{"id":33944,"date":"2025-02-10T02:03:43","date_gmt":"2025-02-10T05:03:43","guid":{"rendered":"https:\/\/tiproject.online\/index.php\/2025\/02\/10\/dax-index-news-us-tariffs-and-inflation-risks-pressure-german-stocks-forecast\/"},"modified":"2025-02-10T02:03:43","modified_gmt":"2025-02-10T05:03:43","slug":"dax-index-news-us-tariffs-and-inflation-risks-pressure-german-stocks-forecast","status":"publish","type":"post","link":"https:\/\/tiproject.online\/index.php\/2025\/02\/10\/dax-index-news-us-tariffs-and-inflation-risks-pressure-german-stocks-forecast\/","title":{"rendered":"Dax Index News: US Tariffs and Inflation Risks Pressure German Stocks \u2013 Forecast"},"content":{"rendered":"

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\u201cGerman industry ended the year on a very weak footing. The cumulative decline from its late 2010s peak is approaching 20% (around half of that for GVA) with the weakness broad-based. Leading indicators and likely US tariffs dash hopes of a quick turnaround. Wake up call\u2026\u201d<\/p>\n<\/blockquote>\n

US Data Sinks Bets on an H1 2025 Fed Rate Cut<\/h2>\n

Friday\u2019s US Jobs Report and Michigan Consumer Sentiment Survey impacted expectations for a Fed rate cut in H1 2025.<\/p>\n

The US unemployment rate fell to 4.0% in January, down from 4.1% in December, even as the participation rate increased. Average hourly earnings rose 4.1% year-on-year, matching December\u2019s increase, signaling labor market resilience.<\/p>\n

Meanwhile, inflation expectations spooked investors. The Michigan Inflation Expectations Index jumped from 3.3% in January to 4.3% in February. Expectations of higher inflation could boost near-term spending, potentially fueling demand-driven inflation.<\/p>\n

Wall Street Tumbled as Traders Braced for Tariff Fallout<\/h2>\n

US equity markets<\/a> posted losses on Friday, February 7 as traders reacted to the US data and Trump\u2019s tariff warnings. The Nasdaq Composite<\/a> Index reversed its Thursday gains, sliding 1.36%, while the Dow<\/a> and S&P 500<\/a> fell 0.99% and 0.95%, respectively.<\/p>\n

Despite beating earnings estimates, Amazon.com (AMZN<\/a>) dropped by 4.05% on a weaker Q1 outlook. Apple Inc. (AAPL<\/a>) fell 2.40% after reports that China may launch<\/a> a probe into its policies and fees.<\/p>\n

US Economic Calendar: Inflation in Focus<\/h2>\n

On Monday, February 10, consumer inflation expectations require consideration after Friday\u2019s Michigan Consumer Sentiment Survey. Economists expect consumer inflation expectations to rise 3.1% in January, up from 3.0% in December.<\/p>\n

A higher inflation reading could support a more hawkish Fed rate path, potentially weighing on risk assets. A higher-for-longer rate path may raise borrowing costs, affecting earnings. Conversely, softer inflation expectations could boost demand for German-listed stocks.<\/p>\n

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[ad_1] \u201cGerman industry ended the year on a very weak footing. The cumulative decline from its late 2010s peak is approaching 20% (around half of that for GVA) with the weakness broad-based. Leading indicators and likely US tariffs dash hopes of a quick turnaround. Wake up call\u2026\u201d US Data Sinks Bets on an H1 2025 Fed Rate Cut Friday\u2019s US Jobs Report and Michigan Consumer Sentiment Survey impacted expectations for a Fed rate cut in H1 2025. The US unemployment rate fell to 4.0% in January, down from 4.1% in December, even as the participation rate increased. Average hourly earnings rose 4.1% year-on-year, matching December\u2019s increase, signaling labor market resilience. Meanwhile, inflation expectations spooked investors. The Michigan Inflation Expectations Index jumped from 3.3% in January to 4.3% in February. Expectations of higher inflation could boost near-term spending, potentially fueling demand-driven inflation. Wall Street Tumbled as Traders Braced for Tariff Fallout US equity markets posted losses on Friday, February 7 as traders reacted to the US data and Trump\u2019s tariff warnings. The Nasdaq Composite Index reversed its Thursday gains, sliding 1.36%, while the Dow and S&P 500 fell 0.99% and 0.95%, respectively. Despite beating earnings estimates, Amazon.com (AMZN) dropped by 4.05% on a weaker Q1 outlook. Apple Inc. (AAPL) fell 2.40% after reports that China may launch a probe into its policies and fees. US Economic Calendar: Inflation in Focus On Monday, February 10, consumer inflation expectations require consideration after Friday\u2019s Michigan Consumer Sentiment Survey. Economists expect consumer inflation expectations to rise 3.1% in January, up from 3.0% in December. A higher inflation reading could support a more hawkish Fed rate path, potentially weighing on risk assets. A higher-for-longer rate path may raise borrowing costs, affecting earnings. Conversely, softer inflation expectations could boost demand for German-listed stocks. [ad_2]<\/p>\n","protected":false},"author":1,"featured_media":33945,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"categories":[45],"tags":[],"class_list":["post-33944","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-financas"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/tiproject.online\/index.php\/wp-json\/wp\/v2\/posts\/33944","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tiproject.online\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tiproject.online\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tiproject.online\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/tiproject.online\/index.php\/wp-json\/wp\/v2\/comments?post=33944"}],"version-history":[{"count":0,"href":"https:\/\/tiproject.online\/index.php\/wp-json\/wp\/v2\/posts\/33944\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/tiproject.online\/index.php\/wp-json\/wp\/v2\/media\/33945"}],"wp:attachment":[{"href":"https:\/\/tiproject.online\/index.php\/wp-json\/wp\/v2\/media?parent=33944"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tiproject.online\/index.php\/wp-json\/wp\/v2\/categories?post=33944"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tiproject.online\/index.php\/wp-json\/wp\/v2\/tags?post=33944"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}