While the markets are relying on a possible drop in rates pending the meeting between Donald Trump and Vladimir Putin, Bloomberg reveals discussions between the Trump administration and a major player on a possible position. The disclosure of the hitherto secret position of Berkshire Hathaway rekinders the animation at this weekend.
Pending the highly anticipated publications of Nvidia and Broadcom at the end of the month, the American market remains focused on a single subject: the next drop in rates. This Thursday, expectations, however, were slightly cooled after the announcement of a higher production price increases than expected, a signal that is not very compatible with the scenario hoped by investors.
The indices remained cautious throughout the session: the Nasdaq 100 fell by 0.02%, the Dow Jones by 0.07%, while the S&P 500 limits the breakage with a gain of 0.03%thanks to an ad aroundIntel At the end of the day, signing in passing a third consecutive record.
In the debate on the magnitude of a possible monetary easing in September, Scott Bessent’s words evoking a 50 -point drop now seem less credible. The chances of a more modest decline of 25 points could be played with the publication of the PCE price index, planned, such as the results of Nvidia, for the end of the month.
Another event could however shake up this expectation: the meeting between Donald Trump and Vladimir Putin, scheduled for Friday at 11:30 am in Alaska (9:30 p.m. Paris time), which could open the way to an agreement to put an end to the conflict in Ukraine.
The performance of the day returns to Intel, up 7.38%, after a Bloomberg article revealing discussions with the American administration on a possible stake of the state in its capital. An operation justified by the future production site in Ohio, called to become the largest global semiconductor manufacturing platform.
Another revelation, this time after the closure: the “secret investment” of Berkshire Hathaway concerned UnitedHealth. The conglomerate has discreetly accumulated 500 million shares of the insurer in difficulty, or 1.6 billion dollars, in the last two quarters. Analysts believe that it could be an initiative of the lieutenants of Warren Buffett, Todd Combs and Ted Weschler. The Unitedhealth action jumped by almost 7% in post-Senience exchanges.
On the other hand, Applied Materials Diving 11% after revealing forecasts much lower than expectations. The group evokes uneven demand, an uncertain economic context and high stock levels in China to justify this revision.