With the new tariffs to Mexico and Canada postponed one month, and «the majority of analysts coincide in which the rates imposed by China to some US products in response to those of 10% generalized imposed by the US to imports from the Asian country have been cosmetic, without intention of doing much damage, ”he describes as a linksecurities analyst Juan J. Fdez-Figares, Investors focus on macroeconomic figures and business results when making movements in their portfolios. Thus, yesterday Wall Street closed upwards, with the S&P 500 winning 0.39%, Nasdaq rising 0.19% and Dow Jones reputing 0.71% to 44,873.28 points.
This Thursday, and following the bullish wake of yesterday’s closure, Wall Street points to a new shopping sessionin which the fundamentals of the companies will be the protagonists again. In this sense, «the season of publication of quarterly results is being quite positive on Wall Street, with many companies being able to overcome analysts’ estimates; however, in some cases the business expectations that companies are making known They are «frauding» to investors, causing strong falls in the contributions of these values, «explains Juan J. Fdez-Figares.
With this scenario, The Dow Jones opens this Thursday with 0.16% increases in the 44,943.79 points, the S&P 500 rebukes 0.20% to 6,074 and the Nasdaq Composite adds 0.11% in the 19,713. Within Dow Jones, Sherwin-Williams (1.93%) and Caterpillar (1.55%) are the most up penalized
Business news
Amazon and its results of the year of the year 2024 centers today the attention of a market that has already known the accounts of almost all the great American technology. Much of the investor’s care will focus on the artificial intelligence spending plans of the electronic commerce company after the emergence of Deepseek last week. Of course, Amazon’s financial numbers will be quoted tomorrow, since it will publish with the already closed market.
Today has presented Honeywell Intl results, which has exceeded expectations with sales of 10,100 million dollars in the fourth quarter, which represents an increase of 7% compared to the same period of the previous year. The organic sales of the company grew by 2%, excluding the impact of an important agreement with Bombardier, which had a remarkable effect on finance. The earnings per share (EPS) for the quarter were informed at $ 1.96, which represents an increase of 3% year after year. However, the adjusted EPS showed an 8% decrease to $ 2.47, although this figure exceeded the previous orientation.
It has also been Eli Lilly’s day. The pharmaceutical company has communicated adjusted profits of $ 5.32 per share in sales of the fourth quarter for $ 13.53 billion; On average, analysts surveyed by Factset expected Lilly to earn $ 5.06 per share and report $ 13.55 billion in sales. In the previous period, the pharmaceutical company reported profits of $ 2.49 per sales in sales of $ 9.35 billion. The Zepbound weight loss medication generated $ 1.91 billion, while Mounjaro diabetes treatment generated $ 3.53 billion. Analysts were waiting for sales of $ 1.99 billion and $ 3.63 billion respectively.
The Tabaquero group Philip Morris a BPA of $ 1.49, $ 0.01 $ worse than expected, was obtained in the fourth quarter of the year, as a BPA of $ 1.50 was foreseen. The trimester’s revenues were 9.71b $, compared to a $ 9.5b $ forecast.
Yesterday Wednesday, with the already closed market, which was accounts was Qualcomm, which during the first quarter of its fiscal year 2025 entered 11,669 million dollars, a figure that is 17% higher than the same period of 2024; Most revenues (10,084 million) come from the QCT segment. The company has reported a net profit of 3,830 million dollars (+24%) and has offered solid forecasts for the next period. In the face of the next three months, the American company provides for revenues of between 10,200 million and 11,000 million, a figure that is above market forecasts. However, a disappointing non -growth forecast in its patent licenses business has eclipsed sales and benefits perspectives superior to what is expected.
Also yesterday Ford Motor reported profits for action and income higher than consensus, after issuing a 2025 EBIT guide below the estimates. The perspective for fiscal year 2025 includes an adjusted EBIT of 7.0 billion to 8.5 billion USD, a adjusted free cash flow from 3.5 billion to 4.5 billion USD, and capital expenses from 8 billion to 9 billion USD .
Align Technology also spoke yesterday with the closed bags. The company predicted on Wednesday its income from the first quarter below the estimates of the analysts, indicating a weak demand for their transparent dental aligners by adolescents and younger patients. Specifically, the company expects its revenues from the first quarter to be between 965 and 985 million dollars, compared to the average estimation of analysts of 1,030 million dollars, according to data collected by LSE. On an adjusted base, the company earned $ 2.44 per share in the quarter ending on December 31, in line with estimates.
Other markets
In raw material markets, oil prices They go up after the state oil company of Saudi Arabia has remarkably raised crude oil prices, although it must be taken into account that Brent comes from its greatest fall yesterday in three months. At this time, the reference oil in Europe advances 0.88% to $ 75.27, while the futures of the American West Texas advance 0.99% to $ 71.73.
In the currency market, the dollar rises 0.37% in front of the euro, to a exchange rate of $ 1,0365 for each single currency.
In the field of cryptocurrencies, Bitcoin falls 0.34% to 98,249.8 dollars.
In fixed income, the profitability of the American bonus rises to 4,440%.