Tagesarchiv

ODDO BHF | Frankfurt am Main, 17. August 2023 Das U.S. Bureau of Labor Statistics hat an diesem Donnerstag die aktuellen Daten zur Entwicklung der Verbraucherpreise für Juli 2023 veröffentlicht: Es ist unbestritten eine gute Nachricht, dass es der Fed offenbar gelungen ist, die Verbraucherpreisinflation dank einer entschlossenen Geldpolitik von 9,1 Prozent im Juni 2022 auf 3,2 Prozent im Juli 2023 zurückzuführen. Die Kerninflation, bei deren Berechnung die volatileren Preise für Energie und Nahrungsmittel ausgeklammert werden, ist im Juli 2023 von 4,8 auf 4,7 Prozent gesunken. Allerdings …

 ECP | Luxemburg, 13.11.2020 The beginning of this week has been marked by a violent rotation out of Big Tech and so-called Covid-19 winners into the cyclical and value names. This move was triggered by promising trial results from an experimental Covid-19 vaccine developed by BioNTech and Pfizer. European equities have also started to perform noticeably better than their US peers and continue to recover some lost ground in terms of negative performance year-to-date. Strategists from big investment banks were …

 ECP | Luxemburg, 09.10.2020 Big Tech has had a tremendous run since over the last years against the US broader market. The developed markets outside of the US, especially Europe, have been left behind partly due to the relatively low weight of technology stocks in the market. Apple, Microsoft, Amazon, Facebook and the parent company of Google, Alphabet represent 22% of the S&P 500, an unseen concentration on 5 companies. The winner takes it all argument where Big Tech is ruling …