2Yr·

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

#apple
#ford
#shell
#amazon
#starbucks
#alphabet
#qualcomm
#siemens
#ferrari
#infineon
#sony
#roche
#quartalszahlen
#zinsen
#zinsentwicklung
#zinserhöhung
#fed
#powell
#inflation
#rezession
#börse
#boerse
#aktien
#wirtschaft
#meta
#nachrichten
#täglich
#news
#newsroom
#community
#communityfeedback

26 Comments

Staatsmann@Staatsmann

2Yr

What is your forecast for Amazon, Alphabet and Ferrari? I actually expect good figures for Amazon. Alphabet will also have held up. I am unsure about Ferrari.

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Martin von mit Verstand zum Kapital@MitVerstandzumKapital

2Yr

@Staatsmann Ferrari will be exciting. Car sales have risen sharply. To what extent that also affects Ferrari remains to be seen. At Amazon, the expectations are, after the last figures, of course relatively low and I also think that these will be exceeded. The only question is what the outlook looks like. I am somewhat skeptical. Because the cloud sector is shrinking everywhere and that is also a growth driver for Amazon. I really don't have a plan for Alphabet. But it could be difficult. Presumably, the market keeps the battleships on top. I'm particularly interested in Starbucks. I'm very curious about that.

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Hugo_Offiziell@_Hugo_

2Yr

I feel the same way about meta as you do, I can't do anything with it either. No idea why 🤷🏼‍♂️

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Martin von mit Verstand zum Kapital@MitVerstandzumKapital

2Yr

@_Hugo_ Well, for me, this company is just a big miracle egg. For me, I can't really see the strategy they want to follow in the future. Last year, they somehow worked against the trend. I stay away from it but of course congratulate everyone who invests here and makes a profit. It doesn't suit me.

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Joris@Joris

2Yr

Aren't Air Products and Chemicals quarterly figures today as well?

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Martin von mit Verstand zum Kapital@MitVerstandzumKapital

2Yr

@Joris I don't have them on the screen. But that is of course possible.

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~HK@El_Riemo

2Yr

Honestly, the whole situation makes me pretty desperate. Before you were worried about what to buy, because you did not know how low it still falls... Now it's the other way around. I would like to invest right now, but no idea in what. Because the correction can come at any time. Currently, the only ones that are falling are the big ones ala $MCD and especially the medical sector.

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Martin von mit Verstand zum Kapital@MitVerstandzumKapital

2Yr

@El_Riemo no matter in which direction it goes, stock market is always uncertain. I like to have some cash lying around that I can always react. In phases in which I do not really know what is best, I then like to invest passively and let that run!

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CashDividendGamer@CashDividendGamer

2Yr

Do not despair. Deal with the companies beforehand and if you are convinced of their strength, use such moments to buy anticyclically. Price weaknesses are then more of a reason for joy 😉

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~HK@El_Riemo

2Yr

@MitVerstandzumKapital What do you do "passively" at times like this?

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~HK@El_Riemo

2Yr

@CashDividendGamer I'll be honest, I don't have the anti-cyclical thing down yet. Is there a guideline for when it's best to buy what?

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CashDividendGamer@CashDividendGamer

2Yr

@El_Riemo BlueChip companies that are profitable and not some unprofitable companies/crap. Nevertheless, before you invest, get to know the individual companies and their business model. If you know for yourself that the companies you invest in are good, why they are good, where the moat is, etc., price fluctuations do not really rob you of sleep. Any pennystocks, however, where you hoped for a tenbagger and the prices get worse and worse, well, the chances of a total loss are not so bad and you rightly have worries.

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Martin von mit Verstand zum Kapital@MitVerstandzumKapital

2Yr

@El_Riemo Savings plans!

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~HK@El_Riemo

2Yr

@MitVerstandzumKapital The run with me anyway alongside 😉 Vllt I should open new, until the situation has calmed down... I just do not want to touch anything currently...everything much too hot.

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~HK@El_Riemo

2Yr

@CashDividendGamer That is clear. I tried that, like any newbie. I fell on my face, even more than once. Now I have learned and quality is the order of the day, while I still smooth out the mistakes I have made. However, Blue Chip or not...they also run too hot sometimes...Apple, Amazon, Google...they all came back too fast now.

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Deleted User

2Yr

Comment was deleted

Martin von mit Verstand zum Kapital@MitVerstandzumKapital

2Yr

@FrankMustermann It's always the same. Found the statements this time but very interesting. But again leaves a lot of room for speculation whether it could be over in May!

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Deleted User

2Yr

Comment was deleted

Joris@Joris

2Yr

@Piotr but you still have the feeling to have missed the bottom and so seen the entry then too. Now it runs high, but it also feels wrong to enter now 😂.

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TIEJEY@TIEJEY

2Yr

@Piotr There will not be a sharp downward correction

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Liebesspieler@Liebesspieler

2Yr

@TIEJEY why not?

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Martin von mit Verstand zum Kapital@MitVerstandzumKapital

2Yr

@TIEJEY can you explain that too?

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Martin von mit Verstand zum Kapital@MitVerstandzumKapital

2Yr

@Joris but in general you are invested. Never forces you to invest even more. You invest when it makes sense and you find favorable prices. FOMO is only self-projected

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TIEJEY@TIEJEY

2Yr

@MitVerstandzumKapital Because most of the market through inflation etc. is priced in. A small increase of the FED or ECB will change there net so much. But this is only my opinion and also no investment advice. Should it still go down it is also good for me if I can buy cheap 😅😂

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Martin von mit Verstand zum Kapital@MitVerstandzumKapital

2Yr

@TIEJEY Well, it's also going more in the direction of recession. The Fed must now just slowly watch the increases. I am here currently too much euphoria in the market

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TIEJEY@TIEJEY

2Yr

@MitVerstandzumKapital is difficult to say , most can say little about it one has seen it the last few days in the indexes hardly up hardly down 😅

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