$GS (-0,79%) warns that the Q2 2025 figures will reveal the impact of US tariffs on companies' profit margins for the first time. Companies with low price leadership in particular could be forced to bear the higher costs themselves. $GIS (+1,15%) warned of higher costs and was punished on the market. $NKE (-1,15%) was able to calm the market by successfully passing on costs. Analysts expect earnings growth of only 2.6% for the S&P 500, a considerable decline. According to Estimates, only Communications and Info Tech are likely to increase their margins year-on-year. The 9 other sectors, especially Energy, are most likely to report margin declines.

𝖣𝖾𝗎𝗍𝗅𝗂𝖼𝗁𝖾 𝖵𝖾𝗋𝗅𝖺𝗇𝗀𝗌𝖺𝗆𝗎𝗇𝗀 𝖽𝖾𝗌 𝖦𝖾𝗐𝗂𝗇𝗇𝗐𝖺𝖼𝗁𝗌𝗍𝗎𝗆𝗌 (𝖸𝗈𝖸 𝖤𝖯𝖲) 𝗂𝗆 𝖲&𝖯 500 𝖿ü𝗋 𝖰2

$NKE (-1,15%) increased after the good figures

As every Sunday, the most important news of the past week, as well as the most important news of the coming week.

Also as a video:

https://youtube.com/shorts/khqecInW6c8?si=IALE-8QVh3DOsQol

Monday:

The Munich-based company Brainlab is probably planning an IPO (initial public offering) in the near future. This would see a med-tech start-up go public. It would be the largest IPO of the year in Germany. The initial listing is planned for July 3. Brainlab develops medical technology software for radiotherapy and surgical procedures and would like to use the money from the IPO to expand.

https://www.handelsblatt.com/unternehmen/industrie/ipo-brainlab-strebt-bewertung-von-bis-zu-zwei-milliarden-euro-an/100136739.html

Tuesday:

The business climate in Germany continues to improve for the 6th time in a row. The ifo index rose to 88.4 points in May. The mood in the manufacturing sector is even more subdued than among service providers.

https://www.handelsblatt.com/politik/konjunktur/konjunktur-ifo-geschaeftsklima-hellt-sich-im-juni-auf/100137017.html

Consumer sentiment in the US has taken a surprisingly sharp turn for the worse, falling to 93 points from 98.4 last month. Economists had expected an increase to 100 points.

https://www.fuw.ch/konjunktur-usa-us-konsumklima-truebt-sich-ueberraschend-ein-935485708580

Thursday:

The economic data for the USA turned out worse than expected. Consumers in particular are holding back, which is likely to be a direct consequence of the tariffs.

https://edition.cnn.com/2025/06/26/economy/us-gdp-q1-final

$NKE (-1,15%) Nike delivers figures that are well above expectations. Although profits slumped by 86% to 211 million dollars and sales fell by 12%, analysts had feared worse. The share can therefore make significant gains.

https://www.deraktionaer.de/artikel/aktien/nike-ueberrascht-mit-zahlen-aktie-schiesst-an-die-dow-spitze-20382331.html

Friday:

The inflation rate in Japan's capital Tokyo comes back slightly to 3.1%, but remains above the Bank of Japan's inflation target (2.0%). However, expectations were for an even higher inflation rate.

https://www.reuters.com/business/core-inflation-japans-capital-slows-stays-above-boj-target-2025-06-26/

$RTLL (+0,41%) RTL plans to acquire Sky Deutschland for just over half a billion. RTL would then have a total of more than 11 million paying subscribers, which would contribute to the Group's strategic goals. The share price reaction is interesting; normally the share price of a company that announces a purchase falls, but here it is different. The decision is well received on the stock market, there is probably a lot of synergy potential.

https://www.welt.de/sport/article256313146/TV-RTL-kauft-Sky-Deutschland.html

These are the most important dates for the coming week:

Monday: 14:00 Inflation data (DE)

Tuesday: 11:00 Inflation data (EUR)

Friday: 11:00 Producer prices (EUR)

#inflation
#ezb
#euroraum
#erzeugerpreise

$NKE (-1,15%)

Today $HIMS (-1,33%) surprisingly lost almost 1/3 of its value. The question is, did it really come as such a surprise? Apparently it did for some investors, although with hype stocks it is only a matter of time before the collapse comes. $HIMS (-1,33%) joins a list with $NKE (-1,15%)
$PLUG (+17,12%) , $DRO (+3,76%) , $NOVO B (-0,34%) , $PYPL (+0,6%) and what they are all called. It's admirable and fascinating that investors still grab the falling knife with both hands and continue to burn money. But that's how the cycle of the game works, to win money others have to lose money 🤑