Once not fall after a beautiful day hike? It seems so now. The United States, in particular, is struggling, although the dollar is losing something. AEX is +0.8% after a nice ride on Wall Street.
- All European futures contracts open at 1%
- Americans do it even with one before the comma
- In Asia, everything turns green with one before the comma, except for China, which does nothing
- Volatility (CBOE VIX Index) is -1.2% at 31.4
- The dollar fell 0.1 percent to 0.9845
- Gold and oil are up a few tenths and cryptocurrencies are pretty flat
Interest rates are dropping slightly, no UK opening rate yet:
Networks give this guy credit for his ascent, even those in New York:
WATCH: Britain’s new finance minister, Jeremy Hunt, has taken urgent steps to calm markets by halting nearly all tax measures announced with a small budget three weeks ago. https://t.co/sBkSYg2JSF pic.twitter.com/mnrVUF251X
Reuters Business (ReutersBiz) October 18 2022
Here you can see the British Pound (GBP/USD in orange) and the UK’s 10-year yield over the past month. The cold may go away for a while, but no more than that.
Flirting with Tenner CM.com has Q3s and reports a disappointing turnover development. The company says it comes at the lower end of the 300 to 315 million euro outbound bandwidth. The consensus was 315 million euros. However, our analyst Niels Koerts assumes €285 million for 2022 (it was €300 million).
Tell me how this goes down and how much this is or isn’t priced, but CM.com is lucky that the broad market is in good shape.
It would be nice if AEX could maintain or even expand profits today, but there’s still a long, long way to go. Especially with the interest rate (ten years) (purple).
This also applies to the future TTF for gas, but the fall is declining:
News, tips and short agenda
The most important ABM Financial news since the Amsterdam closed yesterday.
- 08:04 AEX expected higher opening
- Deutsche Bank lowers target price for ready-to-eat food
- 07:39 Roche sees an increase in business volumes
- 07:33 CM.com revenue growth soars
- 07:14 Arkadis working on the wall of the Europahavn quay
- 07:13 Jefferies puts Philips on sale list
- 06:56 European shares are expected to open significantly higher
- 06:46 China postpones the numbers
- 06:34 Stock Exchange Agenda: Macroeconomics
- 06:33 Exhibition agenda: Dutch companies
- 06:33 Exhibition Agenda: Foreign Funds
- October 17 stock update: AEX on Wall Street
- October 17 Wall Street closed higher
- The price of oil closed on October 17 lower
- October 17 Beursblik: Netflix may be able to stop streaming subscribers
- October 17 Lufthansa raises profit forecast
- October 17 Wall Street heads for a higher close
- October 17, European shares closed higher
Analyst tip:
- Just Eat Takeaway: up to €42 from €50 (purchase) – Deutsche Bank
- Philips: Poor performance from waiting to €11.40 from €22 – Jefferies
AFM reports this shorts:
Here Besi two days before the Q3 numbers:
Not shocked by the many PostNL changes?
The big-name agenda (does Netflix still fall under that?) and German economic sentiment right now:
07:00 CM.com – Third Quarter Numbers
07:00 Roche – 3rd Quarter Figures (Zoe)
13:00 Goldman Sachs – US Q3 numbers
13:00 Johnson & Johnson – US Q3 numbers
13:00 Lockheed Martin – American personalities in the third quarter
22:00 Netflix – Q3 numbers (US)
11:00 ZEW Economic Index (Germany)
15:15 Industrial Production – September (US)
16:00 Home Builders Trust – October (US)
There’s more to say about the agenda:
on me Tweet embed: Beijing has postponed the release of its most-watched quarterly data at the eleventh hour amid a Communist Party congress that is already putting politics above everything else. He says a lack of communication does more harm than ugly numbers @ywchen1 https://t.co/DALIX0gbZO pic.twitter.com/vFELgNFBAm
Reuters Business (ReutersBiz) October 18 2022
A series of numbers are planned, including GDP for the third quarter:
This is Netflix and this sounds really terrible, although the first hour assholes still make a huge profit:
I doubt if the people from the first hour were still on board. If you look logarithmically, the decline this year is not the first for the fund:
then this
Up and down and back and forth, but the trend is still down:
Stocks rose sharply on Monday as major earnings reports eased some investor fears and oversold tech names enjoyed a rebound.
The Dow Jones rose 1.86%.
The S&P 500 jumped 2.65%.
The Nasdaq grew by 3.43%. https://t.co/qdF29Mxm68 pic.twitter.com/zF3vlXUThH– CNBC October 17 2022
No official press release, but a quote and Microsoft rose +1.0% on 10% of daily after-market volume:
A Microsoft spokesperson confirmed Monday that the company has laid off additional workers as the software maker’s revenue is expected to slow, thanks to weak sales of Windows PC licenses.
Microsoft confirms job cuts after calling for slow growth https://t.co/IPQUFbQ8BM
– CNBC October 18 2022
we will see:
Analysts expect Apple to launch a foldable iPad instead of the iPhone in 2024 https://t.co/YavMoxcntp
– CNBC October 17 2022
Interpretation of the Chinese President’s speech on Sunday:
Xi warned against Taiwan’s interference — but don’t expect an imminent invasion, say analysts https://t.co/sXuIWMazng
– CNBC October 18 2022
More from China:
Stellantis may stop making cars in China as geopolitical tensions escalate and Western manufacturers cede market share to local players https://t.co/utbWUIHFXR
– Bloomberg Markets October 18 2022
Then light your stove with this:
Why smartphones are getting cheaper while everything else has gone up, according to the government https://t.co/zcV0vtq4t8
– CNBC October 17 2022
a tour:
We took an exclusive tour inside TSMC’s giant $12 billion Taiwanese chip factory outside of Phoenix, Arizona. Watch the full video here: https://t.co/00keVTU81P pic.twitter.com/JgyheCigGE
– CNBC October 17 2022
with these:
The metaverse is everything anyone in tech seems to be talking about right now, but what is it actually? (Across Tweet embed) pic.twitter.com/2OtSvNAjjx
– CNBC October 17 2022
Uh:
Zoom. modern. mobile home. Sea. The fortunes of the billionaires who were hit at the height of the pandemic have collapsed as quickly as they rose https://t.co/ye5qGkXrRP Across Tweet embed pic.twitter.com/bMQoTHTV0w
– Bloomberg (business) October 18 2022
Enjoy and good luck today.
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