• BAYER +7% - SUPREME COURT REVIEWS GLYPHOSATE CASE
• MORGAN STANLEY RAISES TARGET FOR BAYER TO EUR 55 (40) - 'OVERWEIGHT'
• BOFA RAISES TARGET FOR BAYER TO EUR 55 (35) - 'BUY'

$BAYN (+1.11%)

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/b1dRkfPwEYQ?si=aSHa_345pKDbd-PI

Monday:

The US Attorney's Office has launched an investigation into Fed Chairman Jerome Powell. The reason: the high costs of the Fed's restructuring. Observers classify the prosecution as politically motivated, and Jerome Powell also sees the Fed's independence as being restricted. The US dollar fell significantly.

https://www.handelsblatt.com/finanzen/geldpolitik/fed-chef-us-justiz-leitet-strafrechtliche-ermittlungen-gegen-powell-ein/100190518.html

$VOW (+1.49%) VW sold around 5% fewer cars in the 4th quarter. In the end, it was probably still around 2.38 million cars. Sales figures fell in China and North America in particular (-17.4% in each case). In Europe, on the other hand, sales figures increased by just under 6 %. Overall, sales in 2025 were 0.5% below the previous year's level at 8.98 million vehicles.

https://www.handelsblatt.com/unternehmen/industrie/autoindustrie-volkswagen-absatz-schwaechelt-zum-jahresende/100190694.html

Tuesday:

At 2.7%, inflation in the US is well above the Fed's 2.0% inflation target. A further interest rate cut has therefore theoretically become unlikely. However, there is a lot of political pressure to implement a further rate cut.

https://www.handelsblatt.com/finanzen/geldpolitik/inflation-us-preise-steigen-im-dezember-um-27-prozent/100189081.html

Wednesday:

Producer prices in the US came in at 3.0% in November, above expectations of 2.8%. This tends to be bad news as it reduces the chances of a further rate cut.

https://www.fxstreet.com/amp/news/us-headline-producer-prices-rose-by-30-in-november-202601141342

Thursday:

Growth in Germany still seems possible. After two years of recession, Germany grew by 0.2 % in 2025 compared to the previous year. Nevertheless, Germany's GDP is effectively at the same level as in 2019, mainly due to high energy costs and the geo-economic situation. Germany must therefore become more competitive in other areas, as geopolitics and gas prices are difficult to change.

https://www.handelsblatt.com/politik/konjunktur/konjunktur-deutsche-wirtschaft-ist-leicht-gewachsen/100191693.html

Friday:

The inflation rate of 1.8% in December has now been confirmed. Above all, services such as passenger transportation became more expensive. Energy prices, on the other hand, have actually fallen.

https://www.handelsblatt.com/politik/konjunktur/preisentwicklung-inflationsrate-faellt-auf-18-prozent-benzin-und-butter-billiger/100192065.html

The USA increased its industrial production significantly more than expected in December. Experts had expected growth of 0.1% for December, but instead the figure was 0.4%. These figures also make a further interest rate cut in the US less likely.

https://www.handelsblatt.com/politik/international/federal-reserve-us-produktion-staerker-hochgefahren-als-angenommen/100192230.html

More good news at the weekend from $BAYN (+1.11%) Bayer. The Supreme Court (highest US court) accepts an appeal in the glyphosate case. This could finally settle the years-long legal dispute for Bayer.

https://de.investing.com/news/stock-market-news/bayeraktie-legt-kraftig-zu-supreme-court-nimmt-roundupberufung-an-93CH-3304715

These are the most important dates in the coming week:

Tuesday: 8:00 Producer prices (DE)

Thursday: 14:30 GDP figures (USA)

Friday: 4:00 Interest rate decision (Japan)

#bip
#zinsen
#usa
#japan
#deutschland

$BAYN (+1.11%) 110% + in one year. The patience and the additional purchases have paid off.

https://www.handelsblatt.com/unternehmen/industrie/glyphosat-streit-supreme-court-gibt-bayer-die-chance-auf-grundsatzentscheidung-bei-glyphosat/100192305.html

Due to geopolitical developments, interest rate policy and internal company decisions, there are currently a number of shares that could be kept an eye on.

🔎 A few exciting examples:

🛢 Energy

- ExxonMobil ($XOM (+0.4%) ) / Chevron ($CVX (-0.34%) )

→ Stable cash flows, strong dividends, benefit from geopolitical tensions & oil demand

- Schlumberger ($SLB (-1.71%) )

→ Service provider ("shovel seller"), benefits from increasing investment activity regardless of the oil price

💻 Technology / AI

- Microsoft $MSFT (+2.62%) )

→ Strong position in the AI sector (Azure, OpenAI), high margins, defensive tech giant

- Nvidia ($NVDA (+1.14%) )

→ AI demand remains high, but valuation remains an issue → Volatile, but interesting

🏭 Industry & infrastructure

- Siemens ($SIE (-1.22%) )

→ Profiteer of digitalization, automation & energy transition

- Caterpillar ($CAT (-3.81%) )

→ Infrastructure projects, raw materials, global investments

🧪 Healthcare

- Bayer ($BAYN (+1.11%) )

→ Turnaround bet, a lot of pessimism priced in, focus on internal restructuring

- Novo Nordisk ($NVO (-0.57%) )

→ Strong growth due to GLP-1 drugs, but high expectations

🌍 Macro factors that will remain important in 2026

- Interest rate policy & inflation

- Geopolitics (USA, Middle East, commodities)

- Investments in AI, energy & infrastructure

💡 Conclusion:

No market without risk - but if you watch companies with a clear strategy, solid figures and structural tailwinds, you could find interesting opportunities.

Not investment advice.

Which stocks are currently on your watchlist? 👀📊

$BAYN (+1.11%)

Goldman Sachs Adds Bayer To Its European Conviction List

Bayer ($BAYN (+1.11%) ) has been under pressure for years - mainly due to the glyphosate litigation in the USA. The share price currently reflects a lot of pessimism.

🔎 Why the share could still be interesting:

- Many lawsuit risks are already known and largely priced in

- New CEO with focus on simplification, debt reduction & clear priorities

- Bayer is broadly positioned: Pharmaceuticals, Crop Science & Consumer Health

- Strong pipeline in the pharma sector could restore confidence in the medium term

⚠️ Risks remain:

- Legal disputes have not yet been fully resolved

- High debt

- Turnaround takes time

Conclusion:

Not a sure-fire success - but Bayer could be an exciting turnaround bet for long-term investors if operational progress and legal clarity come together.

No investment advice - just my opinion.

How do you currently see Bayer: opportunity or value trap?

The US government is supporting Bayer in the dispute over the weedkiller glyphosate. This is also due to a little-known mine: Bayer is mining an economically and militarily important mineral.....

I have just read an article in the Handelsblatt about $BAYN (+1.11%) that should make you think. Anyone who is critical of glyphosate, who "demonizes" the USA for its hegemonic behaviour, who has smiled at Bayer's shareholders in recent years... an interesting view of the "big picture" .....

Source: Handelsblatt from 12/14/2025

A few days ago, the US government took a surprisingly clear stand on the side of the Bayer AG a few days ago. Das Weiße Haus unterstützt vollumfänglich eine Klage der Leverkusener vor dem obersten US-Gericht.
Bayer It wants to obtain a landmark ruling from the Supreme Court to get rid of the billion-dollar burden of lawsuits over the weedkiller glyphosate.

After the positive vote by the US government, the signs are not bad. The President's government cites legal reasons for the unexpectedly clear backing. Donald Trump mainly cites legal reasons. But in the background, there are tangible political and economic goals at stake.

Bayer is threatening to stop glyphosate production in the USA if the lawsuits and complaints do not end. This could jeopardize the supply of American Landwirtschaft jeopardize the supply. However, research by Handelsblatt shows that far more than the food supply is at stake for the USA.

What is hardly known to the public is that Bayer is one of the largest mine operators in the USA for the extraction of phosphate. The pesticide glyphosate is extracted from this mineral. In mid-October, the company received permission for a new mine in the US state of Idaho, for which Bayer will develop a huge mining area.

A few weeks later, the US government declared phosphate to be a mineral that is "essential to the US economy and national security". Das zuständige US-Innenministerium hat am 6. November eine Liste von 60 solcher strategisch wichtiger Stoffe veröffentlicht.

It will ensure that these minerals are sufficiently mined and processed in the USA and that the country once again becomes a "mineral superpower", said US Secretary of the Interior Doug Burgum. According to American industry circles: "The Bayer mine is seen in the USA as critical to the plan to remain independent in the supply of raw materials - especially with regard to China."

Phosphate is important as a fertilizer. But in Bayer's case, it is primarily the white phosphorus produced from it that is at issue. This substance is used in the production of medicines, chemicals, flame retardants and battery materials and is sometimes irreplaceable. The substance is also used for armaments such as stun or smoke grenades and bombs.

Bayer is one of the most important producers in the USA. In a mine in Soda Springs, Idaho, the company extracts phosphate from the earth's crust and uses it to produce white phosphorus in a nearby plant. The plant has been in operation for 65 years and came into the Bayer Group through the purchase of Monsanto in 2018.

Bayer uses white phosphorus for its own glyphosate production, but also supplies other industrial companies with the substance, according to its own information. The company also emphasizes that it is not currently supplying the US military.

Bayer campaigns for legislative changes in the USA

Bayer would not comment on the motives for Trump's backing. Only this much: "We welcome the fact that the US government recognizes the great importance of phosphate for the American economy by including it on the list of critical minerals," the company said when asked.

This should undoubtedly be useful for Bayer's political lobbying efforts in the USA. Going to the US Supreme Court is just one way for the Leverkusen-based company to stop the wave of plaintiffs who blame the use of glyphosate for their cancer. Bayer rejects this and relies on regulatory authorities such as the US Environmental Protection Agency (EPA), which classify glyphosate as safe.

Bayer uses white phosphorus for its own glyphosate production, but says it also supplies the substance to other industrial companies. At the same time, the company emphasizes that it does not currently supply the US military.

Bayer campaigns for legislative changes in the USA

Bayer would not comment on the motives for Trump's backing. Only this much: "We welcome the fact that the US government recognizes the great importance of phosphate for the American economy by including it on the list of critical minerals," the company said when asked.

This should undoubtedly be useful for Bayer's political lobbying efforts in the USA. Going to the US Supreme Court is just one way for the Leverkusen-based company to stop the wave of plaintiffs who blame the use of glyphosate for their cancer. Bayer rejects this and relies on regulatory authorities such as the US Environmental Protection Agency (EPA), which classify glyphosate as safe.

However, 65,000 lawsuits are still pending. Since last year, Bayer has been lobbying US politicians for changes to the law that would make lawsuits less likely to succeed and thus stop the wave. The Leverkusen-based company has been successful in individual US states. At national level, decisions are still pending in Washington.

Bayer could use support at the highest level there. In recent months, it has become clear that the White House wants to keep glyphosate production in the country, if only because otherwise there is a risk of dependence on China in agriculture.

Bayer is the only major producer of the herbicide in the USA. Agriculture there is dependent on the use of the product to ensure high harvests. Otherwise, there is a threat of significantly higher food prices in the USA.

If Bayer were to stop marketing the herbicide, farmers would have to buy it from China. US farmers have been warning of the consequences for months in large-scale campaigns and are calling for glyphosate to be banned in the USA. Bayer is helping to initiate these protests.

Bayer's large phosphate deposit in Idaho

Things are less noisy when it comes to phosphate and white phosphorus. Bayer's name does not appear here directly: P4 Production LLC is the name of the Leverkusen-based subsidiary that operates the open-cast mine in Idaho.

In mid-October, there was cause for celebration for the Leverkusen-based company's mining management: the US Department of the Interior granted P4 final approval for a new open-cast mining area in the region.

This was important for Bayer because the phosphate deposits in the existing mine are coming to an end. The company is now allowed to extract the mineral from a further eight square kilometers of land in Caldwell Canyon. Work on this will start next year.

Bayer had to wait several years for approval. Environmentalists had successfully filed a lawsuit against the project in 2023 - they saw the habitat of the Sage Grouse living in the region at risk. Bayer reached an agreement with them and pledged to provide around five million dollars for a trust fund to restore or preserve the habitat.

US politicians applauded the agreement. Overall, phosphate mining in Idaho is of great strategic importance to the country. According to the US Department of the Interior, up to 30 percent of the phosphate produced in the country already comes from the region.

The deposit now being developed by Bayer is considered one of the largest in the USA. There are other large extraction areas in Florida, but only five companies mine the mineral in the state. According to the US Geological Survey, the world's largest phosphate deposits are in Morocco, China and Russia - none of which are countries that America wants to rely on.

Preferred status in the approval process

US President Trump has therefore issued Executive Order 14241 to establish the country's independence in rare earths and important minerals. "The approval of the Bayer project supports this executive order and creates a stable source of phosphate," said Robert Taylor, who represents a state agency in Idaho that is part of the Department of the Interior.

The mine was even given preferential status in the authorities' approval process. According to industry circles involved: "The commitment to glyphosate and its value chain is strong in the USA." ...........

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/GB4Z_GRSo5A?si=i9GRNwhrXp_YYedY

Tuesday:

$BAYN (+1.11%) Bayer can make significant gains in pre-market trading. The US government is pushing for a landmark ruling before the Supreme Court in the glyphosate case. This could put an end to the wave of lawsuits.

https://www.handelsblatt.com/unternehmen/industrie/bayer-us-regierung-unterstuetzt-den-pharmakonzern-im-glyphosat-streit/100180022.html

The inflation rate in the eurozone surprisingly rises to 2.2%. Economists had expected 2.1%. The ECB's target is inflation of 2% in the eurozone.

https://www.tagesschau.de/wirtschaft/konjunktur/eurozone-inflation-100.html

$BOSS (-0.23%) Hugo Boss anticipates falling sales in 2026 and is punished on the stock market. 2026 will be a year of refocusing. 2027 & 2028 should then see growth again.

https://www.boerse.de/nachrichten-amp/EQS-Adhoc-HUGO-BOSS-AG-HUGO-BOSS-GIBT-STRATEGISCHES-UPDATE-BEKANNT-UND-VEROeFFENTLICHT-ERSTMALIGEN-AUSBLICK-FUeR-DAS-GESCHAeFTSJAHR-2026/38035037

Wednesday:

The ISM index for service providers in the US rises more strongly than economists had expected and now stands at 52.6 points.

https://de.marketscreener.com/boerse-nachrichten/ism-index-fuer-us-dienstleister-steigt-im-november-ce7d51dedf8ef422

Thursday:

Just before Christmas, the retail sector in the eurozone appears to be weakening. October sales remained at the September level. However, the stagnation came as no surprise and was already expected by economists.

https://www.handelsblatt.com/politik/international/konjunktur-einzelhandelsumsatz-im-euroraum-stagniert/100180985.html

Wednesday: 20:00 Fed interest rate decision (USA)

Thursday: 14:30 Producer prices (USA)

Friday: 08:00 Inflation data (DE)

Can you think of any other dates?

#inflation
#fed
#zinsentscheid
#termine
#usa

$KHC (+1.14%) , $PEP (-0.71%) , $NESN (-0.89%) , $KO (+0.75%)

Various media outlets are reporting on a lawsuit against various food giants over highly processed foods in the USA. What do you think?

I do indeed find it alarming for those who are hoping for long-term organic growth and dividends from these stocks. Actually, the companies mentioned - especially CocaCola - were considered a safe bet. The lawsuit is a risk. Perhaps not comparable with the glyphosate lawsuits at $BAYN (+1.11%) but astonishing amounts can always be won in US courts.

Lawsuit against food giants: Attention, dividend investors and Buffett disciples! Here comes the threat of trouble! - 03.12.2025 https://share.google/AkdCFcfq8JNMzjsPB