AEX is +0.6% after a normal negative day on Wall Street yesterday and Asia is now snowy, especially China.
- European futures opened 0.1% to 0.5% higher.
- The US rose 0.3% to 0.7%, and technology appears to be doing well
- In Asia, Hang Seng Tech is up 6.8% and even Tencent + 9.7%. I don’t know why, maybe Covid measures and real estate are more flexible. In Taiwan, it is TSMC + 7.2% and so on! big news
- Volatility (CBOE VIX Index) is +5.4% at 23.7
- The dollar fell 0.2% to 1.034
- Gold Flat, Oil up 0.3% to 0.5%, Cryptocurrency above 2%
The German 10-year yield and the US yield cautiously confirm the rally in stocks.
bubble! TSMC is +7.1% in Taiwan and this may continue in Veldhoven. Warren Buffett in a fish diver, that’s really news.
Now I’m starting to get excited, because it should now be clear whether AEX (orange) will break out of the downtrend for exactly one year, or whether it will come out. dead cat bounce, bounceAnd the sucker or bear Market gathering he is. Is a side (ten-year) interest rate (purple) sufficient for this, or is the reduction really necessary?
Know that earnings expectations are declining. This means more expensive inventory.
It’s really hot in Hong Kong and here’s the Hang Seng (in orange) and the Hang Seng Tech indicator.
What’s at least interesting is what the euro and dollar are doing, does anyone dare call the bottom yet? Because yesterday there were some extremist The Fed quotes many bobos, but you see: the euro is holding up. As noted earlier, if the dollar falls, along with inflation and the economy, gold may be a good idea.
What did we all miss last night? this is good. By the way, you can bid on former FTX CEO Sam Bankman-Fried penthouse for $40 million in the Bahamas, it’s up for sale. Shocking how this man turned from $16 billion into a bankrupt businessman and potential suspect in days.
Watch: https://t.co/mb7OllIo38 He says the company’s balance sheet is strong, and the Singapore-based stock exchange is not in trouble https://t.co/XqMkcakae3 pic.twitter.com/u2gEw6znqI
Reuters Business (ReutersBiz) November 15, 2022
Binance is already the largest crypto broker and is actually choosing some kind of central bank job in this world? It looks like a monopoly. It might make some noise in the normal world but everything is fine in cryptoland, as long as it’s good for the price I’ve had an impression for years.
Cryptocurrency Rises As Investors Wait For More Details About Binance CEO Promised Industry Recovery Fund https://t.co/DeZYou give some excitement elsewhere, they jammar, 8SQTua9
– Bloomberg Markets November 15, 2022
For example, Bitcoin (orange) and Ethereum are included. Yes, this crisis definitely leaves traces, but Piece Not encryption at least. The only question is what the average financial world will do with this market: ignore it, or just continue? It also depends on how many crimes the FTX case may or may not result in.
If it falls into the Enron category, as it seems here and there – the biggest fraud and crime case of the internet age – then I haven’t seen it all yet.
There’s nothing bitter to do in Damrak again, but there’s the old Twentsche Kabel Q3s. That’s looked at earnings season so far and understood all that’s going on around it. The look has been preserved, mentioned above the press release. The numbers seem correct.
ForFarmers has a new CEO and I think that’s a big name in this world. He is the former CEO of the giant Fonterra from New Zealand. Ibosko reports another Swede ranking.
News, tips and short agenda
The most important ABM Financial news since the Amsterdam closed yesterday.
- 08:15 Berkshire Hathaway acquires stake in TSMC
- Deutsche Bank raises its ASML price target by €100
- 08:08 UK unemployment rate drops
- 08:03 AEX is trying to shape the progress further
- 07:48 Strong sales growth TKH
- 07:46 Ebusco receives Swedish order again
- 07:39 Berenberg places a buy recommendation on Azeron
- 07:24 ForFarmers nominates Theo Springs as CEO for one year
- 07:15 European stock markets are expected to open slightly positive
- 07:06 Chinese retail sales unexpectedly fell
- 07:02 Chinese industry is producing more again
- 06:59 Japanese industry produces more
- 06:57 The Japanese economy should leave
- 06:55 Stock Exchange Agenda: Macroeconomics
- 06:54 Exhibition Agenda: Foreign Funds
- 06:53 Exhibition agenda: Dutch companies
- Stock update November 14: AEX on Wall Street
- November 14, Wall Street closed lower
- November 14, CSC owns 99.4 percent of Intertrust’s shares
- November 14, the price of oil closed lower
- November 14 Amazon will lay off thousands of employees
- November 14 Wall Street heads towards a higher close
- November 14, European shares closed higher
Analyst tip:
Azerion: start tracking with purchase and €8.60 – Berenberg
AFM reports this shorts And what is the laundry list:
Here are the most notifications, a look at Basic-Fit:
The agenda with a few big company names, our GDP and the EU, and the first numbers for November – Germany’s ZEW confidence index and New York Fed manufacturing index in the Empire State.
07:30 TKH – Third Quarter Numbers
07:00 Infineon – Fourth Quarter Figures (Gear)
13:00 Home Depot – US Q3 numbers
13:00 Walmart – US Third Quarter Numbers
00:50 Economic Growth – Q3 vlpg (Japan)
04:00 Industrial Production – October (CHI)
04:00 Retail Sales – October (CHI)
06:30 Industrial Production – September Final. (yap)
08:00 Unemployment Rate – September (UK)
09:30 Economic Growth – Q3 vlpg (NL)
09:30 Household Consumption – September (NL)
09:30 International Trade – September (NL)
10:00 IEA Monthly Report (Fra)
11:00 Economic Growth – 3rd Quarter 2nd Estimate (Euro)
11:00 Trade Balance – September (EUR)
11:00 ZEW Economic Sentiment – November (Germany)
14:30 Product Awards – October (US)
14:30 Empire State Index – November (US)
Japanese and Chinese data tonight is disappointing:
then this
This weak Fed, a lot of money wasn’t good and neither was tight money 🙂
Watch: US stocks fell on Monday after a volatile session, as investors digested comments from Federal Reserve officials about plans for further rate hikes. https://t.co/Q1NsgIeA49 pic.twitter.com/lJsUeXZeBw
Reuters Business (ReutersBiz) November 15, 2022
They talked for three hours, wishing both presidents much wisdom:
President Biden said he had an “open and frank” conversation with Chinese President Xi Jinping, where he discussed Taiwan and the war in Ukraine. https://t.co/W1DNtDokEI pic.twitter.com/pCgZjUg8rJ
– CNBC November 14, 2022
There is a lot of Amazon news, this sounds like a lot, but it has 1.6 million workforce:
A person familiar with the matter said Amazon is preparing to lay off thousands of corporate workers as part of a wide-ranging cost-cutting review https://t.co/Qzf0CmQE1n
– The Wall Street Journal (WSJ) November 14, 2022
The broom will definitely pass through:
Amazon has launched a cost-cutting review and will look closely at its Alexa unit, which recently incurred $5 billion in annual losses, people familiar with the matter say. https://t.co/E9tum3a3Uw
– The Wall Street Journal (WSJ) November 10, 2022
girl’s face:
Amazon is facing a $1 billion lawsuit in Britain alleging it violated British and European competition law, the latest legal challenge for the European e-commerce giant. https://t.co/Bb1CHoQJlp
– The Wall Street Journal (WSJ) November 14, 2022
Air for turbulent sector:
WATCH: Chinese real estate stocks and bonds rose as the market welcomed the support measures taken by Beijing aimed at boosting liquidity in the sector in its latest attempt to stabilize a key pillar of the world’s second largest economy. https://t.co/vBSw8xnlOe pic.twitter.com/YVeDKMA26S
Reuters Business (ReutersBiz) November 15, 2022
Car design one, mass production two:
Watch: Quarterly reports from electric vehicle makers, such as Lucid and Rivian, from the past two weeks show they are struggling to meet delivery targets and burning cash quickly https://t.co/hGojg5tHwx pic.twitter.com/yeLfENOikv
Reuters Business (ReutersBiz) November 15, 2022
Enjoy and good luck today.