2025 begins with records and turbulence
International Markets: Marcio Brito comments on the global economic scenario in early 2025, with market records, technological advances, and impactful political changes
By Itaú Private Bank
2 minutes of reading
In this edition of International Markets, Marcio Brito, Head Investor at Banco Itaú International, highlights historical records in US stock markets, surprising technological advances, and political changes that kept investors on alert.
Check out some highlights:
- Chinese startup DeepSeek launched the AI model R1, causing a big impact in the technology sector, with Nvidiafacing the largest market capitalization loss in a single day.
- Investors are adjusting expectations regarding Federal Reserve interest rate cuts, leaning towards a cautious approach due to economic resilience and inflationary concerns.
- The yield on 10-year US Treasury bonds showed volatility, reflecting ongoing concerns about inflation.
- Big tech companies, such as Amazon and Alphabet, will release earnings reports in February. The data may provide insights into the sector's health.
- The January employment report is expected to show the creation of about 170,000 jobs, with the unemployment rate remaining stable at 4.1%.
Watch the full video below:
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