Public Markets 3d Briefing
×Market Reactions to Supreme Court Ruling
Copper bloomberg.com climbed in London, tracking gains in US stock markets after the Supreme Court struck down President Trump's sweeping reciprocal tariffs. The S&P 500 bloomberg.com reacted positively to the ruling, with analysts noting the decision removes a major source of market uncertainty. Bond market momentum bloomberg.com shifted as sell signals flashed, forcing a sentiment shift amid the changing trade landscape.
Trade Policy Developments
Senior US officials bloomberg.com said President Trump's tariff defeat at the Supreme Court won't unravel deals negotiated with US partners. The US and Indonesia bloomberg.com finalized a trade agreement Thursday, ending months of uncertainty with an accord that's expected to lower US tariffs and see Jakarta facilitate the purchase of an estimated $33 billion in American goods. Switzerland investing.com may need to accept US tariffs as permanent, according to the country's trade chief, while India investing.com hit pause on a US trade pact as Trump's 15% tariff jolted negotiators.
Corporate and Market News
Rolls-Royce bloomberg.com is set to announce a share buyback worth as much as £1.5 billion ($2 , according to Sky News. Honeywell bloomberg.com is considering walking away from its acquisition of Johnson Matthey Plc's Catalyst Technologies business, people familiar with the matter said. Moody's investing.com shifted Amazon's outlook to stable amid AI infrastructure spending concerns.
European Market Updates
HSBC bloomberg.com and Standard Chartered earnings will show effects of strategy shifts, with Standard Chartered's finance chief exit looming large. Unipol investing.com beat its 3-year profit goal in 2025, sending shares up 5%. Segro investing.com posted mixed full-year results with soft rental growth but strong like-for-like performance. Anglo American investing.com booked a $3.7 billion loss after a fresh De Beers writedown.
Currency and Fixed Income
The dollar investing.com slipped after the Supreme Court tariff ruling but remained set for its strongest week since November. Soaring yields bloomberg.com drew near-record inflows to Japanese government bonds in January as higher yields compensated buyers for government spending risks. The ECB's Panetta bloomberg.com said tariffs have damaged the US more than other economies, highlighting the asymmetric impact of trade restrictions.
Regional Market Highlights
Global investors bloomberg.com are piling into Latin American stocks at the fastest clip in a decade, sending markets across the region to multi-year highs. Codelco bloomberg.com said output at its flagship copper mine will remain stuck around current reduced levels for several years following Chile's deadliest mining accident. South Africa's bloomberg.com dairy industry faces serious risk from government restrictions placed to curb a foot-and-mouth disease outbreak.
Market Structure and Strategy
Equity-options investors bloomberg.com are looking to relative value trades between markets as opportunities to profit from dispersion strategies become scarce. Wall Street wsj.com is betting on 'HALO' companies with AI immunity, with Deere and Mc Donald's becoming darlings to investors worried about broad AI disruption. The Fed's Logan investing.com said policy is well positioned amid inflation concerns, while Jerome Powell bloomberg.com is deploying strategies to help fortify the 112-year-old institution's independence.