These two shares are facing a high course plan – Diepresse.com
The mood on the stock exchanges is dazzling again, but it doesn’t seem stable yet. These two shares should take care of this, because they are driven by other factors. One of them should benefit from the reconstruction in Ukraine.
It’s nice that people believe in good. And that investors seem to be convinced of the victory of the good a little more than a month after the customs crash cannot be blamed. In view of the new trade agreement between the United States and Great Britain, it is seductive to think that everything turns into the positive in Donald Trump’s customs policy. The whole thing goes a little quickly – and a little exuberant. On Friday, the German leading index Dax, the largest in Europe, already set up a new record high. Even with the European counterpart, Eurostoxx, it is not far. The US indices still need a little.
Questionable green
« The stock markets are still on green, » Claudia Windt from the Landesbank Hessen-Thuringia told the dpa-Afx news agency. « The investors are grabbing, probably not to miss anything. » However, it is questionable how justified this is a spirit of optimism.
Analyst Sören Hettler from DZ Bank also warned of too much confidence or even naivety in the same report on Friday. The acute panic was not justified at the beginning of April, the same applies to excessive optimism with regard to Trump’s future trade policy. And Jürgen Molnar from the Robomarkets Handelshaus summed up: « All in all, the mood on the stock exchange is almost too good again. » It is difficult to imagine that Trump is going to the next deals without a major fier.
Extreme with investors
So you are the investors: a little manic-depressive, overdo it in both directions. And on top of that, they tend to selective perception.: If you go down, do not want to see light. If it goes up, they dazzle the shadows. It is difficult to imagine that the US negotiations with China run as smoothly at the weekend as those with Great Britain. That the new government in Germany is becoming a economic engineer in Germany, probably too. And according to the current barometer of the Fedwatch tool of the US appointment exchange CME, the market only believes 17 percent that the US Federal Reserve will reduce the key interest rate at its next meeting in June after it has not done it this week. The monetary authorities are afraid of stagflation and wait once.
In short: the urge of the market participants is there to quickly drive the courses up. But the upswing is not yet on safe legs. Long -term investors do not decide on temporary criteria anyway and therefore approach serenity.
Two interesting stocks
But which stocks could be interesting now?
