Energiekrise droht erneut – Märkte ignoriere die wahren Gefahren! Der Hellmeyer der Woche KW 30

–––––––––––––––––––––––––––––––––––––– 📅 Week 30, July 20 - July 26 –––––––––––––––––––––––––––––––––––––– 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 world is focused on the Iran conflict: Diplomacy is barely discernible, while the Strait of Hormuz is effectively blocked. It is clear that this puts not only oil and gas, but also key chemicals for global production chains under pressure. At the same time, the war in Ukraine continues to escalate – with massive attacks on energy infrastructure and growing risks to global supply. Europe is losing further economic weight, while critical yield levels and high levels of public debt are increasing systemic risk. This week's data has only relative significance in light of geopolitics; investors are looking at, among other things, the ZEW index, the ECB meeting, the GfK consumer climate index, and purchasing managers' indices. –––––––––––––––––––––––––––––––––––––– 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 viewpoints 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 a citizen, 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 Global Situation 06:46 Review: Overall Economic Situation Data 10:57 Germany - ZEW Indices 11:33 UK - CBI Trends - Orders 12:15 UK - CBI Business Optimism 12:43 Eurozone - ECB Refinancing Rate & Deposit Rate 13:00 Germany - GfK/NIM Consumer Sentiment 13:23 Germany - S&P Composite Flash PMI 13:46 Eurozone - S&P Composite Flash PMI 14:20 USA - S&P Global Composite PMI Flash 15:07 The Word on Conclusion –––––––––––––––––––––––––––––––––––––– Hashtags: #Economy #Finance #StockMarket #FinancialMarkets #EconomicAnalysis #MarketAnalysis #GlobalEconomy #Geopolitics #EconomicPolicy #CapitalMarkets #FolkerHellmeyer #Europe #Germany #Economy #Competitiveness #StructuralReforms #EnergyPolicy #Investments #Deindustrialization #CapitalStock #GermanyAsABusinessLocation #EconomicChanging #Inflation #LaborMarket #StockMarkets #BondMarkets #Geopolitics #Iran #Ukraine #GlobalEconomy #China #USA #Japan #SecurityOfSupply #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. Simply 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 ––––––––––––––––––––––––––––––––––––––