Las December retail sales They have not gone down well with Wall Street investors, since they remained practically unchanged compared to November as we pointed out at the opening. Leaving a somewhat soulless Christmas season. Given this, the DOW JONES Ind Average It strongly defends its recent milestone, closing +0.10% at 50,188 points. While the S&P 500 y NASDAQ 100 they enter correction territory with a -0.33% to 6,941 points and -0.56% to 25,127 points respectively.
This data has led to a increased bets for next Federal Reserve (FED) rate cut with a reduction in expectations that they will remain unchanged between March and April. Although 75% of operators expect there to be a cut in June.
Tomorrow the January employment data from the Department of Labor and the economists surveyed by Bloomberg according to Yahoo Finance They estimate a median creation of about 68,000 jobs in the January report, although projections varied considerably: the highest 135,000 additional jobswhile the lowest predicted a loss of 10,000 positions. It is expected that the unemployment rate remained stable in the 4.4%.
Returning to matters of the FED, the president of the Federal Reserve of Cleveland, Beth Hammack, declared on Tuesday that he believes monetary policy is in a «good position» to maintain interest rates and that, according to its forecast, the central bank could keep them on hold «for quite some time» according to Yahoo Finance.
«I think monetary policy is in a good position to keep it on hold while we evaluate the incoming data and assess whether and how it needs to be tightened further,» Hammack said in the statement. Ohio Bankers League Economic Summit in Columbus, Ohio.
«According to my forecast, we could keep them on hold for quite some time,» Hammack added.
Hammack noted that the inflation is still too high and has remained virtually unchanged for more than two years. It foresees the risk that inflation will remain close to the 3% this year, as it has done for the last two years.
On the corporate side, Paramount Skyd Rg-B has improved its cash offer to acquire Warner Bros. Discovery, Inc. a $30 per share to acquire the entirety with a commission of $0.25 per shareequivalent to approximately 650 million dollars in cashwhich would be paid to Warner shareholders each quarter, until the transaction closes after December 31, 2026 according to Yahoo Finance.
This decision comes when its offer expires on February 20, after a previous extension of its $108 billion hostile takeover bid.
In a statement, Paramount stated that this commission seeks to «highlight confidence in the speed and certainty of its regulatory process.»
The company also stated that would pay the $2.8 billion termination fee to end its deal with Netflix and «offers solutions to WBD’s debt financing costs and obligations.»
«We are implementing significant improvements: we are backing this offering with billions of dollars, providing shareholders with certainty on value, a clear regulatory framework and protection against market volatility,» he declared. David Ellison, CEO of Paramount Skydance.
Among other economic data we had the November monthly business inventories with a 0.1% compared to the expected 0.2%, the retail inventories excluding automobiles for November with a 0.2% compared to the previous 0.2% and the The GDPWWN OND DOD DRTITI with a 3.7% compared to the expected 4.2%.
There was also 3-year debt auction (T-Note) with a yield of 3.518%.
Among the winning actions we have Datadog Rg-A (+13.65% to $129.57), Male (+8.67% to $77.82) and Walt Disney (+2.64% to $109.96)
Datadog rises after being selected by Morgan Stanley as one of the actions that are prepared for the growth in 2026according to Investing.
For Datadog, Morgan Stanley expects a strong quarterciting an «improving stable observability environment» and continued margin expansion, although it noted that initial guidance could remain cautious.
Male climbs after the fourth quarter results 2025 where he registered a adjusted earnings per share of 0.82 dollarssurpassing the analyst consensus of $0.79 according to Investing. Los income were from 1.79 billion dollarsslightly below the consensus estimate of $1.82 billion and down 2% from the same period last year. In local currency, net sales decreased 3%.
For him fiscal year 2026Masco provided an optimistic outlook with a guide to adjusted earnings per share from $4.10 to $4.30which at the midpoint of $4.20 is slightly above the analyst consensus of $4.19. This positive guidance appears to be driving investor enthusiasm despite revenue challenges.
Walt Disney goes up after starting a sale of $4 billion in investment grade bondsits first operation since 2020 according to Yahoo Finance. Adding to a record pace of activity as companies secure lower debt premiums.
Tuesday’s offer consists of four partsaccording to a person familiar with the matter. The price of the longest part of the operation (a bond maturing in 2036) fell to 0.58 percentage points above Treasuries, compared to the 0.85 percentage points that had been initially discussed and the proceeds are expected to be used for general corporate purposes.
According to Bloomberg IntelligenceDisney is likely to use the cash primarily for pay down debt and foster liquidity to increase shareholder returns and strategic investments. The company has $2.6 billion in bonds and loans due for the remainder of this yearaccording to data collected by Bloomberg.
Among the losing stocks we have Western Digital (-8.19% to 262.56 dollars), S&P Global (-9.71% to $401.08) and Amgen (-3.00% to $364.53)
Western Digital falls after having completed on Monday the full amortization of its 4.750% Senior Notes due 2026according to a statement filed with the Securities and Exchange Commission or SEC commented on Investing.
S&P Global falls despite having presented good results for the fourth quarter 2025 registering a 8% annual revenue growth and an increase in 14% EPS for the entire year, according to Investing.
The financial information provider reported a adjusted earnings per share for the fourth quarter of 4.30 dollarsslightly below analyst expectations of $4.32, while income were from 3.92 billion dollarsslightly above the expected $3.9 billion. This mixed performance, combined with concerns about future growth prospects, triggered the significant market reaction.
Amgen also falls despite presenting good results for the fourth quarter 2025 recording revenues of 9.87 billion dollars compared to analyst estimates of $9.47 billion (8.6% year-on-year growth, exceeding 4.1% forecasts), according to Yahoo Finance.
He adjusted earnings per share (EPS) was from $5.29 vs. analyst estimates of $4.73 (beating forecasts of 11.9%), Adjusted EBITDA by 4.98 billion dollars compared to analyst estimates of $6.96 billion (50.5% margin, 28.4% lower than forecasts) and a operating margin of 27.6%, higher than 25.4% in the same quarter of the previous year.
The adjusted EPS forecast for the next fiscal year 2026 it is located at $22.30 at the midpoint, beating analyst forecasts by 0.9%.
Los Oil futures WTI caen one -0.33% at 64.15 dollars and the Brent and -0.13% at $68.95.
He Oro falls a -0.58% to $5,049 per ounce and the Plata and -2.27% at 80.36 dollars.
The pair EUR/USD falls a -0.18% a 1.1895.
Bitcoin falls a -2.25% to $68,891.
The US bond yield falls a -1.29% a 4.140 already 30 years -1.38% to 4,782.
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