
Will Persimmon Homes Benefit from a Seasonal Upswing?
With mortgage rates stabilizing and demand returning, Persimmon Plc's forward order book has risen 27% year-on-year. As the housing market recovers, will the stock follow its seasonal trend?
With mortgage rates stabilizing and demand returning, Persimmon Plc's forward order book has risen 27% year-on-year. As the housing market recovers, will the stock follow its seasonal trend?
The upcoming Fed meeting could weigh on USD/JPY, with historical data showing a bearish bias post-FOMC decisions. An average decline of -0.07% and a 48.75% win rate suggest downside risks, especially if the Fed signals more rate cuts. A dovish stance may push USD/JPY lower, while a hawkish surprise could provide support. Key technical levels, like the 147.50 support zone, will be crucial for traders.
Apple is set for a major software overhaul, unifying iOS, iPadOS, and macOS with a fresh design inspired by Vision Pro. Historically, AAPL has shown strong seasonal performance during this period, with shares averaging a +6.86% gain from March to May. This update comes as Apple looks to drive renewed demand and strengthen its ecosystem.
Oil markets may be on the verge of a major geopolitical shift as speculation grows over a potential US-Saudi-Russia deal. Meanwhile, crude oil's seasonal pattern points to a historically strong period from March to July, with an average gain of +4.84%. Will this alignment of market forces drive oil prices higher?
Shell PLC is undergoing a major executive reshuffle just ahead of its March 25 strategy update, a move that could influence investor sentiment. Historically, Shell’s stock has gained an average of +7.91% from mid-March to early June, supported by seasonal oil demand and corporate developments. If the upcoming strategy presentation is well-received, it may act as a catalyst for the stock to follow its strong seasonal trend.
EUR/USD has a strong seasonal track record from March 10 to March 17, with gains 75% of the time with an annualized return of +32.26%. Yield spreads and fiscal policies could further support the euro’s strength, while technical signals point to a potential breakout. However, key risks such as US inflation data and Fed policy shifts could introduce volatility.
Historically, the S&P 500 has shown an upside bias after Non-Farm Payrolls (NFP) releases, with an average return of +0.17% in the following 10 days. With Fed Chair Powell’s cautious stance on rate cuts, this NFP report could be pivotal for market trends.
BASF SE is implementing cost-cutting measures and restructuring initiatives, including a potential IPO for its Agricultural Solutions unit. Historically, the stock shows seasonal strength from March to June, with an average gain of +6.73%.
Aston Martin Lagonda Global Holdings Plc is undergoing yet another restructuring, but historical seasonal trends suggest a challenging period ahead. Over the past six years, the stock has shown a consistent decline between March and mid-May, averaging -26.45%.
Walmart faces profit concerns, but historical data suggests strong seasonal performance from March to April. Despite macroeconomic headwinds and rising costs, the stock has shown a consistent upward trend during this period.