States. Therefore, in Link Securities they put the focus that «the application of commercial rates will be within 7 days, creating space so that an additional commercial agreement can culminate»
The focus on employment
From the macro point of view, this Friday the Julio Official Employment Reportwhich has behaved worse than expected and has shown a deceleration greater than expected over the previous month with the creation of 73,000 new payrolls. «The Julio Employment Report was weaker than expected, with 73,000 new jobs last month, and June payrolls were checked from 147,000 to 14,000, the two lower monthly figures from 2025 to date. In the last two months there has been a strong weakening of the US labor market, which suggests that The country's economy could be in the early stages of a job scarcity«says Kathleen Brooks, Research Director of XTB. In the same way the PMI and the manufacturing ISM of Julywhich remain in contraction territory, while 12 months inflation expectations In the US they fall at least five months.
Apple and Amazon, Face and Cruz
At the business level, Apple and Amazon have negatively quoted Business results They presented this Thursday at the closing of the market. In the case of the signing of the apple, it has fallen 2.5% after making known some best expected accounts And that showed the Back to growth in a key market like China. In this sense, he has obtained a net profit of 23,434 million dollars in its third fiscal quarter 2025, 9.25% more than in the same period of the previous year, when it registered 21,448 million. «Investors should not underestimate the fact that Apple has far exceeded income forecasts -And has registered the highest income growth in monetary terms since 2021- in the weakest quarter of the year. This is even more impressive if you take into account the amount of obstacles that the company faced during the quarter, both at the macroeconomic and internal level, «says Thomas Monteir Amazonthe electrical trade giant has collapsed 8.27% to disappoint with your forecasts. The company has registered a net profit of 18,164 million dollars in the second quarter, which represents a 34.69% aim compared to 13,485 million dollars harvested in the same period of 2024. «Amazon is having a good performance, but is not gaining ground at this time. AWS is solid, but their cloud rivals are approaching quickly and retail margins are still lagging behind. (…) With the increase in capex and increased template at AI, the market looks for clearer returns. Amazon is not far behind, but no longer marks the rhythm. In a market where Microsoft and Meta monopolize headlines with bold execution and solid profitability, Amazon remains firm, «says Farhan Badami, analisa de Etoro.
Other markets
In other markets, oil West Texas has dropped 3.03% ($ 67.17) and Brent has yielded 3.15% ($ 69.44). For its part, the euro 1.18% ($ 1,1573) has been appreciated, and ounce of gold has added 1.93% ($ 3413). In addition, the 10 -year American Bonus Profitability has yielded to 4.212% and the Bitcoin has lost 1.60% ($ 115,113).