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S&P 500 6,026 (-0.95%) Nasdaq 19,523 (-1.36%) Dow 44,303 (-0.99%) Bitcoin 95,966 (-0.89%) |
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1. The Drum Beats Louder for Tariffs
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President Trump has said he’ll announce new 25% tariffs today on steel and aluminum imports. On top of existing duties, hikes would hit the three biggest sources of steel imports – Canada, Brazil, and Mexico – with Canada also supplying the bulk of aluminum imports. |
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“We must begin to negotiate our free trade agreement with the United States”: Quebec premier Francois Legault has urged putting an end to the uncertainty that faces U.S. and Canadian businesses.
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"If they charge us, we charge them": The President also declared he’ll announce reciprocal tariffs on countries that tax imports from the U.S. later in the week. Stock futures slightly rose ahead of markets opening, shrugging off concerns of potential retaliation and higher inflation as a consequence of the latest tariff talk.
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2. A Busy Week for Popular Stocks
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Fourth-quarter results are due from Shopify (NYSE:SHOP) Tuesday, first recommended in Rule Breakers almost 9 years ago. Fearing an end to de minimis protections, which exempt low-value imports from taxes and duties, the company said “Without small-business protections, legitimate entrepreneurs suffer under policies intended to curb exploitation.”
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Up 291% in five years: Hidden Gems rec The Trade Desk (NASDAQ:TTD) will post a Q4 update Wednesday. The cloud-based advertising provider has estimated revenue of $756 million, and investors will watch for news of its AI-powered advertising assistant Kokai. 5 of the 6 HG recommendations are beating the S&P 500.
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$100 million share repurchase in Q3: Kinsale Capital (NYSE:KNSL) releases Q4 results Thursday. Watch for how the specialty insurance company has been affected by natural disasters like Hurricane Milton.
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3. What to Watch on Monday
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McDonald's (NYSE:MCD) kicks off the week’s earnings with a Q4 earnings call at 8:30 Eastern. Earnings per share met expectations at $2.83, though there was a miss on revenue. Same-store sales growth in the United States fell 1.4% in the month, against the anticipated 0.6% drop. |
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Cystic fibrosis, diabetes progress: Biotechnology researcher Vertex Pharmaceuticals (NASDAQ:VRTX) reports its fourth quarter after market close, following a 12% year-over-year revenue rise in Q3.
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A Foundational Stock in SA: Vertex management puts Q4 revenue growth at $10.8 billion-$10.9 billion. Keep your eyes open for changes to operating expense guidance, previously put at $4.2 billion-$4.3 billion.
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4. Next Up: Inflation Raises its Head |
January’s consumer price index (CPI) print due Wednesday is expected to show annual inflation at 2.9% and unchanged from December, with core CPI (excluding volatile things like food and energy) at 3.1% year over year. A January producer price index (PPI) update Thursday is expected to show a month-over-month rise of 0.3% |
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Interest rate uncertainty: While most expect rates to remain unchanged at March’s Federal Reserve rate-setting meeting, Torsten Slok at investment firm Apollo Global Management thinks the June meeting might even see a rise.
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Cuts depend on inflation: The effect of the new trade war on inflation is unclear, as the annual figure remains stubbornly above the Fed’s target rate of 2%. December’s resilient jobs figures also lower the chance of further cuts coming soon.
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McDonald’s stock has risen 38% in the last five years, compared to the S&P 500’s 78% gain. If you were the CEO for a day, what’s one thing you would do to improve the business? Discuss with friends and family, or become a member to hear what your fellow Fools are saying. |
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