This Friday the conflict in the Middle East has gone into the background, although it has not lost prominence, after the latest economic data such as GDP and Personal Consumption Expenditure (GCP). Which brought some expectations about the Federal Reserve (FED) interest rate cut decision What maintains the correction at Friday’s close for the DOW JONES Ind Average, S&P 500 y NASDAQ 100 in a -0.26% to 46,558 points, -0.61% to 6,632 points and -0.93% to 22,105 points respectively.
According to Yahoo Financeoperators have reduced its bets on the central bank cutting interest rates this year. But now they are analyzing new data to test those expectations.
The data of the Personal Consumption Expenditure Index (GCP)published Friday by the Bureau of Economic Analysis, showed that overall prices increased by 0.3% month-on-month in Januarybefore the start of the war. He underlying GCPwhich excludes the most volatile food and energy prices, was unchanged, with an increase in 0.4% monthly.
Data released Friday also showed that U.S. economic growth slowed more than initially expected in the final three months of 2025. The Real Gross Domestic Product (GDP) of the fourth quarter was revised upwards, going from a growth of 1.4% to 0.7%as reported by the Office of Economic Analysis on Friday.
«Stiffer inflation data simply reinforces the idea that the Fed will stay on the sidelines,» he said. Ellen Zentner, chief economic strategist at Morgan Stanley Wealth Management.
What will likely alert the FED in the report is that utility prices remain rigid and rising.
«That’s clearly what drives core inflation, which is the best indicator of long-term prices,» he said. Joseph Brusuelas, chief economist at RSM.
In corporate news, delays in the delivery of aircraft by Boeing Co would not be as serious as expected according to Yahoo Finance.
Boeing is repairing small wiring defects on 25 of its Max aircraftas reported Bloomberg. Boeing shares fell about 3% on March 10, when the company initially reported the bug, although at the time the planemaker did not specify how many planes were affected.
Boeing has delivered three 737 Max aircraft so far in March, compared to 43 total deliveries in February, according to Bloomberg. While the company anticipates some delays in deliveries of the Max, its new estimates are lower than those it had initially revealed, it reported. Bloomberg.
Among other economic data we had the JOLTS survey of January job openings with 6,946MM compared to the expected 6,760M, the University of Michigan 5-year inflation forecasts for March with 3.2% compared to the expected 3.4%University of Michigan March Inflation Expectations with 3.4% compared to the expected 3.6%, the University of Michigan consumer confidence for March with 55.5% compared to the expected 55.0%, the University of Michigan consumer expectations for March with a 54.1 compared to the expected 54.5, the GDPNow de la FED de Atlanta (1T) with 2.7% compared to the same expected percentage, number of Baker Hughes oil rigs with 412 compared to the previous 411 and the count of active fields in the USA of Baker Hughes with 553 compared to the previous 551.
Among the winning actions we have Western Digital (+4.26 to 272.30 dollars), Sandisk (+6.92% to $661.62) and Boeing Co (+2.51% to $209.89)
Western Digital y Sandisk rise due to an increase in demand for hard drives and mass storage to train and operate artificial intelligence or AI models, according to Investors.
Big tech like Microsoft, Amazon y Alphabet-A They are growing their data centers, driving demand for storage. Which benefits the firms in the sector.
Boeing rises in view of what was mentioned about the delay in the delivery of aircraft mentioned above.
Among the losing stocks we have Adobe (-7.60% to $249.28), Ulta Beauty (-14.24% to $535.72) and Salesforce (-3.25% to $192.80)
Adobe falls despite presenting good results for the first quarter 2026although generating doubts by investors according to Investing.
The company reported higher-than-estimate figures for revenue, margins and earnings per share.
UBS cited several factors that could weigh on investor confidence, including CEO departure. The firm also noted pressure on annual recurring revenue growth while Adobe pushes products freemium.
UBS targeted a clear impact of artificial intelligence on Adobe’s Stock segmentwhere AI-generated images are affecting demand for stock images. The results continue a pattern of mixed quarterly results from software-as-a-service and app companies.
Ulta Beauty falls after some disappointing fourth quarter 2025 resultsas we pointed out this afternoon at the opening of Wall Street.
Ulta registered earnings of $8.01 per sharebelow the $8.03 per share expected by the analysts surveyed. The revenue of 3.9 billionthey did manage to exceed the estimate of 3.8 billion that the market had handled.
Looking ahead to this year, Ulta predicts earnings per share between $28.05 and $28.55a figure lower than Wall Street expectations, which forecast profits of $28.57.
Salesforce falls after the announcement of a Major $25 billion accelerated share buyback programaccording to Tradingkey. This buyback is financed by a significant issuance of senior bonds worth 25 billion dollars and a new $6 billion term loan to refinance existing debt, a financial maneuver that has generated some uncertainty in the market.
The decision to finance such a large share buyback with a significant increase in long-term debt has raised concerns among some investors. While share buybacks are often considered a positive signwhich indicates that management believes the stock is undervalued and could boost earnings per share, the magnitude of the debt issuance to finance this particular buyback has been met with caution. The debt offering reportedly had a lukewarm demandresulting in higher than average borrowing costs, reflecting some skepticism on the part of investors regarding the strategy.
Los Oil futures WTI they go up a +3.11% to $98.71 and the Brent +2.91% at 103.38 dollars.
He Orofalls a -2.05% to $5,020 per ounce and the Plata -5.59% at 80.35 dollars.
The pair EURUSD falls a -0.82% a 1.1417.
Bitcoin upload a +1.55% to $71,303.
He 10-year bond yield upload a +0.21% a 4.283 already 30 years +0.47% to 4,908.
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