Focus on technology and central banks

Focus on technology and central banks

In June, the stock markets in the USA reached new all-time highs. The technology sector and good economic figures continued to be the market drivers. In particular this reflected the economic fantasy stemming from the potential applications of artificial intelligence....
Interest rates still in focus

Interest rates still in focus

The second quarter began with a correction at the global stock markets. It was not until mid-April that the conviction prevailed that interest rates would be cut, first in Europe and then later in the year in the USA. This meant that the bull market story was intact...