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$SHEL (+0,28 %)
$005930
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Tonight, President Donald Trump announced a landmark trade deal with Japan, the U.S.'s fifth largest trading partner. Japan will pay 15% reciprocal tariffs, down from the dreaded 25%, and invest $550 billion in the US. This agreement opens the Japanese market to U.S. cars, trucks and agricultural products, unleashing bullish sentiment in stock markets. Japanese automakers, including Toyota $7203 (-1,5 %) , Honda $7267 (-1,63 %) and Nissan $7201 (-2,2 %) , saw their shares rise 8% or more on the Japanese stock market.

For Toyota, this is a gamechanger. Toyota Motor Corporation (TM) shares closed at $191.55 on July 23, 2025, an impressive 12.7% jump from the previous close at $169.99. This share price rise reflects optimism about better access to the Japanese market and lower tariffs, further bolstering the profit margins of Toyota's hybrid vehicles - a key revenue source. Analysts predict a continued rally, supported by Toyota's strong position in North America and a record $15 billion payout to shareholders this year. Despite earlier concerns about scandals and tariff pressure, Toyota now seems poised to take advantage of this deal.

Investors are cheering the deal, considered one of the largest trade deals ever. With a stable outlook and a market capitalization of $221.6 billion, Toyota remains a top choice for investors looking to capitalize on this new economic momentum. The market is now eagerly awaiting further details from the White House and the impact on other sectors. This is the time for a bullish run!

$GOOG (-0,27 %)
$TSLA (-0,72 %)
$UBER (-0,21 %)
$GOOG (-0,27 %)
$TM (-1,76 %)
$7203 (-1,5 %)

The world's largest car manufacturer Toyota has reached an agreement with Waymo to work together to accelerate the development of self-driving technologies.

We are pleased to announce that we are working with $TM (-1,76 %) Toyota to develop a new autonomous vehicle platform and test the use of our technology for private vehicles.

Hello dear GQ community,

almost a month ago I already presented my portfolio and my investment case. (those interested can take another quick look at it)

I have now experienced the first correction of my investment career and can say that, yes, it hurts to look at the portfolio with all the red figures, but holding on to the fact that I am convinced of the companies in the long term has kept me strong up to this point. Only time will tell whether this correction was particularly strong or weak. True to the motto "red means supply", I have tried to use my uninvested budget for additional purchases and new positions.

I may have too many different positions for some people's taste and still have too large a stake in the US, tech and financial sectors. Overall, I am simply a fan of picking companies that fulfill three conditions:

- consistent dividend growth over the last 10 years

- long-term share price growth (depending on how long the company has been on the stock market, but if I don't have green figures over the maximum period, I leave you out)

- preferably a P/E ratio of less than 20 (with exceptions)

And generally in line with my case, a 3+% dividend.

In the unknown future, I will continue to hold my small positions of $PLTR (-1 %) , $BLK (+0,06 %) , $NVDA (-0,92 %) and $TGT (+0,22 %) (these were my first 4 purchases of 25€ each without any idea, Palantir compensates the losses of the other 3 quite nicely). From $AAPL (-0,27 %) in the long term, but it does not yet play a major role in my immediate savings.

By the end of the year, I will be saving a further €750 a month via a savings plan, split evenly between $PETR3 (-0,54 %) , $MUV2 (-0,33 %) , $7203 (-1,5 %) , $ENEL (-0,82 %) , $HTGC (+0,36 %) and $ALV (-0,69 %). With the aim of balancing out the inequality somewhat.

In general, I am very happy to have discovered this platform, as I have gathered many useful tips and experiences, so thank you for that.

I am always grateful for your opinions, tips and suggestions. Thanks for reading.

Japan surprises once again: 2.8% growth in the last quarter! 🚀 While Europe - especially Germany - is talking about recession, the economy in Tokyo is booming. But why is the stock market reacting so cautiously?

Exports drive Japan, consumption weakens

Japan's growth engine is running at full speed - thanks to strong exports. Companies are investing heavily, but the population is holding back on consumption. Higher prices and stagnating wages are weighing on households. A familiar picture? Things look even gloomier in Germany: The country is struggling with shrinking economic output.

The yen as a risk

With the good figures, the yen is rising, which poses problems for Japan's export industry. More expensive goods abroad could dampen growth. Markets are also speculating on interest rate hikes by the Bank of Japan - another question mark for investors.

Investors beware!

Anyone investing in Japan should take a close look: Can domestic consumption recover? Or will growth remain dependent on exports alone? Shares such as Sony $6758 (-1,8 %) , Toyota $7203 (-1,5 %) or Panasonic $6752 (-0,88 %) could benefit - but only if the economic climate stabilizes.

What do you think? Is Japan on the right track or just a flash in the pan? And what does this mean for Germany?

Sources: Manager Magazin, Statista,

Picture: ChatGPT

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/QjmnXzs5aPw?si=UBa2XKVcVG4h_9k1

Sunday:

Stock markets are likely to open lower on Monday. The reason is the tariff dispute between the USA and the rest of the world. Mexico and Canada have been hit with 25% tariffs, China with 10% and the EU is to follow suit. Both Mexico and Canada are not putting up with it and are hitting back. Justin Trudeau announces the same tariffs on US products and calls for a boycott of US products.

https://www.handelsblatt.com/politik/international/reaktion-auf-trump-kanada-schlaegt-im-zollstreit-zurueck-dollar-fuer-dollar/100105058.html

Monday:

Inflation in the eurozone is on the rise again. Inflation rates rose to 2.5% in January. The expectation was 2.4%, but in combination with Trump's tariffs, this news is unlikely to go down well. This is because higher inflation and tariffs could make further interest rate cuts less likely.

https://www.morningstar.de/de/news/260151/inflation-in-der-eurozone-steigt-wieder-an---eu-bereitet-sich-auf-us-zouml%3Blle-vor.aspx

Tuesday:

UBS $UBSG (-0,49 %) UBS benefits from higher interest rates and generates significantly higher profit. Profit amounted to 5.1 billion euros in 2024. The integration of Credit Suisse is progressing well. The dividend is set to increase.

https://www.handelsblatt.com/finanzen/banken-versicherungen/banken/banken-ubs-hebt-nach-gewinnsprung-dividende-deutlich-an/100105216.html

Things are going well at $KGX (-1,37 %) Kion. Despite an improved margin, the Group intends to further optimize costs. The operating margin improved to 8% in 2024. Cash flow and operating margin surprised positively.

https://www.finanzen.net/amp/effizienzoffensive-kion-aktie-gewinnt-marge-2024-verbessert-sich-kion-setzt-dennoch-sparmassnahmen-um-14205140

Wednesday:

Trump once again enters negotiations with maximum demands. He talks about the USA taking over the Gaza Strip. We are curious to see what the final outcome will be.

https://www.handelsblatt.com/politik/international/israel-trump-will-gaza-besetzen-und-palaestinenser-umsiedeln/100105686.html

$GOOGL (-0,34 %) Alphabet falls slightly short of revenue expectations. Instead of USD 96.56 billion, it was only USD 96.47 billion. Overall, revenues increased by 12% in the last quarter. At 32%, the cloud division grew two percentage points less than expected.

https://www.finanzen.net/amp/quartalszahlen-vorgelegt-alphabet-aktie-rutscht-ab-google-mutter-alphabet-mit-gewinnsprung-cloudgeschaeft-enttaeuscht-14201453

German car manufacturers are not the only ones struggling with sales problems. Also $TSLA (-0,72 %) Tesla and now $7203 (-1,5 %) Toyota are also presenting poorer figures. Profits fell by 28% to 7.66 billion euros in the third quarter. In addition, Toyota is only now starting to develop electric cars.

https://www.handelsblatt.com/unternehmen/industrie/toyota-gewinn-des-groessten-autoherstellers-bricht-um-mehr-als-ein-viertel-ein/100105585.html

Good news: producer prices in the eurozone have risen less sharply than expected at 0.4%.

https://www.handelsblatt.com/finanzen/geldpolitik/inflation-erzeugerpreise-im-euroraum-gestiegen/100105784.html

Thursday:

The BoE cut the key interest rate to 4.5%. However, two members of the relevant committees called for an even greater rate cut. At the same time, the growth forecast in the UK 🇬🇧 was adjusted downwards.

https://www.handelsblatt.com/finanzen/geldpolitik/bank-of-england-leitzins-in-grossbritannien-sinkt-erneut-notenbank-steckt-im-stagflationsdilemma/100104646.html

These are the most important dates for the coming week:

Wednesday: 14:30 Inflation data (USA)

Thursday: 14:30 Producer prices (USA)

Friday: 14:30 Retail sales (USA)

Can you think of any other dates? Write it in the comments 👇

#inflation
#usa
#einzelhandel

Happy New Year everyone! We are starting the new year with adjustments to the Sina ETF. (The performance here below somehow no longer corresponds to the actual performance, but so be it...) After this post you'll have peace and quiet from my ETF again :D

I sold some stocks and invested the dividends I received last year. That left me with 19 euros in cash, so it's still a 40-share ETF ;)

If this were my only portfolio, I would probably have held more cash and not reinvested directly, as the entry point doesn't always seem optimal. But I also proceeded without regard to entry points.

For the question of how high the profits or losses were, please refer to the portfolio.

Out are:

$STLAM (-1,43 %) (loss)

$AFX (-0,32 %) (loss)

$MC (-0,64 %) (loss)

$OR (-0,12 %) (loss)

$7203 (-1,5 %) (loss)

$D05 (-0,53 %) (Profit)

$RHM (+3,13 %) (Profit)

$ENR (-1,18 %) (Profit; also dropped from my "real" portfolio)

Partial sale:

$WMT (-0,05 %) at 50%

Increased by:

$AAPL (-0,27 %)

$MSFT (-0,2 %)

$ASML (-0,44 %) Since the position was down over 20%, but I am convinced in the long term

$GOOGL (-0,34 %)

New additions:

$BKNG (-0,37 %)

$JPM (-0,03 %)

$NU (-1,37 %)

$COST (+0,01 %)

$AFL (-0,33 %)

$INTC (-0,6 %)

$CRM (-0,36 %)

$NOVO B (-0,1 %)

Boston Dynamics $HYUD
and Toyota's research division $7203 (-1,5 %) want to bring AI to the Atlas robot.

When it comes to imitating natural movements for robots, the US robotics company Boston Dynamics is one of the world leaders, and Atlas is currently one of the best humanoid robots. In future, it should be even easier to teach it new movements.

The company has entered into a partnership with the Toyota Research Institute (TRI) to bring TRI's Large Behavior Model (LBM) and Atlas together. The aim is to "accelerate the development of humanoid general-purpose robots", the TRI announced.

The LBM developed by the TRI is based on a process that was developed together with Columbia University and the Massachusetts Institute of Technology (MIT) and is known as the diffusion policy. A robot learns through haptic demonstrations.

The human demonstrates, the robot learns

Diffusion policy is part of imitation learning (IL): instead of writing elaborate code to teach a robot new behaviors, a human demonstrates a movement.

This creates small, consecutive actions that are combined into a complex action. Instead of predicting a single action in one step, the diffusion policy predicts different actions and narrows them down over time. This makes a robot increasingly precise when handling objects.

The TRI has already taught robots a number of skills in this way. These include, for example, pouring liquids or using tools. They have even been able to teach the robots complex tasks such as preparing pancakes, peeling potatoes or buttering bread.

Boston Dynamics and the TRI are establishing a joint research team that will be based in Boston. "Current advances in AI and machine learning open up enormous potential for the further development of physical intelligence"said TRI CEO Gill Pratt: "The opportunity to implement TRI's AI on Boston Dynamics' hardware is critical to both of our organizations as we work to empower people and improve quality of life."