Trügerischer Schein-Frieden – Täuscht die Ruhe an den Märkten? Der Hellmeyer der Woche KW31

–––––––––––––––––––––––––––––––––––––– 📅 Week 31, July 27 - August 2 –––––––––––––––––––––––––––––––––––––– Welcome to your concise overview of the most important events in geopolitics, economics, and financial markets, with Chief Analyst Folker Hellmeyer. ––––––––––––––––––––––––––––––––––––– Information about this episode: The markets are breathing a sigh of relief, but the easing of tensions in the oil market following the temporary ceasefire in the Iran conflict remains fragile. While attention remains fixed on crude oil prices, the destruction of critical refinery capacity and sluggish gas deliveries pose a lasting threat to European industry. At the same time, Europe risks falling behind the US and Asia in the key technologies of the Fourth Industrial Revolution. This week, investors are looking to the Ifo index, the US Federal Reserve meeting, and initial GDP data, while the real drivers continue to be dictated by geopolitics. –––––––––––––––––––––––––––––––––––––– Our policy to our community 📈❤️: Open discussions are expressly encouraged on this channel! However, insults, personal attacks, hate speech, or incitement have no place here. Freedom of expression is guaranteed in Germany – and we are convinced that everyone has the right and the right to form their own opinion. ... Different perspectives and opinions are therefore expressly welcome, as long as the exchange remains respectful. The content in this format is based on the experiences, research, analyses, and assessments of Folker Hellmeyer. It represents an opinion and analysis and makes no claim to absolute completeness or infallibility. Likewise, information, assessments, and opinions can change at any time. New developments, data, or findings may lead to adjustments in assessments—this is a normal part of any serious analysis. Our goal is to contribute to the general understanding of economic and geopolitical developments. However, a well-founded opinion always arises from various sources and perspectives—not just a single one. As citizens, it is important to be well-informed and to contextualize different information. Please also note: This format is intentionally concise and lasts approximately ten minutes. In this time, topics can only be touched upon and not fully explored. If you are interested in a more detailed analysis or an in-depth format on specific topics, please let us know in the comments. A heartfelt thank you to our community, who stand up for freedom of expression and support this channel through respectful exchange. 🏆💌 ––––––––––––––––––––––––––––––––––––––– ⏱️ Chapters / Timecodes 00:00 World Situation 05:33 Review: Overall Economic Situation Data 11:22 USA - CaseShiller 20 YY NSA 11:35 USA - Consumer Confidence 11:49 USA - Rich Fed Comp. Index 11:58 USA - Fed Funds Daily Rate 12:44 Eurozone - Flash Prelim YY / QQ 13:07 Eurozone - Economic Sentiment 13:19 Germany - CPI Prelim YY 13:35 USA - GDP Advance 13:54 China - NBS Manufacturing PMI & Composite PMI 14:35 Eurozone - HICP Flash YY 14:50 USA - Chicago PMI 15:03 USA - US Economic Sentiment Final 15:36 Closing Remarks –––––––––––––––––––––––––––––––––––––– Hashtags: #Economy #Finance #StockMarket #FinancialMarkets #EconomicAnalysis #MarketAnalysis #GlobalEconomy #Geopolitics #EconomicPolicy #CapitalMarkets #FolkerHellmeyer #Europe #Germany #Economy #Competitiveness #StructuralReforms #EnergyPolicy #Investments #DeinIndustrialization #CapitalStock #GermanyAsABusinessLocation #EconomicContext #Inflation #LaborMarket #StockMarkets #BondMarkets #Geopolitics #Iran #Ukraine #GlobalEconomy #China #USA #Japan #SecurityOfUsage #Growth ––––––––––––––––––––––––––––––––––––––– 🌐 More information & exciting content at FTD.de 🔗 FTD.de – https://www.ftd.de/ –––––––––––––––––––––––––––––––––––––– 📱 Follow us on social media Instagram:   / ftd.de   Facebook:   / ftdde1   –––––––––––––––––––––––––––––––––––––– 📨 Subscribe to our Weekly News Newsletter now: 🔗 https://www.ftd.de/newsletter-anmeldung ––––––––––––––––––––––––––––––––––––––– 🎧 Our podcasts – available wherever you get your podcasts If you prefer listening to reading, you can find our episodes on Spotify, among other platforms. Just tune in and stay informed! ... ––––––––––––––––––––––––––––––––––––– 📊 The Hellmeyer Report For even more exclusive market analyses and assessments from Folker Hellmeyer: 🔗 Subscribe to the Hellmeyer Report: https://www.netfonds.de/hellmeyer-report ––––––––––––––––––––––––––––––––––––––