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.
Article in German Dear Investor, Eight times a year, the Federal Open Market Committee (FOMC) of the U.S. Federal Reserve (FED) meets to discuss and decide on monetary policy, and the level of key interest rates. In view of the…
Dear Investor, In recent years, markets have been conditioned not to overreact to political and geopolitical shocks for two reasons: firstly, because it was believed that the initial shock would not increase significantly more; and secondly, because central banks were…
Article in German Dear Investor, Black Friday, one of the most anticipated non-official US holidays, will shortly be kicking off this year’s Christmas shopping season. Indeed, since 2005 Black Friday has reportedly been the busiest shopping day of the year…
Even years after a U.S. presidential election, markets are influenced by where they stand in the four-year election cycle, with historical data showing the midterm year as the weakest phase for equities compared to election, pre-election, and post-election years, though selective opportunities can still emerge in specific sectors, stocks, or commodities.
Dear Investor, Financial markets and seasonality go hand in hand. But do they also correlate in the cold season? Today, I will present to you various fundamentals that have strong influences on stock prices during the last weeks of the…
Article in German Dear Investor, In the context of seasonality, you may – just like most investors – primarily think of commodities and stock indexes. However, there are seasonal patterns in many other markets and instruments as well, ranging from…
Dear Investor, This holiday season it will not only be catching our desired item that will be our biggest concern, but we will also have to navigate through supply-chain complications that have caused delays and shortages among retailers. This may…
Article in German Dear Investor, In recent months, many commodities have seen marked rises. On the other hand, precious metals have lagged behind. However, in view of this commodity boom, you may be asking if gold will in fact follow…
Dear Investor, There are a number of horror stories accompanying the markets these days: surging inflation, slowing growth and spiking energy prices. Nevertheless, there is yet one more spine-tingling event coming up on October 31: Halloween! However, we are going…
Article in German Dear Investor, Problems surrounding Evergrande, the Chinese property development company, are causing unrest in the stock markets. On top of this, October has also begun – the month that has a particularly bad reputation for traders! Is…
Dear Investor, During Covid lockdowns many couples found their relationships under fire! However, amongst those who “survived” 24/7 surroundings, some became ready for the next big step in their lives together – the wedding. Rates of weddings have not yet…
