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The S&P/ASX 200 was pushed higher by US President Donald Trump toning down its tariff rhetoric. The index was 0.75% higher to 8,848.70 points this Thursday. On the data front, the unemployment rate fell to 4.1%, a stronger number than expected. This virtually eliminated the chance of a rate cut, while hiking the probability of a rise to 50%. The Aussie lifted, and the consumer discretionary sector jumped by 2.4%. Company news today was mostly made of December quarter reports. Fortescue said iron shipments rose two percent, but the stock fell on over supply concerns. Meanwhile, Santos gained a solid 5.1% with its production for the past quarter rising five percent. However the gold miners were hit by softening tariff tensions, and Northern Star’s share price dwindled by 8.4% after it flagged its production was hit by operational issues over the December quarter. Another sector to watch out for was defence, after Bell Potter reiterated that 2026 should be the “Year of the Drone”, and recommended DroneShield and Electro Optic Systems in the space. The stocks were higher, while IperionX hit a three-month high on a US titanium contract. Tonight, US GDP figures are expected, along with earnings from Intel, Procter & Gamble, as well as Alcoa which has aluminium operations in Australia.