Economy on 05.06.2023...

Today Apple developer conference, maybe there will be announced a surprise. There are rumors ⤵️

Last week has probably pleased every shareholder once again and the depots were once again pumped up something. Whether this was just hot air or also supports the market in the long term, we will see in the next few days.

$MMM
3M has turned at a very nice support zone, The $P911
Porsche SE has arrived at a nice buyable zone.

Big-Tech is pulling ahead and leaving everything behind. This of course pleases in my depot $ZS
Zscaler, which was on the flop list in April and now leads May. $CRM
Salesforce continues to lead 2023 for me but there was a change in 2nd and 3rd place. $AMZN
Amazon has now overtaken $AAPL
Apple on place 2 in my performance 2023 replaced. Amazon now also with the ambition to enter the mobile market. That gave then also immediately some at pressure with $TMUS
T-Mobile US and also AT&T (in which I am also invested). So that could still be exciting. If this becomes a bit more concrete, I could also imagine $T
selling AT&T now at a high loss and then raising Amazon a little bit. but I'll take a look at it.

There are rumors on the net that today in the Apple WWDC an announcement about the AR glasses should fall. This could of course be very exciting. Especially because that could fit the current happening in the market. But maybe they are just rumors.

What will we expect today so:

Economic data

08:00

• DE: Trade balance April Trade balance seasonally adjusted PROGNOSE: +16.6 bn euro previous: +16.7 bn euro Exports (real, seasonally adjusted) PROGNOSE: -2.8% yoy previous: -5.2% yoy Imports (real, seasonally adjusted) PROGNOSE: -2.0% yoy previous: -6.4% yoy

08:30

• CH: Consumer Prices May PROGNOSIS: +0.3% yoy/+2.1% yoy previous: 0.0% yoy/+2.6% yoy

09:45

• IT: Purchasing Managers' Index/PMI non-manufacturing May PROGNOSIS: 57.1 previous: 57.6

09:50

• FR: Purchasing Managers' Index/PMI non-manufacturing (2nd release) May PROGNOSIS: 52.8 1st release: 52.8 previous: 54.6

09:55

• DE: Purchasing Managers' Index/PMI non-manufacturing (2nd release) May PROGNOSIS: 57.8 1st release: 57.8 previous: 56.0 Purchasing managers' index, total (2nd release) PROGNOSIS: 54.3 1st release: 54.3 previous: 54.2

10:00

• EU: Purchasing Managers' Index/PMI non-manufacturing Eurozone (2nd release) May PROGNOSIS: 55.9 1st release: 55.9 previous: 56.2 Purchasing managers' index, total (2nd release) PROGNOSIS: 53.3 1st release: 53.3 previous: 54.1

10:30

• UK: Purchasing Managers' Index/PMI non-manufacturing (2nd release) May PROGNOSIS: n.a. 1st pub.: 55.1 prev.: 55.9

11:00

• EU: Producer prices April Eurozone PROGNOSIS: -3.0% yoy/+1.5% yoy previous: -1.6% yoy/+5.9% yoy

15:45

• US: Purchasing Managers' Index/PMI Service (1st release) May PROGNOSIS: n/a previously: 53.6

16:00

• US: Industrial new orders April PROGNOSIS: +0.8% yoy previous: +0.9% yoy
• US: ISM non-manufacturing index May PROGNOSIS: 52.5 points previously: 51.9 points

Quarterly figures / corporate dates USA / Asia

17:00 UnitedHealth AGM

19:00 Apple: Start of developer conference with keynote address

Quarterly figures / Company dates Europe

11:00 SFC Energy AGM

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In March 2023, when I bought 1,500 Palantir - shares for €7.04 each, many people commented on social media that the company and share were dirt. After less than 11 months, this position has now more than tripled. I continue to hold.

The share has risen a full 40% this week due to good quarterly figures and outlook. If the central banks start printing money again, I think we could see a new all-time high. What do you think of the share?

By the way, you will first find out about my purchases as a patron in the Telegram group (later here). Thank you for your support 🤝

Link: https://www.patreon.com/Techaktien

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#pltrgang 🤜🤛👊✊️💪👍🙏📈💵

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Economy on 31.05.2023...

Last trading day in May, goes again what?

Last days to settle, tomorrow the U.S. broke? ⤵️

The DAX is back at the 16,000 point mark and now 2 trading days bounced off this mark. Of course, this could just be the air before the next run-up. Many still believe in a hard recession, but what they do not consider is that this can also be positive for the market.

How can that be, you ask? The recession fights inflation, among other things, and the market could take that as a positive. So maybe we even need this.

Currently, everything related to AI is revving up. Sure AI is the future, but I've heard that many times over the years. I'm curious to see where this exaggeration will go. Unfortunately, I haven't positioned myself in the sector myself and am missing out on a lot of returns here. Congratulations to all who are following this journey. Don't get distracted and follow your strategy. Even if it is unconventional. In the end, the only thing that counts is the return!

Exciting and signals are also slowly coming in the crypto sector. My savings plans continue to run and I remain here further on the ball. Currently, I use a lot of time to educate myself in the sector. I enjoy learning new things and there are so many to learn here. Have there lately also paid some blood money :)

I'm very curious to see what else comes up today in the US on the debt ceiling. Today is the last chance to reach an agreement. From tomorrow one would have to start to shut down some public organs. So today will perhaps still come one or the other news. This could of course have a massive impact on the market. I am very curious?

What is still so pending today. Of particular interest to me, in addition to the debt in the U.S., the figures from $CRM Salesforce.

Economic data

08:00

• DE: Import/Export Prices April Import Prices PROGNOSIS: -0.2% yoy/-5.6% yoy previous: -1.1% yoy/-3.8% yoy

08:45

• FR: Private consumption April PROGNOSIS: +0.9% yoy previous: -1.3% yoy
• FR: Consumer Prices (preliminary) May PROGNOSE: +5.3% yoy previously: +5.9% yoy HICP PROGNOSE: +6.5% yoy previously: +6.9% yoy
• FR: GDP (2nd release) 1Q preliminary: +0.2% yoy/+0.8% yoy

09:55

• DE: Labor market data May unemployment rate seasonally adjusted PROGNOSE: +12,000 yoy previous: +24,000 yoy Unemployment rate seasonally adjusted PROGNOSE: 5.6% previous: 5.6%

10:00

• DE: Consumer Prices Bavaria | Brandenburg | Consumer Prices Hesse May
• IT: GDP (2nd release) 1Q preliminary: +0.5% yoy/+1.8% yoy 4Q: -0.1% yoy/+1.4% yoy

11:00

• IT: Consumer Prices (preliminary) May PROGNOSIS: -0.2% yoy/+7.2% yoy previous: +0.5% yoy/+8.3% yoy

14:00

• DE: Consumer Prices (preliminary) May PROGNOSIS: +0.3% yoy/+6.5% yoy previously: +0.4% yoy/+7.2% yoy HICP PROGNOSIS: +0.3% yoy/+6.9% yoy previously: +0.6% yoy/+7.6% yoy

15:45

• US: Chicago Purchasing Managers Index May PROGNOSIS: 47.3 previously: 48.6

Quarterly figures / Company dates USA / Asia

16:30 Exxon Mobil AGM

22:05 Salesforce Quarterly Figures

Quarterly figures / company dates Europe

08:55 Wüstenrot & Württembergische Quarterly Figures

10:00 Commerzbank | Evonik | Secunet Security AGM

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