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Dates week 42

As every Sunday, the most important news from the past week, as well as the most important dates for the coming week.


Also as a video:

https://youtube.com/shorts/fOHKdrQwBvc?si=tosLS135n4xV06eQ


Monday:


🚗 Car registrations in September:


The German new car market is picking up again! 📈 With 235,528 new registrations there were +13 % compared to the previous year.

🔋 E-cars are growing strongly - almost +33 % to 45,495 vehiclesMarket share 19,3 %.

⚡️ $TSLA (+2.92%)
Tesla on the other hand, with a decline of -9,4 %.

Overall, the market remained slightly below the previous year from January to September (-0,3 %).


https://www.handelsblatt.com/unternehmen/industrie/autoindustrie-autoabsatz-in-deutschland-legt-zu-tesla-weiter-schwach/100160281.html


Wednesday:


FOMC minutes show Fed members divided on the way forward. The Fed has cut the key interest rate by 25 basis points. However, some wanted 50 basis points, others wanted no cut at all. Among others, Stephen Miran, who was appointed by Trump, wanted a cut of 50 basis points. Overall, however, most were of the opinion that there should be further rate cuts by the end of the year.


https://www.handelsblatt.com/finanzen/geldpolitik/fed-protokolle-waehrungshueter-uneins-mit-blick-auf-weiteren-zinskurs/100161297.html


Thursday:


A solution seems to have been found in another conflict. Hamas accepts Trump's plan and releases all hostages 2 years after the massacre.


https://www.foxnews.com/world/hamas-accepts-trump-peace-plan-ending-2-years-war-gaza-returning-hostages


🔍 Black-Red has just decided this:


✋ Citizen's income is passé - in future the system will be called basic security

⚖️ Stricter sanctions for non-appearance at the job center:

- No reduction after first appointment

- at the 2nd appointment → - 30 %

- at the 3rd appointment → complete deletion

- Rent payment can go directly to the landlord

💸 Property rules tightened, waiting periods no longer apply


👴 Active pension for older employees: up to 2.000 € "tax-free" additional income (from 2026)


🚗 E-car premium returns - with around €3 billion by 2029


🚧 Road construction: additional 3 billion (from microchip fund) for expansion & maintenance


❌ There is still disagreement on phasing out combustion cars


https://m.bild.de/politik/das-hat-schwarz-rot-beschlossen-das-buergergeld-ist-geschichte-68e7656e14154520ea137e52


$UMICY (-1.44%) Umicore has already increased significantly in value this year, but Goldman Sachs still sees potential. In particular, the sale of the recycling company's gold holdings reduces the debt ratio and should therefore have a positive impact on earnings in the long term, according to Goldman. The target price is 21 euros.


https://de.investing.com/news/analyst-ratings/umicore-goldman-sachs-bestatigt-kaufempfehlung-nach-verkauf-von-goldbestanden-93CH-3178161


Friday:


Donald Trump escalates the trade conflict with China again and depresses share prices just in time for the weekend.


https://www.handelsblatt.com/politik/international/handelsstreit-trump-droht-mit-massiven-erhoehungen-der-zoelle-gegen-china/100162285.html


These are the most important dates for the coming week:


Monday: 14:30 Current account balance (DE)

Thursday: 14:30 Producer prices (USA)

Friday: 11:00 Inflation data (EU)


Can you think of any other dates?


#leistungsbilanz
#erzeugerpreise
#usa
#eu
#inflation

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