Alfred Gray

ECB Interest Rate Decision in September

- The European Central Bank (ECB) is closely monitoring economic data ahead of a possible interest rate cut decision in September.

- The current inflation situation:

- Headline inflation: Expected to remain at 2.5% for the second consecutive month.

- Core inflation: Forecasts point to a decline to 2.8%, which includes less volatile items...
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McDonald's faces a drop in sales

- Decline in global sales:

- McDonald's $MCD saw a 1% decline in quarterly comparable sales, the first decline in 13 quarters.

- Analysts had expected a 0.53% increase, but the reality fell short of expectations.

- Competitive Pressure:

- McDonald's $MCD and other chains such as Domino's, Burger King, Wendy's and Starbucks introduced...
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The success of Hermès

- Results for the first half of the year:

- Hermès $RMS.PA reported strong results, which led to a rise in its shares.

- Revenues rose 15% to €7.5 billion.

- Growth drivers:

- High demand in all regions, especially for leather goods and accessories.

- An expanding retail network and the introduction of new product lines.

- Financial indicators:

-...
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LVMH Shares Fall

- Share drop:

- Shares of LVMH $MC.PA fell more than 4% at the market open on Wednesday.

- Reason for the drop:

- The company reported second-quarter revenue growth that fell short of expectations.

- Revenue rose 1% to 20.98 billion euros ($22.76 billion), while analysts had forecast 21.6 billion euros.

- Impact on other luxury companies:

- Other luxury stocks...
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Barclays raises S&P 500 target price

- Target price increase:

- Barclays has raised the target price for the S&P 500 index for 2024 from 5,300 to 5,600.

- Reasons for increase:

- Reflects a slight premium to the fair value of the index excluding the technology sector.

- Expectations that inflation will continue to normalize.

- Expectation that the economy will remain...
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Hello investors, what results are you most curious about?

Hello investors, what do you think of today's global cyber blackout?

Do you think such an event could affect $MSFTstock ?

Spot ETFs for Ether

Trading Date:

- Spot ETFs on Ether are likely to start trading on July 23.

Preliminary Approval:

- The U.S. Securities and Exchange Commission (SEC) has given preliminary approval to at least three of the eight asset managers planning to launch ETFs tied to the spot price of ether.

Conditions of approval:

- Approval is contingent on the submission of final...
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Philip Morris/British American Tobacco

Hello investors, when it comes to tobacco companies, which representative would you prefer and why?

Philip Morris $PM

- Strong growth:

- Philip Morris is achieving strong growth through innovative products and strategic decisions.

-Non-smoking products:

- Non-smoking products have become an important business for Philip Morris, helping to...
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Transforming Spotify and adding social networking features

Transformation in 2023

-$SPOT has added a TikTok-inspired discovery channel that has significantly changed the user experience.

Social elements on the platform and future plans:

-$SPOT is introducing more and more social networking elements:

- Podcast comment system: Allows producers to interact directly with the...
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Microsoft gives up its seat on the OpenAI Board

Microsoft relinquishes position

-$MSFT has relinquished its observer seat on the OpenAI Board of Directors.

- The move comes amid regulatory scrutiny of generative artificial intelligence in the US and Europe.

Improving governance at OpenAI

-$MSFT said the observer position is no longer necessary due to improvements in the AI...
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Hello investors, what do you think of $TSLA's ride this week as it erased a full year of losses?

Hello investors, what do you think about the current decline in REITs?

I was thinking of expanding my position and I am deciding between $PLD and $ARE, do you have these stocks in your portfolio?

Preliminary EU tariffs on Chinese electric cars

Preliminary duties:

- EU plans to impose preliminary duties on Chinese electric cars

- Tariff range: 17.4% to 37.6%

- Effective from Friday

Target of the measures:

- To prevent damage to EU industry

Final decision:

- Deadline for final duty decision: 2 November

- Interested parties can express their views until 18 July

Commissi...
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Broadcom and market capitalisation

Market capitalisation:

- Broadcom $AVGO reached a market capitalization of $839 billion

- The company is just behind Berkshire Hathaway in the market value rankings

Growth in June:

- Broadcom saw a 35% increase in market capitalization for June

- Growth was driven by increased demand for AI technologies

Morgan Stanley assessment:

- Morgan...
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