Investors seem less enthusiastic about Trump and he

The excitement of artificial intelligence and the perceived friendliness of US President Donald Trump towards the sense of stock stock exchange investors recently in December. In 2025, it seems that those animal souls have evaporated somehow.

Whenever Trump brings fees, investors have reacted badly (for good reason). His threat to reciprocal tariffs on Friday – that is, imposing on other countries the same degree of tasks they put in the US – sent shares by falling. The new tariffs for steel and aluminum, which Trump says he will announce Monday, is likely to further sink the shares.

Likewise, he, the engine that drove the highest actions in 2024, seems to present investors with more uncertainty than opportunities this year. Deepseek’s claim that his training required only a portion of the billions of dollars that US models absorb Big Tech investments – which will reach more than $ 300 billion in 2025 – as well as stock rating their in question.

While the main characters of the stock market remain the same as they were in December, they are the ruling markets in another direction.

New steel and aluminum fees
Trump will notify 25% additional tariffs on all aluminum and steel imports on Monday, according to comments on reporters on Sunday. These will come to the top of the already existing taxes. In a special steel -related development, Trump said Friday at a press conference with Japanese Prime Minister Shigeru IIBA who Nippon Steel will invest in Steel Steel, giving up on her attempt to buy it.

Lowering EV prices in China between mixed price signals
Consumer prices in China sprinkled 0.5% in January on an annual basis, according to the National Bureau of Statistics on Sunday. The figure is higher than the 0.1% increase last month and 0.4% is expected in a reuters survey. However, the prices of producers dropped 2.3% in the year of January of the year – at the same degree as December and more steep than estimate 2.1% – for their 28th direct month of decline. Meanwhile, electric car companies in China are offering discounts and interestless loans to increase sales between a highly contested industry and a slow consumer feeling in the country.

Unequal report to the US Labor Market
The US economy added 143,000 jobs in January, the Bureau of Work Statistics reported on Friday. Non -high salary salaries for the month dropped by a 307,000 raised in December was also under the estimation of the Dow Jones 169,000. However, the unemployment rate dropped to 4% by 4.1% the previous month. The average earnings per hour in January were stronger than expected, coming to 0.5% per month compared to 0.3% forecast.

Asian markets rise while sitting in the SH.BA
All major US indices ended last week after a day of loss on Friday, when S&P 500 lost 0.95%, Dow Jones industrial average slipped 0.99% and Nasdaq fell 1.36%. The shares withdrew after Trump mentioned the possibility of reciprocal tariffs for trade partners. In contrast, the markets of Asia-Pacific began the highest week. Hong Kong’s Hang seng index added about 1.8%. Singapore Index of Times Straits hit a versatile high, raised by shares of Singapore’s largest bank DBS Group Holdingswhich jumped 2.6% and touched on a new record.

Spending billions on artificial intelligence
Softbank is near the completion of a $ 40 billion primary investment in Openai with a pre-money rating of $ 260 billion, sources told CNBC David Faber. Deepseek’s cost efficiency does not seem to hinder great technology: Meta, Amazon, Alphabet AND Microsoft have announced plans to spend a $ 320 billion combined on him and databases. Demis Hassabis, the General Director of Google Deepmind, said Friday that while Deepseek is the “best job” he was seen by China, “there is no current new scientific progress”.

[PRO] Inflation in Focus this week
Consumer price indices and manufacturers for January, outside Wednesday and Thursday respectively, will be particularly important for investors. January job report showed an increase in salaries higher than expected and the customers’ survey of the University of Michigan found that respondents increased their expectations of inflation rates per year to 4.3%, a one -percent dance From January.

The world is not close to disconnect from coal – in some places, the demand for it is growing

“Nothing can destroy coal,” US President Donald Trump told the latest economic forum. Statistics seem to prove it right. US coal exports have steadily increased to satisfy the global growth demand – which is expected to have violated another high 8.77 billion tonnes in 2024 and will remain at similar levels by 2027, the agency predicted International energy. “Global displacement away from coal remains challenging, driven mainly by increased demand in Asia, even after Europe and US see a significant decrease in coal consumption,” said Dorothy Mei, project manager for global coal mines global mines Energy Monitor.