Economy on 03.05.2023...

SBUX and AMD deliver today FED interest rate decision ⤵️

After hours yesterday came the numbers from $SBUX
Starbucks and $AMD. Both delivered well and beat forecasts. The outlook for the rest of the year also looks promising. Both are after-hours but fell over 1%. Here there were

there was probably some profit taking and the market was very weak yesterday anyway.

Until yesterday, the market probably assumed that there would be no increase. Yesterday were then according to survey of 96.8%, assumed that there is a 0.25% increase and to 3.2% that there is no increase or even 0.25% is lowered. Today at 20:00 it is then announced. But much more important is what will then be told in the press conference at 20:30 by Powell. What is the FED planning after May, what will happen next. Interest rate step planned or was it now really first of all the last? How does the market dadrauf react and what is now really expected. One can only guess. Tonight we are smarter.

What do you expect?

Also today there are again exciting quarterly figures from Qualcomm, Airbus, Lufthansa, Teamviewer and so on. What else is going on:

Stock market holiday in China and Japan

Economic data

08:00

• DE: Online bookings of overnight stays in vacation apartments and vacation homes 2022

11:00

• EU: Labor market data March Eurozone unemployment rate PROGNOSED: 6.6% previously: 6.6%

14:15

• US: ADP Labor Market Report April Private Sector Employment PROGNOSIS: +133,000 jobs previously: +145,000 jobs

15:45

• US: Purchasing Managers' Index/PMI Service (2nd release) April PROGNOSED: 53.7 1st release: 53.7 previously: 52.6

16:00

• US: ISM non-manufacturing index April PROGNOSIS: 51.8 points previously: 51.2 points

20:00

• US: Fed, outcome of FOMC meeting Fed funds target rate PROGNOSIS: 5.00% to 5.25% previously: 4.75% to 5.00%

ex-dividend of individual stocks

Pfeifer Vacuum 0.11 EUR

Anheuser-Busch InBev 0.75 EUR

Quarterly figures / Company dates USA / Asia

15:00 Kraft Heinz quarterly figures

22:00 Qualcomm quarterly figures

Quarterly figures / Company dates Europe

07:00 Lufthansa | Deutsche Post | Teamviewer

07:00 BNP Paribas | Unicredit | Klöckner & Co

07:00 Signify quarterly figures

07:30 Auto1 | Bike24 Quarterly Figures

08:00 Porsche AG | Lloyds Banking

08:00 Flutter Entertainment plc, Trading Update 1Q

08:00 Stellantis Sales 1Q

09:30 Aston Martin quarterly figures

10:00 ENBW | Fuchs Petrolub

10:00 Mercedes-Benz Group AGM

10:30 Hapag-Lloyd AGM

11:00 Hannover Re AGM

17:45 Airbus | Enel SpA Quarterly figures

22:00 Morphosys Quarterly Figures

22:05 Qiagen quarterly figures

No time stated: Vantage Towers AG, end of the tender period for the takeover offer of the Oak consortium (consisting of Vodafone and the investors GIP and KKR)

#quartalszahlen
#boerse
#börse
#aktien
#news
#newsroom
#community
#communityfeedback
#nachrichten
#täglich
#investieren
#wirtschaft
#politik
#inflation
#fed
#rezession
#mitverstandzumkapital
#fed
#krypto
#kryptowährung
#bitcoin
#ethereum
#solana
#zinsen
#ezb
#dax
#inflation
#urlaub
#instagram
#zinserhöhung
#zinsschritt
#airbus
#lufthansa
#teamviewer
#qualcomm

Economy on 04.05.2023...

FED as expected, SBUX 📉, Apple delivers figures ⤵️

As expected, the FED delivers the 25 basis points and the market had long since priced in. Short peak high, immediately down again and back on the road! So the big surprise, as expected failed to materialize. Let's see how the market reacts in the next few days so. This week was so far, despite the quarterly figures, not sooo exciting. I continue to feel safe with cash and continue to build it. There are already some exciting courses, where you could strike, but I look at it this week still a bit.

At $SBUX
Starbucks there was some profit taking. The stock had hit an ATH the week before and after the good numbers, people were expecting a guidance increase. Since this did not come, there was some profit taking. Share has fallen yesterday over 9%!

Today then still follows the ECB with your new interest rate decision. Also $AAPL
Apple delivers today still figures. am curious how the share will react in this market environment. Also many EU values now begin to report the figures. Remain for the time being further on the sidelines and let everything run. Only my crypto savings plans BTC and ETH, continue to run weekly. Are you already in a buying mood or are you also still holding back?

Stock market holiday Japan

Economic data

08:00

• DE: March trade balance seasonally adjusted trade balance PROGNOSE: +19.0 bn euro previous: +16.0 bn euro Exports (real, seasonally adjusted) PROGNOSE: -0.9% yoy previous: +4.0% yoy Imports (real, seasonally adjusted) PROGNOSE: -0.5% yoy previous: +4.6% yoy

09:45

• IT: Purchasing Managers' Index/PMI non-manufacturing April PROGNOSIS: 56.5 previous: 55.7

09:50

• FR: Purchasing Managers' Index/PMI Non-Manufacturing (2nd release) April PROGNOSIS: 56.3 1st release: 56.3 previous: 53.9

09:55

• DE: Purchasing Managers' Index/PMI non-manufacturing industry (2nd release) April PROGNOSIS: 55.7 1st release: 55.7 previous: 53.7 Purchasing managers' index, total (2nd release) PROGNOSIS: 53.9 1st release: 53.9 previous: 52.6

10:00

• EU: Purchasing Managers' Index/PMI non-manufacturing Eurozone (2nd release) April PROGNOSIS: 56.6 1st release: 56.6 previous: 55.0 Purchasing managers' index, total (2nd release) PROGNOSIS: 54.4 1st release: 54.4 previous: 53.7

10:30

• UK: Purchasing Managers' Index/PMI Non-Manufacturing (2nd release) April PROGNOSIS: 54.9 1st release: 54.9 previously: 52.9
  

11:00

• EU: Producer prices March Eurozone PROGNOSIS: -1.8% yoy/+ 6.1% yoy previously: -0.5% yoy/+13.2% yoy

14:15

• EU: ECB, outcome of Council meeting Main refinancing rate PROGNOSIS: 3.75% previously: 3.50% Deposit rate PROGNOSIS: 3.25% previously: 3.00%

14:30

• US: Initial jobless claims (week) PROGNOSIS: 236,000 previously: 230,000
• US: Trade Balance March PROGNOSIS: -63.1 billion USD previously: -70.54 billion USD
• US: Productivity ex agriculture (1st release) 1Q PROGNOSE: +1.9% yoy 4Q: +3.0% yoy
  

14:45

• EU: ECB, PK after Council meeting

Without time information

• DE: New passenger car registrations, April

ex-dividend individual stocks

Mercedes-Benz 5.20 EUR

Hannover Re 6.00 EUR

Quarterly figures / Company dates USA / Asia

12:30 Intercontinental Exchange Group

13:00 Conocophillips quarterly figures

22:00 Booking Holdings

22:00 Expedia Group

22:00 American International Group

22:30 Apple quarterly figures

Untimed:

Lyft | Hyatt | Stanley Black & Decker

BorgWarner Quarterly figures

Quarterly figures / Company dates Europe

06:45 Basler | Equinor ASA Quarterly Figures

07:00 Fraport | Rational | Vonovia | Zalando

07:00 Kontron | Arcelormittal | Capgemini

07:00 Anheuser-Busch | Swiss Re

07:10 Elmos Semiconductor Quarterly Figures

07:30 BMW | Volkswagen | Henkel | Hugo Boss

07:30 Infineon | Rheinmetall | Scout24

07:30 Befesa Earnings 1Q

07:30 Novo Nordisk | Cliq Digital | Deutz | Uniper

07:55 PVA TePla Quarterly Figures

08:00 Shell | RTL Group | New Work | Washtec

08:00 A.P. Moeller-Maersk Quarterly Figures

10:00 Allianz | Deutsche Post| RWE AGM

10:00 Qiagen PK on 1Q results

10:30 Talanx AGM

14:00 Ferrari quarterly figures

18:00 Freenet quarterly figures

No time stated: Equinor | Telenor quarterly figures

#quartalszahlen
#boerse
#börse
#aktien
#news
#newsroom
#community
#communityfeedback
#nachrichten
#täglich
#investieren
#wirtschaft
#politik
#inflation
#fed
#rezession
#mitverstandzumkapital
#fed
#krypto
#kryptowährung
#bitcoin
#ethereum
#solana
#zinsen
#ezb
#dax
#inflation
#urlaub
#instagram
#zinserhöhung
#zinsschritt
#apple
#infineon
#rheinmetall
#rational
#vonovia
#bookingholdings

Economy on 02.05.2023...

Hello May. Starbucks today, FED tomorrow ⤵️

Last week's detoxing was once again very fulfilling for me. So little I had the phone since 2019, no longer in the hand. One is just also always in the compulsion to post, otherwise Instagram and Google punishes that always very HARD. My range is thereby also very decreased. The great thing about my own development is that I now do not care. I no longer let myself be forced and feel so much freer. It's also a lot more fun. So the new week can start.

This week will be full of exciting quarterly figures, like today from $SBUX
Starbucks, $UBER and $AMD , especially by the decision of the FED and ECB. The FED delivers its decision on Wednesday at 20 clock and at 20:30 clock then comes the PK. This I find much more important. The Forecast of the increase is yes at 0.25% (25 basis points), but also the possibility that the rate hike is already suspended, exists. But even if there is an increase, it will be exciting whether it will be the last or whether more are planned. The market currently expects rather that it is the last increase. If there is an increase in the PK it is discussed differently at the end, then everything could slide again neatly. Everything remains exciting and Tomorrow 20:30 we will be smarter. Just one day later, then comes the ECB behind. I will be in the post tomorrow morning, on both again in more detail.

Now we look first of all, what the first working day of the week (for me the first, after long Zangsurlaub) so brings:

Stock market holiday China

Economic data

08:00

• DE: Retail sales March, seasonally adjusted real PROGNOSIS: +0.4% yoy previous: -1.3% yoy

09:45

• IT: Purchasing Managers' Index/PMI Manufacturing April PROGNOSIS: 49.0 previously: 51.1

09:50

• FR: Purchasing managers' index/PMI manufacturing (2nd release) April PROGNOSIS: 45.5 1st release: 45.5 previous: 47.3

09:55

• DE: Purchasing Managers' Index/PMI manufacturing industry (2nd release) April PROGNOSIS: 44.0 1st release: 44.0 previous: 44.7
  

10:00

• EU: Purchasing Managers' Index/PMI Manufacturing Eurozone (2nd release) April PROGNOSIS: 45.5 1st release: 45.5 previous: 47.3
  
• EU: ECB, Money Supply M3 and Lending March PROGNOSIS: +2.4% yoy previously: +2.9% yoy
• EU: ECB, Quarterly Report on Lending 1Q

10:30

• UK: Purchasing Managers' Index/PMI Manufacturing (2nd release) April PROGNOSIS: 46.6 1st release: 46.6 previously: 47.9

11:00

• EU: Consumer Prices Eurozone (preliminary estimate) April Eurozone PROGNOSIS: +0.7% yoy/+7.0% yoy previous: +0.9% yoy/+6.9% yoy Core rate PROGNOSIS: +1.1% yoy/+5.7% yoy previous: +1.3% yoy/+5.7% yoy
  
• IT: Consumer prices (preliminary) April PROGNOSIS: +0.4% yoy/+7.2% yoy previous: -0.3% yoy/+7.7% yoy

16:00

• US: Industrial new orders March PROGNOSIS: +1.2% yoy previous: -0.7% yoy

22:30

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

Without time

• US: Fed, start of two-day FOMC meeting
• US: Passenger car sales April

ex-dividend individual stocks

Atoss Software AG 2.83 EUR

Bayer AG 2.40 EUR

Hella GmbH + Co. KGaA 2.88 EUR

Merck KGaA 2.20 EUR

Nürnberger Beteil. AG 3.50 EUR

Kering 9.50 EUR

Quarterly figures / Company dates USA / Asia

12:45 Pfizer quarterly figures

13:00 Dupont | Marriott International Quarterly Figures

14:00 Uber quarterly figures

22:05 Starbucks quarterly figures

22:15 AMD | Ford quarterly figures

No time stated: Edison International | Cummins quarterly figures

Quarterly figures / Company dates Europe

04:30 Logitech quarterly figures

05:00 HSBC quarterly figures

06:45 Shop Apotheke quarterly figures

07:00 Stabilus | AMS-Osram Quarterly Figures

07:00 DSM NV Trading Update 1Q

08:00 BP Quarterly Figures

08:15 Traton Quarterly Figures

10:00 Pfeiffer Vacuum HV

No time stated: Imerys Quarterly Figures

#quartalszahlen
#boerse
#börse
#aktien
#news
#newsroom
#community
#communityfeedback
#nachrichten
#täglich
#investieren
#wirtschaft
#politik
#inflation
#fed
#rezession
#mitverstandzumkapital
#fed
#krypto
#kryptowährung
#bitcoin
#ethereum
#solana
#zinsen
#ezb
#dax
#inflation
#urlaub
#instagram
#google
#starbucks
#amd
#uber
#zinserhöhung
#zinsschritt

Economy on 05.05.2023...

Into the WE with good numbers from Apple, right? ⤵️

Yes, the numbers from $AAPL
Apple, did exceed expectations, but they were also quite low. Apple's revenue is down 3% year-over-year and will also end 2023 with a decline from 2022. But again I say, for me the tech industry comparisons to 2021/2021 are very limp. In some cases, it was not possible to deliver, raw materials were not available or had to pay significantly more for them, and suppliers had the same problems. What really started in 2022 and only became apparent later is continuing and is now more and more visible in the figures.

Apple sales in the second quarter: iPhone 51.33 billion, Mac 7.17 billion, iPad 6.67 billion, Services 20.91 billion, Products 73.93 billion, Greater China 17.81 billion.

Apple also launches a $90 billion share buyback program and raises dividend by 4.3%. Apple could afford to do much more, but in my opinion it is doing it right. Small steps and invest more in growth (which of course is becoming increasingly difficult). It remains exciting!

Further interesting were yesterday $SHOP
Shopifywhich rose over 25%, $DDOG
Datadog with +15% and there were also some disappointments like $PARA
Paramount, $PTON
Peloton, $BKNG
Booking Holdings, $VNA
Vonovia and so on. So not everything is shining at the moment. Vonovia continues to record heavy losses and is now selling 5 projects for just under € 560 million. Rising interest rates and declining sales, continue to create strong here, even if the demand for housing continues to be strong and rents are still rising slightly on average. I will use the Kriese to expand my position still something. I have now also added to Paypal again at the level. Technically, I like the chart currently very much and next week, we know more about the fundamental side! What do you currently have so on the screen, or which dip have you bought or plan to buy it?

What is today (figures from MüRück interest me very much) to the weekend still so:

Stock market holiday in Denmark, Japan and South Korea

Economic data

08:00

• DE: Incoming orders March seasonally adjusted PROGNOSIS: -2.0% yoy previous: +4.8% yoy
• DE: Sales in the service sector February

08:30

• CH: Consumer Prices April PROGNOSIS: +0.2% yoy/+2.8% yoy previous: +0.2% yoy/+2.9% yoy
  

08:45

• FR: Industrial Production PROGNOSE: -0.5% yoy previous: +1.2% yoy

10:00

• EU: ECB, Publication of the Results of the Business Survey
• EU: ECB, publication of the results of the Survey of Professional Forcasters

11:00

• EU: Retail Sales March Eurozone PROGNOSIS: 0.0% yoy previous: -0.8% yoy

14:30

• US: Labor market data April employment ex agriculture PROGNOSE: +180,000 yoy previous: +236,000 yoy Unemployment rate PROGNOSE: 3.6% previous: 3.5% Average hourly earnings PROGNOSE: +0.3% yoy/+4.2% yoy previous: +0.3% yoy/+4.2% yoy

21:00

• US: Consumer Credit March

Without time data

• EU: Rating review for Sweden (S&P);

EFSF (Fitch); ESM (Fitch); Norway (Moody's);

Romania (Moody's); Switzerland (Fitch);

ex-dividend of individual stocks

Allianz 11.40 EUR

Alstria Office 0.06 EUR

Deutsche Post 1.85 EUR

RWE 0.90 EUR

Softing 0.10 EUR

Talanx 2.00 EUR

Quarterly figures / Company dates USA / Asia

12:30 Cigna Quarterly Figures

Quarterly Figures / Company Dates Europe

07:00 Krones | Clariant Quarterly Figures

07:15 Air France-KLM Quarterly Figures

07:30 Adidas | Gea Group | SGL Carbon Quarterly Figures

08:00 International Consolidated Airlines Quarterly Figures

09:00 Audi AG Quarterly Figures

10:00 Munich Re | Drägerwerk | Knorr-Bremse

10:00 Siltronic AGM

10:00 Vantage Towers AG, ao AGM with vote on control and profit transfer agreement with major shareholder Oak Holdings (joint venture of Vodafone, GIP and KKR)

13:00 Intesa Sanpaolo quarterly figures

#quartalszahlen
#boerse
#börse
#aktien
#news
#newsroom
#community
#communityfeedback
#nachrichten
#täglich
#investieren
#wirtschaft
#politik
#inflation
#fed
#rezession
#mitverstandzumkapital
#fed
#krypto
#kryptowährung
#bitcoin
#ethereum
#solana
#zinsen
#ezb
#dax
#inflation
#urlaub
#instagram
#zinserhöhung
#zinsschritt
#apple
#vonovia
#bookingholdings
#munichre
#shopify
#datedog

So, after an exciting week, it will now be a little quieter until the FED announces the next interest rate step. In September, the first analysts are forecasting further waves of sell-offs. What is your strategy then? Take profits or stay invested for the long term? On what do you make this dependent? I am curious about your answers.

#langfristig #investieren
#abverkauf
#fed
#zinsschritt