📈 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.
🌍Monday
Market reaction to positive feedback in the US-China negotiations.
📉 Tuesday
US inflation (CPI) - Key number of the week. Even a minor deviation can significantly change the mood of the markets.
🎮 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.
💬 Results after markets close:
Tencent Holdings $TCEHY - The Chinese tech giant reports results that may reveal the mood of the digital market there.
📊 Wednesday
🚛 Results before markets open:
Daimler Truck $DTG.DE - Truck and bus maker, watch the impact of tariffs on profitability.
🌐 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?
🛒 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.
🧪 Results after the close of the markets.
Applied Materials $AMAT - Equipment manufacturer for chip factories.
🎮 Take-Two Interactive $TTWO - Developments in the gaming business and expectations around new titles.
🧠 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.