DAX reaches record high - Commerzbank and customs policy under pressure!

DAX reaches record high - Commerzbank and customs policy under pressure!

The DAX has again had a new record high with a final stand of 24,481 points on Tuesday, July 9, 2025. This corresponds to a rich growth of 1.13 percent and exaggerates the previous record from the beginning of June. As The shareholder is also on the SDAX Best brand went, while the MDAX shines with an increase of 1.21 percent to 31,432 points. Some analysts make such developments thoughtful; Jochen Stanzl emphasizes that many investors are increasingly steering their capital to Europe and Germany due to the uncertain US customs policy.

The US Customs Policy in the United States is currently particularly in focus. President Donald Trump has extended and announced the deadline for new tariffs on European goods until August 1, to raise special tariffs on copper imports of 50 percent as well as on medicinal products and semiconductors. This exacerbates the already tense trade relationships and lets the DAX come under pressure compared to Wall Street, where the indices reach new records, such as Studies frankfurt

shares in the up and down

The Commerzbank share has collected a damper today and lost 0.7 percent after it has been in the meantime. Nevertheless, other companies in the industry are enjoying the market. Unicredit has doubled his share participation at Commerzbank by going up from 10 to 20 percent. With this measure, Unicredit presented the Federal Government and Commerzbank with challenges because there is a resistance to the intentions of takeover.

On the other hand, armor titles are in the field of armor: Rheinmetall has an increase of 0.7 percent, Renk even increases by 4.8 percent, while Hensoldt increases by 0.5 percent. Analysts from JPMorgan have raised the price target for Renk and are now leveling the share to "overweight".

steel and copper as a growth driver

The steel sector is also strong, with Salzgitter, which is added by 5.8 percent, and Klöckner with an increase of 2.1 percent, which is due to positive news in the industry. In addition, Aurubis benefits from the record -high price for copper and increases its shares by 5 percent. The euro is currently over $ 1.17, which could put a strain on German exports, according to the analysts.

The nervousness on the market remains noticeable, not least because of the geopolitical tensions in the Middle East and the upcoming economic data from the USA. The market expects strong figures, in particular from the labor market, where 110,000 new jobs are forecast. The coming days will be exciting, and some investors bend in the hope of interest rate reductions of the Fed in September and December, which could give the markets further boost.

How it goes on will not only show interest decisions, but also the developments in the trade conflict with the United States. While the ceasefire between Israel and Iran presses oil prices and has positive effects on the share prices, it remains to be seen which twists the markets will still take.