Optimism in the Markets: Rising share prices & Falling bond yields
Market participants focused on the US inflation figures for April. Following the mostly negative surprises of previous months, which indicated an end to the disinflation trend, there was now a positive surprise. Market participants' relief manifested
Mysterious Gold
The price of gold has risen sharply in recent months. It remains unclear: why exactly? Numerous arguments are cited, from the exchange rate of the dollar to interest rates, speculation, and central bank
Weakening US economic data - Cyclical recovery in Europe
Weakening US economic and labor market data and a less hawkish-sounding US Federal Reserve gave market participants renewed hope of interest rate cuts. Together with solid quarterly figures from major US tech companies, this led to rising stock markets
The long road to perfect AI
– Artificial intelligence is increasingly penetrating all areas of life and the economy. However, not everything labelled as AI actually contains AI. On closer inspection, some applications are just well-programmed apps with powerful servers in the
Global Economic Trends: Rising Bond Yields and Inflation Dynamics in the USA
Strong economic data and strong inflation figures from the USA led to rising government bond yields and falling stock markets. There are also signs of an improvement in the economic outlook in Europe, driven by the industrial sector and the start of an
Is the ECB growing up?
The US economy remains strong, inflation high. This is dampening hopes of rapidly falling interest rates in the United States, with the European Central Bank possibly making its first interest rate move before the Fed.
Stocks take a breather - rising trend in yields
Low fears of unemployment are fueling consumer spending in the US and ensuring stable economic growth. In this environment, the bond markets began to postpone the start of interest rate cuts in the
China: stabilizing at last?
For years, China served as a global growth engine. But then came the Covid pandemic, strict lockdowns and a real estate crisis. In 2023, the country was still unable to contribute anything to global growth. Since then, however, the wind has
German economy gains hope
Over the past two weeks, central bank meetings have been on the agenda and surprising decisions have been made. Meanwhile, the stock markets continued their record-breaking run, led by the Magnificent
Moventum Compact
This market commentary will keep you informed about current market conditions and their impact on the managed portfolios.
Downloads
Here you will find our fact sheets and brochures.
Also available here: interest rate guideline.
Stay up to date with the Moventum newsletter
Exclusively for subscribers:
- Current market data
- Invitations to events
- Other advisory topics
