January 28, 2023

SHSU Houstonian Online

Read all latest news headlines from USA, UK and around the world, get today's breaking news and live updates on politics, elections, business, sports, economy,​ …

Lastig puzzeltje voorbeurs en er zijn weer uitschieters en comedy capers

Tricky puzzle pre-market and there are outliers and comics again

The AEX index is +0.3% in one short Stock Exchange Week, because America celebrates this week Thanksgiving And the black Friday. Markets are closed on Thursdays and only half of them are open on Wednesdays and Fridays.

  • European futures open below or just above zero
  • The US should return 0.4%
  • In Asia, almost everything is red with Hong Kong up to -2.0. Tencent is doing -1.8% there
  • Volatility (CBOE VIX Index)
  • The dollar rose by at least 0.6% to 1.0260 and I don’t see why easily
  • Gold is down 0.3%, oil is down 0.9%, cryptocurrencies are down by a percentage, and so on more

The dollar is down, stocks may be directionless and interest rates have to come back up again, which is not an obvious riddle to the stock market.

German (orange) and US ten-year interest rates are still on an upward trend, but are starting to lose momentum. This is getting more sideways.

And look what just happened, you’ve never seen such a German windfall before.

We hope to say it again this week with the first estimates of PMIs, the most important macros this week. The consensus is slightly lower than last time. Just like the silent bear market that has been going on for a long time now, we’re not heading into a recession itself, are we? maybe you can be.

The action on cryptocurrencies is back today, here are bitcoin (orange) and ethereum:

No news if I get it right quickly…

This review of FTX’s new CEO, who is allowed to clean up the rubble, about his predecessor is already a stock market classic. Source above:

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With the holiday season underway, we’re already closing in on earnings season. For the rest of the year we will do with the flat round of macros and still no interest rate decisions – this week there are minutes of the latest decisions from both the Fed and the ECB. How to do at the market level with a one-year bear market?

These are the expected price/earnings ratios for a set of indicators. Yes, under the pressure of interest rates, stocks are much cheaper. AEX until almost half. With prices rising in recent weeks, stocks are getting more expensive again…

… Because profit expectations are falling, they are really just quibbles. In the past, earnings have fallen 40% in a slight recession.

Vopak has one newsletter Without financial resources and seeing if she can keep the ascending omentum.

News, short tips and agenda

Top ABM Financial news since yesterday’s Amsterdam close.

  • 08:20 Walt Disney brings back Bob Iger as CEO
  • 08:10 German producer prices fell for the first time in a long time
  • 07:56 AEX is likely to start the week trading somewhat flat
  • 07:27 DGB begins developing a CO2 project in Uganda
  • 07:20 Vopak works with Petronas
  • 07:16 The Netherlands is investing more again
  • 06:58 Consumers are a little less pessimistic
  • 06:55 European stock markets are expected to open lower
  • 06:48 Stock Exchange Agenda: Macroeconomics
  • 06:47 Stock Exchange agenda: foreign funds
  • 06:46 Exhibition agenda: Dutch companies
  • November 20 minutes, buyers on the roll
  • November 20, Trump is back on Twitter
  • 08:20 Walt Disney brings back Bob Iger as CEO
  • 08:10 German producer prices fell for the first time in a long time
  • 07:56 AEX is likely to start the week trading somewhat flat
  • 07:27 DGB begins developing a CO2 project in Uganda
  • 07:20 Vopak works with Petronas
  • 07:16 The Netherlands is investing more again
  • 06:58 Consumers are a little less pessimistic
  • 06:55 European stock markets are expected to open lower
  • 06:48 Stock Exchange Agenda: Macroeconomics
  • 06:47 Stock Exchange agenda: foreign funds
  • 06:46 Exhibition agenda: Dutch companies
  • November 20 minutes, buyers on the roll
  • November 20, Trump is back on Twitter
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AFM reports this Shorts:

Just a quick look, the price is moving even more brutally:

schedule of work:

10:30 Alvin – Bava

22:00 Zoom Video Communications – US Third Quarter Results

06:30 Consumer Confidence – Nov (NL)
06:30 Investments – Sep (NL)
08:00 Producer Prices – October (Germany)
14:30 Chicago Fed Index – Oct (US)

Oh yeah, Zoom: Remember? This was also… say zoom in and out.

Then this

He. She Do it or quit Retailer season is now approaching:

Curious recession shares a lot?

Reuters did not name:

bloomberg does:

Surprise! A year after he left:

Dear God, how much does Elon Musk think about you? Do you also…

Who is surprised?

something with Stranded assets

Bull market excesses always appear in a bear market:

Then the bouncer, Donald is allowed to tweet back from Elon, but he still has a thumbs up 🙂

Enjoy and good luck today.

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