Economy on 04.08.2023...
The day after Amazon and Apple figures ⤵️
Yesterday Amazon and Apple, after the stock exchange in your figures from Q2 let look. These are always very important figures for the market. The reason for this is of course the weighting of the two companies in the indices and ETFs. In good German: $AMZN
Amazon and $AAPL
Apple can move the stock market.
In the last 2 days, you could once again experience that it does not only go up on the stock market. But we can often observe that. Before the numbers comes the euphoria and after the numbers then the disillusionment. We must not forget the economic environment. People want to invest. I also see this in the communities in general. There, people are also asking everywhere where they should/could put their money.
We must not let such figures drive us crazy. Company beats expectation but still falls 5%. Here can also be simple profit taking behind. For this, you have to look at the numbers a little deeper. At $PYPL
Paypal, for example, you can simply see that the margins have fallen further. Even if the forecast figures were achieved, there is further deterioration that must first be overcome. At Amazon, one of the share price drivers is simply AWS. Growth here continues to be 2 digits. In addition, there is still the news of the mobile launch. Could be in connection with Prime, really exciting for the US market. Apple also beats the numbers, but falls slightly. You can clearly see that the sales of the #iphones continue to decline. This is not dramatic, because Apple is very broadly positioned and the remaining areas are partly rising. Here, too, it is then simply a few profit-taking.
You always have to look at how the company was doing before the figures. If what you bet on happens, you go to the counter and get your money. Quite normal movement. Also that the market after the strong 2 weeks, now also times again takes a breath, is totally normal. But there were also many negative news. USA downgrading from AAA to AA+ and so on, then also ensure that times again run-up must be fetched. I'm curious, Vienna this week now goes to the end and especially as the August then overall, after all the numbers ran.
Let's take a look at Friday (for me of course $VNA
Vonovia today exciting) today:
Economic data
08:00
- DE: New orders June seasonally adjusted PROGNOSIS: -1.5% yoy previous: +6.4% yoy
- DE: Sales in the service sector May
08:45
- FR: Industrial Production June PROGNOSIS: -0.3% yoy previous: +1.2% yoy
11:00
- EU: Retail Sales June Eurozone PROGNOSE: +0.2% yoy previous: 0.0% yoy
14:30
- US: Labor market data July employment ex agriculture PROGNOSE: +200,000 yoy previous: +209,000 yoy Unemployment rate PROGNOSE: 3.6% previous: 3.6% Average hourly earnings PROGNOSE: +0.3% yoy/+4.2% yoy previous: +0.4% yoy/+4.4% yoy
Untimed:
- EU: rating review for:
Bosnia and Herzegovina (S&P);
Bulgaria (Moody's); Denmark (Moody's);
EFSF (S&P); ESM (S&P).
Quarterly figures / corporate dates Europe
07:00 Swiss Re | Carl Zeiss Meditec | Commerzbank
07:00 Lanxess | Vonovia | Heidelberger
07:00 Printing Machines | Credit Agricole | Sika
07:30 SNP Schneider Neureither Result 1H
08:00 Banca Monte dei Paschi | Hawesko
08:00 A.P. Moeller-Maersk | Fortum Result 1H
10:00 Freenet Analyst Conference on 1H Results
18:00 Freenet quarterly figures
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