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/M_dTzWMSzmA?feature=shared
Sunday:
As Trump wages a tariff war against India, India is now implementing a VAT cut. German car manufacturers such as $MBG (+0,8%) Mercedes could also benefit, as customers are now likely to buy particularly expensive products.
Monday:
$NVDA (+1,86%) NVIDIA wants to invest 100 billion US dollars in OpenAI. For comparison, this is the amount of the special fund that Germany set up for the military after the attack on Ukraine by Russia. The investment is to be used primarily for new data centers and power requirements.
$ORSTED (-0,94%) Orsted will probably be allowed to continue building the wind farm in the USA for the time being. The construction freeze imposed by Trump has been lifted. Judge Royce Lamberth described the statements made by the government weeks after the freeze as the "height of arbitrary and capricious" government action. Once completed, the wind farm is expected to supply 350,000 households with electricity.
Wednesday:
The 15% tariffs on EU exports to the US are retroactive to August 1. Duties paid will be refunded accordingly, good news for car manufacturers such as $VOW (+0,59%) Volkswagen.
Friday:
Inflation in Japan is not rising any further. The Bank of Japan's decision not to raise key interest rates and to wait and see seems to have been the right one. Instead of 2.8% as expected, the inflation rate was only 2.5%.
https://www.japantimes.co.jp/business/2025/09/26/economy/tokyo-cpi-september/
These are the most important dates for the coming week:
Monday: 11:00 Consumer confidence (EU)
Tuesday: 14:00 Inflation data (DE)
Friday: 14:30 Labor market data (USA)
Can you think of any other dates?