Month in review June 2025: Geopolitics makes an appearance, customs policy takes a breather 11. July 2025 In June, the escalation in the Middle East conflict, triggered by Israel's airstrikes on Iranian nuclear facilities, took center stage. Following the…
Read article Market outlook July 2025: US dollar on a downward trend, artificial intelligence as a growth driver 09. July 2025 In July 2025, the weakness of the US dollar will provide new impetus on the markets - especially for emerging markets and US companies. At the same…
Read article Market outlook June 2025 11. June 2025 "Sell in May" would clearly have been the wrong advice this year: May was the best in 35 years.
Read article Month in review May 2025 06. June 2025 In May, the international stock markets were largely able to recover from the turbulence of the previous month and make gains, although US tariffs…
Read article Market outlook May 2025 13. May 2025 The negative effects that Trump's erratic tariff policy will have on the earnings performance of companies from various sectors do not appear to be…
Read article Month in review April 2025 08. May 2025 With his tariff policy and comments about the Chairman of the US Federal Reserve, US President Donald Trump triggers a stock market quake, a jump in…
Read article Gold rally - and what next? 02. May 2025 The mixture of interest rate environment, inflation, economic pressure and political uncertainty that dominated the economic news caused a strong gold…
Read article The bond market after 100 days of Trump 30. April 2025 The new US government under President Donald Trump has brought major changes in many policy areas. In terms of economic policy, the focus is on…
Read article DJE Market Outlook April 2025 11. April 2025 Following the sharp market decline in March and the first few days of April, we believe a technical recovery is possible. In general, the markets are…
Read article Month in review March 2025 07. April 2025 US President Donald Trump's tariff policy is causing uncertainty on the markets and fueling fears of inflation.
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