Frankfurt – 14/03/2022 China/Chyna Hopes for peace in Ukraine did not last long on Wall Street. Instead, concerns about China’s role intensified. While the Dow Jones index was able to hold its ground at the start of the week, technology stocks suffered more significant losses. The broad S&P 500 index, which includes both standard and tech stocks, also closed in …

Frankfurt – 07/03/2022 Downward Spiral The conflict in Ukraine and the drastic rise in energy prices have also hit Wall Street today. Given the continuing conflict in Ukraine and further increases in energy prices, share prices in the USA came under pressure again at the beginning of the week. For the first time in a long time, the leading US …

Frankfurt – 03/03/2022 Fed Relief The roller-coaster ride on the international stock markets continues. After the significant price losses at the beginning of the month, they rose sharply today.  On the one hand, the Ukraine conflict makes the Fed more cautious, as Jerome Powell announced today. Still, on the other hand, the situation in Ukraine remains an unpredictable factor.  “In …

Frankfurt – 28/02/2022 The Cold Money War Uncertainty on the international stock markets remains high: Today was another turbulent day after the significant price losses last week. In February as a whole, the German benchmark index DAX plummeted by over six per cent. That was the biggest monthly drop in 16 months. First, speculation about a rapid turnaround in interest …

Frankfurt – 24/02/2022 Movies Suppose you only pay attention to and believe the mainstream media. In that case, it seems that we are in a terrible situation: Russia launches a military operation in Ukraine and thus starts a war. But it gets more interesting if you also look at alternative and local media for data analysis. It so coincides that …

Frankfurt – 22/02/2022 Edgy After two fragile weeks of trading, investors continued to hold back because of the Ukraine turmoil. Russian President Vladimir Putin had recognised the self-proclaimed Luhansk and Donetsk People’s Republics as sovereign countries the previous day against international protest and, in the meantime, obtained permission in parliament for Russian troops to be deployed.  In the evening, Russia …

Frankfurt – 21/02/2022 Raising Black Swans Looking at the current world situation, one finds a dangerous mix of several potential black swan events. The extremely high inflation in almost all countries, the smouldering Ukraine/Nato-Russia conflict, the political question marks in the USA around Hilary Clinton, Joe Biden and the Democrats, Canada and Justin Trudeau’s mess and the issue of Covid, …

Frankfurt – 15/02/2022 Nothing to See Here Both Russia and Ukraine confirmed that there should be no planned military action at this time. Russia even announced that it was withdrawing its troops to the military bases after successful exercises. So what exactly is going on at the Russian-Ukrainian border? Is it all theater and distraction from other things going on …

Frankfurt – 10/02/2022 Price Shock The recent improvement in sentiment on the US equity market gave way to renewed inflation concerns today. Inflation in the US accelerated more than expected in January at a high level. However, pressure came mainly after James Bullard, president of the St. Louis Federal Reserve, said he favours a whole percentage point rate hike by …

Frankfurt – 09/02/2022 Happier Days Again? A slightly better environment has encouraged optimists in the markets today, and in New York and Frankfurt, the price recovery accelerated on today’s trading day. The diplomatic efforts in the Ukraine conflict are in full swing, today at least with a cautiously optimistic undertone. The day’s corporate data was also most encouraging. The interest …