Publication date: March 7, 2025

The coming week: inflation figures US

In Money Care's weekend bulletin, we present you with the overview of the listed companies that will release figures in the coming week. In addition, you will find the weekly overview of macroeconomic events that may cause movement in the stock markets.

Brief review of last week:

We discussed expectations on Air France-KLM's numbers. The share price had already risen sharply in the weeks before the release. The figures were better than expected and the share price opened sharply higher on Thursday on the figures. The company is recovering from a deep valley and has reached our stated target of €11. The price trend is positive and, according to our system, can continue to rise after a correction.

Today we would like to explain the inflation figures from the US. These are the most important figures coming out in the coming week.

The inflation figures consist of the Consumer Price Index (CPI-the most important) and the Producer Price Index (PPI).
The CPI measures the changes in the price of goods and services, or in other words what is the American more expensive for groceries and services. Also released is the core Consumer Price Index (Core CPI). This is the basic consumer price index and measures the change in the price of goods and services excluding food and energy. So much for the theory.

In the end, everything revolves around interest rates. The Fed's interest rate policy is to control inflation. Currently the CPI is 3% annualized but it is desirable for this figure to fall to 2%. The U.S. economy is seemingly growing too fast and in addition, government policies under President Trump are a potential danger to inflation. Consider trade tariffs and the potentially resulting trade war. As a result, there are fears of inflation rising too fast in the U.S., which means the Fed will not lower interest rates any further and may even have to raise them.
This puts pressure on equity markets because companies benefit from low interest rates.

Currently, the major U.S. CPI is expected to come in slightly lower at 2.8% on an annual basis in February. This is noteworthy because there are legitimate fears of sharply rising inflation in the US. This raises the possibility that inflation will come in higher than expected which could further weaken equity markets.

Note that daylight saving time begins in the US on Sunday, March 9. This means that for the next three weeks the stock market will open and close an hour earlier for us and the figures will be released an hour earlier than usual. As a result, inflation figures will come out Wednesday and Thursday at 1:30 p.m. Dutch time. Daylight saving time begins in the Netherlands on March 30.

The stock market calendar week 11:

• Oracle Corporation publishes the annual figures for 2024

• Consumer price index (CPI) and Producer price index (PPI) (February)

• Industrial production (January)

• Volkswagen publishes the annual figures for 2024

United Kingdom

• Unemployment rate (January)

• Basic-FIT BV publishes the annual figures for 2024

• Industrial production (January)

• Consumer price index (CPI) (February)
• Adobe

• Pharming Group N.V. publishes annual results for 2024

• Producer price index (PPI) (February)

• Producer price index (PPI) (February) and retail sales (February)

Netherlands:

• OCI N.V. presents annual results for 2024

• Industrial production, retail sales and unemployment rate (February)
  
  

• Consumer price index (CPI) (February).
  
  

United States:

• Industrial production and consumer confidence (March)

Disclaimer: Investinginvolves risks. Our analysts are not financial advisors. Always consult an advisor when making financial decisions. The information and tips provided on this website are based on our analysts' own insights and experiences. They are therefore for educational purposes only.