Economy on 25.04.2023...

No interest rate cut in May after all???⤵️

The ECB has already pronounced it yesterday and the market currently seems to price it in. The ECB sees inflation not yet at its peak and continues to assume the next interest rate step of 50 basis points. What will the Fed do here? One has actually also expected that the companies report bad figures. but so far it has been mostly good. Of course, many of the major companies are only this week and next week. But one counts meanwhile probably rather with a soft recession than with a hard one. And if it is so soft, why do you need interest rate cuts? Of course, it's great that companies are reporting good figures, and that's more important to me in the long term than lowering interest rates again. Then it should just go down again.

In the crypto market, you can see that just very nice. In addition, of course, there is still that just a Memecoin after the other, the world sees. Can only hope that you are careful. There is so much fraud among them. Many will lose in this way, a lot of money. That's why just with Bitcoin and Co, a lot of money is withdrawn and redeployed. But many have even after the increase this year, the profits times taken, because one now expects again with much lower numbers. For me, everything remains in place and the weekly savings plan continues.

Numbers Numbers Numbers... it will go around the next few days. This comes today:

Stock market holiday Australia

Economic data (abbreviated version)

07:30

• DE: ifo Export Expectations April

08:00

• CH: Trade balance March before: +2.475 bn CHF
• DE: Construction, new orders and sales February

16:00

• US: Consumer Confidence Index April PROGNOSIS: 104.0 previously: 104.2
• US: New home sales March PROGNOSIS: -0.9% yoy previous: +1.1% yoy

22:30

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

ex-dividend individual stocks

Airbus SE 1.80 EUR

Henkel AG St. 1.83 EUR

Henkel AG Short 1.85 EUR

LVMH 7.00 EUR

Vinci 3.00 EUR

Vivendi 0.25 EUR

Quarterly figures / Company dates USA / Asia

12:00 Pepsico | Spotify | UPS quarterly figures

12:20 General Electric quarterly figures

12:30 3M Quarterly figures

12:55 Raytheon quarterly figures

13:00 McDonald's | Verizon quarterly figures

14:00 Dow Inc | GE Healthcare Technologies

14:30 General Motors Quarterly Figures

15:00 Citigroup AGM

16:00 Wells Fargo | Bank of America | IBM AGM

22:01 Microsoft | Alphabet | Texas Instruments

22:05 Visa Quarterly figures

Quarterly Figures / Corporate Dates Europe

06:45 UBS | Kühne & Nagel | Banco Santander

07:00 ABB | Novartis | Amadeus Fire | Hamborner Reit

07:00 Hyundai Motor | Adler Group | Akzo Nobel

07:15 Nestle Sales 1Q

07:30 Atoss Software Quarterly Figures

08:00 Villeroy & Boch | AB Foods Quarterly Figures

17:45 Kering | Carrefour Quarterly Figures

17:45 Vinci Sales 1Q

19:00 Telekom Austria quarterly figures

#quartalszahlen
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#aktien
#news
#newsroom
#community
#communityfeedback
#nachrichten
#täglich
#investieren
#wirtschaft
#politik
#inflation
#fed
#rezession
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#fed
#krypto
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#bitcoin
#ethereum
#solana
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#ezb
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#urlaub
#microsoft
#visa
#alphabet
#google
#wellsfargo
#3m
#pepsico
#mcdonalds
#nestle
#kering
#spotify

How do you currently find the comparison of #lvmh and #kering . What would you rather buy at the moment?

Economy on 15.02.2023...

The flood of numbers continues. Now comes EU dazu⤵️

Yesterday there were again some numbers and also the US consumer prices. I have reported in the evening in this article:

https://app.getquin.com/activity/eZPVwdSzlY?lang=de&utm_source=sharing

Today also come again many numbers and data. The market is just somewhat difficult to assess. One has the feeling that is waiting for something.

I currently continue to feel very comfortable passively on the sidelines and will continue to keep the cash high. Nobody forces you to invest too early. I am invested and take in any case the way up and the way down, I stand ready with cash. Plan also still the one or other partial sale, to take some pressure from the depot and from the partly high increases, to take some profit. Here I have for example my MüRück in view. There also come soon the figures. Let's see what will happen today:

Economic data (abbreviated version)

08:00

• UK: Consumer Prices January PROGNOSIS: -0.3% yoy/+10.3% yoy previously: +0.4% yoy/+10.5% yoy

11:00

• EU: Industrial production December Eurozone PROGNOSIS: -0.6% yoy/-0.7% yoy previously: +1.0% yoy/+2.0% yoy
• EU: Trade Balance December

14:30

• US: Retail sales January PROGNOSIS: +1.9% yoy previous: -1.1% yoy Retail sales ex motor vehicles PROGNOSIS: +0.9% yoy previous: -1.1% yoy
• US: Empire State Manufacturing Index February PROGNOSIS: -20.3 previous: -32.9

15:00

• EU: ECB President Lagarde, participation in plenary debate in the European Parliament on ECB Annual Report 2021, Brussels

15:15

• US: Industrial Production and Capacity Utilization January Industrial Production PROGNOSE: +0.4% yoy previous: -0.7% yoy Capacity utilization PROGNOSE: 79.0% previous: 78.8%

16:00

• US: December inventories PROGNOSE: +0.3% yoy previous: +0.4% yoy

16:30

• US: Crude oil inventory data (week) from the government's Energy Information Administration (EIA).

Untimed:

• BE: Conclusion of two-day meeting of NATO defense ministers.
• EU: European Parliament, meeting to mark upcoming first anniversary of Russian invasion of Ukraine
• EU: Entry into force of wholesale gas price cap

Quarterly figures / Company dates USA / Asia

13:00 Kraft Heinz quarterly figures

22:05 Cisco Systems quarterly figures

Quarterly figures / Company dates Europe

07:15 Dic Asset detailed annual results

07:25 Telecom Italia annual results

07:45 Kering | Ahold Delhaize quarterly results

08:00 Glencore | Barclays | Heineken annual results

09:30 Stabilus AGM

10:00 Siemens Healthineers AGM

#quartalszahlen
#boerse
#börse
#aktien
#news
#newsroom
#community
#communityfeedback
#nachrichten
#täglich
#investieren
#wirtschaft
#politik
#inflation
#fed
#rezession
#cisco
#kraftheinz
#siemens
#siemenshealthineers
#kering