๐ Weekly Investment Review: inflation, Fed and interesting results!
This week is packed with crucial data from the US economy, the Fed Chair's speech and company results from around the world.
๐Monday
Market reaction to positive feedback in the US-China negotiations.
๐ Tuesday
US inflation (CPI) - Key number of the week. Even a minor deviation can significantly change the mood of the markets.
๐ฎ Results before the markets open:
Sony $SONY - Results will offer insights into the electronics, entertainment and gaming markets.
Sea Limited $SE - E-commerce and digital finance in Southeast Asia.
๐ฌ Results after markets close:
Tencent Holdings $TCEHY - The Chinese tech giant reports results that may reveal the mood of the digital market there.
๐ Wednesday
๐ Results before markets open:
Daimler Truck $DTG.DE - Truck and bus maker, watch the impact of tariffs on profitability.
๐ Results after markets close:
Cisco Systems $CSCO - Network infrastructure and security solutions - a key player in the digitalisation of businesses.
The company is a key player in the Cisco-CSCO business, a key player in the Cisco-CSCO business.
Producer Price Inflation (PPI) - An important complement to consumer inflation.
US Retail Sales - Tracking consumer activity.
Initial Jobless Claims - A signal about the state of the labor market.
NY Fed and Philly Fed (manufacturing) surveys - A regional picture of the industry.
Fed Chair Powell's speech - What signals will he send toward the markets and the economy?
๐ Results before the markets open:
Walmart $WMT - Retail giant shows how US consumer spending is doing.
Deere & Company $DE - Agricultural and construction equipment in a changing demand environment.
Alibaba $BABA - China's tech giant to announce important numbers.
Siemens $SIE.DE - Europe's industrial leader.
๐งช Results after the close of the markets.
Applied Materials $AMAT - Equipment manufacturer for chip factories.
๐ฎ Take-Two Interactive $TTWO - Developments in the gaming business and expectations around new titles.
๐ง Friday
Consumer Sentiment (UMich) - Measures American households' confidence in the economy.
UMich Inflation Expectations - How consumers perceive future price trends - an important indicator for the Fed.
What events will you be watching in the coming week?
I will be very interested in the results of $CSCO and $BABA.
The most important thing will certainly be inflation, but even more interesting is the agreement between the US and China.