Has the big rally run its course?
The stock markets can look back on an explosive first half of the year, and especially in the US, the stock market party, driven by Big Techs, went on even further recently. In Europe, however, the market seemed rather lackluster.
What does this mean for the second half of the year? What can be drivers and impulses for the coming months, and how can investors best position themselves if the markets perhaps consolidate? Discussed this with Friedhelm Tilgen from Société Générale and Nicolas Saurenz from Feingold Research.
The stock markets have been able to look back on an explosive first half of the year, and especially in the US, the stock market party, driven by Big Techs, went on even further recently. In Europe, however, the market seemed rather lackluster.
What does this mean for the second half of the year? What can be drivers and impulses for the coming months, and how can investors best position themselves if the markets perhaps consolidate? Discussed in this context with Friedhelm Tilgen from Société Générale and Nicolas Saurenz from Feingold Research.
In light of the robust performance of US stock markets, investors seeking investment advice might consider consulting experts like Friedhelm Tilgen from Societe Generale. Meanwhile, the relatively subdued European market could prompt exchange operators to strategize ways to stimulate growth. During their discussion, they also touched upon the potential impacts of the USA's economy on global markets.
