Commented by Armin Schulz on June 24th, 2022 | 10:15 CEST
Commerzbank, Triumph Gold, Bitcoin Group - Inflation alert! Which stocks bring returns in this market environment?
We have not seen such high inflation for decades. Looking back, it becomes clear that one cannot compare the situation back then with today. Back then, interest rates were at 12%, and as a saver, you could generate an increase in value for your money despite inflation. Today, interest rates are much lower than inflation. Putting money in a savings account will not bring any investor a profit. If you want to protect your money, the first thing that comes to mind is gold because it is considered crisis-proof. But nowadays, it almost seems as if cryptocurrencies could outperform gold. Alternatively, one can bet on stocks that cover these areas. We take a closer look at three companies.Read
Commented by André Will-Laudien on June 23rd, 2022 | 14:06 CEST
Deutsche Bank, Commerzbank, wallstreet:online, Allianz - High turnover, wild prices - what are brokers and financial stocks doing?
In addition to the high price increases and the permanently rising interest rates, the highest volatility has now broken out on the stock exchanges. Investors have to adjust to new scenarios almost every day, especially the timing of the news about the state of the international economy is causing more and more headaches for economists. That is because the increased prices of raw materials are now considered standard and put a strain on the purchase prices of intermediate products and the calculation of the Company's own supply list. In some cases, this leads to dramatic adjustments, as impressively demonstrated by the manufacturer price index with +33.6% in May. How are the financial and broker stocks doing in this swing market?Read
Commented by Carsten Mainitz on June 15th, 2022 | 13:46 CEST
The times of ultra-loose monetary policy by central banks are history. While the inflation rate in the US exploded to 8.6% in May, the FED is forced to ring in further interest rate steps. After raising the key interest rate by half a percentage point last month, experts expect additional steps between 0.5% and 0.75%. On the other hand, the stalling of the economic engine and the increased risk of a recession speak against further drastic interest rate steps. Due to this fact, gold stocks should benefit in the long term, even if they are dragged down in the current market weakness.Read
Commented by Nico Popp on May 25th, 2022 | 10:44 CEST
The two best-known German banks are currently in demand on the market. Why? The interest rate turnaround means that the typical bread-and-butter business with loans is profitable again. Business picks up when banks have room to manoeuvre with interest rates in positive territory. Also, the increasingly weaker environment for corporate financing at the upper end of the risk scale ensures that banks take on a more critical role as traditional intermediaries. We take a closer look at Commerzbank and Deutsche Bank, but we also have an exciting second-tier stock on our list that could become an insider tip thanks to its unique selling propositions and growth potential.Read
Commented by André Will-Laudien on May 4th, 2022 | 11:26 CEST
Pay attention to financial stocks: PayPal, MAS Gold, Deutsche Bank, Commerzbank - inflation, real interest rate and precious metals!
It is going to be a lot of work! The Ukraine war is leaving its ugly mark on the humanitarian and material aspects. A lot of money is needed for reconstruction and the return of the many refugees. Since debt levels are high, interest rates will likely continue to rise to meet the growing need for capital. In addition, there is a shortage of fossil raw materials, and there is a threat of supply shortages. In order to avert a default, Russia has settled USD 650 million in interest on various foreign securities, as expected. Can financial chaos still be averted? Who will pay for the war damage? Financial stocks and gold come into focus during large debt movements. Where are the opportunities for investors?Read
Commented by Armin Schulz on April 29th, 2022 | 10:07 CEST
Rising inflation is putting pressure on central banks. If one wants to fight inflation, interest rates must rise. While the interest rate turnaround has been initiated in the US, Europe does not want to act yet. If interest rates in Europe remain at the current level, everyone should invest their money to at least partially cushion inflation. If interest rates rise, the banks will benefit. In particular, the two large German banks have suffered from the low interest rate policy. Today, we look at three financial stocks and analyze which stocks belong in the portfolio.Read
Commented by Stefan Feulner on April 28th, 2022 | 13:45 CEST
It is currently difficult for investors to operate successfully on the capital markets. Restrictions due to the Corona pandemic, which has been ongoing for 2 years, are still a burden. In addition, the extreme rise in inflation, broken supply chains and worries about several interest rate hikes are hampering rising prices. With the uncertainty of the Ukraine conflict, there is now another factor that currently does not speak much in favor of an investment in the stock markets. But in the past, precisely when uncertainty rose, this was the best time to open new positions.Read
Commented by Carsten Mainitz on April 27th, 2022 | 12:13 CEST
Tangible assets such as equities, real estate and commodities remain a strategically correct investment decision in the face of increasingly rising inflation. However, the crystal ball must make a precise forecast of the complex interplay of inflation rates, economic development, external shocks (Corona, Ukraine war) and central bank reactions. With these substance stocks, investors can survive rougher stock market phases.Read
Commented by Stefan Feulner on April 15th, 2022 | 12:11 CEST
Rising and longer-lasting inflation is worrying market participants. The central banks, which held on to their ultra-loose monetary policy for too long in favor of possible economic growth, must act now. While the ECB is still in a deep sleep, the US Federal Reserve started with the first interest rate hikes, and more will follow. The beneficiaries of the interest rate turnaround are financial institutions, which also performed after the announcements. However, the war in Ukraine knocked them back. A possible second chance to invest in attractive financial service providers.Read
Commented by Stefan Feulner on April 13th, 2022 | 17:59 CEST
Remember last year when both Federal Reserve chief Jerome Powell and ECB frontwoman Christine Lagarde called rising inflation "temporary"? According to the Federal Statistical Office, consumer prices for March have come in fresh across the news tickers, showing a 7.30% increase, the highest level since reunification. On the one hand, of course, the Ukraine conflict impacts rising energy and commodity prices, but even after the end of the warlike activities, many goods in demand because of the energy transition are likely to at least maintain the high price level.Read