Markets Update Monday 07/02/2022 – Caution

Frankfurt – 07/02/2022 Caution Even if the interest rate turnaround should be digested to some extent, the Ukraine issue remains seemingly unpredictable. Against this backdrop, the markets remained shaky. In addition, US equity markets continue to chew on the surprisingly strong labour market data released on Friday. These make it even more likely that the US Fed will take several …

Markets Update Thursday 03/02/2022 – Meta Crash

Frankfurt – 03/02/2022 Meta Crash When one of the “big techs” weakens, the stock markets crash. Today, for example, Facebook’s record drop in share price sent shock waves through Wall Street. In the Corona pandemic, Apple, Amazon, Facebook, Microsoft and Netflix were among the big winners. Now, however, the phalanx of the “BigTechs” is crumbling.  After sobering figures from Netflix …

Markets Update Wednesday 02/02/2022 – Inflated Europa

Frankfurt – 02/02/2022 Inflated Europa The topic of the day today was the record-high inflation in the euro area, or rather its consequences for monetary policy. Exploding energy prices pushed inflation up to 5.1 per cent in January. This is more than expected, and the highest value since the statistics began in 1997, which puts the European Central Bank (ECB) …

Markets Update Thursday 27/01/2022 – Sideways

Frankfurt – 27/01/2022 Sideways After yesterday’s interest rate decision by the Fed, investors are first sorting through their thoughts and remain hesitant. The main topic remains, of course, the interest rate policy of the US Federal Reserve. As always, when the head of the Fed makes a statement, this causes movement on the world’s stock markets – especially when a …

Markets Update Wednesday 26/01/2022 – The Usual Signals

Frankfurt – 26/01/2022 The Usual Signals Once again, Powell and co left investors in uncertainty. The Fed clearly signalled the first rate hike in the evening but otherwise remained vague. Wall Street was unable to defend its gains, and other asset classes were also unable to hold on to initial gains. When the US central bank unequivocally signalled a first …

Markets Update Monday 24/01/2022 – Nose-Dive

Frankfurt – 24/01/2022 Nose-Dive To speak of a “black Monday” would perhaps be too much of a bad thing. But the start of the new stock market week brought a deep blow. The Ukraine crisis’s most recent escalation weighed most heavily after a weekend without rapprochement. NATO’s planned troop build-up in Eastern Europe highlighted the risks of confrontation. In Moscow, …

Markets Update Friday 21/01/2022 – Selling the Bags

Frankfurt – 21/01/2022 Selling the Bags After the previous day’s sell-off, hopes for a counter-movement on the international stock markets were not fulfilled today. Interest rate fears continued to cause a lot of nervousness. The fact that numerous CEOs and Fed members have sold shares worth several billion US dollars in recent days and weeks is also contributing to the …

Markets Update Wednesday 19/01/2022 – Goodbye, Good News!

Frankfurt – 19/01/2022 Goodbye, Good News! Despite good company results, there were long faces on Wall Street today. In the last minutes of trading, there was intense selling pressure. As is often the case when prices weaken, interest rate concerns were cited as the reason. The pattern with which the stock markets react to the prospect of rising interest rates …

Markets Update Tuesday 18/01/2022 – Candy Crush – Literally

Frankfurt – 18/01/2022 Candy Crush – Literally Investors in New York took their leave of the market across the board today. Interest rate fears and disappointing company balance sheets weighed heavily on both the stock and bond markets. The Fed’s future interest rate policy is currently the most crucial issue. Given the recent high US inflation of 7 per cent, …

Markets Update Monday 17/01/2022 – No Party without Wall Street

Frankfurt – 17/01/2022 No Party without Wall Street In the United States, Martin Luther King Day is being observed today, so the US stock markets remained closed. European markets were left with only Friday’s legacy for guidance, which was rather poor. This is because the fourth-quarter reporting season got off to a false start. On Friday, the figures of the …