Economy on 02.05.2023...

Hello May. Starbucks today, FED tomorrow ⤵️

Last week's detoxing was once again very fulfilling for me. So little I had the phone since 2019, no longer in the hand. One is just also always in the compulsion to post, otherwise Instagram and Google punishes that always very HARD. My range is thereby also very decreased. The great thing about my own development is that I now do not care. I no longer let myself be forced and feel so much freer. It's also a lot more fun. So the new week can start.

This week will be full of exciting quarterly figures, like today from $SBUX
Starbucks, $UBER and $AMD , especially by the decision of the FED and ECB. The FED delivers its decision on Wednesday at 20 clock and at 20:30 clock then comes the PK. This I find much more important. The Forecast of the increase is yes at 0.25% (25 basis points), but also the possibility that the rate hike is already suspended, exists. But even if there is an increase, it will be exciting whether it will be the last or whether more are planned. The market currently expects rather that it is the last increase. If there is an increase in the PK it is discussed differently at the end, then everything could slide again neatly. Everything remains exciting and Tomorrow 20:30 we will be smarter. Just one day later, then comes the ECB behind. I will be in the post tomorrow morning, on both again in more detail.

Now we look first of all, what the first working day of the week (for me the first, after long Zangsurlaub) so brings:

Stock market holiday China

Economic data

08:00

• DE: Retail sales March, seasonally adjusted real PROGNOSIS: +0.4% yoy previous: -1.3% yoy

09:45

• IT: Purchasing Managers' Index/PMI Manufacturing April PROGNOSIS: 49.0 previously: 51.1

09:50

• FR: Purchasing managers' index/PMI manufacturing (2nd release) April PROGNOSIS: 45.5 1st release: 45.5 previous: 47.3

09:55

• DE: Purchasing Managers' Index/PMI manufacturing industry (2nd release) April PROGNOSIS: 44.0 1st release: 44.0 previous: 44.7
  

10:00

• EU: Purchasing Managers' Index/PMI Manufacturing Eurozone (2nd release) April PROGNOSIS: 45.5 1st release: 45.5 previous: 47.3
  
• EU: ECB, Money Supply M3 and Lending March PROGNOSIS: +2.4% yoy previously: +2.9% yoy
• EU: ECB, Quarterly Report on Lending 1Q

10:30

• UK: Purchasing Managers' Index/PMI Manufacturing (2nd release) April PROGNOSIS: 46.6 1st release: 46.6 previously: 47.9

11:00

• EU: Consumer Prices Eurozone (preliminary estimate) April Eurozone PROGNOSIS: +0.7% yoy/+7.0% yoy previous: +0.9% yoy/+6.9% yoy Core rate PROGNOSIS: +1.1% yoy/+5.7% yoy previous: +1.3% yoy/+5.7% yoy
  
• IT: Consumer prices (preliminary) April PROGNOSIS: +0.4% yoy/+7.2% yoy previous: -0.3% yoy/+7.7% yoy

16:00

• US: Industrial new orders March PROGNOSIS: +1.2% yoy previous: -0.7% yoy

22:30

• US: Crude oil inventory data (week) from private American Petroleum Institute (API).

Without time

• US: Fed, start of two-day FOMC meeting
• US: Passenger car sales April

ex-dividend individual stocks

Atoss Software AG 2.83 EUR

Bayer AG 2.40 EUR

Hella GmbH + Co. KGaA 2.88 EUR

Merck KGaA 2.20 EUR

Nürnberger Beteil. AG 3.50 EUR

Kering 9.50 EUR

Quarterly figures / Company dates USA / Asia

12:45 Pfizer quarterly figures

13:00 Dupont | Marriott International Quarterly Figures

14:00 Uber quarterly figures

22:05 Starbucks quarterly figures

22:15 AMD | Ford quarterly figures

No time stated: Edison International | Cummins quarterly figures

Quarterly figures / Company dates Europe

04:30 Logitech quarterly figures

05:00 HSBC quarterly figures

06:45 Shop Apotheke quarterly figures

07:00 Stabilus | AMS-Osram Quarterly Figures

07:00 DSM NV Trading Update 1Q

08:00 BP Quarterly Figures

08:15 Traton Quarterly Figures

10:00 Pfeiffer Vacuum HV

No time stated: Imerys Quarterly Figures

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