Economy on 02.02.2023...
The day after the interest rate decision, what now?⤵️
The FED did not actually surprise yesterday. 25 basis points were priced in and also delivered. Also that is not yet the end, was probably clear to everyone. Bit of pressure is taken out and until May still expected with 2 increases, so that the 5% are reached. But what then? I am curious. The FED must also stop in time, before we slide into recession, if it can prevent that at all.
Meta also delivered figures yesterday. I reported on that in this post:
https://app.getquin.com/activity/mEVsalGQkW?lang=de&utm_source=sharing
For me, even after a 20% jump in one day, Meta continues not to be an investment that interests me personally, but seems to be generating a lot of attention. What's up today:
Economic data
08:00
- DE: Trade balance December Trade balance seasonally adjusted PROGNOSE: +7.8 bn euro previous: +10.8 bn euro Exports (real, seasonally adjusted) PROGNOSE: -3.5% yoy previous: -0.3% yoy Imports (real, seasonally adjusted) PROGNOSE: -2.5% yoy previous: -3.3% yoy
10:00
- DE: VDMA, Machinery and Plant Manufacturing Incoming Orders December
13:00
- UK: BoE, Outcome and Minutes of the Monetary Policy Council Meeting and Monetary Policy Report Bank Rate PROGNOSIS: 4.00% previously: 3.50%
14:15
- EU: ECB, Result of the Council Meeting Main refinancing rate PROGNOSE: 3.00% previously: 2.50% Deposit rate PROGNOSE: 2.50% previously: 2.00%
14:30
- US: Initial jobless claims (week) PROGNOSIS: 195,000 previously: 186,000
- US: Productivity ex Agriculture (1st release) 4Q annualized PROGNOSIS: +2.5% yoy 3Q: +0.8% yoy Unit labor costs PROGNOSIS: +1.5% yoy 3Q: +2.4% yoy
- DE: Chancellor Scholz, statement with Biontech CEO Sahin after company visit to Marburg
14:45
- EU: ECB, PK after Council meeting
16:00
- US: Industrial new orders December PROGNOSIS: +2.0% yoy previous: -1.8% yoy
19:30
- FR: ECB President Lagarde, speech at Franco-German Business Awards ceremony.
Untimed:
- SE/FI: German Economics Minister Habeck, bilateral talks with his counterparts on economic, energy and trade policy issues (until Feb. 3)
Quarterly figures / Company dates USA / Asia
07:00 Sony quarterly figures
12:30 Honeywell | Merck & Co
12:30 Intercontinental Exchange quarterly figures
22:05 Amazon | Qualcomm | Alphabet | Starbucks
22:10 Ford | Apple quarterly figures
Quarterly Figures / Company Dates Europe
06:50 Nordea Bank | Banco Santander
07:00 Deutsche Bank | DWS Group
07:00 Siemens Healthineers | Siltronic | OMV
07:00 ABB | Roche | NG Groep | Julius Baer
07:30 Infineon Quarterly Figures
08:00 Shell | BT Group Quarterly Figures
08:00 Anglo American Production Report 4Q
14:00 Ferrari Annual Results
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#börse
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#aktien
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#meta
#nachrichten
#täglich
#news
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#community
#communityfeedback
