Record Mood in the Stock Markets
The stock markets are currently showing a record mood with a clear upward trend, particularly in the USA and Germany, reaching new highs.
The German DAX at a New All-Time High
In Germany, the DAX achieved a new record value of 24,480 points at the beginning of July 2025, just above the previous high from June (24,479 points). Since the beginning of the year, the DAX has already increased by around 22 percent. Other German indices like MDAX and SDAX are also reaching new record levels, emphasizing the positive market sentiment.
Positive Impulses from Trade Agreements
This development is significantly driven by hopes for a soon-to-be-signed trade agreement between the EU and the USA. Progress in negotiations and the postponement of new US tariffs have strengthened investor confidence. Additionally, capital is increasingly flowing from the USA to Europe as investors want to avoid uncertainties regarding US tariff policies.
Records Also in the USA
In the USA itself, records are also being observed, with bonds such as US Treasuries recording significant gains in the first half of the year despite rating downgrades by Moody’s. The expectation of an interest rate cut by the US Federal Reserve supports the demand.
Significant Opportunities for Investors
As a result, significant opportunities arise for investors: The ongoing upward momentum offers chances for price gains in both the German and international stock markets. At the same time, stable conditions such as possible trade agreements and monetary policy signals contribute to an overall positive market situation.
| Market Region | Current Trend | Drivers | Significance for Investors |
|---|---|---|---|
| Germany (DAX) | New record high at approx. 24,480 points (+22% YTD) | Hope for EU-USA trade agreement; Capital inflow from the USA | Attractive entry opportunities; Continuation of the upward trend likely |
| USA (Stocks & Bonds) | Strong price gains in stocks & Treasuries despite rating concerns | Expectations of interest rate cuts; Stable demand for government bonds | Diversification possible; Opportunities through monetary policy easing |
These developments are attracting particularly those investors who were previously waiting on the sidelines and are now looking to invest actively again.