Economy on 24.05.2023...
The market is currently under tension ⤵️
As Friday and Monday won, so yesterday almost everything clotted again! Of course, this is not 100% true and is different for everyone. Depending on the weighting of the corresponding sectors in the portfolio. But you can clearly see how much under tension, the current stock market is. If one goes only after the fundamental data of the companies and their quarterly figures, we would not be where we are today. It is already again very much future music eingepreist. Which is of course normal on the stock market, because the stock market always trades the future. But how much of it will really happen and when?
- Interest rate hikes are now history?
- Are we already expecting the first interest rate cuts?
One sees again and again how risk capital is pulled out of the market, but which alternatives are there really? It flows back again and again and we will probably still be in this ping pong for a while.
Let's take a look at the S&P 500:
- $AAPL Apple 7.41% weighting and YTD +32.98%
- $MSFT Microsoft 6.74% weighting with YTD +33.83
- $GOOGL Alphabet
4.0% weighting with YTD +41.04% - $AMZN Amazon 2.95% Weighting with YTD + 37.30%
- $NVDA Nvidia 2.19% weighting with YTD +113.53%
The performance of the $IUSA
S&P500 is currently +8.9% in 2023 (as of yesterday pre-market). Nvidia will still publish the quarterly figures today and we will also be able to look behind the company fundamentally! But you can already see strongly how the big tech companies, the market just pull. A setback in this sector, so could really hurt. On Instagram, I have made the days a survey among Nvidia investors, and the majority has taken profits before the numbers or plans it now after the numbers. At least partial sales were at the top of the list. It remains exciting! If you continue to have some capital lying, you can be quite relaxed and diligently buy in case of setbacks!
The ECB (Council member Villeroy de Galhau) has said yesterday in an interview that the interest rate increases stop in the summer at the latest. This has of course companies like $VNA
Vonovia pleased, which was then around 6% in plus. But others also did well yesterday against the market. Tech and large US stocks down a bit and the good anti-cyclicals up a bit. I'm curious to see how it goes this week. What do you think and do you change anything in your investment?
$SIX2
Sixt is trading EX-dividend today and today numbers at. $S92
SMA Solar. There I am very curious. Am there unfortunately, much too early got out!
What is still so today:
08:00
- UK: Consumer Prices April Consumer Prices PROGNOSIS: +0.8% yoy/ +8.2% yoy previously: +0.8% yoy/+10.1% yoy Core consumer prices PROGNOSIS: +0.7% yoy/ +6.1% yoy previously: +0.9% yoy/ +6.2% yoy
10:00
- DE: ifo Business Climate Index May PROGNOSE: 93.0 previous: 93.6 Business situation PROGNOSE: 94.5 previous: 95.0 Business expectations PROGNOSE: 91.9 previous: 92.2
15:00
- BE: Business Climate Index May PROGNOSE: -8.8 points previous: -7.8 points
16:30
- US: Crude oil inventory data (week) from the government's Energy Information Administration (EIA).
Untimed:
- EU: Commission, presentation of an "investment strategy for retail investors," including proposals on commission-based advice and information requirements
ex-dividend of individual stocks
Krones 1.75 EUR
Nemetschek 0.45 EUR
PSI Software 0.40 EUR
Sixt St. 6.11 EUR
Sixt Vz. 6.13 EUR
Quarterly figures / Company dates USA / Asia
05:00 Lenovo annual results
13:00 Analog Devices Quarterly Results
18:00 Amazon AGM
22:20 Nvidia quarterly figures
Quarterly figures / Company dates Europe
07:30 CTS Eventim quarterly figures
10:00 Lanxess | New Work | SMA Solar
10:00 Uniper | Zalando AGM
11:00 Puma | Adva | Teamviewer AGM
Without time information: Cropenergies | Einhell Quarterly figures
Image from the post is from Instagram from Cashcocktail's post. This was not generated by me. Click here to go to the post https://www.instagram.com/p/CslsQkNMFu8/?igshid=MzRlODBiNWFlZA==
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