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Johnson & Johnson – Aktienanalyse
Als großer Gesundheitskonzern gehört Johnson & Johnson zu den einflussreichsten Akteuren im globalen Pharma- und Medizintechnikmarkt. Führend innerhalb der Onkologie, Immunologie und chirurgischen Medizintechnik kombiniert man innovative Forschung mit etablierten…
GREY BRIEFING #32: Makro verschiebt die Marktstruktur
Die Märkte standen über weite Strecken unter Druck und gaben deutlich nach. Auslöser war wie seit Wochen eine Kombination aus geopolitischer Eskalation, steigenden Energiepreisen und einer FED, die trotz veränderter…
GREY BRIEFING #31: FED-Woche und steigende Energiepreise: wohin steuert der Markt?
Der anhaltende Krieg brachte den Energiemarkt deutlich in Bewegung und sorgte an den Aktienmärkten für ein vorsichtigeres Umfeld. Rohöl bleibt im Mittelpunkt der makroökonomischen Diskussion, nachdem Angriffe auf Tanker und…
GREY BRIEFING #30: Oil +30%, VIX at 11-month high – things are getting serious for the markets
The market is dominated by the war in the Middle East. Following the air strikes on Iranian targets, the situation around the Strait of Hormuz worsened due to the approximately 20%...
GREY BRIEFING #29: Record figures without celebration and a weekend full of risk
As so often, this week had many faces. During the week, the topic of inflation dominated once again, accompanied by an earnings season that repeatedly showed that growth alone is no longer enough. At the weekend...
JPMorgan – Stock Analysis
JPMorgan Chase is the largest bank in the United States and one of the most influential financial institutions worldwide. With a strong position in investment banking, consumer banking, and a global capital markets platform, it combines...
Eli Lilly – Stock Analysis
Eli Lilly is one of the most innovative pharmaceutical companies in the world and has established a leading market position with blockbuster drugs in the areas of diabetes, obesity, oncology, and immunology. The group benefits from...
GREY BRIEFING #28: Interest rate reality instead of a new beginning, customs ruling brings only short-term calm – recovery in the indices, but no new willingness to take risks
Inflation was once again the dominant theme of the trading week. Core PCE came in higher than expected, confirming persistent price pressure, while growth momentum remains moderate. Interest rate expectations are proving...
GREY BRIEFING #27: Ongoing sector rotations & the emergence of a potential peak?
The trading week was largely dominated by the new US inflation data and the fragile market structure. While the major indices such as the S&P 500 and the Dow Jones closed relatively stable on a weekly basis,...