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S&P 500 6,041 (-0.5%) Nasdaq 19,627 (-0.28%) Dow 44,545 (-0.75%) Bitcoin 101,629 (-3.38%) |
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1. Markets Slide as Tariffs Imposed |
Stock futures dipped sharply this morning, with S&P futures down 1.3% and Nasdaq futures down 1.5%, following President Trump’s announcement of 25% import tariffs on goods from Canada and Mexico, with an additional 10% duty on China. European stocks opened lower after yesterday's comments from Trump that he’d "definitely" impose trade tariffs on the EU. |
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The retaliation begins: Canada has replied with a 25% import duty on $107 billion of U.S. goods, while Mexico President Claudia Sheinbaum spoke of “tariff and non-tariff measures” in response. China labeled Trump’s tariffs as a violation of World Trade Organization rules and says it will respond.
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“Largest shock in global trade policy since the collapse of Bretton Woods”: Deutsche Bank (NYSE:DB) analysts expect to “see immediate recessionary consequences for some of the economies involved.”
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2. Bitcoin Joins the Rout |
Bitcoin(CRYPTO:BTC) hit an all-time high above $109,000 in January. But it’s fallen nearly 8% to under $95,000 since Saturday, as major cryptocurrencies all tumbled after the President signed his new tariff orders. |
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“A sustained tariff war will be amazing”: Jeff Park at Bitwise Asset Management says Bitcoin can benefit in the long run.
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“Crypto is really the only way to express risk over the weekend”: Chris Weston at Pepperstone described crypto as a “risk proxy,” as some commentators fear a fall to under $80,000.
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3. Key Earnings in the Week Ahead |
Tuesday brings Q4 results from Stock Advisor rec Alphabet (NASDAQ:GOOG), which has beaten the S&P 500 by 788% since that first 2012 recommendation. Signs that AI search features are driving increased traffic and boosting advertising revenue could be key. |
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“A touch high”: Wednesday brings a Q4 report from Walt Disney (NYSE:DIS), and Citigroup (NYSE:C) thinks earnings per share expectations might be a bit rich, after the previous four quarters beat forecasts.
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Reaching record highs: With a couple of Hidden Gems recommendations in the past few years, Amazon (NASDAQ:AMZN) has climbed 7.4% year to date ahead of Q4 figures due Thursday. Investors will want to see how its Amazon Web Services (AWS) business is doing after Q3 AWS revenue rose 19% year over year to $27.5 billion.
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4. What to Watch on Monday |
U.S. alcohol companies may be among those hardest hit by tariffs, with 83% of beer imports and nearly half of spirits coming from Mexico in 2024, says Bank of America (NYSE:BAC). Diageo (NYSE:DEO) fell 3.4% pre-market, with Constellation Brands (NYSE:STZ) down close to 6%.
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“We think the ISM manufacturing index is likely to break above 50”: Bank of America sees a bullish outlook for the latest ISM Manufacturing PMI print due today. It could indicate earnings acceleration and could be bullish for stocks.
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Up 385% in the past 12 months: Palantir (NASDAQ:PLTR) will post Q4 earnings after the bell. Eyes will be on further customer deals for its Artificial Intelligence Platform (AIP), with possible defense and international wins on the cards.
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Palantir was the S&P 500’s top-performing stock in 2024, with an eye-catching 340% gain. Which two stocks do you believe can outperform it over 5 years, and – in particular – why. And just to make it a little harder, you can’t pick any company with a market cap over $1 trillion! Debate with friends and family, or become a member to hear what your fellow Fools are saying.
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