๐๐๐ด๐๐๐ ๐ ๐ฎ๐ฟ๐ธ๐ฒ๐ ๐จ๐ฝ๐ฑ๐ฎ๐๐ฒ
August delivered a mixed picture across global markets.
The UK stood out with robust growth, ranking among the top G7 performers. However, talk of a windfall tax on banks weighed on sentiment โ one of the reasons I chose to reduce my exposure to the sector.
In Germany, the DAX 40 came under pressure as US tariff concerns hit exporters, and unemployment ticked back above three million, highlighting the challenges for Europeโs largest and export-focused economy.
Overall, central bank policy expectations set the tone, keeping investors cautious but also alert to fresh opportunities as we move into September.
๐ฃ๐ผ๐ฟ๐๐ณ๐ผ๐น๐ถ๐ผ ๐ฃ๐ฒ๐ฟ๐ณ๐ผ๐ฟ๐บ๐ฎ๐ป๐ฐ๐ฒ
๐๐ฆ๐ณ๐ฎ๐ข๐ฏ๐บ:
Siemens AG ($SIE.DE (Siemens Aktiengesellschaft)) gained over 10%, while Commerzbank AG ($CBK.DE (Commerzbank AG)) and Airbus SE ($AIR.PA (AIRBUS SE)) both rose more than 5%.
๐๐ฏ๐ช๐ต๐ฆ๐ฅ ๐๐ช๐ฏ๐จ๐ฅ๐ฐ๐ฎ:
Prudential ($PRU.L (Prudential)) and International Consolidated Airlines ($IAG.L (International Consolidated Airlines)) each advanced around 5%.
๐๐ฏ๐ช๐ต๐ฆ๐ฅ ๐๐ต๐ข๐ต๐ฆ๐ด:
Netflix ($NFLX (Netflix, Inc.)) added 4%.
๐๐ป๐ฑ๐ถ๐ฐ๐ฒ๐ ๐ฃ๐ฒ๐ฟ๐ณ๐ผ๐ฟ๐บ๐ฎ๐ป๐ฐ๐ฒ
DAX 40 ($GER40): -1.7%
FTSE 100 ($UK100): +0.6%
S&P 500 ($SPX500): +1.9%
๐ข๐๐๐น๐ผ๐ผ๐ธ ๐ณ๐ผ๐ฟ ๐ฆ๐ฒ๐ฝ๐๐ฒ๐บ๐ฏ๐ฒ๐ฟ
Jerome Powell signaled the Fed is prepared to cut rates, with markets pricing an 85โ90% chance of a 0.25% cut in September.
As the S&P 500 heads into its historically weakest month, investors are focused on whether this will mark the first rate cut of the year and the start of a broader easing cycle.
Growth remains fragile in Europe and steady, though slowing, in the US, while tariff and political risks continue to weigh on trade.
Copy Trading is not investment advice | Capital at risk | Past performance does not guarantee future result... Show More
Roll on September. All the best Nick and to fellow copiers. ... Show More
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