Stay ahead of the markets with our bi-weekly Seasonal Insights newsletter. Delivered in both English and German, it provides expert analysis and actionable insights into seasonal market patterns. Curated by a dedicated editorial team led by renowned seasonal analyst Dimitri Speck, each issue offers timely trends, practical guidance, and unique perspectives to support your investment decisions.
The AI boom doesn't just need chips and code. It needs enormous amounts of energy, around the clock. The utilities and suppliers meeting that demand are seeing structural tailwinds that conventional seasonal analysis now makes even more compelling.
The PHLX Semiconductor Index rose 177.73% within a year. But what comes next seasonally? The data tells a clear story: the coming months could be challenging.
Copper's weakest seasonal window is here. History shows an average drop of 4.11% from late May to early August, with a win rate of just 26.67%. Here's why that matters for longer-term investors, and how seasonal weakness could set up the next entry point in a powerful structural bull market.
The 2026 FIFA World Cup isn't just a football event. It's a seasonal trading opportunity. We analyzed the stock patterns of the biggest sponsors, Adidas, Coca-Cola and Visa, to show who benefits and when.
Choosing the right stock starts with choosing the right sector. With Seasonax, you can now screen S&P 500 sector indices and instantly see which ones are seasonally most promising. Then, you can screen the best stocks within that sector. Two steps, a few seconds, a selection based on real seasonal data. Here's how it works.
The next phase of AI is being built in data centers, chip manufacturing and power grids. Q2 seasonal patterns across Nvidia, Broadcom and NextEra Energy suggest this infrastructure buildout has historical tailwinds behind it.
Brewery stocks show clear strength in the spring, driven by better weather and rising demand. Major players like Anheuser-Busch InBev, Heineken, and Carlsberg often perform well from late March into early summer. However, this momentum often weakens in the second half of the year.
Seasonal patterns rarely exist in isolation. When viewed alongside other instruments or timeframes, differences in strength, timing, and consistency begin to stand out. This broader perspective helps reveal how individual patterns behave within the wider market environment – often reshaping how they should be interpreted.
The S&P 500 often slows in March after strong early-year gains. Over the past 15 years, returns have been flat and volatility has picked up mid-month. But history shows momentum tends to improve from April through June, marking a clear seasonal shift.
The Artemis program is entering a new phase, increasing investor focus on aerospace and defense stocks. Airbus, Lockheed Martin, and Northrop Grumman play key roles across critical mission technologies. Historical seasonality highlights recurring strength windows in these companies. Investors can use these patterns to refine timing and positioning.
Periods that are historically difficult for stocks can reveal different dynamics in gold. By examining long-term seasonality and the four-year cycle, gold’s performance is placed into a broader market context that helps frame market behavior over time.
