COMMERZBANK AG
Commented by Stefan Feulner on April 28th, 2022 | 13:45 CEST
Deutsche Bank, mm2 Asia, Commerzbank - Uncertainty brings opportunities
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.
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Commented by Carsten Mainitz on April 27th, 2022 | 12:13 CEST
Hong Lai Huat, Commerzbank, Vonovia - Go for intrinsic values!
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.
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Commented by Stefan Feulner on April 15th, 2022 | 12:11 CEST
Deutsche Bank, wallstreet:online, Commerzbank - Financial stocks about to jump
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.
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Commented by Stefan Feulner on April 13th, 2022 | 17:59 CEST
Commerzbank, Kodiak Copper, NIO - Unstoppable trend
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.
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Commented by André Will-Laudien on April 7th, 2022 | 14:38 CEST
Deutsche Bank, Commerzbank, wallstreet:online, TeamViewer: Exploding interest rates - look at brokers and financial stocks now!
The ten-year mortgage interest rate perfectly replicates current inflation. Unfortunately, it must be said, home builders must have missed out if they were unable to secure the historic low interest rate from 2021. Throughout last year, the conditions fluctuated between 0.60 and 0.95%. Currently, there is even a 2 before the decimal point. With a credit sum of EUR 500,000 per year, interest is easily EUR 5,000 on top, calculated on the entire running time, the real estate investment increases in price by more than EUR 50,000. And that at prices, which had doubled alone in the last 7 years in the metropolises. Those who now have money on the high side consume it or try their luck on the stock market. Banks and brokers are now back in vogue!
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Commented by Stefan Feulner on March 28th, 2022 | 12:34 CEST
Deutsche Bank, Hong Lai Huat, Commerzbank - Strong comeback
Following Russia's invasion of Ukraine and the subsequent sanctions, banks, in particular, lost disproportionately in stock market value. Concerns about possible loan defaults in neighboring Eastern European countries caused the major European banks and domestic financial institutions such as Deutsche Bank and Commerzbank to plummet in the short term. In recent days, however, it is precisely these stocks that showed relative strength, driven above all by interest rate fantasies triggered by the US Federal Reserve.
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Commented by Carsten Mainitz on March 23rd, 2022 | 13:01 CET
wallstreet:online, Deutsche Bank, Commerzbank - These are buy prices!
The signals from the Fed that a faster turnaround in interest rates could be imminent are currently boosting the prices of financial institutions. After the recent price declines and considering the growth prospects, valuation levels are currently very attractive. The risks arising from the Ukraine war are manageable. The brave will grab before May 4, when the Fed meets next.
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Commented by Carsten Mainitz on February 18th, 2022 | 12:47 CET
Commerzbank, wallstreet:online, Bayer - Positive signals!
The US Federal Reserve is on the verge of ending its ultra-loose monetary policy and is signaling interest rate hikes soon in order to get a grip on high inflation, which is currently far above the target value of 2%. In addition, the monetary watchdogs cite future inflation risks and the robust labor market as reasons for the rising interest rates. As a result, shares of banks and financial services providers are benefiting. The successful restructuring measures, which are now generating billions in profits for the banks, also boost share prices.
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Commented by André Will-Laudien on February 10th, 2022 | 10:32 CET
The 100% interest winners: Allianz, Commerzbank, Deutsche Bank, MAS Gold - The precious metals are coming!
For a long time, the Bund Future had been able to hold well above 170. The 10-year Bund contract even reached prices above 178 points at its peak. Since mid-December 2021, however, the tide has turned. The German 10-year yield literally exploded from -0.30 to +0.27%. Some observers will say, "Nothing much has happened!" Wrong - the time of negative yields is history. Long-term mortgage rates also rose by a full 70 basis points during the same period. This marks the end of the phase of ultra-low interest rates, and it also puts real estate financing in an entirely new light. And the accompanying high inflation has many investors looking to precious metals - they are seen as a hedge against inflation. Which stocks are winning in this environment?
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Commented by André Will-Laudien on January 12th, 2022 | 12:08 CET
Barrick Gold, MAS Gold, Deutsche Bank, Commerzbank - Breaking News: FED raises interest rates!
Loretta Mester, another member of the Federal Reserve, has signaled a key interest rate hike for March. The central bank president of Cleveland spoke to Bloomberg of conditions that led to reconsider the easing measures. It clearly indicates further tapering steps and a turn on the key rate. It would be the first rate hike since the pandemic began. There are enough indications that inflation is too high, as the last price increase for the US was plus 6.8%. Gold and banking stocks should benefit from this decision. We are looking for investment opportunities around inflation.
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