Was die Märkte bewegt - News, Infos, Meldungen, Analysen, Kommentare & Interessantes

12. Dezember 2023



2023 Economic Calendar
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Wirtschaft
https://www.tagesschau.de/wirtschaft



Ressort
Finanzen
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Konjunktur
https://www.tagesschau.de/wirtschaft/konjunktur

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Marktberichte

marktbericht
17.000 Punkte kommen in Sicht
DAX schafft noch einen Höchststand

Stand: 12.12.2023 09:33 Uhr

Die Kursjagd im deutschen Leitindex geht auch heute weiter: Erneut steigt der DAX auf Rekordhoch. Der Schwung könnte angesichts wichtiger Notenbank-Signale in den kommenden Tagen allerdings nachlassen.

Updates:

https://www.tagesschau.de/wirtschaft/fin...s-360.html

Stock market news today: US futures gain after CPI meets estimates

Updates

https://finance.yahoo.com/news/stock-mar...11153.html

S&P 500 futures are flat Tuesday as rally pauses before big Federal Reserve rate decision:

Live updates

https://www.cnbc.com/2023/12/11/stock-ma...dates.html

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NEWS

Inflation cools further in November as energy prices fall, housing costs remain sticky

Alexandra Canal·Senior Reporter
Tue, December 12, 2023 at 2:48 PM GMT+1

Inflation cooled in November on an annual basis, bolstering investor hopes that the Federal Reserve is done hiking interest rates to combat rising prices and could start cutting rates next year.

https://finance.yahoo.com/news/inflation...57735.html

13. Dezember 2023

8.30 ET / 14.30 MEZ
PPI-Final Demand
https://us.econoday.com/byshoweventfull?...&lid=0#top

14.00 ET / 20.00 MEZ
FOMC Announcement
https://us.econoday.com/byshoweventfull?...&lid=0#top

14.30 ET / 20.30 MEZ
Fed Chair Press Conference
https://us.econoday.com/byshoweventfull?...&lid=0#top

Wednesday

Economic data:

MBA Mortgage applications, week ending Dec. 8 (2.8%);

Producer Price Index, month-over-month, November (+0.0% expected, +0.5% previously);
PPI, year-over-year, November (+1.1% expected; +1.3% previously);
Core PPI, month-over-month, November (+0.2% expected, +0.0% previously);
Core PPI, year-over-year, November (+2.2% expected; +2.4% previously);

FOMC Rate Decision, lower bound (5.25% expected, 5.25% previously);
FOMC Rate Decision, upper bound (5.5% expected, 5.5% previously)


Earnings:
Adobe (ADBE)

https://finance.yahoo.com/news/inflation...ccounter=1

2023 Economic Calendar
https://us.econoday.com/byweek



finviz News
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yahoo! finance
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Wirtschaft
https://www.tagesschau.de/wirtschaft



Ressort
Finanzen
https://www.tagesschau.de/wirtschaft/finanzen



Ressort
Konjunktur
https://www.tagesschau.de/wirtschaft/konjunktur

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Marktberichte

marktbericht
Nach neuem Rekordhoch
Keine Gewinnmitnahmen im DAX
Stand: 13.12.2023 09:35 Uhr

Die DAX-"Bullen" geben sich auch vor den anstehenden wichtigen Notenbankentscheiden von Fed und EZB keine Blöße: Der deutsche Leitindex bleibt auf Tuchfühlung mit seinem jüngsten Rekordhoch.

Updates

https://www.tagesschau.de/wirtschaft/fin...l-100.html

Stock market news today: US futures inch up as final 2023 Fed decision looms

Updates

https://finance.yahoo.com/news/stock-mar...07237.html

Stock futures tick higher as traders await Fed decision:

Live updates

https://www.cnbc.com/2023/12/12/stock-ma...dates.html

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NEWS

Fed is expected to hold rates steady Wednesday. Wall Street will be listening for any hints of cuts.

https://finance.yahoo.com/news/fed-is-ex...53604.html

Stocks Steady as Traders Focus on Fed; Pound Slips: Markets Wrap

https://finance.yahoo.com/topic/stock-market-news/

Fed meeting: Expect a more hawkish tone, strategist says

https://finance.yahoo.com/video/fed-meet...51580.html

Producer Prices

Wholesale inflation in US slowed further last month,
signaling that price pressures continue to ease

PAUL WISEMAN
Wed, December 13, 2023 at 2:40 PM GMT+1

https://finance.yahoo.com/news/wholesale...29537.html

FED ZINSENTSCHEID LIVE +ChatGPT-Hilfe :) | Showdown für DAX, Bitcoin und Aktien
CMC Markets Deutschland

3 warten  Geplant für: 13.12.2023
Die Währungshüter der USA reagieren auf die zu hohe Inflation in den Vereinigten Staaten: Eine erneute Anhebung der Leitzinsen ist aber nicht zu erwarten. Ein Restrisiko bleibt dennoch. 

Jochen Stanzl, Chefmarktanalyst bei CMC Markets, kommentiert das Geschehen zur Zinsentscheidung der Fed ab 19:45 Uhr live.

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LIVE:
Fed Chair Jerome Powell delivers remarks on monetary policy following December's FOMC meeting
Yahoo Finance
1,08 Mio. Abonnenten
468 warten  Geplant für: 13.12.2023
Fed Chair Jerome Powell delivers the latest details regarding monetary policy from the December 2023
Federal Open Market Committee Meeting.

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Watch Live:
Fed Chair Jerome Powell holds news conference following interest rate decision
CBS News
5,49 Mio. Abonnenten
87 warten Geplant für: 13.12.2023 #news #interestrates #federalreserve

Federal Reserve Chairman Jerome Powell is holding a news conference Wednesday
following a decision on interest rates. In November, the central bank announced it's
keeping its benchmark interest rate steady for a second consecutive time.

Zinssenkungen signalisiert
US-Notenbank lässt Leitzins unverändert

Stand: 13.12.2023 21:14 Uhr

Die US-Notenbank Fed lässt ihren Leitzins erneut unverändert. Für das kommende Jahr signalisierte sie aber ein Ende des Zyklus und erste Zinssenkungen.

https://www.tagesschau.de/wirtschaft/wel...k-100.html


   


https://finviz.com/futures_charts.ashx?t=ES&p=i5

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FED-Projection - Targets


   


Direkter Sprung an diese Stelle in der Pressekonferenz

-> https://youtu.be/pwbKwGjhuhk?t=3960



Zur Frage wann....

-> https://youtu.be/pwbKwGjhuhk?t=4151

14. Dezember 2023

8.30 Uhr ET
14.30 Uhr MEZ

Retail Sales

https://us.econoday.com/byshoweventfull?...&lid=0#top

8.30 Uhr ET
14.30 Uhr MEZ

Jobless Claims

https://us.econoday.com/byshoweventfull?...&lid=0#top

8.30 Uhr ET
14.30 Uhr MEZ

Import and Export Prices

https://us.econoday.com/byshoweventfull?...&lid=0#top

2023 Economic Calendar
https://us.econoday.com/byweek



finviz News
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yahoo! finance
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yahoo! finance
Stock Market News
https://finance.yahoo.com/topic/stock-market-news/



yahoo! finance
Latest Financial and Business News
https://finance.yahoo.com/news/



Ressort
Wirtschaft
https://www.tagesschau.de/wirtschaft



Ressort
Finanzen
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Ressort
Konjunktur
https://www.tagesschau.de/wirtschaft/konjunktur

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Marktberichte

marktbericht
Jahresendrally in vollem Gang DAX-Höhenflug kaum zu stoppen

Stand: 14.12.2023 09:29 Uhr

Gestern der Dow Jones, heute wieder der DAX: Die Hoffnung auf baldige Zinssenkungen nach der gestrigen Sitzung der US-Notenbank Federal Reserve lässt die Aktienmärkte jubeln. Aber Fachleute sehen auch Enttäuschungspotenzial.

Updates

https://www.tagesschau.de/wirtschaft/fin...e-100.html

Stock market news today: US futures rise as Fed pivot fuels euphoria

Updates

https://finance.yahoo.com/news/stock-mar...38055.html

Stock futures rise Thursday as Dow tries to build on record-setting rally:

Live updates

https://www.cnbc.com/2023/12/13/stock-ma...dates.html

NEWS

Warum Anleger gerade jetzt so jubeln

Die Anleger jubeln, nachdem die geldpolitische Botschaft der Federal Reserve gemäßigter ausfiel als von vielen erwartet – und das hat neue Rekordhöhen für die Aktien in Sicht gebracht.

Während die Entscheidung der Zentralbank, die Zinssätze unverändert zu lassen, keine Überraschung war, war das Signal, dass im nächsten Jahr drei Zinssenkungen in Aussicht stehen, schon überraschend.

Was die Anleger auch begeistert, ist die Tatsache, dass die Fed eine „sanfte Landung“ der US-Wirtschaft erwartet – da die Zentralbanken normalerweise als Reaktion auf einen Abschwung eine Lockerung ihrer Geldpolitik vornehmen, bemerkt Myles Udland von Yahoo Finance.

Die Prognosen der Fed zeichnen das Bild einer abkühlenden Inflation, einer gedämpften Arbeitslosigkeit und einer Abschwächung des Wirtschaftswachstums.

https://finance.yahoo.com/news/stock-mar...ccounter=1

Investors absolutely love the Fed's soft landing

Myles Udland·Head of News
Thu, December 14, 2023 at 12:00 PM GMT+1

The Federal Reserve called it on Wednesday — the US economy has achieved a soft landing.

Chair Jerome Powell resisted grand pronouncements at the briefing, telling the assembled press bluntly: "We're not declaring victory."

But new forecasts from the central bank showing Fed officials penciling in a further decline in inflation, no sharp rise in unemployment, a moderation on economic growth, and a 0.75% reduction in interest rates next year send a clear message.

Investors, unsurprisingly, loved this news........


https://finance.yahoo.com/news/investors...44935.html

Zinsentscheidung
EZB lässt Leitzins unverändert bei 4,5 Prozent

Stand: 14.12.2023 14:29 Uhr

Die Europäische Zentralbank hat den Leitzins in der Eurozone zum zweiten Mal in Folge nicht verändert. Der Leitzins, zu dem sich Geschäftsbanken Geld bei der EZB leihen können, bleibt bei 4,5 Prozent....

https://www.tagesschau.de/wirtschaft/kon...n-100.html

15. Dezember 2023

9.15 Uhr ET
15.15 Uhr MEZ

Industrial Production

https://us.econoday.com/byshoweventfull?...&lid=0#top

9.45 Uhr ET
15.45 Uhr MEZ

PMI Composite Flash

https://us.econoday.com/byshoweventfull?...&lid=0#top

2023 Economic Calendar
https://us.econoday.com/byweek



finviz News
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yahoo! finance
https://finance.yahoo.com/



yahoo! finance
Stock Market News
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yahoo! finance
Latest Financial and Business News
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Wirtschaft
https://www.tagesschau.de/wirtschaft



Ressort
Finanzen
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Konjunktur
https://www.tagesschau.de/wirtschaft/konjunktur

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Marktberichte

marktbericht
Heute ist Hexensabbat
Karten im DAX werden neu gemischt

Stand: 15.12.2023 13:05 Uhr

Der DAX hält sich zum Wochenschluss in der Pluszone - allerdings mit deutlichem Abstand zu seiner gestern erzielten Bestmarke über 17.000 Punkten. Heute ist großer Verfallstag, das könnte nun für neue Impulse sorgen.

Updates:

https://www.tagesschau.de/wirtschaft/fin...n-100.html

Stock market news today: US futures rise, new Dow record in sight

Updates:

https://finance.yahoo.com/news/stock-mar...17205.html

Stock futures rise Friday as Dow tries to build on this week’s record-setting rally:

Live updates:

https://www.cnbc.com/2023/12/14/stock-ma...dates.html

18. Dezember 2023
















2023 Economic Calendar
https://us.econoday.com/byweek



finviz News
https://finviz.com/news.ashx#



yahoo! finance
https://finance.yahoo.com/



yahoo! finance
Stock Market News
https://finance.yahoo.com/topic/stock-market-news/



yahoo! finance
Latest Financial and Business News
https://finance.yahoo.com/news/



Ressort
Wirtschaft
https://www.tagesschau.de/wirtschaft



Ressort
Finanzen
https://www.tagesschau.de/wirtschaft/finanzen



Ressort
Konjunktur
https://www.tagesschau.de/wirtschaft/konjunktur

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Fed's preferred inflation gauge and Nike earnings: What to know this week

Josh Schafer·Reporter
Sun, December 17, 2023 at 7:25 PM GMT+1

A fresh reading of the Fed's preferred inflation measure will put the market rally to the test in the week ahead.

The November release of the Personal Consumption Expenditures (PCE) price index is slated for Friday as economists project inflation will continue to track lower. The economic calendar will also feature updates on housing, consumer confidence, and the final reading of third quarter economic growth.

On the corporate side, Nike (NKE), FedEx (FDX), General Mills (GIS), Micron (MU) and Carnival (CCL) are set to report quarterly results.

The S&P 500 will open Monday having closed seven-straight weeks higher, its longest stretch since 2017. Stocks surged after the latest Federal Reserve meeting left investors expecting more interest rate cuts next year than previously anticipated.

The past week saw the Nasdaq Composite (^IXIC), the S&P 500 (^GSPC), and the Dow Jones Industrial Average (^DJI) all rise above 2% while the Dow Jones breached 37,000 for the first time ever.

Inflation in focus

Key to the Fed's call for more rate cuts in 2024 is the central bank's belief that inflation is falling faster to its 2% target than previously hoped. In the Fed's latest Summary of Economic Projections (SEP), the central bank revealed it now sees core PCE, which excludes the volatile food and energy categories, declining to 2.4% next year. It had previously expected inflation to close 2024 at 2.6%.

"Inflation keeps coming down," Fed Chair Jerome Powell said during a press conference on December 13. "The labor market keeps getting back into balance. And it's so far so good, although we kind of assume that it will get harder from here, but so far it hasn't."

Powell noted inflation remains above the Fed's 2% goal and just how far inflation sits above that target will be revealed on Friday with the latest PCE print.

Economists expect annual "core" PCE — which excludes the volatile categories of food and energy — to have clocked in at 3.4% in November. Over the prior month, most economists expect "core" PCE at 0.2%.

"November PCE inflation should show a noticeable step down," Bank of America US economist Michael Gapen wrote in a research note on Friday. "We expect a rise of only 0.1% at the core."

He added: "Altogether, it should put another arrow in the Fed’s quiver that inflation pressures are moderating."

Stocks to shed light on the consumer

Indices and ETFs to watch

Weekly calendar

Monday

Economic data:

New York Fed Services Business Activity, December (-11.9 previously)


Earnings:

No notable earnings.

Tuesday

Economic data:

Housing starts, November (1.36 million expected, 1.37 million previously);
Building permits, November (1.47 million expected, 1.49 million prior)


Earnings:

Accenture (ACN),
FedEx (FDX)

Wednesday

Economic data:

MBA Mortgage Applications, week ending December 15 (+7.4% prior);
Existing home sales, November (3.77 million expected, 3.79 previously);
Conference Board Consumer Confidence, December (104 expected, 102 previously);

Earnings:

Blackberry (BB),
General Mills (GIS),
Micron (MU)

Thursday

Economic data:

Initial jobless claims, week ended Dec. 16 (215,000 expected, 202,000 previously);
Continuing jobless claims, week ended Dec. 9 (1.88 million expected, 1.88 million previously);
Third quarter GDP, final estimate (+5.2% annualized rate expected, +5.2% previously);
Third quarter personal consumption, final estimate (+3.6% annualized expected; +3.6% previously);
Philadelphia Fed business outlook, December (-3 expected, -5.9 previously)

Earnings:

Karmax (KMX),
Carnival (CCL),
Nike (NKE)

Friday

Economic news:

Personal income, month-over-month, November (+0.4% expected, +0.2% previously);
Personal spending, month-over-month, November (+0.3% expected, +0.2% previously);
PCE inflation, month-over-month, November (+0.0% expected,+ 0.0% previously);
PCE inflation, year-over-year, November (+2.8% expected, +3% previously);
"Core" PCE, month-over-month, November (+0.2% expected, +0.2% previously);
"Core" PCE, year-over-year, November (+3.4% expected; +3.5% previously);
New home sales, November (687,000 annualized rate expected, 679,000 previously);
New home sales, month-over-month, November (+1.1% expected, -5.6% previously);
Durable goods orders, November (2.2% expected, -5.4% previously);
University of Michigan consumer sentiment, December final (69.4 expected, 69.4 previously)


Earnings:

No notable earnings

https://finance.yahoo.com/news/feds-pref...ccounter=1

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Marktberichte

marktbericht
Nach dem großen Verfallstag
Haben die DAX-Bullen ihr Pulver verschossen?

Stand: 18.12.2023 07:39 Uhr

Der Rekordjagd im DAX ist der Schwung ausgegangen. Es deutet sich ein verhaltener Start in die neue Börsenwoche an. Nun wird sich weisen, ob mit dem Verfallstag eine DAX-Wende nach unten eingeleitet wurde.

Stock market news today: US futures keep grip on highs, looking to build on 7-week rally

https://finance.yahoo.com/news/stock-mar...52808.html?

Stocks rise slightly Monday as market adds to seven-week advance: Live updates

https://www.cnbc.com/2023/12/17/stock-fu...dates.html

NEWS

Cybersecurity and cloud networking stocks are the ones to watch for 2024, says Barclays

Top picks: CrowdStrike, Gen Digital, and Arista Networks.

Seana Smith·Anchor
Sun, December 17, 2023 at 5:20 PM GMT+1

The technology sector is set to outperform again in 2024, with cybersecurity and cloud networking stocks among those best positioned, according to Barclays.

A major catalyst: artificial intelligence.

But it’s not necessarily a rinse-and-repeat for Wall Street. Investors should look beyond chipmakers like Nvidia (NVDA) to some of the tech industry’s lesser-known plays, and here's why: Year two of the generative AI boom will likely serve as a reality check for the industry as companies focus on expanding use cases and mitigating risk.

“It will be about using AI in different ways,” Barclays senior technology hardware and networking analyst Tim Long told me at the Barclays Global Technology conference last week. “We have yet to really see the rest of the build-out.”.............

https://finance.yahoo.com/news/cybersecu...18459.html