Economy on 23.02.2024...

What a week on the stock markets. All markets with new highs!⤵️

This stock market week was once again characterized by so many events. I think the biggest and what most people were expecting were the figures from $NVDA
Nvidia. You keep saying to yourself that this must come to an end at some point, but Nvidia continues to meet all expectations and in some cases even exceed them. Some analysts have also raised their forecasts to over 1000$. Many, however, only towards 800$. Nevertheless, there is still a lot of meat there and if Nvidia continues to deliver, it will remain exciting.

We have also seen the other example. $SMCI
Super Micro Computer was simply overbought beyond measure. Even the way so many people jumped in before the market closed on Friday at a striking $1,000 mark. The fact that such a mark is sometimes used for profit-taking is nothing new. But it is generally very difficult to look at these things rationally.

Markets in #japan , have also risen sharply this week. Have you ever looked at this market and made any investments in this area?

Dividends have also been a strong theme this week:

$ALV
Allianz: the new dividend policy already applies to the 2023 financial year, so the Board of Management is proposing an increase in the dividend from 11.40 to 13.80 euros per share for 2023. Will be raised from an otherwise 50% payout ratio to 60%.

The pharmaceutical and agrochemical group $BAYN
Bayer is adjusting its dividend policy and drastically reducing its profit distribution. A dividend of only EUR 0.11 is to be paid for 2023, compared to EUR 2.40 in the previous year.

Let's take a look at today's trading day.

Stock market holiday in Japan and Russia

Economic data

08:00

• GER: GDP (2nd release) 4Q calendar and seasonally adjusted yoy PROGNOSE: -0.3% yoy 1st release: -0.3% yoy 3rd quarter: 0.0% yoy calendar adjusted yoy PROGNOSE: -0.2% yoy 1st release: -0.2% yoy 3rd quarter: -0.3% yoy
• DE: Maastricht ratio (government revenue and expenditure) 2023
• DE: Construction industry, new orders and sales December
• DE: Leading indicator foreign trade for exports to non-EU countries January

10:00

• DE: Ifo Business Climate Index February PROGNOSE: 85.5 previous: 85.2 Situation assessment PROGNOSE: 86.8 previous: 87.0 Business expectations PROGNOSE: 84.0 previous: 83.5

10:20

• IT: ECB Director Schnabel, speech on "Has the fight against inflation been (2 pm participation in panel)
• DE: ECB Governing Council member Nagel, press conference on the presentation of the Bundesbank Annual Report for 2023

14:00

• IT: ECB Director Schnabel, speech at the Forum Analyses

15:00

• BE: Business Climate Index February FORECAST: -16.6 points PREVIOUS: -16.4 points

Without time indication:

• BE: Federal Finance Minister Lindner, participation in informal meeting of finance ministers, Ghent

ex-dividend of individual stocks

Deutsche Beteiligungs AG EUR 1.00

NORTHROP GRUMMAN CORP 1.7276 EUR

SNAP-ON INC EUR 1.7184

CDW CORPORATION EUR 0.5728

Quarterly figures / Company dates Europe

07:00 Allianz | BASF | Deutsche Telekom | Vitesco

07:30 Hensoldt preliminary annual results

09:30 BASF analyst conference

10:00 Infineon AGM | Deutsche Telekom BI-PK

11:00 Allianz PK

12:00 BASF BI-PK

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