{"id":67869,"date":"2026-07-15T11:07:14","date_gmt":"2026-07-15T09:07:14","guid":{"rendered":"https:\/\/www.captrader.com\/?post_type=boersen-ausblicke&p=67869"},"modified":"2026-07-15T11:07:15","modified_gmt":"2026-07-15T09:07:15","slug":"dax-weekly-outlook-iran-war-fuels-new-uncertainty-us-earnings-season-in-focus","status":"publish","type":"boersen-ausblicke","link":"https:\/\/www.captrader.com\/en\/boersen-ausblicke\/dax-wochenausblick-iran-krieg-schuert-neue-unsicherheit-us-berichtssaison-im-fokus\/","title":{"rendered":"DAX Weekly Outlook: Iran War Fuels New Uncertainty \u2013 US Earnings Season in Focus"},"content":{"rendered":"

The market is currently struggling to find a clear direction, caught between corporate balance sheets and global politics. The situation in the Middle East remains the decisive risk factor for the markets. As long as a clear compass is missing, stock markets are likely to remain in their rocking motion, keeping investors on tenterhooks.
\nThe earnings season could give the markets a possible breather. But as long as geopolitical risks set the pace, optimism is likely to remain a fragile companion. In focus, in addition to renewed US price data, are various corporate figures from the United States.<\/p>\n

DAX<\/strong><\/h2>\n

\"An<\/p>\n

Naval blockade against Iranian ports in effect again \u2013 US launches further attacks on Iranian targets<\/strong><\/h2>\n

The uncertain situation in the Iran conflict is likely to continue to concern investors. The U.S. military has reinstated a naval blockade against Iranian ports and again attacked targets in Iran. This marks the fourth consecutive night that the United States has carried out airstrikes. After a supposed period of calm in the Middle East, market participants must once again contend with geopolitical risks.<\/p>\n

US Producer Prices and Kevin Warsh Could Provide Monetary Policy Impetus<\/strong><\/h2>\n

This afternoon, investors will be focusing on the US producer price index (2:30 PM), which will be scrutinized for monetary policy clues.<\/p>\n

US inflation data for June, released on Tuesday, came in significantly weaker than expected at 3.5 percent (year-over-year) compared to the anticipated 3.8 percent, following 4.2 percent in May. This development could have favored the lingering interest rate concerns.<\/p>\n

According to the CME Group's \u201eFedWatch Tool,\u201c 83.4 percent of market participants currently expect an interest rate pause at the upcoming meeting on July 29, and 16.6 percent expect a quarter-percentage-point rate hike. A week ago, 31 percent were still expecting a corresponding increase in interest rates.<\/p>\n

Further speech by Fed Chairman Kevin Warsh expected before US House of Representatives<\/strong><\/h2>\n

Also on Tuesday, Fed Chairman Kevin Warsh is scheduled to speak before the U.S. House of Representatives (4:00 PM).<\/p>\n

On Thursday, US retail sales will be in focus (2:30 PM).<\/p>\n

Preliminary consumer sentiment data (Uni Michigan) at 4:00 PM will round out Friday from an economic calendar perspective.<\/p>\n

US earnings season gaining momentum \u2013 impulses also conceivable here at home<\/strong><\/h2>\n

Investors are also eagerly awaiting further corporate earnings from the United States, which are also likely to be heard in Frankfurt am Main.<\/p>\n

Today, results for the past business quarter are expected from BlackRock (ISIN: US09290D1019), Johnson & Johnson (ISIN: US4781601046), and Morgan Stanley (ISIN: US6174464486), as well as from Netflix (ISIN: US64110L1061) on Thursday.<\/p>","protected":false},"excerpt":{"rendered":"

The market is currently struggling to find a clear direction, caught between corporate balance sheets and global politics. The situation in the Middle East remains the decisive risk factor for the markets. As long as a clear compass is missing, stock markets are likely to remain in their rocking motion, keeping investors on tenterhooks.
\nThe earnings season could give the markets a possible breather. But as long as geopolitical risks set the pace, optimism is likely to remain a fragile companion. In focus, in addition to renewed US price data, are various corporate figures from the United States.<\/p>","protected":false},"author":36,"featured_media":45484,"template":"","borsenausblick-kategorie":[882],"class_list":["post-67869","boersen-ausblicke","type-boersen-ausblicke","status-publish","has-post-thumbnail","hentry","borsenausblick-kategorie-dax-wochenausblick"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.captrader.com\/en\/wp-json\/wp\/v2\/boersen-ausblicke\/67869","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.captrader.com\/en\/wp-json\/wp\/v2\/boersen-ausblicke"}],"about":[{"href":"https:\/\/www.captrader.com\/en\/wp-json\/wp\/v2\/types\/boersen-ausblicke"}],"author":[{"embeddable":true,"href":"https:\/\/www.captrader.com\/en\/wp-json\/wp\/v2\/users\/36"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.captrader.com\/en\/wp-json\/wp\/v2\/media\/45484"}],"wp:attachment":[{"href":"https:\/\/www.captrader.com\/en\/wp-json\/wp\/v2\/media?parent=67869"}],"wp:term":[{"taxonomy":"borsenausblick-kategorie","embeddable":true,"href":"https:\/\/www.captrader.com\/en\/wp-json\/wp\/v2\/borsenausblick-kategorie?post=67869"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}