MÄRKTE EUROPA/Leichter – Rotation aus Technology-Werten taxet | 03.09.24

FRANKFURT (Dow Jones)–Leichter sind Europas Börsen am Dienstag aus dem Handelsgangs. Huge sums have gone into a Wall Street scramble that has begun to grow. When my Feiertag on Montag started in September, the VS-Anleger started first heute. Damit wurden auch fresh Kapitalzuflüsse in Fonds newly distributed. From the Technology Action, we are aware of the fact that we have a defensive title which is part of the Nahrungsbranche. Der DAX schloss 1 Prozent tiefer bei 18.747 Punkten – dabei hatte er am Morgen bei 18.991 Punkten nor a new Allzeithoch erzielt.

For the Euro-Stoxx-50, 1.2 Prozent went for 4,913 Zähler nach unten. Unlike in the US, the Mining and Stahlwerte in Europe were neither schwächer, ihr Branchen-Index verlor 3.3 Prozent.

US Data Determines the Week

The ISM Industry Index for August can be found in the background. There is a problem with the schrumpfungsbereich, jedoch lagen Beschäftigung und Preise über Erwartung. Dies dämpfte Zinssenkungshoffnungen. For the labor market that is larger than the ISM Service Index in the Donnerstag, most Americans are active in this sector. The high point of the Woche is the monatliche US-Arbeitsmarktbericht am Freitag.

Rotation by Technology-Actions

Aktien der Technology-Branche was de Verlierer der Branchenrotatie zum Monatsstart in de USA. Before Nvidia is under pressure with 7 percent minus zum German trade schluss. After the young Nvidia-Zahlen, Wachtumshoffnungen were abgeflaut. There is talk of sinking in the US Zinssenkungserwartungen.

When in September the month of September only the seasonal volatile time of the stock market began, it will never happen again in any of the volatile sectors, this is it. Intel and Taiwan Semiconductor work in 6 Percent. ASML lost 4.4 Percent. I am DAX were Infineon Tagesverlierer with Minus 4.7 Percent.

Other people from Themen-Fonds wie “Rüstung” take care of themselves. Renk fielen 6.8 Prozent, Hensoldt 3.3 Prozent and Rheinmetall 1.4 Prozent. Symrise stilts with 1.9 Prozent Plus den Tagessieger.

Cost savings at VW without a purchase argument

Also car deals Tendierten Schwach. The VW deal was down by 1.2 percent. The display of the Sparkurs can no longer be performed. So it is from the DZ Bank that the market profits for 2024 and 2025 can fall.

If the costs for restoration and personal tax are taxed, this means that the guideline is a swache enterprise of Marke VW. Other car companies with Mercedes and BMW go to 1.9 percent after, Stellantis out 2.8 percent.

Banks Ruined Europe in Min. Commerzbank goes to 2.4 Prozent, Deutsche Bank to 1.6 Prozent. In Handel I would be amazed, the Zins Margin with the bowls of EZB Zinssenkungen that have fallen through time. Dazu hättenviele Institute bisher kaum Rückstellungen für Immobilienkredite gebildet.

Thyssenkrupp lost 4.1 percent with the European steel price drops, as it fell from the Stoxx 600 index. Also Salzgitter goes to 3.1 percent after that, ArcelorMittal to 5.2 percent.

At Ubisoft, the Kursrutsch service continues. The stocks lost 5 percent. If you are skeptical about the bets on Live Service Games, you can use the Stoxx 600 Index and negative analyst sentiments from UBS and JPM.

Against the trend, Watches of Switzerland rose by 6.3 percent. Here are all the insights from management, the forecast for the business year 2025 are the best. If you have done the analysis of the analysts of RBC, you can come up with an idea that a research is possible.

Also Swiss Life fell 1.1 percent. Here the half-billion reserve has been transferred, an Aktienrückkauf could no longer be used. The UBS has here among others a volume of 300 million francs rechnet.

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Index Schluss- Entwicklung Entwicklung Entwicklung

. absolutely in % say

. Start of year*

Euro-Stoxx-50 4,912.52 -60.55 -1.2% +8.7%

Stoxx-50 4,512.46 -44.79 -1.0% +10.2%

Stoxx-600 519.84 -5.10 -1.0% +8.5%

XETRA-DAX 18,747.11 -183.74 -1.0% +11.9%

FTSE-100 London 8,298.46 -65.38 -0.8% +8.2%

CAC-40 Paris 7,575.10 -71.32 -0.9% +0.4%

AEX Amsterdam 908.85 -11.84 -1.3% +15.5%

ATHEX-20 Athens 3,511.86 -8.51 -0.2% +12.5%

BEL-20 Brussels 4,147.67 -32.66 -0.8% +11.9%

BUX Budapest 72,982.36 +193.13 +0.3% +20.4%

OMXH-25 Helsinki 4,655.47 -39.91 -0.8% +3.6%

ISE NAT. 30 Istanbul 11,050.47 -107.80 -1.0% +37.8%

OMXC-20 Copenhagen 2,763.82 -5.74 -0.2% +21.0%

PSI 20 Lisbon 6,773.88 -67.06 -1.0% +4.9%

IBEX-35 Madrid 11,279.20 -116.10 -1.0% +11.7%

FTSE-MIB Postland 33,863.43 -457.17 -1.3% +13.0%

OBX Oslo 1,308.45 -28.59 -2.1% +9.6%

PX Prague 1,591.32 -15.64 -1.0% +12.5%

OMXS-30 Stockholm 2,565.78 -24.20 -0.9% +7.0%

WIG-20 Warsaw 2,409.50 -46.57 -1.9% +2.8%

ATX Vienna 3,651.56 -84.33 -2.3% +8.1%

SMI Zurich 12,348.19 -103.29 -0.8% +10.9%

*Concerned about Schlusskurs vom Vortag

Interest market will definitely be +/- YTD

Dt. Zehnjahresrendite 2.27 -0.06 -0.30

VS-Zehnjahresrendite 3.86 -0.05 -0.02

DISCOVER Zuletzt +/- % Tue, 8:26 Mon, 5:10 % YTD

EUR/USD 1.1041 -0.3% 1.1057 1.1070 -0.0%

EUR/JPY 161.07 -1.0% 161.70 162.69 +3.5%

EUR/CHF 0.9391 -0.4% 0.9412 0.9424 +1.2%

EUR/GBP 0.8427 +0.1% 0.8430 0.8417 -2.9%

USD/JPY 145.91 -0.7% 146.23 146.97 +3.6%

GBP/USD 1.3104 -0.3% 1.3115 1.3153 +3.0%

USD/CNH (foreign) 7.1231 +0.1% 7.1231 7.1165 -0.0%

Bitcoin

BTC/USD 57,786.35 -2.1% 58,931.25 58,708.25 +32.7%

ROHOEL VT-Settlem. +/- % +/- USD % YTD

WTI/Nymex 70.71 73.55 -3.9% -2.84 -0.4%

Brent/ICE 74.08 77.52 -4.4% -3.44 -1.7%

GAS VT Settlement +/- EUR

Dutch TTF 37.03 38.59 -4.0% -1.56 +16.1%

METALLE jijetzt Vortag +/- % +/- USD % YTD

Gold (Spot) 2,486.51 2,499.79 -0.5% -13.29 +20.6%

Silver (Spot) 27.96 28.73 -2.7% -0.77 +17.6%

Platinum (Spot) 910.28 930.03 -2.1% -19.76 -8.2%

Copper-Future 4.02 4.12 -3.1% -0.13 +1.9%

YTD cared about Schlussstand des Vortags

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Contact the author: [email protected]

DJG/mod/cln

(END) Dow Jones Newswires

September 3, 2024 12:08 ET (16:08 GMT)