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/vgEC8AK9nrA?si=Luo_VSckLrkhrVLu

Monday:

Despite fairly high inflation, Bank of England central banker David Ramsden sees further interest rate cuts. The prime rate currently stands at 4.0%, with inflation at 3.8%. The BoE left the prime rate at 4.0% in the middle of the month, after 5 cuts in a row.

https://www.handelsblatt.com/finanzen/geldpolitik/boe-vizechef-der-notenbank-in-london-sieht-noch-spielraum-fuer-niedrigere-leitzinsen/100158919.html

Tuesday:

Inflation in Germany rises to 2.4%, slightly above expectations. While energy prices are falling, services in particular are becoming more expensive.

https://www.ftd.de/wirtschaft-und-politik/geldpolitik/inflation-deutschland-aktuell-verbraucher-preise-im-september-2025-und-prognose/

Wednesday:

At 2.2%, the inflation rate in the eurozone as a whole is also above the ECB's target of 2.0%. The price driver of food costs in particular makes further interest rate cuts unlikely for the time being.

https://www.handelsblatt.com/finanzen/geldpolitik/inflation-lebensmittelpreise-machen-ezb-zinssenkungen-unwahrscheinlich/100157362.html

Pharmaceutical companies$BAYN (+0,39 %) Bayer benefits from Trump's announcement of the new government platform TrumpRX. In future, US Americans will be able to buy medicines more cheaply via this platform. After an initial deal with $PFE (+0,41 %) Pfizer, other pharmaceutical manufacturers are now hoping for deals and thus tariff relief. The threatened tariffs are 100%.

https://www.handelsblatt.com/unternehmen/industrie/handelskonflikt-trumprx-drueckt-preise-fuer-medikamente-pharma-aktien-steigen/100157328.html

Donald Trump cannot dismiss Fed member Lisa Cook for the time being. The Supreme Court ruled that the council member can keep her position for the time being. However, there will be another decision in January. The markets initially reacted calmly, as it underscores the Fed's independence.

https://www.handelsblatt.com/finanzen/geldpolitik/supreme-court-lisa-cook-darf-vorerst-fed-ratsmitglied-bleiben/100159550.html

For the first time in 6 years, the USA is in shutdown again. Many employees of federal authorities are being sent on forced leave.

https://www.zeit.de/politik/ausland/2025-10/usa-shutdown-behoerden-haushalt-republikaner-demokraten

Friday:

While it was German Unity Day in Germany, it was business as usual in the USA. The labor market figures are of course interesting in this context. However, they were not available today because the Bureau of Labor Statistics was on forced leave due to the shutdown. Almost like the public holiday in Germany.

https://www.nbcnews.com/news/amp/rcna235298

These are the most important dates for the coming week:

Wednesday: 01:50 Current account (Japan)

Wednesday: 20:00 FOMC Minutes (USA)

Thursday: 08:00 Trade Balance (DE)

Can you think of any other dates?

#leistungsbilanz
#handelsüberschuss
#protokoll
#fed

$PFE (+0,41 %)

In the struggle for cheaper medicines and more pharmaceutical factories in the USA, US President Trump has recently increased the pressure on the pharmaceutical industry with massive tariff threats. Pfizer CEO Bourla has now struck a deal with Trump - apparently in exchange for a tariff deferral.

The pharmaceutical company Pfizer has announced that it will lower prices on new drugs and invest 70 billion US dollars in production in the USA. This was announced by President Donald Trump (79) on Tuesday in the presence of Pfizer CEO Albert Bourla (63) at the White House.

As part of the agreement, the New York-based company will, according to Trump, significantly reduce its dispensing prices under the state healthcare program Medicaid and sell through a direct sales site with significant discounts. According to Trump, other patients will also benefit from significant price reductions from Pfizer in future. In return, according to Bourla, Pfizer will receive a three-year tariff deferral.

However, it remained unclear at the press conference how high the cuts would actually be. Trump had announced "cutting drug prices by 100 percent, in some cases by 300 percent or more", he told reporters at the White House on Tuesday. However, lowering a price by more than 100 percent is not possible because the price will already have dropped to zero. 🙈😂

Pfizer shareholders were relieved after the deal was announced. Pfizer shares rose by more than 5 percent in the meantime.

The Republican president has been trying to reduce the cost of medicines for months. In May, he issued an executive order giving pharmaceutical companies 30 days to voluntarily lower prices, otherwise new limits on government payments would be imposed. He also threatened to impose tariffs, which could, however, cause drug prices to rise further.

Pfizer is only the first company with which an agreement has been reached, Trump emphasized. "We will make deals with all of them - they are in line with us," said Trump. And if there is no agreement: "Then there will be tariffs," said the US President.

mihec/reuters,ap,dpa

https://www.manager-magazin.de/unternehmen/pfizer-pharma-konzern-senkt-auf-druck-trumps-medikamentenpreise-in-den-usa-a-dafc15da-1315-4441-9fbe-dbffc61d790d

Good morning,

Today I actually bought the first tranche of the following shares:

Intel - Arm Holding - Nokia - Pfizer

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$INTC (+0,26 %) Nobody believes me, but I actually wanted to buy Intel last week before the significant rise, after the rise I speculated on a setback, which didn't turn out to be so strong and today I simply bought.

Why Intel? What distinguishes Intel from AMD and NVIDIA?

Intel is the only one that develops and also produces itself. Of course, this also entails risks, but it is also the case that Intel is the only non $MU (+0,82 %) is the only non-Asian chip manufacturer that has the latest ASML machines. Is that not one of the reasons why even Nvidia is now investing in Intel... By the way, I actually bought Micron today, simply to increase the size of the position.

In my opinion, anyone investing in Intel today should have a lot of patience. As you know, I don't have much of that, so maybe this will be my gym.

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$ARM (+0,52 %) Arm develops the Arm architecture for processors, which are particularly efficient and do not require cooling, which is why you find them as standard in smartphones, tablets and other devices, and sells the licenses to Qualcomm, Apple, Samsung and Nvidia, for example.

They are involved in almost all smartphone chips, earning money from the license without having to bear any production costs themselves.

The risks are a very high valuation, in which a lot of growth is already priced in. Strong dependence on the smartphone market, competitors could contest market shares and the company is very dependent on the Asian market.

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$NOKIA (+0,37 %) is quite well positioned and a leader in 5G network technology. For example, it controls over 29% of the 5G market outside China and is already in the lead in 6G... The business model is quite cyclical, investment intensive and the technological change is very fast.

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$PFE (+0,41 %) has made many strategic acquisitions in recent years. The acquisitions of Seagen and currently Metsera, among others, show that Pfizer is making targeted investments in growing and lucrative therapeutic areas. Whether the pipeline will be successful remains to be seen and is probably one of the greater risks.

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I have mentioned some of the risks, there are probably countless. The stocks fit into my portfolio quite well, as I mainly invest in boring ETFs and the weighting of these individual stocks is too low to significantly jeopardize my basic investment. If things go really badly, the money is gone, if things go reasonably badly, I have dividend stocks 🤪

The US pharmaceutical giant has so far had little success with the development of its own slimming product. According to a media report, it is now set to enter the market in a different way.

According to a newspaper report, the pharmaceutical group Pfizer is on the verge of acquiring the US company Metsera, which specializes in weight loss drugs. As the "Financial Times" reported, citing unnamed sources, the takeover with a volume of up to 7.3 billion dollars could be announced as early as Monday. Pfizer and Metsera were initially unavailable for comment.

According to the report, Pfizer wants to pay 47.50 dollars per Metsera share in cash. In addition, a further 22.50 dollars per share would be linked to the achievement of certain targets. The bid of 47.50 dollars per share corresponds to a premium of more than 40 percent on Metsera's closing price on Friday. At that time, the company had a market capitalization of around 3.5 billion dollars.

With the acquisition, Pfizer wants to secure a place in the lucrative market for weight loss drugs. The company had suffered setbacks in the development of its own drugs. Work on an experimental weight loss pill called Danuglipron was abandoned in April after a mid-stage study showed poor tolerability. A single daily dose version that was later tested on 1,400 patients raised concerns about effects on the liver.

Metsera was founded in 2022 and celebrated a brilliant debut on the US technology exchange Nasdaq in January. The company's most advanced drug candidate in development, MET-097i, showed an average weight loss of 11.3 percent in a mid-stage trial, according to the company.

The demand for weight loss drugs is growing rapidly, with competitors Eli Lilly and Novo Nordisk battling for market leadership. Some experts predict that the global market for weight loss drugs could reach a value of 150 billion dollars by the early 2030s.

$MTSR
$PFE (+0,41 %)

https://www.spiegel.de/wirtschaft/milliardeninvesittion-pfizer-vor-uebernahme-von-abnehm-spezialist-metsera-a-fb607b84-e636-480f-a238-5b30c813c7bd

A sector that has lost so much ground in recent years, I think it's time to put something in the portfolio, I was undecided between $MRK (-0,13 %) e $PFE (+0,41 %) but seeing the data the former has had a steady growth in earnings, revenues and R&D investment, as well as a lower payout ratio than Pfizer and a higher dividend increase over time, more than sustainable by the way, another interesting factor is the exchange rate, a purchase gone through at the exchange rate of 1.1737, much better than the previous purchase of $MAIN (+0,06 %) which took place for 1.1699 eur/usd.

I would have loved to have added$O (+0,1 %) to ride the wave of the rate cut but the broker Directa only reserves it for "professional" clients, a scam....

As things stand right now I would say that for the next month I am going to add an ETF between $ISPA (-0,13 %) e $VHYL (+0,01 %) , I intend to have both in the future but following a contrarian strategy, that is, buying the one that has lost the most in the past month (or gained the least).

Today $PFE (+0,41 %) for $ROG (-0,08 %) exchanged. On the one hand, I see Roche as a country diversification. I accept the lower dividend and hope for more growth.

$

$NOVO B (+0,19 %)
$NVO (+0,49 %)
$UNH (+0,12 %)
$MRK (-0,13 %)
$JNJ (-0,02 %)
$XDWH (-0,08 %)
$PFE (+0,41 %)
$LLY (-0,01 %)

I am curious to see how the European stock markets will react today, but with the RSI extremely oversold and I could well imagine a bounce at 300 Danish kroner.

Is anyone here trying their luck as a trader and is so tired of life with leverage? 😂

@Multibagger put another one on top ? Do you have a good certificate for that ?