Immigrants in Europe; EU casts covers on American goods

13:38

The shipping company Zim Graff today the annual reports. The Iron Sword War and the Houthis attacks on the ships in the Red Sea, which jumped the transport prices, brought it back to profit. The stock jumps 5% in Wall Street trading after the company reported over $ 2.15 billion in an annual profit, compared with a loss of $ 2.68 billion in 2023.

In the fourth quarter, the company also recorded good reports with a $ 563 million profit, or $ 4.66 coordinated per share of $ 2.17 billion in revenue. This is above the analysts who watched a coordinated profit of $ 3.49 on $ 2.02 billion in revenue. However, it is not of course back to the highlights of the cheerful Corona days for Zim, so for two years, she recorded an annual $ 4.6 billion profit.

In the 2025 forecast, the company expects EBITDA in a wide range of $ 1.6 to $ 2.2 billion and EBIT is coordinated in a very wide range of $ 350 to $ 950 million.

11:30

European increases are now strengthening-the Frankfurt Stock Exchange increases 1.3%, Paris by 0.8%and London 0.2%.

The future contracts in Wall Street are trading up to 0.7% in preparation for the publication of the US CPI at 2:30 pm.

The February CPI (CPI) price index that will be published today will serve as the latest test as to whether a renewed price increase is a risk to the American economy, while investors continue to debate when and if the Federal Reserb will drop interest rates at 2025.

The report is expected to show that the rate of price increase has been moderating in the second month of the year. Providers indicate an annual inflation of 2.9% in February, slightly below the annual 3% increase in January. The monthly level, prices are expected to rise by 0.3%, lower than 0.5% in January.

In the “core” index, inflation is expected to be 3.2% in the past year – slightly below 3.3% recorded in January. On the monthly level, core prices are expected to cost 0.3%, compared to a 0.4% increase in January.

In a speech last week, Federal Reserb chairman Jerome Powell warned that inflation half could continue, even if the Wednesday’s report was on forecasts: “The way to restore inflation by our destination was unstable, and we expect it to continue.”

10:15

Trading in Europe opened this morning-Dax 0.9%, Kak by 0.8%and the Phagassi by 0.2%.

The EU quickly responded to 25% dip on the import of steel and aluminum by US President Donald Trump, who entered the validity on Wednesday, and returned his own punitive reward measures that he claimed to protect consumers and businesses.

The EU responded quickly and announced that he would impose counter -goods on American goods worth € 26 billion ($ 28.33 billion) starting in April. The president of European Commission, Ursula von Der Lane, said Wednesday for journalists that the Union “must act to protect businesses and consumers.” “We are deep Egypt for this step [של ארה”ב]. Covers are taxes, they are bad for business and even worse for consumers. They disrupt supply chains, create uncertainty for economics, jobs are in danger, prices are rising and even a party does not need it, “she said at a press conference.

Von Der Line noted that the US -EU commercial relationship is “the world’s largest”, adding that this relationship has brought “prosperity and security to millions of people” and to create jobs on both sides of the Atlantic.

The EU bi -stage approach includes the restoration of covers that have previously been suspended on 8th billion American exports, along with a series of new reward measures on 18 billion euro goods – a move that Sharon Dr Line defined earlier as “snake.”

“We will always remain open to negotiations,” she added in the statement. The European Union noted that the lids will affect an export of up to € 26 billion ($ 28.3 billion) from the United States.

09:12

In Asia this morning, a mixed trend, Nikkei rises 0.1%, Shanghai and Mang Sang’s measures decrease by 0.2%and 0.7%, the South Korean phones increases by 1.5%.

Future Wall Street contracts indicate up to 0.3% this morning in leading metrics.

Yesterday, at the end of a volatile trading day, Wall Street was locked in a negative trend. NASDAC fell 0.2%, S&P 500 dropped 0.8%, Dow Jones 1.1%.

The volatility began in the afternoon when President Donald Trump announced that he had ordered his government to raise the tariffs on steel and aluminum from Canada an additional 25%, bringing the tariffs to 50%. But, about an hour before trading, a temporary and relative relaxation came, after the Ontario Prime Minister Doug Ford announced that he was temporarily paid the planned addition of 25% of the exported electricity price to the United States. Therefore, the lids that have entered the night will be 25%.

● After hundreds of billions flowed to 500 S&P: The toilet stops the hot trend

A stock Tesla Yesterday, among other things, a message on President Donald Trump’s social networks, along with a positive recommendation from Wall Street. Trump wrote yesterday morning that he was planning to purchase Tesla’s vehicle and condemned the calls on the brand. The company is under the public eye following the statements of CEO Ayalon Musk regarding geopolitical issues, as well as after leading to lead the controversial cuts initiative of Trump’s government.

At the same time, Analyst Morgan Stanley, Adam Jonas, recommended investors yesterday to take advantage of the sharp decline in stock as a purchase opportunity. Tesla shares have dropped about 45% since the beginning of the year, including a decrease of more than 15% yesterday, which has been the company’s worst day since 2020.

The billionaire Ron Beron also continues to support Elon Musk’s platelet, “I don’t believe how cheap it is, the things we look at,” he said in the closet to CNBC. “I thought we would earn four times in the next ten years, but from the current prices, I think we will earn even more.”

oracle Dropped by about 5% after missing the profit and revenue forecasts, but provided an optimistic sales forecast. The results of the cloud software company did not comply with the expectations of analysts, but the company noted that it plans to double its database capacity this year – a move that indicates expected future growth.

This morning was published in CNBC that a company TSMC Turned toAnabiya Broadcom and AMD and offered them to invest in a joint venture that would purchase Intel’s production plants. According to the proposal, the Taiwanese chip giant will manage Intel’s production division’s activities, which manufactures chips tailored to customer needs. However, according to the sources, TSMC will not hold more than 50% of control.

The conversations are early, the sources sought to stay anonymous. The fight for Intel’s future is on the scales, after the company’s stock has lost more than half a campaign in the past year. The transaction, if it is implemented, will require the approval of the administration, which does not want Intel to be completely foreign.

In the US debt market, US government bonds are traded in declines, the return on ten-year bonds rose to 3 base points, to a level of 4.245%. The two-year-old yield, which is considered more sensitive to the short-term interest rate changes, traded in stability, 3.9%, after yesterday’s low level closed since September 4.

Oil prices recovered yesterday and rose by about 1%. American oil traded at $ 66.5 a barrel and Brent oil for $ 69.3. Prices recover from a low of about six months following the global trade war and implementation of the lids, the concerns that it can impair global economic growth and, as a result, in demand for energy.

In the US, February CPI (CPI) prices will be published today will serve as the last test of whether a renewed price increase is a risk to the American economy, while investors continue to debate when and if the Federal Reserb will drop interest rates at 2025.

The report is expected to show that the rate of price increase has been moderating in the second month of the year. Providers indicate an annual inflation of 2.9% in February, slightly below the annual 3% increase in January. The monthly level, prices are expected to rise by 0.3%, lower than 0.5% in January.

In the “core” index, inflation is expected to be 3.2% in the past year – slightly below 3.3% recorded in January. On the monthly level, core prices are expected to cost 0.3%, compared to a 0.4% increase in January.

In a speech last week, Federal Reserb chairman Jerome Powell warned that inflation half could continue, even if the Wednesday’s report was on forecasts: “The way to restore inflation by our destination was unstable, and we expect it to continue.”

The founder of the Bridgewater hedge fund, Ray Delio, warned yesterday from a serious problem of supply and demand in relation to the US debt, which could significantly disrupt the global economy.

“The first thing is the issue of debt – we have a very serious supply and demand problem,” Dalio told CNBC. “The US has a debt quantity to sell that the world will not want to buy.” He said it was a close crisis and “the first of his importance.”

Delio noted that the US deficit should fall from a expected level of 7.2% of GDP to about 3% of GDP. “It’s a big deal. You will see surprising developments when it comes to how they are treated, “he added.

When asked if the US debt problem could lead to a austerity period, Delio replied that the crisis could cause the debt to re -structure, American pressure on other countries to acquire the debt, or even cessation of payments to some breathing countries. Delio.

● History teaches: 5 reasons why is early to worry

On the more optimistic level, even when his team raises the likelihood of a recession in the US from 15% to 20%, to David Levovich, JP Hamorgan’s investment strategy, there is a relaxing message to customers at Wall Street: Get ready to buy down.

Technology shares have dropped to a two -year low, which caused investors to look for safe shelters for fear that the White House trade and fissual policy will lead to economic pain. However, Levvich, soothes investors: “Although the risk costs have risen, the credit market has not yet broken, and the economic data – at least for now – indicate continued growth.”

While the fear of a man is a man, Levich knows, it is precisely the most expensive and speculative assets that absorb most of the declines. Believing that the American economy will be able to cope, he recommends buying US technology and financial shares as soon as the S&P 500 drops below 5,500 points-about 2% below the closing level of Monday.

“The current decline trend may have to continue, but we certainly do not run away from the market,” Levubich said, that the investment assignment is 3.6 trillion. “The credit market message is that the economy is still functioning, and it is contrary to what can be drawn only from interest rates or stock markets.”

“We were expecting the government to start with the trade and immigration policy, that is, with the tougher parts of the agenda, before replacing the stick in the carrot,” he added. “It’s a particularly messy market right now.”

In recent weeks, Levvich and his team have recommended investors to reduce shares for high yield. In the stock case, they have expanded the scattering outside the US – and found opportunities in China and Japan and even closed their short positions in Europe.