Dow Jones revives with employment data in the US

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By Jack Ferson

Today is the most important day of this week Cut in Wall Street and earnings prevail again globally in the main American indicators. Let us remember first of all that today there is a short session in the New York Stock Exchange, which will close at 7 in the afternoon Spanish time (1 in the afternoon in New York) and that tomorrow will remain closed before the celebration of the American National Festival, which commemorates the country’s independence day.

At the opening, Dow Jones advances 0.20% to 44,574 points, the S&P 500 wins 0.41%, in 6,252 points, while Nasdaq OMX is revalued in the first minutes of negotiation on Wall Street 0.62% up to 20,519 points.

And also with a new milestone. Nvidia that just a week ago was crowning again as the first company for global capitalization, surpassing Microsoft and Apple, renews their situation more strongly. After today’s increases is crowned With a market value of 3.92 billion dollars, which makes it the most valuable company in any stock market.

All this after a session, Wednesday’s, in which the neutral situation of Dow Jones was opposed to the new maximums of the rest of the three main indicators of the New York Stock Exchange. The indicator indicator rose 0.47 % and closed at 6,227.42. The S&P 500 marked a new historical intradica and closed in a record. He Nasdaq Composite He advanced 0.94% and recorded a record closure of 20,393.13. He Dow Jones 10.52 points fell, or 0.02%, and closed at 44,484.42.

Uploads supported by the US Tariff Agreement with Vietnam that benefited values ​​such as Nike that produces almost half of its shoes between China and this country. And they set aside the cold water jug ​​that supposed the ADP data of employment creation in June that was first contracted from the pandemic, something that the market did not expect.

Today all the eyes of the market are concentrated in the important Employment report of the last month, which have liked the market. Especially when beating expectations with the creation in June of 147,000 jobs, and the fall of the unemployment rate against what was expected, a rise. The new rate on the active population is located at 4.1% with an increase in earnings at a time per worker also less than estimated, 0.2%.

For its part lAs weekly requests for unemployment, they reach 23,000 in the last week with a decrease in 4,000.

In this way the possibilities of A decrease in interest rates by the Fed in July makes less sensewhile the American labor market, despite yesterday’s ADP data, It is still robust and pob up the first economy in the world.

But the profits have not taken greater form by a fear: the strong increase that has occurred in the profitability of the American treasury.

As for the present, it should be noted that investors also closely follow the progress of the megaproject of Trump’s fiscal ley, which was finally approved by the Senate on Tuesday. The project has returned to the House of Representatives, Where negotiations between Republican legislators remain heated, although the Voting In Extremis has come forward for their debate, which says a lot of future approval of the regulations.

Regarding the values, attentive to Datag, for its part it rises strongly, 9.4% after the announcement that the software manufacturer would replace Juniper Networks in the S&P 500 index from July 9. Juniper was acquired by Hewlett Pckard Enterprise on Wednesday. DataGog, manufacturer of monitoring and analysis tools for developers and others, has a market capitalization close to 47 billion dollars.

Strong increases also for Synopsys and Cadence Design, superior in both cases at 3.8% and 4.88% respectively, after both companies announced that the United States had raised some restrictions on chip design software exports to China. The companies, together with the German Siemens, said that the Office of Industry and Security of the United States Department of Commerce He informed them that recent exports restrictions had risen to China according to The Wall Street Journal.

Also market attention to profits greater than 7% experienced TripAdvisor. The online travel review company advances after the Wall Street Journal reported that the Starboard activist investor took a 9%stake. The newspaper indicates that after the company had already rejected acquisition offers last year, according to people familiar with the matter.

Starboard, the investment firm led by Jeff Smith, has a valued participation at about 160 million dollars, according to yesterday’s closure prices, which would make him one of the company’s main shareholders.

1.6% cuts for Robinhood that collects benefits after 6% increases yesterday. Robinhood was considered one of the main candidates to replace Juniper Networks in the S&P 500, and OpenAi, a private company, It opposes the recent Robinhood announcement of tokenized actions in the artificial intelligence startup.

Regarding the recommendations, we point out the Kratos Def & SEC of 2%. The drone manufacturer advances once RBC Capital Markets will reiterate its high -performance investment opinion. The firm raised its target price to 12 months for Kratos, Convinced that the small capitalization defense technology sector will continue to exceed expectations, promoted by the growth of defense spending in fiscal year 2026 and assessment imbalances. Kratos shares come from a new maximum of 52 weeks earlier this week.

Already in the fixed income, advances as we have pointed out for the increases in the employment data for The 10 -year American bonus yield listed in 4.33%. Treasury two years, trades also moves down with a profitability of 3,867%.

As for the oil market, The West Texas is quoted with 0.47% drops to 67.15 euroswhile gold drops 0.52% to $ 3,341 per ounce.

The index dollar, It also wins traction behind the data and is placed at 97.17 after rising 0.4%. And Bitcoin, which gives slight positions up to 109,960, with a cut of 0.32%.

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