Background: Tariff Policy and Market Development
The recent positive market development in after-hours trading, characterized by a price increase of 1.7% to 20,711 points, could have implications for the future development of European markets. This movement is closely linked to the positive developments in the US stock markets, influenced by the recent changes in the tariff policy of US President Donald Trump.
In recent weeks, Trump’s tariff policy has caused significant turbulence in global markets. Following the announcement of extensive tariffs on imports from all countries, the markets reacted with sharp price losses. The DAX dropped by up to ten percent, and the US stock exchanges experienced their largest daily losses since the Corona pandemic. These measures led to considerable uncertainty and raised recession fears worldwide.
Reversal and Market Recovery
However, Trump has temporarily adjusted his tariff policy, lowering tariffs for almost all trading partners to ten percent for 90 days. This reversal led to a recovery in the markets. The DAX and the Euro Stoxx 50 saw significant increases, and the US stock markets also showed an upward trend again. This development could be a positive signal for private investors, savers, and small investors, as it indicates a stabilization of the markets.
Impact on European Markets
The European markets, particularly the Euro Stoxx 50 and the DAX, have proven relatively resilient in recent weeks. Despite the ongoing uncertainty from the trade conflict with the USA, they have managed to stabilize. The industrial sector and the technology sector are showing robustness, indicating a certain resilience of the European economy.
Importance for Private Investors
For private investors, savers, and small investors, it is important to keep an eye on the current market situation. The recent recovery could be a sign that the markets are adaptable and can adjust to new realities. Nevertheless, uncertainty due to geopolitical tensions remains, which suggests a cautious investment strategy.
Future Outlook
In the long term, national fiscal programs, set to come into effect around 2026, could positively influence economic development and stimulate the credit market. These measures could help strengthen the overall economy and stabilize the markets. Nevertheless, it remains crucial to monitor political developments, as they can significantly impact the markets.