Liveblog Archief donderdag 29 september 2022
Marktcijfers
Actueel | Verwacht | Vorige | |||
---|---|---|---|---|---|
USA: BBP (Kwartaal) (Q2) | Actueel: -0,6% Verwacht: -0,6% Vorige: -1,6% | ||||
USA: Eerste Aanvragen Werkloosheidsvergoeding | Actueel: 193K Verwacht: 215K Vorige: 209K |
Markt snapshot Wall Street 29 september
TOP NEWS
• Airlines cancel 2,000 U.S. flights for Thursday
Airlines canceled almost 2,000 U.S. flights for Thursday after Hurricane Ian hit Florida's Gulf Coast with catastrophic force in one of most powerful U.S. storms in recent years.
• OPEC+ has begun talks on output cut at Oct. 5 meeting - OPEC source
Leading OPEC+ members have begun discussions about an oil output cut at the group's next meeting on Oct. 5, three sources told Reuters.
• Google to build its first cloud region in Greece
Google will set up its first cloud region in Greece, the company said, giving a boost to the country's efforts to become a world cloud computing hub.
• Amazon raises hourly pay for warehouse and transportation workers
Amazon.com's warehouse and transportation workers will receive an increased average starting pay of more than $19 per hour from $18, the world's largest online retailer said on Wednesday.
• Climate pay links for CEOs do little to cut emissions, study finds
More big U.S. companies have tied their CEO pay to climate goals but few give executives much incentive to make significant emissions cuts, a new study shows.
BEFORE THE BELL
Wall Street futures fell as investors worried about a global downturn from aggressive rate hikes by central banks. European shares tumbled as a host of companies warned about the effect of rising inflation and costs on their businesses. Japan's Nikkei ended higher, led by drugmakers, while Chinese stocks tracked losses in global markets. The dollar's ascent hampered appetite for gold as rate hikes loom. Oil prices firmed on indications that OPEC+ might cut output. Investors will be watching for the final economic growth figures for the second quarter and weekly jobless claims data due later in the day. Nike and Micron are scheduled to report their results after market closes.
STOCKS TO WATCH
Results
• Jefferies Financial Group Inc: The company on Wednesday beat analysts' estimates for third-quarter profit as robust performance in its merchant banking unit helped cushion the blow from sluggish dealmaking. The merchant banking division was boosted by the sale of its wood and lumber products business, Idaho Timber, the bank said. The unit reported a 60% jump in revenue to $397.8 million in the three months ended Aug. 31, Jefferies said, compared with a 32% drop in its crown jewel, the investment banking and capital markets unit. Excluding costs tied to a regulatory settlement, New York-based Jefferies earned $1.10 per share, comfortably beating Refinitiv IBES estimate of 73 cents. Net income tumbled 52%, while revenue slumped 21% from a year earlier.
Moves
• Tesla Inc: The carmaker said on Wednesday that Airbnb co-founder Joseph Gebbia has joined the electric vehicle maker's board, reversing a move to trim the number of directors at the world's most valuable carmaker. Tesla said in June it planned to have just seven board seats after the departure of Oracle co-founder Larry Ellison in August, sparking criticism from a shareholder body over a lack of independent board members. That agreement stemmed from a tweet by CEO Elon Musk about taking Tesla private. Ellison, a self-described close friend of Musk, was appointed by Tesla in December 2018 to comply with the agreement. Gebbia, a U.S. billionaire designer and Internet entrepreneur, joins Tesla after saying in July he would take on an advisory role at Airbnb, stepping away from his full-time role. "Congrats on an incredible company with Airbnb, now for Book 2!'" Musk tweeted at that time.
• JPMorgan Chase & Co: The investment bank’s head of Switzerland, Nick Bossart, is moving to Rothschild to lead its Swiss advisory business for mergers and capital market transactions, two people familiar with the situation told Reuters. A Rothschild spokesperson confirmed the change, which takes effect on Oct. 1. With Bossart, the French investment bank wants to expand its market share in Switzerland. Bossart headed JP Morgan's investment banking in Switzerland for 10 years and was also country head since 2014. During this time, he made JP Morgan the third-largest investment bank in Switzerland after Credit Suisse and UBS. JP Morgan had said in July that Bossart was leaving and would be replaced by Reinout Böttcher.
In Other News
• Alphabet Inc: Google will set up its first cloud region in Greece, the company said, giving a boost to the country's efforts to become a world cloud computing hub. The deal is estimated to contribute some 2.2 billion euros to Greece's economic output and create some 20,000 jobs by 2030, Prime Minister Kyriakos Mitsotakis said. Since taking office in 2019, Mitsotakis's conservative government has stepped up moves to diversify the economy and attract foreign investment and high tech companies to the country which emerged from a decade-long financial crisis in 2018. "Today, we are very pleased to be announcing our first cloud region in Greece which will provide storage and cloud services for Google customers," said Adaire Fox-Martin, president of Google Cloud International, announcing the investment at an event in Athens. The investment would enable organisations to better use their data, help improve low latency and ensure users' security in the face of cybersecurity threats, she said.
• Amazon.com Inc: The online retailer’s warehouse and transportation workers will receive an increased average starting pay of more than $19 per hour from $18, Amazon.com said on Wednesday. The wage hike would help the company attract and retain workers in a tightening U.S. labor market as the peak season for gifting gets underway. Amazon said the pay hikes would cost the company nearly $1 billion over the next year. Employees will now earn between $16 and $26 per hour depending on their position and location in the United States, the company added. Amazon's minimum wage for hourly employees in the U.S. remains $15, a spokesperson told Reuters. The online retailer's decision also comes as some workers continue to push to unionize Amazon facilities in the United States. Only one Amazon facility has voted to unionize so far. Earlier on Wednesday, Amazon announced new devices including a lineup of voice-controlled devices, an updated e-reader which users can write on and a contactless gadget that can monitor people's sleep. Separately, the company is planning to close several call centers in the United States in a move toward remote working, Bloomberg News reported on Wednesday citing people familiar with the matter.
• Berkshire Hathaway Inc & Occidental Petroleum Corp: Warren Buffett's company bought another 5.99 million shares of the petroleum company, boosting its stake to 20.9% after the oil company's shares lost about a fifth of their value in less than a month. The purchases were made between Sept. 26 and Sept. 28 and cost about $352 million, Berkshire said in a regulatory filing on Wednesday. Following the purchases, Berkshire now owns about 194.4 million Occidental shares worth approximately $11.9 billion, based on Occidental's Wednesday closing price of $61.41. The Houston-based oil company's share price later rose, peaking at $77.11 on Aug. 29, before declining amid broader weakness in U.S. equity markets. Berkshire paid in the high-50s to low-60s per share in this week's purchases. Berkshire's stake would allow Buffett's Omaha, Nebraska-based conglomerate to report its proportionate share of Occidental's earnings with its own operating results, through the so-called equity method of accounting.
• Gilead Sciences Inc: A federal judge in New York has frozen the assets of dozens of people and entities accused of operating a massive nationwide scheme to distribute counterfeit bottles of the drugmaker's HIV drugs, including two alleged "kingpins." U.S. District Judge Ann Donnelly's latest asset freeze order, also unsealed on Wednesday, targets more than 50 defendants newly added to Gilead's lawsuit. Many counterfeit bottles contain antiviral pills manufactured by Gilead but illegally bought off the street and repackaged, while some have been found to contain other, potentially dangerous drugs, including the powerful antipsychotic Seroquel, Gilead has said. "Gilead's ongoing investigation revealed that these two kingpins directed the initial sale of the counterfeits through suppliers created solely to sell counterfeit medications," the company said in a statement on Wednesday.
• JetBlue Airways Corp & Southwest Airlines Co: Airlines canceled almost 2,000 U.S. flights for Thursday after Hurricane Ian hit Florida's Gulf Coast with catastrophic force in one of most powerful U.S. storms in recent years. The hurricane is causing significant disruptions to U.S. air travel, especially in the southeast United States. Since Tuesday, airlines have canceled more than 5,000 flights through Friday. Airlines canceled 2,163 flights Wednesday as a number of Florida airports temporarily halted operations, including Tampa, Orlando, Sarasota-Bradenton, Melbourne, Daytona Beach, Naples and St Petersburg/Clearwater. Airline tracking website Flightaware said 1,935 flights for Thursday had been canceled and 738 Friday flights scrapped. Airlines canceled 403 flights Tuesday ahead of the storm. Florida is a major part of U.S. aviation, and some carriers like JetBlue and Southwest typically expect 40% or more of their daily flights to touch a Florida airport. Through Wednesday, JetBlue canceled 25% of its U.S. flights and 20% of Thursday flights, while Southwest canceled 13% of Wednesday flights and 9% for Thursday. Another 3,106 U.S. flights were delayed on Wednesday.
• KKR & Co Inc: Japan's Hitachi Transport System said it had been informed by the company that the private equity firm's tender offer for it would be delayed from the initially planned end-September start. In a statement, Hitachi’s logistics arm cited KKR as saying it would now aim for a mid-November start pending regulatory approval and other processes. The equity firm announced the estimated 670 billion yen deal in April, offering 8,913 yen per share.
• Merck & Co Inc: The drugmaker said on Wednesday that it agreed to allow China's Sinopharm to distribute and import its COVID-19 antiviral molnupiravir in China if the drug is approved for use there. The drugmaker said in a statement that it reached a cooperation framework agreement with Sinopharm that grants the Chinese company distribution and exclusive import rights of the medicine in the China mainland market. Merck also said it will allow China National Biotec Group, an affiliate of Sinopharm, to make the drug in China and has agreed to transfer technology to help with that production. Molnupiravir is sold under the brand name Lagevrio in the U.S. Merck developed the pill - and shares the profits equally - with partner Ridgeback Biotherapeutics.
• Newmont Corp: The top gold miner said on Wednesday chief financial officer Nancy Buese will step down on Nov. 1 and will be succeeded by Brian Tabolt on an interim basis. Tabolt joined Newmont in 2021 and is currently the company's vice president, controller and chief accounting officer.
• PG&E Corp: The utility company has moved to separate its non-nuclear generation assets into a standalone unit by filing an application with the California Public Utilities Commission (CPUC), PG&E said on Wednesday. The company is seeking regulatory approval to sell a stake of up to 49.9% in the new non-nuclear generation unit called Pacific Generation LLC, which would provide a source of equity financing to help PG&E fund wildfire risk mitigation and clean energy investments, it added. PG&E would maintain majority ownership in the unit. Chief Financial Officer Chris Foster said the sale of the stake would help the company to make investments to improve the safety and reliability of its energy grid and "help the state achieve its decarbonization and electrification goals despite increasing challenges posed by climate change."
• Teck Resources Ltd: The Canadian company is considering revising the value of its Zafranal copper project in Peru to more than $2 billion from $1.3 billion, one of its executives said Wednesday. The initial value of the project was set in 2019, when copper prices were below their current levels, the general manager of Zafranal Mining, Mario Baeza, said at a conference on Peru's mining industry. "We are updating capex and project numbers," Baeza said, adding that the value of the project could be raised to "more than $2 billion." The project is waiting on approval of an environmental study. Baeza said he expects the Peruvian government to approve the environmental impact study by the end of 2022 or "at the latest" in the first quarter of next year. Construction could start at the end of 2024 and would take three years, he added. The facility is expected to produce at least 1.5 million tonnes of copper over about 19 years, Baeza said.
• TPG Inc & Workiva Inc: The cloud-based data platform has received takeover interest from private equity firms Thoma Bravo and TPG, Bloomberg News reported on Wednesday citing sources familiar with the matter. Private equity firms have taken several software companies including Anaplan and Zendesk Inc private this year. Workiva, which currently has a market value of $3.4 billion, told Reuters it would not comment on market rumors and speculation. Thoma Bravo and TPG also declined to comment on any potential takeover interest in Workiva. The Iowa-based company's shares closed up on Wednesday.
• Toyota Motor Corp: The carmaker said its global vehicle production grew at a record pace for the month of August, as the sector recovered from the COVID-19 pandemic and production capacity increased, mainly overseas. The announcement offers a bit of relief for the Japanese automaker, which has been under scrutiny over whether it can stick to its annual production target of 9.7 million vehicles, even as China dials back pandemic restrictions and chip shortages are showing some signs of easing. Vehicle production soared 44.3% in August year-on-year, the first increase since March. The world's largest automaker by sales produced 766,683 vehicles worldwide last month, above its target of around 700,000 and above year-ago output of 531,448. Output increased mainly overseas, with domestic production up 5.6% year-on-year and overseas production jumping by 65.1% from a year ago, also a record rise for the month of August.
ANALYSIS
Goodbye, TINA: higher yields muddy outlook for struggling U.S. stocks
Soaring interest rates are providing investors with attractive alternatives to stocks, complicating the picture for equities in an already-vicious year.
ANALYSTS' RECOMMENDATION
• BTRS Holdings Inc: KBW raises target price to $9.5 from $8, after the company announced that it will be acquired by EQT Private Equity in an all-cash transaction.
• Cintas Corp: JPMorgan raises target price to $460 from $445, citing the company's strong first-quarter results and improved guidance for the full year.
• Kodiak Sciences Inc: JPMorgan cuts target price to $13 from $16, based on mixed physician feedback on the emerging clinical profile and a likely uphill commercial battle.
• Olaplex Holdings Inc: Piper Sandler cuts target price to $12 from $19, following the September Quarterly Salon Survey which revealed that competition and misinformation pose growing risks to the company.
• Warner Music Group Corp: JPMorgan cuts target price to $34 from $38, to reflect current macro-driven advertising weakness and increased FX pressure.
ECONOMIC EVENTS (All timings in U.S. Eastern Time)
0830 Corporate profits revised for Q2: Prior 9.1%
0830 GDP final for Q2: Expected -0.6%; Prior -0.6%
0830 GDP sales final for Q2: Prior 1.3%
0830 GDP consumer spending final for Q2: Prior 1.5%
0830 GDP deflator final for Q2: Expected 8.9%; Prior 9.0%
0830 Core PCE prices final for Q2: Expected 4.4%; Prior 4.4%
0830 PCE prices final for Q2: Prior 7.1%
0830 Initial jobless claims: Expected 215,000; Prior 213,000
0830 Jobless claims 4-week average: Prior 216,750
0830 Continued jobless claims: Expected 1.388 mln; Prior 1.379 mln
COMPANIES REPORTING RESULTS
Micron Technology Inc: Expected Q4 earnings of $1.30 cents per share
Nike Inc: Expected Q1 earnings of 92 cents per share
CORPORATE EVENTS (All timings in U.S. Eastern Time)
0800 John Wiley & Sons Inc: Annual Shareholders Meeting
0830 Worthington Industries Inc: Q1 earnings conference call
0900 Carmax Inc: Q2 earnings conference call
0900 Concentrix Corp: Q3 earnings conference call
1000 Lamb Weston Holdings Inc: Annual Shareholders Meeting
1100 Enerpac Tool Group Corp: Q4 earnings conference call
1630 Micron Technology Inc: Q4 earnings conference call
1700 Nike Inc: Q1 earnings conference call
EX-DIVIDENDS
Acadia Realty Trust: Amount $0.18
AGNC Investment Corp: Amount $0.12
Agree Realty Corp: Amount $0.23
Alexandria Real Estate Equities Inc: Amount $1.18
Amdocs Ltd: Amount $0.39
Ameris Bancorp: Amount $0.15
Annaly Capital Management Inc: Amount $0.88
Apollo Commercial Real Estate Finance Inc: Amount $0.35
Avalonbay Communities Inc: Amount $1.59
B&G Foods Inc: Amount $0.47
BancFirst Corp: Amount $0.40
Boston Properties Inc: Amount $0.98
Boyd Gaming Corp: Amount $0.15
Broadstone Net Lease Inc: Amount $0.27
Camden Property Trust: Amount $0.94
Centerspace: Amount $0.73
Chimera Investment Corp: Amount $0.23
Corporate Office Properties Trust: Amount $0.27
CTS Corp: Amount $0.04
Curtiss-Wright Corp: Amount $0.19
Danaher Corp: Amount $0.25
Deere & Co: Amount $1.13
DENTSPLY SIRONA Inc: Amount $0.12
Diamondrock Hospitality Co: Amount $0.03
Digitalbridge Group Inc: Amount $0.01
Dillard's Inc: Amount $0.20
Douglas Emmett Inc: Amount $0.28
Eastgroup Properties Inc: Amount $1.25
Edison International: Amount $0.70
Ensign Group Inc: Amount $0.05
EPR Properties: Amount $0.27
Equity LifeStyle Properties Inc: Amount $0.41
ESAB Corp: Amount $0.05
Fifth Third Bancorp: Amount $0.33
First Bancorp (North Carolina): Amount $0.22
Flowserve Corp: Amount $0.20
FMC Corp: Amount $0.53
Franchise Group Inc: Amount $0.62
Franklin Resources Inc: Amount $0.29
Goldman Sachs BDC Inc: Amount $0.45
Granite Construction Inc: Amount $0.13
Host Hotels & Resorts Inc: Amount $0.12
Humana Inc: Amount $0.78
Illinois Tool Works Inc: Amount $1.31
Innovative Industrial Properties Inc: Amount $1.80
Inventrust Properties Corp: Amount $0.20
Jacobs Solutions Inc: Amount $0.23
Kennedy-Wilson Holdings Inc: Amount $0.24
Keurig Dr Pepper Inc: Amount $0.20
Kilroy Realty Corp: Amount $0.54
Ladder Capital Corp: Amount $0.23
Lincoln Electric Holdings Inc: Amount $0.56
LXP Industrial Trust: Amount $0.12
Mondelez International Inc: Amount $0.38
Monolithic Power Systems Inc: Amount $0.75
National Fuel Gas Co: Amount $0.47
National Health Investors Inc: Amount $0.90
National Research Corp: Amount $0.24
Nucor Corp: Amount $0.50
Owl Rock Capital Corp: Amount $0.31
Paramount Group Inc: Amount $0.07
Park Hotels & Resorts Inc: Amount $0.01
Pebblebrook Hotel Trust: Amount $0.01
Ralph Lauren Corp: Amount $0.75
Ready Capital Corp: Amount $0.42
Regal Rexnord Corp: Amount $0.35
Rexford Industrial Realty Inc: Amount $0.31
RLJ Lodging Trust: Amount $0.05
Ryman Hospitality Properties Inc: Amount $0.10
Safehold Inc: Amount $0.17
SL Green Realty Corp: Amount $0.31
Spirit Realty Capital Inc: Amount $0.66
STAG Industrial Inc: Amount $0.12
Steel Dynamics Inc: Amount $0.34
STORE Capital Corp: Amount $0.41
Stryker Corp: Amount $0.69
Sun Communities Inc: Amount $0.88
Sunstone Hotel Investors Inc: Amount $0.05
Terreno Realty Corp: Amount $0.40
TowneBank: Amount $0.23
US Bancorp: Amount $0.48
WP Carey Inc: Amount $1.06
Xenia Hotels & Resorts Inc: Amount $0.10
Xerox Holdings Corp: Amount $0.25
Zimmer Biomet Holdings Inc: Amount $0.24
Marktcijfers
Actueel | Verwacht | Vorige | |||
---|---|---|---|---|---|
DEU: Duitse CPI (Jaarlijks) (Sep) | Actueel: 10,0% Verwacht: 9,4% Vorige: 7,9% |
TA Alphabet, Shell, AEX, Ahold, Galapagos en BESI
Terwijl het buiten kouder en kouder wordt maakt de media u alvast warm voor de volgende prik. Vandaag lopen we langs zes grafieken waarvan twee op verzoek. Ik begin met het enige Amerikaanse aandeel van de zes en die is met de slotkoers van afgelopen woensdag. Alphabet: Ja, u ziet het…
Lees verder »Stevige rebound, de start van een korte maar krachtige rally?
Goedemorgen,
De sessie begon behoorlijk negatief woensdag maar via een stevig rebound later gedurende de sessie zien we vrijwel overal plussen. Naast de indices zien we dat ook de Brent olie hoger sluit gisteren, de olie zakt vanmorgen wel weer wat terug tot rond de 87-87.5 dollar. Vanmorgen zien we de futures lager, dat geeft aan dat de start opnieuw negatief kan uitpakken. De 10-jaars rente zakt wat terug tot rond de 3,83% na een top te hebben gezet net boven de 4%(4,02%). De euro werd wat sterker en staat nu rond de 0,965 dollar. Een sessie met behoorlijk wat volatiliteit woensdag, de kans dat het een "Bear Market Rally" is blijft groot. De kans dat er diepere bodems komen blijft wel groot zodra het herstel stopt, we blijven rustig zoeken naar mogelijkheden uiteraard maar dat blijft in deze markt moeilijk ...
Om mee te doen met onze signalen kunt u nu gebruik maken van de nieuwe aanbieding voor nieuwe leden tot 1 december, dan kunt u in ieder geval kennis maken met onze signaaldiensten via de Tradershop ... Let op, er loopt nu een nieuwe aanbieding tot 1 DECEMBER voor €35 ...
Update donderdag 29 september:
Op Wall Street zien we de S&P 500 met 72 punten winst de sessie afsluiten op 3719 punten. Ook de Dow Jones won met 549 punten (1,9%) behoorlijk, het slot komt nu uit op 29.684 punten. De Nasdaq Composite sluit met 222 punten winst (2,05%) om op 11.051 punten te sluiten. Verder zien we ook herstel bij de Nasdaq 100, deze index won ook 222 punten (2%) om op 11.494 punten te sluiten. De Dow Transport won met 304 punten (2,5%) fors, de SOX index sluit met een winst van 1,2%.
In Europa zien we een klein verlies bij de AEX index maar de DAX sluit wat hoger. De AEX verloor 1,6 punten (-0,25%) met een slot op 641 punten terwijl de DAX met 44 punten (0,35%) winst de sessie afsloot, de slotstand komt nu uit op 12.183 punten. Een herstel vanaf de dagbodems in Europa maar zowel de AEX als de DAX blijven onder druk staan na de daling tot onder hun steunpunten. Verder zien we een verlies van 0,2% bij de Franse CAC 40 terwijl de BEL 20 met 10 punten verlies (-0,1%) sluit op 3387 punten.
De rally die na een nieuw dieptepunt woensdag werd ingezet zette de grote indices op het goeie spoor om op weekbasis alsnog positief af te sluiten. Aan de andere kant zien we dat de indices nog steeds op schema liggen om zo hun slechtste maand sinds juni dit jaar af te sluiten want vrijdag loopt de maand september af. De Nasdaq Composite lijkt onderweg om de grootste verliezer te worden deze maand met tot nu toe zo'n 6,5%, de Dow Jones en S&P 500 liggen op schema om de maand ongeveer 6% lager af te sluiten.
Als we nog wat verder kijken dan zien we dat de Nasdaq kwartaalbasis op schema ligt om 3 kwartalen op rij met verlies te sluiten terwijl de Dow voor het eerst sinds het derde kwartaal van 2015 op weg is naar zijn derde kwartaalverlies op rij neer te zetten en dat is dan voor het eerst sinds de negatieve reeks van zes kwartalen tot eind maart 2009.
Wat betreft het handelen moet ik voorzichtig blijven, er doen zich wel kansen voor maar door de enorm volatiele markt blijft het moeilijk om het juiste momentum te vinden. We blijven rustig en nemen onze tijd, in deze markt, als we instappen zullen de posities al voor de maand oktober meetellen zodat september de 9e maand op rij is dat we met winst kunnen afronden. Een sterke reeks, nog 3 maand te gaan dit jaar en ik zal er alles aan doen om ook deze 3 maanden positief af te ronden.
Signaaldiensten:
We blijven voorzichtig handelen waar dat kan, de laatste long posities werden met winst gesloten zodat ik opnieuw kan kijken naar nieuwe mogelijkheden. We kiezen dan vooral de bekende indices en bij Guy Trading samen met COMBI-Trading ook wat bekende aandelen en de Brent olie. We handelen ook nog steeds met kleine posities omdat de markt te volatiel blijft. Dat lukt zo prima dit jaar in deze enorm volatiele en moeilijke markt.
Meedoen met onze signalen kan nu via de nieuwe aanbieding die loopt tot 1 DECEMBER 2022. Schrijf u nu snel in voor €35 via de Tradershop en kies uw abonnement via de link https://www.usmarkets.nl/tradershop
Marktoverzicht:
Wall Street sluit hoger, de Nasdaq ruim 2% terwijl we ongeveer 2% winst zien bij de Dow Jones en de S&P 500. De SOX index won 1,2% woensdag. In Europa was er na een slechte opening bij de AEX een verlies van 0,4% terwijl de DAX met 43 punten (0,35%) winst sluit.

Dow Jones:
De Dow Jones kende een sterke sessie met 549 punten winst, wel zien we nog steeds een slot onder de 30.000 punten. Als de index zich verder herpakt dan zien we rond de 30.000 punten weerstand, later de 30.250 en de 30.600 punten weerstand.
We zien nu een eerste steun rond de 29.000-29.100 punten, later steun rond de 28.950 punten ofwel de bodem van dinsdag, later steun rond de 28.500 en de 28.000 punten. Bij een grotere sell-off steun rond de 27.000-27.250 punten. Nu eerst maar eens bekijken hoe de markt verder zal verlopen later deze week.

AEX index:
De AEX verloor bijna 3 punten met een slot op 641 punten. De AEX zet woensdag wel weer een nieuwe bodem neer op 627,35 punten. De index sluit wel boven de bodem van juni die we rond de 633-635 punten zien uitkomen. Onder die 633-635 punten kan de AEX verder terug tot eerst de 625-627 en de 615 punten, we wachten eerst het verloop van deze week af want rondom de bodem kan de index wel wat herstel laten zien hetgeen ook gebeurde woensdag na het testen van de bodem.
Weerstand nu eerst de 650-655 punten met later de 660 en de 665 punten, verder zien we vooral de 675 punten als weerstand.

DAX index:
De DAX moest woensdag even stevig terug tot rond de 11.863 punten maar via een sterke slotrally kon de index nog in de plus stuiten. De index zien we nu rond de 12.183 punten. Wat betreft de steun moeten we letten op de 11.850 punten, later steun rond de 11.500 punten.
Weerstand zien we nu rond die 12.400 punten, later de 12.600 en de 12.800 punten. Verder letten we op de 13.000 punten maar dat ligt alweer heel wat verder weg.

Nasdaq Composite:
De Nasdaq sluit 222 punten (2,05%) hoger de sessie af op 11.051 punten, de laagste stand van de sessie zien we rond de 10.776 punten uitkomen. Een sterke sessie en dus mogelijk zien we een eerste poging om een Bear Market Rally op te starten van enkele dagen. De bevestiging daarvoor moeten we nog krijgen.
Steun nu eerst de bodem van woensdag rond de 10.775 punten met later de 10.600 punten als steun. Verder letten we op de 10.500 punten als steun. Weerstand nu de zone 11.000-11.100 punten, later de 11.250-11.300 punten en de 11.500 punten.

Overzicht resultaten deze maand augustus en dit jaar (2022):
De signaaldiensten:
De maand september verloopt voor ons in deze heftige fase nog altijd positief, de laatste long posities die we hebben opgenomen werden in ieder geval weer met winst gesloten. We bekijken nu of we deze week nog een redelijk momentum kunnen vinden om nieuwe posities op te nemen maar het is geen verplichting natuurlijk. We blijven zoeken naar een mooi momentum. Meedoen met onze signalen kan nu via de aanbieding die loopt tot 1 DECEMBER 2022 en dan voor €35.
Ga snel naar onze Tradershop en kies daar uw abonnement via de link https://www.usmarkets.nl/tradershop dan staat u vandaag nog op de lijst en ziet u alle details over de posities die eventueel open staan.


Met vriendelijke groet,
Guy Boscart