The market is currently living in Trump’s world | Real Time Headlines

This report comes from today’s CNBC Daily Open, our international markets newsletter. CNBC Daily Open keeps investors updated on everything they need to know, no matter where they are. Like what you see? You can subscribe here.

Rates will be “gradually” reduced
Fed officials expect lower interest rates Minutes of the Fed’s November meeting showed that it “gradually” shifted to a “more neutral stance.” That depends on inflation continuing to “continue to decline toward 2% and the economy remaining close to maximum employment,” in line with Fed officials’ expectations.

The market has shrugged off the threat of tariffs
U.S. markets outpace President-elect Trump Threaten more tariffs arrive New high on Tuesday. this S&P 500 Index and Dow Jones Industrial Average It closed at a record high. Asia Pacific Stock Markets wednesday mix. The CSI 300 Index rose about 1.5%, and national industrial profits Plunged 10% Started a year ago.

Samsung leadership reshuffle
Samsung Electronics Changed leadershipthe company announced Wednesday. Jun Young-hyun, currently Samsung’s co-chief executive and head of the memory chip division, issued a Apologize After Korean companies in October Releases disappointing Q3 guidance. Other leadership changes include president of foundry operations and chief technology officer.

OpenAI receives $1.5 billion investment from SoftBank
Softbank is Investing $1.5 billion in OpenAITwo people familiar with the matter told CNBC. As part of the deal, OpenAI allowed current and former employees to sell roughly equal amounts of stock. SoftBank has previously invested $500 million in OpenAI, but founder and CEO Masayoshi Son wants a larger stake, according to a source.

(PRO) data likely to show annual inflation rising
The Personal Consumption Expenditures Price Index is the Federal Reserve’s preferred inflation gauge. October index to be released on Wednesday – economists expect title number increasing year by year.

After Trump was elected, the so-called “Trump Trade” has flourishedrisky assets overall showed an upward trend.

Market gains stalled for a time due to investor concerns Digestive Trump’s policies may have led to higher inflation and lower economic growth, but they have returned to life since Trump took office Choose Scott Bessant as his finance minister.

Recently, Trump announced that he would impose an additional 10% tariff on Chinese goods entering the United States, and a new 25% tariff on goods from Mexico and Canada. These three countries alone account for 43% of U.S. merchandise imports. wrote Goldman Sachs Chief Economist Jan Harzius.

“The reality is that the drag on growth from tariffs is likely to be greater than that from tax cuts over the forecast horizon,” said Gregory Daco, chief economist at Ernst & Young Parthenon Bank.

car manufacturer feel the strongest sting Because nearly all cars and parts doing business in the United States are produced in Mexico—according to UBS, 26% of U.S. imported cars come from Mexico. automaker stocks General Motors, star and Ford Motor Company Reports that Trump planned to impose tariffs sent stocks lower.

In other words, although individual stocks fluctuated, the market rose. this S&P 500 Index up 0.57% Dow Jones Industrial Average rose 0.28%, and both major indexes hit new closing highs. this Nasdaq Index up 0.63%.

“The market is more comfortable with the prospect of these tariffs, which will be more bravado and more of a negotiating tactic than actual implementation,” said Jamie Cox, managing partner at Harris Financial.

Posturing or not, the policies proposed by Trump are likely to sway markets for the foreseeable future.

—CNBC’s Sarah Min, Alex Harring and Samantha Subin contributed to this report.