Overall, September 2026 was a challenging month on the stock markets. European stock markets performed significantly worse than their U.S.…

Global markets in September were shaped by rising bond yields, high volatility in energy prices and a renewed tightening of monetary policy. Early in…

After a strong August, the outlook for equities remains constructive – particularly in Japan, energy and AI infrastructure. Yet high interest rates,…

Developments surrounding Iran remained the dominant geopolitical driver of capital markets in August as well. Early in the month, hopes of progress in…

Markets are undergoing a realignment: Europe’s strength is coming under pressure from AI and semiconductor stocks. For August, the focus is shifting…

The situation surrounding Iran remained the key geopolitical factor influencing the capital markets in July, though it saw several shifts in direction…

Europe is regaining ground while the US economy remains resilient: DJE expects the constructive market backdrop to persist in July, with no real…

The U.S. Federal Reserve left its key interest rates unchanged, while the ECB raised them. Inflation in the U.S. had risen from 3.8% to 4.2% in May,…

Following the supportive market environment in April, the recovery continued in May. US technology stocks once again delivered particularly strong…

After a period of considerable uncertainty, confidence returned to the capital markets in May. This was triggered above all by the diplomatic…