Saxo Bank stiller spørgsmålet, om de tyske aktier er blevet overophedet. De seneste to uger er DAX-indekset steget til 15.300, og det synes at være overdrevet.
DAX Overheating?
German Dax (DAX.I) – the strong momentum since late March is continuing with DAX futures jumping higher this morning to 15,300 a new all-time high. The pace has been extraordinary but on the other hand, German companies are at the receiving end of global stimulus being heavily focused on exporting.
Our view is that DAX futures could experience a short-term setback soon as a 10% move in two weeks seems too aggressive.
