Financial expert view: Greed drives Dax to the edge - opportunities after market correction? Inflation, interest rates & stocks: analysis & forecast.

Financial expert view: Greed drives Dax to the edge - opportunities after market correction? Inflation, interest rates & stocks: analysis & forecast.

According to a report from amp2.wiwo.de, there are indications of possible interest rate cuts in the US, while a similar development is unlikely in Europe. Market expectations of the new interest rate policy have led to excessive euphoria, which could lead to a correction on the stock markets. The uncertainty regarding inflation rates in the USA and the EU as well as developments on the oil market could influence future interest rate policy.

The development of companies such as Infineon, Sartorius, Bayer and Rheinmetall reflects the uncertainty and the possible effects of changes in interest rate policy. Infineon's stock could decline due to recent developments, while Sartorius could struggle to recover due to its high valuation. Bayer continues to show signs of uncertainty, while Rheinmetall is showing robust performance.

The possible correction on the stock markets, based on the overestimation of expectations regarding interest rate policy, could lead to short-term turbulence. Companies that are heavily dependent on global dynamics could be particularly affected. It is important to keep an eye on the evolution of interest rate policy in both the US and the EU as this could influence the long-term direction of the markets. Investors should act cautiously during this time and focus on long-term investments.