$KDP (-0,37%)
$7751 (-0,09%)
$NXPI (-1,13%)
$WM (+0,7%)
$CDNS (-0,19%)
$BN (-0,44%)
$SOFI (+0,45%)
$UNH (+0,41%)
$AMT (+0,32%)
$UPS (+0,28%)
$BNP (+1,03%)
$NVS (+0,75%)
$DB1 (+1,28%)
$MSCI (+0,35%)
$ENPH (+1,07%)
$BKNG (+0,51%)
$LOGN (-0,28%)
$V (-0,06%)
$MDLZ (-0,47%)
$PYPL (+0,13%)
$000660
$MBG (+2,54%)
$BAS (+0,56%)
$UBSG (+0,43%)
$SAN (+0,59%)
$CVS (+0,16%)
$OTLY (+0,2%)
$GSK (+0,21%)
$ETSY (-0,24%)
$CAT (-0,17%)
$KHC (+0,25%)
$ADYEN (+1,71%)
$ADS (+0,68%)
$AIR (+1,34%)
$SBUX (+0,09%)
$CMG (-0,18%)
$META (+0,28%)
$KLAC (+0,26%)
$MELI (-0,16%)
$WOLF (+2,15%)
$GOOGL (+0,04%)
$EQIX (-0,12%)
$MSFT (+0,39%)
$CVNA (+0,46%)
$EBAY (-0,23%)
$005930
$6752 (-1,22%)
$KOG (+3,5%)
$VOW3 (+2,76%)
$GLE (-0,02%)
$LHA (-0,21%)
$STLAM (+2,62%)
$SPGI (+0,74%)
$MA (+0,16%)
$PUM (+0,49%)
$AIXA (-4%)
$FSLR (+0,19%)
$AAPL (-0,18%)
$REDDIT
$AMZN (-0,12%)
$NET (+1,38%)
$MSTR (+0,31%)
$GDDY (-0,22%)
$TWLO (+0,55%)
$COIN (-0,57%)
$066570
$CL (-0,22%)
$ABBV (+0,24%)
$XOM (-0,19%)

Euro Stoxx 50

Novartis $NVS (+0,75%)

Rheinmetall $RHM (+3,97%)

SAP $SAP (+1,15%)

Investment package

ECB

Tariffs

Discussion about Fed chief

Read analysis: https://shorturl.at/slwz6

#europa
#europe

The week will be pure entertainment.

Monday:

• Release of the Empire State Manufacturing Index (July)
• Start of the Republican National Convention
• Statements by FED Chair Jerome Powell and San Francisco
  Fed President Mary C. Daly
• Quarterly results from Goldman Sachs ($GS (+0,27%) ), BlackRock ($BLK ) and Servis1st Bancshares ($SFBS )

Tuesday:

• Start of the ⚠️Amazon Prime Day⚠️
• Continuation of the Republican National Convention
• Publication of retail sales (June), business inventories (May), import/export prices (June) and the real estate market index (July)
• Quarterly results from UnitedHealth ($UNH (+0,41%)), Bank of America ($BAC (+0,17%)), Morgan Stanley ($MS (+0,05%)), Charles Schwab ($SCHW (+0,06%)), PNC Financial ($PNC (+0,26%)), State Street ($STT (-0,12%)) and J.B. Hunt Transport ($JBHT (+1,33%))
• Statements by FED Governor Adriana Kugler

Wednesday:

• End of of the ⚠️Amazon Prime Day⚠️
• Continuation of the Republican National Convention
• Publication of housing data (June) and industrial production (June)
• Publication of the FED Beige Book
• Quarterly results from Johnson & Johnson ($JNJ (+0,26%)), US Bancorp ($USB (-0,33%)), Kinder Morgan ($KMI (-0,37%)) and Discover Financial Services ($DFS)

Thursday:

• Publication of the weekly Jobless Claims (until July 13)
• Publication of of the Philadelphia Fed Manufacturing Index (June)
• Quarterly results from TSMC ($TSM (-0,27%)), Netflix ($NFLX (-2,61%)), Novartis ($NVS (+0,75%)), Abbott ($ABT (+0,04%)), United Airlines ($UAL (+0%)) and Intuitive Surgical ($ISRG (-0,45%))
• ⚠️Abschluss of the Republican National Convention with speeches by Donald Trump (not sure)⚠️

Friday:

• Quarterly results from American Express ($AXP (+0,27%)), Travelers Cos. ($TRV (+0,12%)), Halliburton ($HAL (+0,19%)), Fifth Third Bancorp ($FITB (-0,09%)), Huntington Bancshares ($HBAN (-0,13%)) and Regions Financial ($RF (+0,37%))
• Statements from New York
  FED President
  John C. Williams and Atlanta Federal Reserve President Raphael Bostic

Next week is going to be exciting! Here's an overview:

Monday

• Ryanair Holdings ($RYAAY (-0,21%) ) and Nucor Corporation ($NUE (+0,33%) ) are releasing quarterly results

Tuesday

• Microsoft ($MSFT (+0,39%) ), Alphabet ($GOOGL (+0,04%) ), AMD ($AMD (-1,02%) ), Pfizer ($PFE (-0,21%) ), UPS ($UPS (+0,28%) ) and Starbucks ($SBUX (+0,09%) ) are releasing quarterly reports present
• S&P Case-Shiller Index for housing prices (November)
• Job Openings (December)
• Consumer Confidence

Wednesday

• Novo Nordisk ($NVO (+0%) ), MasterCard ($MA (+0,16%) ), Novartis ($NVS (+0,75%) ) and Boeing ($BA (+0,59%) ) are releasing quarterly results
• ADP Employment Report
• Interest rate decision by the FED

Thursday

• Apple ($AAPL (-0,18%) ), Amazon ($AMZN (-0,12%) ), Meta ($META (+0,28%) ), Merck ($MRK (+0,4%) ), Shell ($SHEL (-0,04%) ) and Honeywell ($HON (+0,03%) ) are releasing quarterly reports announce
• Initial unemployment claims (week ending January 27)
• Productivity in the U.S. (quarterly)
• S&P
  Purchasing Managers' Index for the manufacturing sector (January)
• ISM Purchasing Managers' Index for the manufacturing sector (January)

Friday

• ExxonMobil ($XOM (-0,19%) ), AbbVie ($ABBV (+0,24%) ), Chevron ($CVX (-0,53%) ) and Bristol-Myers ($BMY (-0,01%) ) are reporting their quarterly results
• U.S. Labor Market Report
  
• Consumer Sentiment

Figures from day times summarized...

Freshly edited after 10 p.m., below... ⤵️

As announced in my post today:

https://app.getquin.com/activity/NANZSkDukX?lang=de&utm_source=sharing

there is a lot to report today. Let me summarize some important numbers for you:

$HYQ (+9,19%)
Hypoport:

expects revenue to decline by six percent to €105 million in the third quarter based on preliminary figures. EBIT is expected to decrease by 95 percent to 0.5 million. The Management Board has initiated measures to adjust the cost level to the current weak market environment. The results of these measures will take effect from the first quarter of 2023.

$KO (+0,69%)
Coca-Cola:

Posts Q3 revenue of $11.1 billion (PY: $10.0 billion, analyst forecast: $10.52 billion) and adjusted earnings per share of $0.69 (PY: $0.65, forecast: $0.64). In its outlook for 2022, Coca-Cola now expects organic sales growth of 14% to 15% (previously: 12% to 13%).

$8GMA
General Motors Co:

Surpassed analyst estimates of $1.89 in third-quarter earnings per share of $2.25. Revenue of $41.89 billion beat expectations of $41.72 billion.

$MMM (-0,17%)
3M Co:

Third-quarter earnings per share of $2.69 beat analyst estimates of $2.62. Revenue of $8.6 billion below expectations of $8.75 billion.

$GEC
General Electric Co:

Missed analyst estimates of $0.50 in the third quarter with earnings per share of $0.35. Sales of $19.1 billion exceeded expectations of $18.55 billion.

$COVTY (+1,68%)
Covestro:

Posts Q3 sales of €4.6 billion (PY: €4.3 billion, analyst forecast: €4.33 billion), Ebitda of €302 million (PY: €862 million, forecast: €320 million), free operating cash flow of €33 million (PY: €381 million) and net income of €12 million (PY: €472 million, forecast: €40 million). In the outlook for 2022, the company now expects free operating cash flow of €0 to €100 million (previous: €0 to €500 million, forecast: €29 million) and Ebitda of €1.7 to €1.8 billion (previous: €1.7 to €2.2 billion, forecast: €1.83 billion), high gas price impacts forecast.

$SAP (+1,15%)
SAP:

3rd quarter sales of €7.84 billion Q3 revenue of €7.84 billion (previous year: €6.85 billion, forecast: €7.6 billion), cloud revenue of €3.29 billion (previous year: €2.38 billion, forecast: €3.19 billion), license revenue of €406 million (previous year: €657 million, forecast: €454 million), operating profit of €1.239 billion (PY: €1.249 billion), and profit after tax of €547 million (PY: €1.42 billion, forecast: €790 million). In the outlook, SAP confirms medium-term targets until 2025 and outlook for 2022 for revenue and operating profit, outlook for free cash flow for 2022 lowered to around €4.5 billion (previously: over €4.5 billion).

$NVS (+0,75%)
Novartis:

Posts Q3 sales of $12.54 billion (PY: $13.03 billion), operating income of $2.16 billion (PY: $3.23 billion), net income of $1.57 billion (PY: $1.75 billion), core operating income of $4.28 billion (PY: $4.46 billion). Group guidance for fiscal 2022 confirmed.

$MSFT (+0,39%)
Microsoft:

First-quarter earnings per share of $2.35 beat analyst estimates of $2.32. Revenue of $50.1 billion exceeded expectations of $49.86 billion.

$GOOGL (+0,04%)
Alphabet:

Misses analyst estimates of $1.28 in the third quarter with earnings per share of $1.06. Revenue of $69.09 billion below expectations of $71.34 billion.

$V (-0,06%)
Visa:

Beats fourth-quarter analyst estimates of $1.87 with earnings per share of $1.93. Revenue of $7.8 billion beats expectations of $7.57 billion.

$TXN (+0,15%)
Texas Instruments:

Beats third-quarter analyst estimates of $2.39 with earnings per share of $2.45. Revenue of $5.24 billion beats expectations of $5.14 billion.

$SKX
Skechers:

Missed analyst estimates of $0.73 in the third quarter with earnings per share of $0.64. Revenue of $1.88 billion beat expectations of $1.81 billion.

$CMG (-0,18%)
Chipotle Mexican Grill:

Beats third-quarter analyst estimates of $9.17 with earnings per share of $9.51. Revenue of $2.2 billion below expectations of $2.23 billion.

Phew that was really ne a lot today and the next 2 days it will continue to go so strong!