
Marktbreite und Anlagestrategien im Fokus der aktuellen Berichtssaison
AI-generated summary
Die Berichtssaison für das dritte Quartal beginnt in einem Umfeld hoher Indexstände. Bisher wird der Aufschwung nur von wenigen großen Unternehmen getragen.
Hohe Indexstände generieren große Erwartungen an die Unternehmen, die jetzt in die Berichtssaison des dritten Quartals starten.
Bislang tragen nur wenige Schwergewichte den Aufschwung. Warum die Marktbreite zunehmen sollte, welche Herausforderungen entstehen und welche Strategien sich für Anlegerinnen und Anleger anbieten, darüber spricht Friedhelm Tilgen mit Paulina Michel von J.P. Morgan und Martin Goersch von Onvista.

Online commerce is growing, resulting in record volumes of packages and returns. Experts predict around 560 million returns by 2026. While logistics companies and parcel shops are benefiting from the boom, environmental associations are criticizing the waste of resources.

ECB President Christine Lagarde warns that the recent rise in bond interest rates is slowing economic growth in the euro zone. Bundesbank President Joachim Nagel signals further interest rate steps in the fight against inflation.

In the New York Café Monkey Cup and throughout the USA, the digitalized tipping requirement on payment tablets is causing discussions. As consumers feel the growing pressure, tipping is increasingly becoming a political point of contention.

New US debt rose to $1.99 trillion in the 2026 fiscal year. Despite Donald Trump's promise of spending cuts, the deficit is growing by 12 percent, driven by record interest payments and tariff revenue repayments.
Germany's airports have removed more than 35 million seats from flight schedules since 2019, while air traffic in other European countries is growing. The Federal Association of the German Aviation Industry (BDL) attributes the loss to high taxes and fees and is calling for them to be halved in order to restore competitiveness. Berlin Brandenburg Airport and locations in North Rhine-Westphalia and Northern Germany are particularly affected.

Concern is growing on Wall Street that AI profits are not flowing fast enough to cover rising borrowing costs. Tech stocks such as Nvidia, CoreWeave, Micron and Intel lost significantly, while the Nasdaq fell 2.15 percent. Investors are doubting the viability of large AI investments given higher interest rates and are awaiting clarity from the upcoming reporting season.