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Börsenradio Schlussbericht, Do., 09.04.: Waffenruhe-Wackler, Öldruck, DAX -1,1 % im Rückwärtsgang unter 24.000

April 9, 2026·21 min·2 clips

Oil jumps back over $100 as a wobbly ceasefire rattles markets, sending the DAX into reverse below 24,000 points.

The Börsenradio Schlussbericht for April 9, 2026, begins with a market overview: oil prices surge past $100 per barrel due to a shaky ceasefire in the Middle East, and the DAX falls 1.1% to 23,807 points. Host Peter Heinrich introduces the episode's format, which blends market reports with expert interviews. The first segment features Arno Schwiegerbauer from Banken-Generale Investment, who dissects the previous day's market action—a 'crash-like but upward' rally where the DAX jumped 5% on relief that conflict escalation was avoided. He cautions that little is fundamentally solved, framing it as a temporary break. The episode then shifts to a company deep-dive with fund advisor Jannik Jöckel, who analyzes Niox Group, a global leader in asthma diagnostics via nitrogen oxide measurement. Jöckel explains Niox's business model: it earns about 80% of revenue from disposable mouthpieces, a classic 'razor and razor blade' approach. He discusses growth drivers, including low market penetration outside Japan and potential expansion into COPD diagnostics. Later, Thomas Timmermann, CEO of Tim Investor, provides a fund manager's perspective, noting his fund remains hedged and has profited from short-term rebounds. He warns the geopolitical situation could last months, impacting energy prices and the economy, and advises investors to manage volatility actively. Throughout, the episode interweaves news flashes: Lufthansa faces a cabin crew strike, Mercedes reports a 6% sales drop, and Amazon pauses its AI chip while promoting Tranium 2. Other updates cover Austrian stocks like Stone Co. and Voestalpine, and CoreWave's large AI infrastructure order. The closing includes promotional segments for events like the Hamburg Industrial Fair and N-Vest 2026, ending with a lighthearted note on gas station price displays.

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