Wenn das Ende des Kalenderjahres näher rückt, beginnen unter Investoren und Finanzanalysten Gerüchte über eine Aktienmarktrallye zu kursieren. Doch ist diese sogenannte "Jahresend-Rallye" nur ein Mythos?
As the end of the calendar year approaches, whispers of a stock market rally begin to circulate among investors and financial analysts. But is this so-called "year-end rally" a mere myth?
A hawkish Federal Reserve and expectations of increasing interest rates have kept major stocks pressured over the month of September. The higher rates for longer narrative from the latest Fed meeting has helped push up yields and US interest rate expectations which is naturally more challenging conditions for US companies.
The Federal reserve took a more hawkish tone in their latest rate meeting revising up the dot plot seeing higher interest rates in 2024 and beyond. The NASDAQ is typically sensitive to US rate increases, and this provides a natural…
One of the key features around seasonality is the so-called turn of the month affect. This is when major indices tend to gain around the end of a month and into the first few days of the new month. However…
The Federal Reserve is focusing very intently on the US labour market for signs that their rate hiking cycle is starting to cool demand. The way the market has been translation US economic data over the last few weeks is…
Sie haben es vielleicht mitbekommen: Derzeit ist die implizite Volatilität, wie sie sich aus Optionspreisen am US-Aktienmarkt errechnet, relativ niedrig. Die Bank of America fand kürzlich sogar heraus, dass es seit 2008 nie günstiger war, sich über einen Zwölfmonatszeitraum abzusichern.
Currently, implied volatility, as calculated from option prices on the US stock market, is relatively low. The Bank of America recently found that there has not been a cheaper time to hedge over a twelve-month period since 2008.
This raises these questions for you as an investor: has a phase of permanently low volatility now been reached? Or is the current low volatility merely the calm before the storm?
Over the last 25 years the two weakest months of the year for the Dax have been August and September. This year, at the time of writing, the Dax has fallen just over 5% so far. The question is will…
August is widely known for its scorching heat and languid days. However, it often carries with it a unique behavioral pattern in the stock market. Historically, August has seen softer market movements, lighter trading volumes, and frequently a certain degree of pullback. But what drives these August anomalies? And amidst these fluctuations, which stocks remain promising investments?
