Economy on 27.02.2024...

Insurance companies pay out more. Ethereum pulls an⤵️

First Allianz increases its dividend, but raises the payout ratio from 50% to 60%, then the next insurance company follows suit. MüRück is also increasing its dividend substantially.

• $ALV
  Allianz is launching another share buyback program and has decided to revise its dividend policy. The Board of Management is proposing a dividend of 13.80 euros per share for 2023, compared to 11.40 euros in the previous year. As the DAX-listed company announced on the eve of the publication of its figures, it intends to buy back further shares for up to EUR 1 billion. The buy-back is to be carried out from the beginning of March 2024 until December 31, 2024
• $MUV2
  Munich Re intends to pay a dividend of 15 euros per share for 2023, which is significantly above the consensus of 12.49 euros. The company also intends to buy back shares worth up to 1.5 billion euros.

Analysts' forecasts are also rising across the market. It looks as if the insurers are being predicted another good time. $BRK.B If you look at Waren Buffet's letter to shareholders, you can see that this is happening throughout the insurance industry! Are you invested there?

Cryptos are also continuing to rise. Above all $ETH Ethereum is now following suit. I myself am invested in $BTC Bitcoin and Ethereum. I also hold other coins in the Ethereum network. Including Pepe, which was launched in 2023 as Memecoin. Tonight it also went up by up to 50%. My equity was very low at the time and I currently have 4x. If the coin runs to the ATM and then a little further, I would have a 10X. Let's see what else is coming. There is a lot of news about Ethereum that will ensure that it gains a little more. Previously, Bitcoin always led the way. There is now also talk of ETFs for Ethereum. But an update is also planned for March 13. This is primarily intended to further improve fees and make transactions more scalable! Staking ETH has also become much more interesting after the switch to proof-of-stake! You can also see that significantly more ETHs are being moved to a cold wallet than Bitcoins. Do you also have your cryptos on a cold wallet, such as Ledger or something like that?

Let's take a look at the trading day:

Economic data

08:00

• DE: GfK Consumer Climate Indicator March PROGNOSE: -29.0 points PREVIOUS: -29.7 points

08:45

• FR: Consumer Confidence February PROGNOSE: 92 previous: 91

10:00

• EU: ECB, M3 money supply and lending January M3 money supply PROGNOSE: +0.3% yoy previous: +0.1% yoy

14:30

• US: New orders for durable goods January PROGNOSE: -5.0% yoy previous: 0.0% yoy

16:00

• US: Consumer Confidence Index February PROGNOSE: 115.0 previous: 114.8

Quarterly figures / company dates USA / Asia

23:00 Ebay quarterly figures

No time specified: First Solar | Agilent Technologies Quarterly figures

Quarterly figures / company dates Europe

07:00 Signify | Straumann Annual results

07:30 Munich Re | Dürr | Bouygues Annual results

08:00 Puma annual results

09:30 Munich Re BI-PK

10:00 Puma | Dürr BI-PK

13:00 Intesa Sanpaolo annual results

15:00 Puma | Dürr Analyst Conference

18:00 Flatexdegiro | ASM International Annual Results

#zinsen
#zinssenkungen
#zinssteigerungen
#ezb
#fed
#bitcoin
#kryptos
#cryptos
#aktien
#news
#wochenrückblick
#tipps
#shares
#shareholder
#quartalszahlen
#bitcoin
#ethereum
#munichre
#allianz
#puma
#finanzen
#tipps

A week with many events...

Why is Bitcoin falling? What is the ECB doing? Lots of numbers and Paypal completely shocked me! ⤵️

The week was very eventful. Bitcoin fell sharply last week, Paypal wanted to shock the world with news on 25 January, the ECB decided on interest rates again and there were a number of quarterly figures this week. Let's take a closer look.

Why has Bitcoin fallen so much?

3 words explain it: Grayscale, FTX , Miner!

Miners are said to have sold around 10,000 $BTC
BTC were sold. We are currently on the verge of a halving again. This means that the miners will soon only have half the income left. So they have used the increase to build up capital. They are investing in new hardware in order to be able to mine more. Electricity costs rise as a result and so on. They have to take profits from time to time to stay liquid.

Grayscale has converted the trust fund (GBTC) into an ETF and sold over 600,000 BTC. Grayscale's fee policy is not the best and led to further selling. Grayscale sold USD 640 million worth of bitcoins every day. This was felt by the market.

FTX sold 900 million US dollars to GBTC, generating a profit of around 300 million US dollars. However, another positive aspect is that all the new ETFs have already collected around 103,000 BTC and will continue to do so. The market will therefore continue to grow and profits will be taken from time to time!

Is the ECB now lowering interest rates?

No, they are not yet, but they are not currently rising any further. So now the ECB has also found the stop button. However, there are already rumors of interest rate cuts this year. But they don't want to commit to a calendar day, they want to reassess each time. It will be interesting to see what the market prices in for the next round. The FED will be back next week. However, it is not expected to cut interest rates for the time being, but also not to raise them!

Did Paypal shock you with the news?

On 17.01 the CEO of $PYPL Paypal said that they wanted to shock the world on 25.01. That was yesterday and here's what came out of it. Apart from the fact that the exchange rate has fallen by more than 5% in an instant, they said that they are building in a new AI function that will allow you to get a kind of cashback with the Paypal app. So they are trying to jump on the AI bandwagon. But somehow, cashback via app is no longer a big innovation and the world perhaps expected something different. Of course, there was also very little information about what this will look like.

Some important quarterly figures from this week:

$V
Visa first quarter earnings per share of $2.41 beat analyst estimates of $2.34. Revenue of $8.6 billion beat expectations of $8.55 billion.

$TSLA
Tesla fourth quarter EPS of $0.71 misses analyst estimates of $0.73. Revenue of $25.17 billion below expectations of $25.61 billion. Tesla expects volume growth rate in 2024 to be significantly lower than last year.

$INTC
Intel fourth-quarter earnings per share of $0.54, beating analysts' estimates of $0.45. Revenue of $15.4bn, above expectations of $15.16bn.

of $15.16 bn. Intel sees first quarter revenue of only $12.2-13.2 bn (consensus $14.25 bn) and EPS of $0.13 (consensus $0.34).

$LMT
Lockheed Martin Corp. fourth quarter EPS of $7.90 beats analyst estimates of $7.28. Revenue of $18.87 billion beats expectations of $17.95 billion.

$PG
The Procter & Gamble Co. second-quarter earnings per share of $1.84 beat analysts' estimates of $1.70. Sales of $21.4 billion below expectations of $21.47 billion. Outlook for financial year 2024 confirmed.

$MMM
3M Co. fourth-quarter earnings per share of $2.42 beat analysts' estimates of $2.31. Sales of $7.69 billion in line with expectations.

General Electric Co. fourth-quarter earnings per share of $1.03 beat analysts' estimates of

analysts' estimates of $0.89. Sales of $19.4 billion

billion above expectations of $17.16 billion.

$JNJ
Johnson & Johnson fourth quarter earnings per share of $2.29, beating analyst estimates of $2.28.

analysts' estimates of $2.28. Sales of $21.4 billion

billion above expectations of $21 billion.

$NFLX
Netflix fourth-quarter EPS of $2.11 misses analysts' estimates of $2.21. Revenue of $8.83bn beats expectations of $8.72bn. Global subscription growth in Q4 +13.12m. Netflix sees first-quarter EPS of $4.49 (consensus 4.1) and revenue of $9.24bn (consensus 9.27bn).

$TXN
Texas Instruments beat analysts' estimates of $1.49 earnings per share in the fourth quarter.

analysts' estimates of $1.47. Sales of $4.08 billion

billion below expectations of $4.12 billion.

Intuitive Surgical fourth quarter earnings per share of $1.60, beating analyst estimates of $1.48.

analysts' estimates of $1.48. Sales of $1.93 billion

billion above expectations of $1.89 billion.

$ABT
Abbott Laboratories fourth-quarter earnings per share of $1.19 meet analysts' estimates.

Sales of $10.24 billion above expectations of

$10.17 billion

$T
AT & T Inc. fourth quarter earnings per share of $0.54 misses analysts' estimates of $0.56. Sales of $32 bn above expectations of $31.46 bn.

expectations of $31.46 billion.

$TMUS
T-Mobile US misses analysts' estimates of $1.91 in the fourth quarter with earnings per share of $1.67. Revenue of $20.48 billion beats expectations of $19.67 billion.

expectations of $19.67 billion.

#intel
#tesla
#netflix
#zinsen
#zinssenkungen
#zinssteigerungen
#ezb
#fed
#bitcoin
#kryptos
#cryptos
#miner
#greyscale
#ftx
#paypal
#visa
#atandt
#johnsonandjohnson
#johnsonjohnson
#abbott
#intuitivesurgical
#3m
#texasinstruments
#generalelctrics
#proctergamble
#procterandgamble
#aktien
#news
#wochenrückblick
#tipps
#shares
#shareholder
#quartalszahlen

Economy on 14.03.2024...

Dax celebrates figures from E.ON and Co. Bitcoin over $73,000 ⤵️

$BTC
Bitcoin over 73,000$. Who would have thought it? You always notice how sentiment towards stocks is when they are in the basement. Now you're constantly being asked whether it's still worth getting in. You can see how emotional most people are on the stock market. When it's low, everything always sucks, even though it's sometimes worth buying, and when it's rising, it's the best there is. Why not get in when the price is right? You don't just have to understand this in relation to BTC, but in general.

But why is there only ever talk of BTC? What about $ETH
Ethereum. It too has more than doubled in value in recent months. It's important to remember that BTC now has approved spot ETFs and ETH is only just being discussed. I could therefore very well imagine that ETH will outperform BTC at some point in the ongoing bull market (only if the spot ETF really comes, of course). Crypto has now taken up over 50% of my portfolio. However, profits will be left to run until the targets are reached and then the reallocation will take place. It remains very exciting to see what dimensions will be reached here. However, I also think that this will be the last strong bull market in the sector now that the large institutions will dominate it.

Yesterday there were again some figures from Germany and Europe. Let's just take a look at a few of them. The market certainly celebrated them!

$EOAN
E.ON achieves sales of €93.68 billion in 2023 (previous year: €115.66 billion), adjusted EBITDA of €9.37 billion (previous year: €8.05 billion, preliminary: €9.4 billion), adjusted EBIT of €6.38 billion (previous year: €5.19 billion), adjusted net profit of €3.06 billion (previous year: €2.7 billion, preliminary: €3.1 billion). For 2023, E.ON is proposing a dividend of €0.53 per share (previous year: €0.51 per share, analyst forecast: €0.53 per share). In its outlook for 2024, E.ON expects EBITDA (adjusted) of €8.8 to €9 billion (forecast: €8.6 billion), an adjusted net profit of €2.8 to €3.0 billion (forecast: €2.7 billion) and investments of €7.2 billion (forecast: €6.5 billion). In the years from 2024 to 2028, E.ON plans to invest €42 billion (forecast: €34.5 billion). For 2028, the Group is forecasting EBITDA (adjusted) of over €11 billion (forecast: €9.8 billion).

$ADS
adidas generates 2023 final sales of €21.4 billion (PY: €22.5 billion, preliminary: €21.4 billion), a final operating profit of €268 million (PY: €669 million, preliminary: €268 million) and a net result from continuing operations of -€58 million (PY: €254 million). Adidas proposes an unchanged dividend for 2023 unchanged dividend of €0.70 per share for 2023 (forecast: €0.52). Outlook confirmed, for 2024 further operating profit of around €500m and sales growth (ex FX) in the mid 1-digit percentage range expected.

$ZAL
Zalando will achieve a GMV of €14.6 billion in 2023 (previous year: €14.8 billion, forecast: €14.7 billion), sales of €10.1 billion (previous year: €10.34 billion, analyst forecast: €10.2 billion), EBIT (adjusted) of €349.9 million (previous year: €184.6 million, forecast: €280.2 million) and net profit of €83 million (previous year: €16.8 million, forecast: €98.55 million). The company's outlook for the period up to 2028 sees average sales growth of 5% to 10% and and GMV growth of +5% to +10% per year on average. For 2024, Zalando expects GMV growth of 0% to 5% (forecast: €15.3 billion), sales growth of 0% to 5% (forecast: €10.5 billion) and EBIT (adjusted) of €380 to €450 million (forecast: €381.2 million). In 2028, Zalando expects an EBIT margin (adjusted) of 6% to 8%.

$KCO
Klöckner achieves sales of €7.0 billion in 2023 (previous year: €8.3 billion, analyst forecast: €7.65 billion), EBITDA (adjusted) of €190 million (previous year: €355 million, company forecast: €170 to €200 million) and a net result of -€190 million. The dividend per share of €0.20 (previous year: €0.40, analyst forecast: €0.15) amounts to. In the outlook for the first quarter, the company expects an increase in adjusted EBITDA of €30 to €70 million compared to the previous quarter. In the outlook for 2024, Klöckner expects a "significant increase" in adjusted EBITDA compared to the previous year.

$FRA
Fraport 3.9 million passengers in Frankfurt in February, +12.9% compared to the previous year; -15% compared to February 2019. Cargo Frankfurt at 153,473 metric tons, +4.7% compared to the previous year.

$VOW
Volkswagen-Group achieves sales of €322.3 billion in 2023 (previous year: +15.5%), operating profit of €22.6 billion (previous year: +2%) and profit after tax of €17.9 billion (previous year: +13%, €15.8 billion). The dividend for 2023 is expected to amount to €9.06 per preference share.

$MOR
Morphosys generated sales of €238.3 million in 2023 (previous year: €278.3 million) and posted a loss of €189.7 million (previous year: -€151.1 million). Operating result of EUR -252.5 million in 2023 after EUR -220.7 million in the previous year Takeover by $NOVN Novartis expected to continue in the first half of 2024. The process is progressing steadily. Monjuvi sales at 85.0 million euros (previous year 84.9 million).

Economic data for today:

10:30

• DE: ECB Director Elderson, speech at the European Banking Federation Executive Committee meeting

12:00

• EU: ECB Director Schnabel, speech at ECB Money Market Contact Group meeting

13:30

• US: Retail Sales February FORECAST: +0.8% yoy previous: -0.8% yoy Retail Sales ex Motor Vehicles FORECAST: +0.4% yoy previous: -0.6% yoy
• US: Initial jobless claims (week) FORECAST: 218,000 previous: 217,000
• US: Producer Prices February PROGNOSE: +0.3% yoy previous: +0.3% yoy Core rate (excluding food and energy) PROGNOSE: +0.2% yoy previous: +0.5% yoy

15:00

• US: Inventories January FORECAST: +0.2% yoy previous: +0.4% yoy

Quarterly figures / company dates USA / Asia

08:30 Foxconn quarterly figures

21:05 Adobe quarterly figures

Quarterly figures / company dates Europe

07:00 K+S | Lanxess | RWE | Vitesco | Hamborner Reit

07:00 Meyer Burger | Swiss Life Annual results

07:10 Elmos Semiconductor detailed annual results

07:30 Rheinmetall | Hapag-Lloyd annual results

07:30 SAF-Holland

08:00 DFV Deutsche Familienversicherung

08:00 RTL Group

08:00 Verbund AG | Deliveroo

09:00 RTL Group PK

09:30 Lanxess BI-PK

10:00 RWE BI-PK

10:30 K+S BI-PK

13:00 Morphosys telephone press conference

13:00 RWE Analyst Conference

13:30 K+S Analyst Conference

Without time information:

Deutsche Bank | DWS Group | Munich Re | Teamviewer | Bilfinger Annual Report | Schott Pharma AGM

#zinsen
#zinssenkungen
#zinssteigerungen
#ezb
#fed
#bitcoin
#kryptos
#cryptos
#aktien
#news
#wochenrückblick
#tipps
#shares
#shareholder
#quartalszahlen
#ethereum
#finanzen
#tipps
#autodesk
#dell
#etf
#etfs
#sparplan
#cash
#geld
#eon
#fraport
#volkswagen
#morphosys
#zalando
#adobe
#rwe
#munichre

Economy on 18.03.2024...

New trading week! Many company figures and the FED will set the direction.

The new trading week will be very exciting for many reasons. My watchlist is currently very exciting and I absolutely have to check it. A lot of it looks very interesting at the moment: $INTC
Intel, $O
Realty Income, $AAPL
Apple, $PFE
Pfizer and now with the crash after the figures, I will also keep an eye on $ADBE
Adobe.

But since I'm also invested in Vonovia and the weighting there is still low, I'll also take a look this week to see whether another tranche is good here or whether I'll sit it out and wait.

Of course, the crypto market will also be very exciting. The weighting in my portfolio has become very high due to the increase. For $ETH
ETH, the update is through, which makes the network even better and more useful, and with $BTC
BTC could remain highly volatile. For this reason, I will continue to collect one or two altcoins. My eye is still on Cardano ($ADA
) and Polkadot ($DOT
). But they are very low weighted and I'll just collect them and see.

This week, the FED will again decide how to proceed with interest rates. But no one is expecting interest rates to be cut either way, and they are unlikely to rise at the moment, so the level will remain the same. However, the market already seems to be dreaming of the next cuts and if you look at the US economy, it won't be too much longer!

There will also be a few changes to the indices today. You can find more information below.

I spent a lot of time in the garden over the weekend. It's a great way to get away from it all and the lawn has to look nice again in the summer.

Let's take a look at this trading day:

Economic data

08:00

• DE: Building permits January | Turnover in the hospitality industry, January

11:00

• EU: Consumer Prices February Eurozone Advance estimate: +0.6% yoy/+2.6% yoy Previous estimate: -0.4% yoy/+2.8% yoy Core rate (excluding energy, food, alcohol, tobacco) Advance estimate: +0.7% yoy/+3.1% yoy Previous estimate: -0.9% yoy/+3.3% yoy

Index changes in the DAX family take effect at the start of trading:

MDAX RECORDING:

Morphosys, Bilfinger

MDAX REMOVALS:

Rational, Vitesco Technologies

TecDAX RECORDING:

Eckert & Ziegler Strahlen- und Medizintechnik,

Suess Microtec

TecDAX REMOVAL:

Verbio, Adtran Holdings

SDAX ADMISSION:

Vitesco Technologies, MLP

SDAX REMOVAL:

Bilfinger, Morphosys

Quarterly figures / Company dates Europe

07:00 Julius Baer annual result

07:30 Hannover Re annual results

10:00 Hannover Re BI-PK

No time specified:

Meyer Burger Extraordinary General Meeting

#zinsen
#zinssenkungen
#zinssteigerungen
#ezb
#fed
#bitcoin
#kryptos
#cryptos
#aktien
#news
#wochenrückblick
#tipps
#shares
#shareholder
#quartalszahlen
#ethereum
#finanzen
#tipps
#autodesk
#dell
#etf
#etfs
#sparplan
#cash
#geld
#realtyincome
#adobe
#intel
#apple
#pfizer
#cardano
#ada
#dot
#polkadot

Economy on 29.02.2024...

This post can only exist every 4 years, the performance too? ⤵️

If you look at yesterday's market performance alone, you can't help but be excited about today. maybe people will remember this day for the next 4 years? Of course, most of the current performance is coming from the crypto sector. But the DAX has also reached its ATH again. The NASDAQ and DOW are close to their key marks. Japan at ATH and so on. Everywhere you look, things are going well. It really makes you wonder how much longer this can go on.

But why? Most of us are invested for the long term and have a long investment horizon. If you're not playing around with any risky shares, then you don't really have to do much except be happy and keep investing. Perhaps with a savings plan, or simply in ETFs. The main thing is that you are invested. Sit back and be happy. In times like these, I also like to stop all savings plans and continue to accumulate cash.

$BTC
Bitcoin not only took the 60,000$ yesterday, but even the 63,000$. So it's not far to the ATH. My PepeCoin is also continuing to rise at the moment and is running $ETH
far ahead of Ethereum. My portfolio, which I restructured in 2023, now has over 50% cryptos. That wasn't planned, but it doesn't bother me either. I've now started buying individual securities again in 2024 in addition to the ETFs in the savings plan. I've already bought 3 and more + additional purchases will follow. Cash has been accumulated and is waiting to find the pearls and collect them at the bottom.

What do you have on your watchlist right now?

Let's take a look at the trading day that only comes around every 4 years! I'm really looking forward to the figures from SMA Solar, Autodesk and Dell!

Economic data

08:00

• DE: Retail Sales January FORECAST: +0.4% yoy previous: -1.1% yoy

08:45

• FR: Private consumption January | Consumer prices (preliminary) February

09:00

• AT: Statistics Austria, GDP (2nd release) 4Q
• ES: HICP and consumer prices (preliminary) February FORECAST: +3.0% yoy previously: +3.5% yoy
  

09:55

• DE: Labor market data February Unemployment rate sb FORECAST: +10,000 yoy previously: - 2,000 yoy Unemployment rate sb FORECAST: 5.8% previously: 5.8%

10:00

• DE: Consumer prices Bavaria | Baden-Württemberg | Brandenburg | Hesse | Saxony February

14:00

• DE: Consumer prices (preliminary) February PROGNOSE: +0.5% yoy/+2.6% yoy previous: +0.2% yoy/+2.9% yoy HICP PROGNOSE: +0.6% yoy/+2.7% yoy previous: -0.2% yoy/+3.1% yoy
  

14:30

• US: Initial jobless claims (week) January FORECAST: 210,000 previous: 201,000
• US: Personal Spending and Income January Personal Spending PROGNOSE: +0.2% yoy previous: +0.7% yoy Personal income PROGNOSE: +0.3% yoy previous: +0.3% yoy PCE price index / core rate PROGNOSE: +0.4% yoy/+2.8% yoy previous: +0.2% yoy/+2.9% yoy
  

15:45

• US: Chicago Purchasing Managers Index February FORECAST: 48.0 previous: 46.0

Quarterly figures / corporate data USA / Asia

Without time data: Hewlett Packard Enterprise | Autodesk | Dell | Best Buy quarterly figures

Quarterly figures / Company dates Europe

07:00 SMA Solar | Anheuser-Busch | Covestro

07:00 Kion | Aareal Bank Annual results

07:15 Air France-KLM Group Annual Results

07:30 Erste Group | Aixtron | Befesa | Beiersdorf

07:30 Andritz annual result

08:00 MTU | Villeroy & Boch

08:00 International Consolidated Airlines | Haleon

08:00 London Stock Exchange | CRH Annual Results

18:05 Saint-Gobain Annual Results

No time specified: Freenet | Patrizia preliminary annual results | SAP annual report | Schott Pharma quarterly figures

#zinsen
#zinssenkungen
#zinssteigerungen
#ezb
#fed
#bitcoin
#kryptos
#cryptos
#aktien
#news
#wochenrückblick
#tipps
#shares
#shareholder
#quartalszahlen
#bitcoin
#ethereum
#finanzen
#tipps
#smasolar
#autodesk
#dell
#etf
#etfs
#sparplan
#cash
#geld

Economy on 21.03.2024...

Day after the FED decision. What does Powell say. IPO of Douglas today! What do you think about it? ⤵️

Yesterday was the day again. The Fed met and presented its decision to the public. Nobody actually expected interest rates to be lowered yet, so the statements Powell made afterwards in the press conference and how the Fed sees the future were all the more important! The market takes its strength from this or not. Here are a few excerpts from the meeting:

The statement goes on to say that rate cuts may not be appropriate "until there is greater confidence that inflation is moving toward 2% on a sustained basis." They remain determined to achieve the inflation target.

By the end of the year, the members of the Federal Open Market Committee are holding out the prospect of further median interest rate cuts totaling 0.75 percentage points in the so-called dot plot, which corresponds to three interest rate cuts of 0.25 percentage points each. When the last dot plot was published in December, three interest rate cuts were also forecast. The market now also expects three interest rate cuts by the end of 2024, after six interest rate cuts of 0.25 percentage points each were expected at the beginning of the year.

It is therefore now expected that interest rates will be cut in June. The markets probably started to price this in yesterday! Bitcoin and so on have also started to turn again.

In general, the markets are really fun again. There are lots of opportunities that can be exploited, but a large proportion of investments are still heading north. I've started to collect a few things and many companies from my WL are still interesting. Vonovia has now been punished again in the short term, but I still think that the intrinsic value of the company is much higher. Considering the interest rate cuts, a lot could be possible. Maybe I'll write a post about my complete WL soon, add it here at getquin and write my personal opinion on each stock. I'll keep that in mind.

Here we go for today's trading day:

Economic data

07:00

• EU: ECB, Annual Report on Banking Supervision 2023

08:45

• FR: Business Climate Index March FORECAST: 100 previous: 100

09:15

• FR: Purchasing Managers' Index/PMI non-manufacturing (1st release) March PROGNOSE: 48.8 PREV: 48.4 Total Purchasing Managers' Index (1st release) PROGNOSE: 48.4 PREV: 48.1
• FR: Purchasing Managers' Index/PMI manufacturing (1st release) March FORECAST: 47.5 PREVIOUS: 47.1

09:30

• DE: Purchasing Managers' Index/PMI non-manufacturing (1st release) March PROGNOSE: 48.9 PREVIOUS: 48.3 Total Purchasing Managers' Index (1st release) PROGNOSE: 47.0 PREVIOUS: 46.3
• DE: Purchasing Managers' Index/PMI manufacturing (1st release) March FORECAST: 43.5 previously: 42.5
• CH: Swiss National Bank (SNB), outcome of the Monetary Policy Council meeting March key interest rate FORECAST: 1.75% previously: 1.75%

10:00

• EU: Purchasing Managers' Index/PMI non-manufacturing Eurozone (1st release) March FORECAST: 50.5 PREVIOUS: 50.2
• EU: Purchasing Managers' Index/PMI Manufacturing Eurozone (1st release) March FORECAST: 47.0 PREVIOUS: 46.5 Total Purchasing Managers' Index (1st release) FORECAST: 49.8 PREVIOUS: 49.2

10:30

• UK: Purchasing Managers' Index/PMI non-manufacturing (1st release) March FORECAST: 53.9 PREVIOUS: 53.8
• UK: Purchasing Managers' Index/PMI Manufacturing (1st release) March FORECAST: 47.8 PREVIOUS: 47.5

13:00

• UK: BoE, outcome and minutes of the Monetary Policy Council meeting and Monetary Policy Report Bank Rate PROGNOSE: 5.25% previously: 5.25%

13:30

• US: Initial jobless claims (week) FORECAST: 213,000 previously: 209,000
• US: Current Account 4Q FORECAST: -206.6 bn USD Q3: -200.3 bn USD
• US: Philadelphia Fed Index March FORECAST: -5.0 previous: 5.2

14:45

• US: Purchasing Managers' Index/PMI Service (1st release) March FORECAST: 52.0 previously: 52.3
• US: Purchasing Managers' Index/PMI Manufacturing (1st release) March FORECAST: 51.8 PREVIOUS: 52.2

15:00

• US: Leading Indicators Index February FORECAST: -0.1% yoy previous: -0.4% yoy
• US: Existing Home Sales February FORECAST: -1.3% yoy previous: +3.1% yoy

Quarterly figures / company dates USA / Asia

21:00 Fedex quarterly figures

21:15 Nike quarterly figures

Quarterly figures / company dates Europe

07:00 Stratec | Heidelberg Materials | Knorr-Bremse|

07:00 Nemetschek | Aareal Bank | Docmorris

07:30 Befesa | Talanx | Hamburger Hafen | Ionos

07:30 Vossloh annual result

07:35 United Internet Annual Results

07:50 1&1 AG Annual result

08:00 LPKF Laser | New Work | Progress-Werk Annual results

09:00 BMW Annual figures 2023

09:15 IPO Douglas - First listing

10:00 Porsche Automobil Holding Annual results

10:00 Carl Zeiss Meditec AGM

10:30 Andritz | Givaudan AGM

11:00 Talanx | United Internet BI-PK

13:00 Bayer AG Pharma Media Day

17:50 Enel annual result

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Economy on 23.02.2024...

What a week on the stock markets. All markets with new highs!⤵️

This stock market week was once again characterized by so many events. I think the biggest and what most people were expecting were the figures from $NVDA
Nvidia. You keep saying to yourself that this must come to an end at some point, but Nvidia continues to meet all expectations and in some cases even exceed them. Some analysts have also raised their forecasts to over 1000$. Many, however, only towards 800$. Nevertheless, there is still a lot of meat there and if Nvidia continues to deliver, it will remain exciting.

We have also seen the other example. $SMCI
Super Micro Computer was simply overbought beyond measure. Even the way so many people jumped in before the market closed on Friday at a striking $1,000 mark. The fact that such a mark is sometimes used for profit-taking is nothing new. But it is generally very difficult to look at these things rationally.

Markets in #japan , have also risen sharply this week. Have you ever looked at this market and made any investments in this area?

Dividends have also been a strong theme this week:

$ALV
Allianz: the new dividend policy already applies to the 2023 financial year, so the Board of Management is proposing an increase in the dividend from 11.40 to 13.80 euros per share for 2023. Will be raised from an otherwise 50% payout ratio to 60%.

The pharmaceutical and agrochemical group $BAYN
Bayer is adjusting its dividend policy and drastically reducing its profit distribution. A dividend of only EUR 0.11 is to be paid for 2023, compared to EUR 2.40 in the previous year.

Let's take a look at today's trading day.

Stock market holiday in Japan and Russia

Economic data

08:00

• GER: GDP (2nd release) 4Q calendar and seasonally adjusted yoy PROGNOSE: -0.3% yoy 1st release: -0.3% yoy 3rd quarter: 0.0% yoy calendar adjusted yoy PROGNOSE: -0.2% yoy 1st release: -0.2% yoy 3rd quarter: -0.3% yoy
• DE: Maastricht ratio (government revenue and expenditure) 2023
• DE: Construction industry, new orders and sales December
• DE: Leading indicator foreign trade for exports to non-EU countries January

10:00

• DE: Ifo Business Climate Index February PROGNOSE: 85.5 previous: 85.2 Situation assessment PROGNOSE: 86.8 previous: 87.0 Business expectations PROGNOSE: 84.0 previous: 83.5

10:20

• IT: ECB Director Schnabel, speech on "Has the fight against inflation been (2 pm participation in panel)
• DE: ECB Governing Council member Nagel, press conference on the presentation of the Bundesbank Annual Report for 2023

14:00

• IT: ECB Director Schnabel, speech at the Forum Analyses

15:00

• BE: Business Climate Index February FORECAST: -16.6 points PREVIOUS: -16.4 points

Without time indication:

• BE: Federal Finance Minister Lindner, participation in informal meeting of finance ministers, Ghent

ex-dividend of individual stocks

Deutsche Beteiligungs AG EUR 1.00

NORTHROP GRUMMAN CORP 1.7276 EUR

SNAP-ON INC EUR 1.7184

CDW CORPORATION EUR 0.5728

Quarterly figures / Company dates Europe

07:00 Allianz | BASF | Deutsche Telekom | Vitesco

07:30 Hensoldt preliminary annual results

09:30 BASF analyst conference

10:00 Infineon AGM | Deutsche Telekom BI-PK

11:00 Allianz PK

12:00 BASF BI-PK

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