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.
NextEra Energy tends to show notable strength between May and August, and again from October to year-end – patterns that align with increased energy demand and investor positioning. Despite political distractions, the company’s focus on wind, solar, and hydrogen has kept it on a long-term growth path.
Copper, often seen as a barometer for global economic health, is flashing fresh warning signs. After surging on tariff speculation, prices have reversed sharply, aligning with a historically weak seasonal period from April to June. This seasonal slump is now being compounded by recession fears and collapsing US demand. If macro risks intensify, the downside for copper prices could deepen significantly.
Not all investment strategies perform equally throughout the year—some have their own "season." Right now, it’s the prime season for dividend stocks. Our analysis compares the John Hancock Premium Dividend Fund (PDT) to the SPDR S&P 500 ETF (SPY), revealing how dividend stocks typically outperform during the summer. Now is a compelling moment to consider a shift toward dividend-oriented strategies.
April has historically been the strongest month for the FTSE 100, delivering consistent gains over the past 25 years. Seasonal drivers like earnings momentum, fiscal year-end flows, and dividend reinvestment have supported this trend. However, with UK fiscal tightening in focus, market dynamics could shift.
Formula 1 and stock markets have more in common than you might think. Historical data shows that shares of racing giants like Mercedes and Ferrari tend to follow distinct seasonal patterns. From strong rallies at the start of the season to periods of weakness, these trends offer investors strategic opportunities.
Bitcoin’s seasonal pattern reveals potential risks. With the detrending feature in Seasonax, you can easily identify when Bitcoin is likely to experience declines, helping you minimize risks and optimize your investments.
Boeing shares react significantly to airplane accidents, particularly when caused by design flaws. A seasonal analysis shows that such incidents result in an average share price decline of -4.45%, with losses persisting for weeks.
Learn why the year within the election cycle matters more to market performance than the election outcome itself. Uncover key trends, including gold's potential rise after a weak start and the Nasdaq's challenging February-March period.
Discover the seasonal strength in consumer discretionary stocks, a trend historically prominent from late January to April. With potential pro-growth policies under President Trump and favorable economic indicators like steady inflation and robust job growth, this could be an opportune moment to capitalize.
The Russell 2000 shows a striking seasonal pattern depending on whether the year ends with an odd or even digit. In even years, like 2024, small-cap stocks underperform significantly compared to the S&P 500, with a widening gap from March to October.
