Opening Bell: Gold, Agnico Eagle, Barrick Gold, Ferrari, Meta, PayPal, Amazon, Apple

yes, I'm in it right now, but I still don't see my reflection, obviously there are still problems, it doesn't matter, we have pressure because the ECB has increased its interest rates by half a percentage point as expected and has not yet reached its target, as They say, keep going. Despite rising interest rates, I now speak to Johanna Krämer in Frankfurt. Have a good day, dear Johanna. See you. The DAX is down a bit again. but since 2:30 p.m. things have gone down again. At the top there is a strong bullish trend, dear Martin, and you have already mentioned it, the ECB explicitly said Kristin Lagarde: we are happily continuing on the course we have chosen, of course the interest rates have now been increased again by a 0.5%, it is not surprising that it is the fifth consecutive increase, but in March the next one will be announced and in exactly the same amount.

Now you would think that maybe he was a little waiting for the hawks. here the strict would be eliminated, puff pastry, it is not like that but you said that the DAX continues to rise, now we have recovered the mark of 15,400 points, we had already had a good streak because yesterday the Federal Reserve shot reals The prices were fireworks , so we also went up in the first operations. You could say the fact that the DAX is continuing like this now is a bit unusual, but of course the press conference continues and it's always important to be honest with me, Martin. , you know, yeah, I would definitely like to say it, but I'm relatively sure what interest rate steps are planned.

It's really like reading between the lines of what Christin said, the ECB chief says what will happen next. expectations of a recession, inflation data and of course the effects and influence that the ECB will have. It is a fact. In any case, today we definitely have more winners than losers and those are some figures, there are company figures that are also reflected. directly on the individual stocks among the biggest winners or the biggest winner is Infineon, the chipmaker has delivered very good and unexpectedly good quarterly numbers. The outlook here is what the analysts of the experts say: the company is of course now benefiting from the fact that they continue to replace electric mobility, especially when it comes to chips, and the energy transition is doing so.

By the way, the share is now over 7% in positive territory and Siemens is also legally one of the biggest winners. This company The numbers delivered, yes, they were not that exciting, I must say that profits were on the agenda here, but the outlook was better and that seems to make investors feel positive. Among the losers today we find Deutsche Bank again, and here it is. This is all a bit of a twisted game because Deutsche Bank has announced its biggest profit in 15 years and yet Deutsche Bank is today among the biggest losers. Analysts here talk about mixed results and it is hope, I should say, hope. that interest rates will rise again soon However, today there is a slight dip in the mood among banks across Europe, yes, and Wall Street just mentioned that I saw the price fireworks yesterday.

Today, you're probably operating with a slight hangover. minimal discounts, at least that's what I've seen, it's exactly what it seems, by the way, on the subject of banks, don't forget that bank stocks have been among the strongest in the past A few weeks, so some gains are being made here, well we still have a lot to discuss, thanks in any case for an overview and I wish you a good day in Frankfurt and we will take a look. First, I hate to run out of the picture, it's rude, but there was no other way, so let's see how it is currently, yes, as far as standard values ​​are concerned, it is like this. a little more subdued, yes, we saw all that yesterday, but we also see tech stocks at the top, so clearly the Metal numbers have been well received, although a lot of what was said is probably because they are.

Now it's really okay to buy back billions more billions of shares, but it also has to be said that it wasn't that bad for the fears and at the moment that's obviously enough to take care of yours a little bit and then tonight we have the three grand I didn't really get the third world star, but of course we'll take a look at it and we've got a few other things on board, then let's see what we have in total, meaning the

gold

that I have. I had a very interesting conversation with my colleague Markus Bussler about an hour ago.

I don't know if the podcast is online yet, but you can listen to it. It is very interesting what my colleague said about the increase in the price of

gold

. so far and, of course, he also gave some recommendations on how to position himself and, uh, how far the whole event can take him in his opinion, because yesterday that was well received by investors. Gold also benefited yesterday from the decision to gamble. for the increase in interest rates, but the whole thing with a less aggressive background and the outlook that goes a little in that direction could remain at that level and that is exactly where we have a very interesting picture of the server.

It's really just a snapshot, ultimately. just the gold chart and the question if we really get this breakout level here in this area, if we breakout the breakout level then if we get such a furious rally on messenger so the fear of missing out happens you know maybe they have value. In the warehouse it is not developing so well but everything around it is developing very well and that is the moment when you say maybe on the wrong side and I still want to get involved somewhere, this fear of missing out. something is always present also in the market and then of course the hope that all this will be reflected in an increase in prices here and my colleague Markus Busse said, man, if you want to bet on gold, these are not bad companies . "You can make it clear, but now he said that especially when it comes to Barack, he is not so happy with the company's strategy, especially when it comes to developing new mining projects.

First they did nothing, now they do it in the wrong place He says that the political risks can't really be explained, he said, man, take a look at Agiko Igel or something from Nico Igel, they are also pretty good at the moment, so for you if you want to position yourself here, in principle, They are the biggest, they are the three largest gold producers in the world, so you have to have a little confidence there. Of course, Barrick also looks very good when it comes to the chart so they have to see clearly here. in the $20 range should work, then I can imagine it will turn on another level, with excellent figures from Ferrari having excellent numbers reported for the last quarter and last year, we sold more than 13,000 vehicles last year, always.

They sell at prices they can actually afford. Obviously there are enough people on this planet and since all this also has good prospects, the stock was now on the rise and that was it. just more good news from the automotive sector on Meta, yes we saw it yesterday, it wasn't as bad as feared, by the way, monthly active users three billion, that's of course Brett, yes, just under half of the planet is reunited. on Facebook at least once a month and if we take into account that there are still hundreds of millions of people who do not have any access to the Internet, then we have to put this in perspective, that is, a large part of the world connected and with access to Internet.

The population is on Facebook at least once a month, so the number is of course huge, but you knew beforehand and watched how online advertising was developing, the sales were quite good, so the company said we would now look at the costs Yeah, it's always a big point of criticism that they're wasting the money and now you're looking at the costs and Max doesn't feel like it. He promised that we would get through everything more efficiently and. that is what ultimately led to the price rising significantly. Of course, you can't see everything on the US dollar chart yet, but we will definitely break the 200-day line with a lot of bang.

These gaps, yes, you. You know, if we go out here around 180 or 190, we will have a huge open GAP, of course, we may fill it at least partially in the next few days, but in principle the buy signal is there and if the mood in the market is now obviously becoming confident, so PayPal should continue to rise ah, damn shame, shame, shame. I wish I had chosen a different section where it could be seen better, actually without the 200 day line. I think then you could see better on the chart how important this is right now because a lot of other stocks have gone up because of higher interest rates, tech stocks have gone up because of the interest rate situation. moment and PayPal isn't one of them yet, so it's a little disappointing what the stock has done.

They will report their quarterly numbers next week, but in my opinion they are predestined to do the same because at some point. They will see that the investors down there have nothing yet, they haven't done enough yet, there is still 10 15 20 percent potential, they have to take advantage of it now and if enough people believe that then they will act on it and then the prices will really go up. move Thank you dear director for the display, it just doesn't help me right now in this case. I would have liked to have said that at a candle center, but it was still a pleasure to participate. so let's keep looking.

PayPal, I'll bring it with me in the next few days. Amazon has risen sharply recently. Here it also looks like a period leading up to the 200 day line and of course we will see. With the quarterly figures, everything will work. Now I have given the concentration of what is expected and we see that the fourth quarter gains 17 cents in the consensus. Of course, there were much less than in previous years, but in terms of sales. and sales 145 billion, that is, of course, a word. What I'm seeing is, of course, in this case, on the one hand, e-commerce is always important, but also AWS as a driver and you see it if we see it. so we have to enter here, this is the column and then we look at everything and then we exit in the 21 million area.

Now we see why this is so important because 21 billion 21.8 billion why it is so important because growth remains. high, but now we also know from Microsoft that they are a little more skeptical about the development of the industry and say that there will be a calm, there will be a consolidation of those who are responsible for making investments in the company. We're holding back right now, so of course you'll have to watch it very closely. Point A, could these forecasts be made? Point B, what's next? What are the company's prospects like, especially regarding? This growth engine is certainly important to see Apple, of course important.

This afternoon there was a lot of talk in advance about possible delivery delays, that is, problems with weak demand in the supply chain, and recently IDC published data that fewer smartphones were delivered. for the manufacturers actually the worst value as I have no idea, I think ten years or so and that of course causes a lot of skepticism on the other side, the shares have fallen so it could well be that we see again here, aha, not so much. bad as expected and if we look at it now it's okay around the first quarter so 12/25/21 we're here for the first quarter 20/23 and then it's about hitting this 121 billion so there's this headline at that time you should look at, 144 in terms of earnings per share and when it is delivered Then you will be able to see how everything has developed, of course, we will be very close to it.

Of course, we will also provide it for you. with the numbers tonight and we'll put everything into perspective. There was disappointment about maybe there was a positive surprise and then reacting accordingly if you missed it because it was too late for you, I can definitely understand that. I am now at an age where I say I no longer have to sit in front of the TV until very late every night or sit in front of the smartphone for that, we will do all this tomorrow morning of course, ciao again and then I wish you a good day, good time, good courses, have a good day, goodbye