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Shares increase with strong income and economic optimism higher

The S&P 500 Index ($ SPX) (Spy) Thursday Castle +0.53%, the Dow Jones Industrials Index ($ Dowi) (Tue) +0.38%and the NASDAQ 100 index ($ iuxx) (qqq ) (QQQ) closed +0.45%. The March E-Mini S&P Futures (ESH25) increases by +0.49%and the March E-Mini Nasdaq-Futures (NQH25) rose by +0.50%.

The stock indexes got involved in an 8-week high on Thursday with the Dow Jones Industrials. Solid corporate results lifted shares on Thursday when international business machines closed more than +12% after predicting the Free Cashflow over the consensus in the year. In addition, LAM Research completed more than +7% after they had reported more sales with expectations as expected Q2 and forecast sales with the second quarter about consensus. In addition, Thermo Fisher Scientific rose more than +6%after reporting the fourth quarter over the consensus on sales.

The signs that the US consumer expenditure is supported in the fourth quarter of the fourth quarter of the fourth quarter of the economic prospects and support of shares, increased +4.2%, more than the expectations of +3.2%.

On the negative side, Microsoft completed more than -6% after reporting a lower result of lower than expected Q2 results. In addition, the United Parcel Service concluded more than -14% according to the forecast of the total annual turnover under the consensus.

The stocks also fell back from their best levels on Thursday, after President Trump announced that he was threatening to impose 25% tariffs for imports from Canada and Mexico on Saturday, citing the flow of fentanyl and large trade deficits with both countries.

Today’s US business news was mixed for shares after GDP had risen less than expected in the fourth quarter and the turnover of Dec was unexpectedly. However, the weekly solidarity claims were more than expected.

US Q4 GFP rose by +2.3% (Q/Q annualized), weaker than the expectations of +2.6%. The personal consumption of Q4 rose by +4.2%, stronger than the expectations of +3.2%. The Q4 Core PCE Deflator increased directly to expectations +2.5%.

Us Weekly stubless claims have decreased unexpectedly -16,000 to 207,000, which had a stronger job market than the expectations of an increase to 225,000.

The sales of US -American DEC fell by -5.5% m/m, weaker than expectations without change and the greatest decline in 5 months.

The winning season is in full swing because companies report the fourth quarter results. The market will search for Apple results after completing the market direction on Thursday. According to Bloomberg Intelligence, the analysts estimate by +7.5%/y in the fourth quarter, the second highest prediction of the pre -season in the past three years by +7.5%/y.

The markets discount the chances of 17% for reducing -25 BP at the next FOMC meeting from March 18 to 19.

The overseas stock markets settled higher on Thursday. The Euro Stoxx 50 gathered for a 24-year high and 0.99%Castle. The China’s Shanghai Composite Index did not act on Thursday and will be closed for the one -week New Year’s holiday until next Tuesday. Japan’s Nikkei Stock 225 Castle +0.25%.

Interest rates

10-year t-notes (ZNH25) Thursday Castle +9 ticks. The 10-year-old T-Note return fell by -1.4 BP to 4.514%. The Thursday in March was a 6-week high, and the 10-year T-Note return fell to a 6-week low of 4.841%. The T-nototic prices achieved moderate profits on Thursday with a positive transmission by rallies in European government bonds. In addition, falling inflation expectations for T-notes are bullish after the 10-year-old Breakeven inflation rate had dropped to a 3-week depth at 2.376%on Thursday. The US economic news on Thursday was mixed for T-notes because GDP was less than expected in the fourth quarter and the turnover of Dec declined unexpectedly, but the weekly unemployment claims were more than expected.

The European government bond return on Thursday have been lower. The 10 -year -old German Federal Routes fell by -6.4 BP to 2.519%. The 10-year-old applies in Great Britain fell to a 4-week low of 4.537% and was declined by -6.1 BP to 4.560%.

Euro zone Jan Jan Standelter for rigor lights up to 95.2 to 95.2, stronger than the expectations of 94.1.

The Q4 -BIP in Eurozone was unchanged q/q and rose +0.9% y/y, weaker than the expectations of +0.1% Q/q and +1.0% y/y.

As expected, the ECB has reduced the catchment plant set by -25 BP to 2.75% and said: “The economy is still opposite time.”

The ECB President Lagarde said: “The conditions for a recovery of the euro zone are still existing. While the labor market has aroused in recent months, it is still robust, although the unemployment rate remains low.” She added that the ECB policy is still in a restrictive area and that it would be “premature” to discuss when the interest reductions had to be stopped.

Swaps discount the chances of 35% for one by the ECB by the ECB for -25 BP rates, which will be reduced on March 6 on March 6.

US stock engines

International Business Machines (IBM) closed more than +12%to lead Gainer in the S&P 500 and the Dow Jones Industrials after a free cash flow of USD 13.5 billion above the consensus of 12.92 billion US -Dollar forecast.

Las Vegas Sands (LVS) closed more than +11%after reporting a net turnover of 2.90 billion US dollars of $ 2.90 billion than the consensus of $ 2.86 billion.

LAM Research (LRCX) closed more than +7%to lead the managers in the NASDAQ 100 after sales of $ 4.38 billion above the consensus of 4.30 billion US $ 4.33 billion.

Thermo Fisher Scientific (TMO) closed more than +6%after he reported a turnover of 11.40 billion US dollars of 11.40 billion US dollars than the consensus of $ 11.29 billion.

The Pultegroup (PHM) closed more than +3%after reporting sales of 4.92 billion US dollars over the consensus of 4.66 billion dollars.

ARISTA Networks (Anet) and Broadcom (AVGO) closed more than +3%after positive AI investment comment from META platforms and Microsoft.

Tesla (TSLA) concluded more than +2% after presenting plans to start robotaxi operations and forecast sales recovery this year.

Meta platforms (META) closed more than +1%after reporting a turnover of 48.39 billion dollars of $ 48.39 billion than the consensus of $ 46.98 billion.

Microsoft (MSFT) closed by more than -6%to direct losers to the Dow Jones Industrials after reporting $ 41.1 billion of USD $ 41.1.

United Parcel Service (UPS) closed by more than -14%to lead losers in the S&P 500 after prognosis of 2025 income of $ 89 billion, far below the consensus of 94.9 billion dollars.

Serviceenow (now) concluded more than -11% after he reported the fourth quarter of $ 2.95 billion in a adjusted turnover, were weaker over the consensus of $ 2.96 billion and a subscription to forecast the total year of $ 12.64 billion to $ 12.68 billion below the consensus of $ 12.87 billion.

COMCAST CORP (CMCSA) turned to -11% to lead losers in the Nasdaq 100 after losing -139,000 domestic broadband customers in the fourth quarter, a greater decline than the consensus of -94,769.

The Cigna Group (CI) concluded more than -7% after the fourth quarter of $ 6.64, weaker than the consensus of $ 7.82, and forecast the forecast operational EPS of at least USD 29.50 Under the consensus of $ 31.50.

Teradyne (ter) closed by more than -6%after a forecast sales of $ 660 million to $ 700 million.

Caterpillar (CAT) concluded more than -4% after warned that the income would be somewhat lower due to demand problems in 2025.

Tractor Supply Co (TSCO) concluded more than -4%after the report of Q4, comparable sales rose by +0.6%, which was weaker than the consensus of +1.19%.

Profit reports (31.03.2025)

Abbvie Inc (ABBV), Aon PLC (aon), Broadridge Financial Solutions (BR), Charter Communications Inc (chr), Chevron Corp (CVX), Church & Dwight Co Inc (CHD), Colgate-Palmolive Co (CL), Crown , Crown, Crown Castle Inc (CCI), Eaton Corp PLC (ETN), Exxon Mobil Corp (XOM), Franklin Resources Inc (Ben), Lyondell Basell Industries NV (LYB), Phillips 66 (PSX), Revity Inc (RVty), WW Grainger Inc (Grainger Inc (GWW).

On the day of publication, Rich Asplund had no positions in any of the securities mentioned in this article (either directly or indirectly). All information and data in this article serve exclusively for information purposes. Further information can be found here the Barchart open -minded policy.

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The views and opinions expressed here are the views and opinions of the author and do not necessarily reflect Nasdaq, Inc..

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