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/aCegNR5bGqI?si=dWuwEVlKmh4sVMK1

Monday:

I used to be a socialist - until I realized that socialism doesn't produce innovation." - Philippe Aghion 💬

Together with Joel Mokyr and Peter Howitt, Aghion receives the Nobel Prize in Economics 2025 🏅 - for their research into how innovation and competition drive growth.

Their conclusion: Progress requires freedom, curiosity and the courage to change. 💡🔥

https://www.handelsblatt.com/politik/international/nobelpreis-wirtschaftsnobelpreis-geht-an-drei-oekonomen/100162616.html

Tuesday:

Jerome Powell sees the US economy on track. He also sees no broad pressure on inflation, but mainly tariffs, which have recently driven inflation. Experts expect an increase to 3.1% for September. The next interest rate meeting is scheduled for the end of October.

https://www.handelsblatt.com/finanzen/maerkte/marktberichte/us-notenbank-powell-sieht-wirtschaft-auf-stabilem-wachstumkurs/100163569.html

Wednesday:

The company $MC (-1,81%) LVMH surprised positively with its quarterly figures. After several poor quarters, sales increased again by 1% in the third quarter. Analysts had expected a decline of 0.7%.

https://www.deraktionaer.de/artikel/commerce-brands-unicorns/aktionaer-depotwert-lvmh-trendwende-nimmt-formen-an-aktie-springt-hoch-20388334.html

Thursday:

The controversial food company $NESN (-0,97%) Nestlé is also on the road to recovery. Organic growth amounted to 3.3% after 9 months. Nestlé was recently in the headlines due to the replacement of the Executive Board. The outlook was confirmed.

https://www.wiwo.de/unternehmen/handel/lebensmittelkonzern-nestle-beschleunigt-wachstum/100164247.html

Friday:

Fears of a new banking crisis are spreading on the markets, which is depressing share prices. This is triggered by two regional banks in the USA, which claim to have been the victims of fraud. There were probably false statements and breaches of contract, which is why USD 60 million has been set aside at $ZION (+2,51%) Zions Bank. The Western Alliance wants to reclaim 100 million euros.

https://www.handelsblatt.com/finanzen/banken-versicherungen/banken-angst-vor-neuer-bankenkrise-in-den-usa-waechst/100164835.html

These are the most important dates in the coming week:

Monday: 08:00 Producer prices (DE)

Tuesday: 14:30 Inflation data (Canada)

Thursday: 16:00 Consumer confidence (EU)

Can you think of any other dates?

#erzeugerpreise
#deutschland
#eu
#verbrauchtervertrauen
#inflation
#kanada

Super Micro Computer ($SMCI ) and Deckers Outdoor ($DECK (-5,85%) ) are included in the S&P 500 ($SPY (+0,67%) ), while Whirlpool ($WHR (-0,42%) ) and Zion Bancorporation ($ZION (+2,51%) ) will be withdrawn. These changes will take effect before the opening on March 18 effective.

𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️

𝗗𝗶𝗲 𝗺𝗼𝗯𝗶𝗹𝗲 𝗭𝘂𝗸𝘂𝗻𝗳𝘁 / 𝗗𝗮𝘀 𝗻𝗲𝘂𝗲 𝗠𝗲𝘁𝗮𝘃𝗲𝗿𝘀𝘂𝗺 / 𝗗𝘂𝗿𝗰𝗵 𝗕𝗶𝘁𝗰𝗼𝗶𝗻 𝘄𝗶𝗿𝗱 𝗻𝗶𝗰𝗵𝘁 𝗻𝘂𝗿 𝗔𝗻𝗹𝗲𝗴𝗲𝗿𝗻 𝘄𝗮𝗿𝗺 𝘂𝗺𝘀 𝗛𝗲𝗿𝘇

𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅

As of today, AZZ Inc. ($AI7 (-2,59%)), Rothschild & Co SCA ($13F), Horizon Technology Finance Corporation ($HRZN), Civista Bancshares Inc ($CIVB (+3,83%)) and Morningstar Inc ($MRS (+0,53%)) are trading ex-dividend.

𝗤𝘂𝗮𝗿𝘁𝗮𝗹𝘀𝘇𝗮𝗵𝗹𝗲𝗻 📈

Today, CLP Holdings ($CLPHY), Philips N.V. ($PHI1 (-0,44%)), Sandvik AB ($SDVKY), Severstal ($RTS2), State Street Corp. ($ZYA (+1,26%)) and Zions Bancorporation ($ZB1 (+2,51%)) presented their figures.

𝗜𝗣𝗢𝘀 🔔

GitLab - The code-sharing company whose software competes with Microsoft's ($MSF (+0,63%)) GitHub, had a very successful IPO last Thursday. In total, the company was able to raise $650 million for its IPO. After this very big success, the share price rose by a whopping 35% in a very short time. After a starting price of 77 US dollars per share, the price at the close of trading was 103.89 US dollars per share. As a result, the value of the company rose from the original 11 billion US dollars to 14.9 billion US dollars in a single day.

𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️

eFuels - A mix of technologies will most likely be used for the future of energy sources, including hydrogen but also synthetic fuels. There are already German companies dedicated to the extraction of eFuels. Sunfire is involved in a project in Norway and Porsche ($POAHY (+0,58%)) is working together with Siemens ($SIE (+1,06%)) in Chile on a production plant that is expected to produce 550 million liters of fuel per year.

The key obstacle to synthetic fuels is the amount of energy required, which thereby also increases the price of eFuel and makes it uncompetitive. However, in regions with strong winds or long hours of sunshine, things may be different. The clear advantages of these fuels are the use of an existing infrastructure and the storage capability. This makes eFuels useful as an additional energy source, even in the long term.

Facebook ($FB2A (+0,46%)) - The Group wants to build a "metaverse" with the help of 10,000 highly skilled jobs to be created in Europe over the next 5 years. This virtual world sees itself as a fusion of augmented and virtual reality with physical reality. This "metaverse" is not intended to have an owner or proprietor, but to be openly accessible and usable, similar to the Internet.

The situation surrounding Facebook is delicate; in the USA and in the European Union, further regulations and even a split-up of the group are being discussed.

𝗖𝗿𝘆𝗽𝘁𝗼 💎

MintGreen - The Canadian crypto mining company, which aims to mine cryptocurrencies under environmentally friendly and sustainable conditions, plans to provide heat to more than 100 residential and commercial buildings in the coming year. This will affect approximately 155,000 residents in the northern part of the city of Vancouver, according to the company's statements. Furthermore, the company stated that it is possible to recover over 96% of the electricity required for mining in the form of thermal energy. With this technical solution, it would be possible to prevent 20,000 tons of greenhouse gases per megawatt from being emitted into the atmosphere.