📅 Overview of the key events of the upcoming week!
🏭Monday: Services and Manufacturing PMI: This purchasing managers' index (PMI) provides a snapshot of how key sectors of the economy are performing. Weaker numbers may indicate slowing growth, which can affect market sentiment.
📊Tuesday: CB Consumer Confidence: Measures consumer confidence in the economy. Higher confidence means... Read more
I don't keep up with it much now, but the most important stuff always gets to me somehow😂. I guess the most important thing today will be the core inflation though.
Investing in dividend stocks can be profitable, especially if they are companies with high dividend yields. One such case is pharmaceutical giant Pfizer $PFE, which is currently offering an enticing yield 5,7 %. However, this attractive value comes with a question, is this yield sustainable in the long term?
📉 FedEx stock under pressure: A warning for the economy or an opportunity for investors?
FedExshares $FDX are experiencing a steep drop of more than 15 % after the company posted worse-than-expected quarterly results. This drop has reopened questions about the health of the US economy.
August 2024 brought worrying signs for the European automotive industry. New car registrations have fallen by 18,3 % across the major markets. This reflects not only short-term problems, but also long-term changes that could fundamentally affect investment in the EU automotive industry. 📉
📊 Electric cars at a crossroads? ⚡️ The biggest decline... Read more
The problem is not whether combustion or EV (EV is simply much better both in terms of production and user) but further development of production technology. While Europe is running a classic Ford line only supplemented by single purpose robots. Tesla closely followed by China has switched to Gigapress production, unboxing, and it will all be controlled by universal robots. Moreover, China has wisely let its competitors sink a lot of money into the technologically obsolete factories it has allowed them to build while itself learning from Tesla. These Chinese capabilities of European manufacturers are now uncompetitive, as are their parent companies, purely because of the cost of production. The tragedy of VW was that when Dies explained to them a few years ago that it was impossible to produce a car in several times Tesla's time and pushed for efficiency, the union pressured the owners to get rid of him. Well they ended up closing factories instead of radically upgrading them with this approach. Which is the only thing that would help them. So now they're leaning out production and trying to bridge the technology gap by working with "startups" Rivian, QS. And the familly trust Porsche Piech also separated Porsche under its control. Probably to save some of what their ancestors built. 🤷♂️
💡 Philip Morris International: A transformation attempt that hits obstacles! 💼
Philip Morris International $PM is a global tobacco company best known for producing the iconic Marlboro cigarette brand .
In 2021, the company decided to make a spectacular move - for £1.1 billion(£32.7 billion) the British pharmaceutical company Vectura Group, which specializes in the production of... Read more
This week we have a decision to make Fed decision on interest rates, which I think will have a major impact on the market.
Monday: NY Fed Manufacturing Activity Survey - This is an important indicator of economic activity in New York State . If the data shows growth, it could be a sign of an improving economy. Conversely, a decline may signal... Read more
Adobe $ADBE is a leading global software company, best known for its creative tools such as Photoshop, Illustrator and Premiere Pro. The company specializes in digital media, design and marketing solutions, making it a key player in the content creation space.
🔍 Medical Properties Trust real estate company on the rise! 🏥
REIT Medical Properties Trust $MPW is a major investment company focused on owning and managing healthcare real estate. With a portfolio of hospitals and healthcare facilities around the world, MPW provides capital to healthcare operators in exchange for long-term lease agreements.
☕ Starbucks' new boss speaks out and shares rise in response!
Starbucks $SBUX is the largest coffee chain in the world. New CEO Brian Niccol, who recently replaced Laxman Narasimhan, brings ambitious plans and a clear strategy to improve this global coffee giant. Brian previously served as CEO of Chipotle Mexican Grill $CMG, where he successfully led the transformation and... Read more
📈 Oracle beats expectations: AI and cloud revenues are growing! ☁️
Oracle Corporation $ORCL is a technology company that specializes in developing and delivering software and cloud solutions for businesses. Its products include database systems, cloud infrastructure and business management applications. Oracle is one of the leaders in cloud services (SaaS, IaaS) and is... Read more
💼 How will the presidential election affect the US economy and stock market?
The USpresidential election is around the corner, and with it comes an important question for all of us. How will the election results affect the US economy and what does this mean for our portfolios?
The main candidates for the US presidency are Vice PresidentKamala Harris for the Democratic Party an... Read more
This week brings a number of major events that could impact the markets and the Fed's interest rate decision. 📊
Monday: 📱 Apple $AAPL - Apple WWDC (Worldwide Developers Conference) A big event where the iPhone 16 and many other productsare expected to be unveiled. Will this be a boost to the stock and the entire tech sector?
I'm probably a bit more interested in Apple's WWDC than inflation. I didn't get a chance to watch it yesterday, so I'll watch it today. It's one of the events that I find most interesting during the year.
With the tension in the markets, dividend stocks are quite interesting to me. Here are 3 interesting companies that keep raising their dividend! 📈💡
🏭 National Storage Affiliates Trust $NSA National Storage Affiliates Trust is a real estate investment trust (REIT) that specializes in managing storage facilities. With a portfolio of more than 1,052... Read more
I don't keep up with it much now, but the most important stuff always gets to me somehow😂. I guess the most important thing today will be the core inflation though.