The recent surge in oil prices is causing concern in the financial markets, with tensions in the Middle East playing a significant role. The price of oil has increased by nearly ten percent this week, reaching $78 per barrel, although still below previous highs. Compared to past military conflicts, the rise in oil prices is considered moderate.
Financial analysts Dietmar Deffner and Holger Zschäpitz discuss the implications of the escalating situation in the Middle East on the oil market. They also explore the potential impact of Washington’s involvement and the historical opportunity that Israel may have in containing Iran’s influence, which has been a threat for the past three decades.
The DAX has experienced a 2.5 percent decline this week, attributed not only to the Middle East conflict but also to the “China rally” which has resulted in losses for companies like Porsche, BMW, and Infineon. Deffner describes it as a “bearish week,” reflecting the overall market sentiment.
In addition to the oil price surge, the podcast also covers other relevant financial topics. It discusses the successful IPO of Springer Nature and the risks associated with it, as well as the significant profit warning issued by Gerresheimer for the next two years, highlighting the loss of trust in the company’s management.
Furthermore, the podcast delves into the debate on whether the fair value of the DAX should be around 19,000 or 20,000 points, presenting arguments for both scenarios. Deffner and Zschäpitz engage in lively discussions about these and other important economic issues, offering insights and analysis for their listeners.
Listeners can tune in to the podcast on various platforms such as Spotify, Apple Podcasts, and Amazon Music to stay informed about the latest market news and financial topics of the day. For those seeking a daily dose of market updates, “Alles auf Aktien” provides a morning briefing from the WELT economics desk starting at 5 am.
DEFFNER & ZSCHÄPITZ aim to bring real-life discussions to their audience, with Deffner representing the optimist and Zschäpitz embodying the pessimist. Through their weekly podcast on WELT, they provide a platform for in-depth conversations and debates on key economic issues that impact daily life.
Readers are encouraged to share their thoughts on the podcast topics by commenting on the article or reaching out to the team at wirtschaftspodcast@welt.de. Stay tuned for more insightful discussions and analyses on the world of finance and economics.