The AEX is at least +0.6% after a nice run from Wall Street.

We’re entering earnings seasons this week, including ASML, Tesla, Microsoft, and a host of other names. Activist shareholders move in, Big Tech has one round of layoffs, China is closed all week, extremist ECB officials roll in and say goodbye to Goldman, long live Castle?

• Major European futures start +0.4%
• The United States rose 0.2%.
• In Asia, the Nikkei 225 is up 1.3%, Korea +0.6% and Taiwan flat (TSMC -0.4%).
• Volatility (CBOE VIX Index) is -3.3% at 19.9
• The dollar fell 0.4% to 1.0914
• Gold is now down -0.2%, as well as oil and cryptocurrencies are up a few tenths after posting another strong rally on Friday.

In the interest rate market, Feyenoord-Ajax has been every day for more than a year and two basis points at the open is actually a lot. They confirm stocks and may move against the ECB bells.

Then the euro, 1.10 within walking distance. quickly gone. Here is the entire EUR/USD history.

First, a little bit of housekeeping about the US debt ceiling, which was tapped this weekend. Don’t worry about the stock market, now that’s folklore. Bloomberg anchor Joe Weisenthal knows more:

Debt ceiling solution. No payments go out. Instead, people are given certificates each pay period that can be redeemed for money when the debt ceiling is raised. Meanwhile, the Federal Reserve, through the banks, purchases certificates at par in order to provide liquidity.

– Joe Wiesenthal (TheStalwart) January 22, 2023

No numbers on the company today, but this week. read my preview Yesterday with a lot of ASML, Tesla and Microsoft data, advice and price targets. First, because for many and probably most of us, our home is our biggest investment. one becomes smaller. CBS reports:

This is the longest running picture ever offered by CBS and Refinitiv. Logarithmic, because otherwise you’d still think that prices have risen faster in the past 10 years than they did in the 1990s.

A little shorter, but then for our standard mortgage rate. Ergo, homes are always expensive. Whether you lost money to the seller or the bank. Crooked lying Is a phrase that belongs to owning a home and not You have the right to.

There is a lot of Dutch news, this has become a much warmer morning call. In stock market terms, WNL misses the point: twice more two quarterssaid the head of the DNB yesterday.

DNB Chairman Claes Nott: Inflation will fall in 2023https://t.co/Nr0lF”AY #WNL

– WNL Today (@WNLToday) January 22, 2023

For the enthusiasts, contributors, and haters:

View the conversation # External court With former Shell CEO Jeroen van der Veer on leadership, why excessive democracy leads to delay and how shareholders are delaying a sustainable transition. https://t.co/alJfKMtrWy

– Buitenhof (@Buitenhoftv) January 22, 2023

This one does not fit. Of course Shell left the Netherlands. And today there is another one. You know what the extraordinary shareholder meeting is about: The company is also leaving our country. Copy dough from investor relations:

Fortunately, we still have AEX, so let’s do that. Against our interest rates, they’re just maintaining good correlation.

Otherwise, try your luck with bitcoin:

News, short tips and agenda

Top ABM Financial news since yesterday’s Amsterdam close.

• 08:07 Jefferies removes the Galapagos Islands from the sales list
• 08:02 AEX is likely to start the trading week in the green
• 07:17 Extension of the deadline for submission of applications for the merger of DSM and Firmenich
• 07:00 European stock markets are expected to open higher
• 06:53 The price of owner-occupied homes is sharply increasing
• 06:50 Stock Exchange Agenda: Macroeconomics
• 06:49 Stock Exchange agenda: foreign funds
• 06:48 Exhibition agenda: Dutch companies
• January 22nd node: The European Central Bank raised at least twice by 50 basis points
• January 22 a busy earnings week ahead
• 08:07 Jefferies removes the Galapagos Islands from the sales list
• 08:02 AEX is likely to start the trading week in the green
• 07:17 Extension of the deadline for submission of applications for the merger of DSM and Firmenich
• 07:00 European stock markets are expected to open higher
• 06:53 The price of owner-occupied homes is sharply increasing
• 06:50 Stock Exchange Agenda: Macroeconomics
• 06:49 Stock Exchange agenda: foreign funds
• 06:48 Exhibition agenda: Dutch companies
• January 22nd node: The European Central Bank raised at least twice by 50 basis points
• January 22 a busy earnings week ahead

Analyst tip:

Galapagos: To hold from sale up to €43.70 from €48 – Jefferies

AFM reports this Shorts:

In general, there is not much to see at Just Eat Takeaway and Alfen. It might be a good idea to keep it updated.

The agenda is not much today, but this week it will be more.

09:00 JDE Peet’s – €0.35 without profit
14:00 DSM-PAVA

00:00 Chinese markets are closed for the Chinese New Year
00:00 Owner Occupied Existing Home Prices – Dec (NL)
16:00 Leading Indicators – December (USA)
16:00 Consumer Confidence – Jan vlpg (EUR)

Then this

It is enough to do the following:

From Washington hitting the debt ceiling to why traders in London should look forward to the stock market record, these are the big stories to watch in business and finance in the week ahead. Read more: https://t.co/ZnsqQk3dzm pic.twitter.com/gT6qYDpMMk

Reuters Business (ReutersBiz) January 21, 2023

moan every time:

Facing the US debt ceiling is a crisis you would probably rather not know about, but you will need to https://t.co/rrQrj4b3gP

– Bloomberg (business) January 22, 2023

Soon we will face another housing crisis:

Regulatory changes could make the correction in European property markets sharper and more sudden https://t.co/5PbmCz0Q3A

– Bloomberg Markets January 23, 2023

More can be added:

Google’s Alphabet has cut 12,000 jobs, affecting 6% of its workforce, after laying off thousands of other tech giants. https://t.co/RV58a3ojjv $GOOGL pic.twitter.com/OUjwQQkFNs

Reuters Business (ReutersBiz) January 21, 2023

Possibly CEO Mark coming out of Benioff?

Activist investor Elliott Management has made a multi-billion dollar investment in the cloud-based software company Salesforce, according to people familiar with the matter. Read more: https://t.co/9q3hPqdiqo pic.twitter.com/mCuQvoOmqm

Reuters Business (ReutersBiz) January 23, 2023

The investment bank is losing more and more of its aura:

EXCLUSIVE: Goldman Sachs cuts asset management investments that hurt earnings https://t.co/W2xfHdVUQc pic.twitter.com/k1KJdh7UDR

Reuters Business (ReutersBiz) January 23, 2023

Is there an heir? Castle:

Latest: Ken Griffin’s Castle grossed a record $16 billion last year, surpassing “biggest trade ever” to be one of the most successful financial plays in history, according to estimates. https://t.co/Y3K5Qv9e2z

– Bloomberg Markets January 23, 2023

Best invention since the stock itself:

Thirty years ago, the launch of the first exchange-traded fund ushered in a new era of investing. Now the industry is offering exotic trading strategies to the masses. https://t.co/VbQj6N2vYz

– WSJ Markets (WSJmarkets) January 22, 2023

Enjoy and good luck today.