Liveblog Archief dinsdag 28 juli 2020

Beste beleggers,

Deze week is er eentje met nogal wat gewicht in de schaal, er komen cijfers van de grote 3 op dezelfde avond, dat zal belangrijk worden voor het verloop van de Nasdaq en voor de markt in zijn geheel. De markt die gedragen wordt door de tech-monsters ofwel de TOP-5 zal zich nu moeten bewijzen, of erop of eronder al is er al heel wat voorschot genomen op deze aandelen ofwel deze sector. Tot vrijdag is het beter om te wachten en te bekijken welke kant de markt dan zal gaan kiezen, dat is dus voor de maand augustus ofwel de start van de nieuwe maand, de posities die we eventueel vrijdag nog gaan opnemen zullen de eerste van de nieuwe maand worden. Ik wil in augustus in ieder geval een goeie start maken en uitbouwen richting de rest van dit jaar. Deze maand viel op zich nog mee, er werd geen winst gemaakt maar ook amper verlies na het laatste signaal van deze maand.

Ik zou dus zeggen, probeer om mee te doen met de volgende signalen want ik verwacht er wat van, nogmaals ik ben erop gebrand om het beter te doen dan in mei, juni en juli voor iedereen. Wat de markt deed de afgelopen weken was ook niet echt te bevatten maar dat zal niet blijven duren, ook de markt zal een meer duidelijk beeld laten zien. We gaan er in ieder geval wat mee doen en ik zal hoe dan ook mijn tijd ervoor nemen waar dat nodig is ... Daarom, de kans om mee te doen, wie mij al een tijdje volgt weet dat ik over de gehele lijn wel goed weet om te gaan met de markten, dus bekijk niet alleen de laatste 3 maanden. We hebben er dit jaar ook nog 5 te gaan en er valt nog genoeg te doen ...

Nu tot 1 OKTOBER kunt u meedoen voor €39 ...

Schrijf u in via de link https://www.usmarkets.nl/tradershop

Met vriendelijke groet,
Guy Boscart

TOP NEWS
• U.S. Republicans, Democrats face tough talks on coronavirus relief as deadline looms
U.S. Republicans and Democrats faced difficult talks on how best to recover from the coronavirus pandemic, after Republicans unveiled a relief proposal four days before millions of Americans lose unemployment benefits.
• McDonald's global sales suffer as COVID-19 lockdowns limit operations
McDonald's reported a bigger-than-expected drop in global same-store sales as the burger chain's restaurants across the world were shut because of the COVID-19 pandemic, limiting operations to only drive-thru and delivery.
• U.S. senator introduces legislation to curb Big Tech's ad business
Republican Senator Josh Hawley introduced legislation that would penalize large tech companies that sell or show targeted advertisements by threatening a legal immunity enjoyed by the industry - the latest onslaught on Big Tech's business practices.
• Facebook gains temporary court reprieve on EU antitrust data demand
Facebook has won the first round of its court battle against what it says are excessive demands from European Union antitrust regulators after Europe's second-top court temporarily halted such requests until it makes a final ruling.
• In summer of turmoil, subdued 'fear' gauges make markets uneasy
Financial markets' fear gauges are not flashing red at a time of serious global turmoil, stirring investor doubts over whether the indexes are mispricing current and future turbulence. Volatility gauges embedded in option markets are used by traders and investors to predict -- or guess -- market direction.


BEFORE THE BELL
U.S. stock index futures retreated as lawmakers geared up to debate a coronavirus relief deal to limit the economic damage from the pandemic. European shares fell due to underwhelming quarterly earnings from luxury goods makers. Japan's Nikkei closed lower. Gold slipped after scaling record highs, as the dollar gained ahead of a two-day Federal Reserve meeting. Oil prices dipped. Consumer confidence index data is on the economic radar. Visa is due to report later in the day. ​


STOCKS TO WATCH
Results
• D.R. Horton Inc (DHI). The homebuilder reported a better-than-expected quarterly revenue and orders, as record-low mortgage rates and a shift towards suburban living caused by the coronavirus crisis helped boost sales. D.R. Horton said orders jumped 38% to 21,519 homes in the third quarter ended June 30, beating the Wall Street's estimate of 14,853 units. Home sales at D.R. Horton rose 10.5% to 17,642 homes in the third quarter topping analysts' expectation of 17,068 units. Net income attributable to D.R. Horton rose about 33% to $630.7 million, or $1.72 per share, in the quarter, helped by a $38.1 million income tax benefit. Total revenue rose to $5.39 billion, from $4.91 billion.​
• McDonald's Corp (MCD). The company reported a bigger-than-expected drop in global same-store sales as the burger chain's restaurants across the world were shut because of the COVID-19 pandemic, limiting operations to only drive-thru and delivery. Global same-store sales fell 23.9% for the second quarter ended June 30, dragged down by big international markets including the United Kingdom, France and Latin America. Revenue fell 30.5% to $3.76 billion, but beat the estimate of $3.68 billion. Net income fell to $483.8 million, or 65 cents per share, from $1.52 billion, or $1.97 per share, a year earlier.


In Other News
• Amazon.com Inc (AMZN). The e-commerce giant will begin fast and free deliveries of groceries in London, with the aim of rolling out the service across the United Kingdom by the year-end as the coronavirus-driven lockdown boosted online sales of essentials. The company said it has added the 'Fresh' service to its UK website to deliver meat, produce, snacks and other household essentials in two-hour windows for orders above $52, with no shipping charges for its 'Prime' members.
• AstraZeneca Plc (AZN). The drugmaker's diabetes treatment has shown promise in a late-stage trial to help to slow chronic kidney disease, putting it on track for possible expanded approvals ahead of rival drugs. The company said that the treatment - Farxiga - which is used for the most common form of diabetes, helped to improve renal function or reduced the risk of death compared with a placebo in diabetic and non-diabetic patients in a study. Farxiga had sales of $1.54 billion in 2019, making it among AstaZeneca's top five treatments in terms of revenue.​
• Copa Holdings SA (CPA). Panama's Copa Airlines said on Monday it would resume flights on Sept. 4, with about 3% of its capacity, if the Central American country's government does not again extend a ban on international travel. The airline said it set that date for the restart to "maintain some flexibility" in the event the travel ban is extended and to minimize the impact on passengers if adjustments to itineraries are needed. "If we resume operations in September, we project that we will do so with approximately 3% of all existing operations prior to the impact of COVID-19," the airline told Reuters.
• Facebook Inc (FB). The company has secured a court order to temporarily stop EU antitrust regulators' information requests related to their investigations into the company's data and online marketplace, according to a General Court ruling. The European Union request "is suspended until the order terminating the present proceedings for interim relief is made," the Luxembourg-based court said in a judgment dated July 24. Separately, Brazil's antitrust watchdog is asking Facebook to explain the fee structure for its short-lived payments service launched in June in partnership with card processor Cielo, according to a document seen by Reuters.
• HSBC Holdings PLC (HSBC). A Chinese government-backed website took aim at HSBC, accusing the Asia-focussed lender of "maliciously" playing a role in the arrest of Huawei Technologies' chief financial officer. "The role of HSBC in the Meng Wanzhou incident is already clear. HSBC's credibility has also been wiped out," said the commentary posted on the site backed by the State Council Information Office and the China International Publishing Group. "In the U.S. government's political pursuit of Huawei, HSBC was the one who 'handed the knife'," it said in a column written under the byline Tang Hua, and signed by three editors.
• ING Groep NV (ING). The Dutch bank said it expects to write off about $351.9 million from the value of its past acquisitions, as the Dutch bank was badly affected from the economic fallout of the coronavirus crisis. ING said it will book the goodwill impairment, which does not affect its capital ratios, in its second-quarter results due on Aug. 6. A company spokesman declined to name the business units involved, but said the impairment is related to "multiple acquisitions, some from a long time ago".
• Intel Corp (INTC). The chipmaker said on Monday Chief Engineering Officer Murthy Renduchintala is departing, part of a move in which a key technology unit will be separated into five teams. Intel said it is reorganizing its technology, systems architecture and client group. Its new leaders will report directly to Chief Executive Officer Bob Swan. Ann Kelleher, a 24-year Intel veteran, will lead development of 7-nanometer and 5-nanometer chip technology processes. Intel said Renduchintala will depart Aug. 3.
• Match Group Inc (MTCH). The company on Monday named Jim Lanzone, former boss of CBS Interactive, as the new chief executive officer of its dating app Tinder. Lanzone, who most recently served as an executive-in-residence at Benchmark Capital, will succeed Elie Seidman, who is stepping down. Lanzone's appointment is effective Aug. 3 and he will report to Match Group CEO, Shar Dubey. Match Group is expected to report its second-quarter results next week.
• Moderna Inc (MRNA) and Pfizer Inc (PFE). The drugmakers launched two 30,000-subject trials of COVID-19 vaccines that could clear the way for regulatory approval and widespread use by the end of this year, the companies said on Monday. Both vaccine candidates rely on a new technology that allows for faster development and manufacturing than traditional vaccine production methods but does not have an extensive track record. Moderna could have tens of millions of doses ready when and if the vaccine is deemed safe and effective, National Institutes of Health (NIH) Director Francis Collins told reporters on a call. Pfizer said that if the trial was successful, it could seek regulatory approval as soon as October and supply vaccines for 50 million patients, at two doses each, by the end of the year.
• Oi SA em Recuperacao Judicial (OIBRc). Tim, Telefonica Brasil and America Movil's Claro on Monday night raised their bid to buy Oi SA's mobile assets out of bankruptcy for $3.21 billion. The new offer comes after Oi said it had begun exclusive talks with another potential buyer, called Highline do Brasil, a portfolio company of U.S. private equity firm Digital Colony. The companies added that their proposal also considers "the possibility of signing long-term contracts for the use of Oi Group’s infrastructure."
• Rio Tinto PLC (RIO). The Anglo-Australian miner said on Monday it discovered gold-rich deposits at its Winu project in Western Australia and indicated the potential for a major new copper and gold mine in the region. The company said the new find in the Paterson Province, along with other positive drilling results nearby, points at potential for developing of multiple ore bodies within one system. Rio added it is targeting first production from Winu in 2023, subject to obtaining all necessary approvals.
• Tailored Brands Inc (TLRD). The Men's Wearhouse owner said on Monday it could consider filing for bankruptcy as soon as in the third quarter, as the COVID-19 crisis continues to pummel sales. The company said a reduction in liquidity and failure to make an interest payment have raised doubts about its ability to continue as a going concern within a year. Tailored Brands had said that it had identified up to 500 stores for closure over time and expected to cut 20% of its corporate workforce. The apparel retailer had said it was no longer in compliance with an NYSE-listing criteria.
• Tesla Inc (TSLA). The electric vehicle maker has launched a hiring spree in Shanghai with plans to bring on designers at its China studio and about 1,000 factory workers, job posts show, as the company ramps up production in the world's biggest auto market. The posts did not reveal how many designers Tesla planned to hire. The company also planned to hire 600 workers at stamping, bodywork, painting and assembly workshops in Shanghai, according to a separate job post by the Lingang local government. Another 150 workers were needed for quality checks, 200 for logistics work and 20 for security, it added.
• Trip.com Group Ltd (TCOM). Chinese online travel giant Ctrip is in talks with potential investors about funding its delisting from Nasdaq because of rising U.S.-China tensions and the coronavirus-driven hit to its business, sources told Reuters. Ctrip's delisting discussions, which have not been reported previously, are at an early stage and are subject to change, cautioned the sources, who spoke on condition of anonymity because the matter is not public. Ctrip's diversified ownership structure, however, would present a challenge to getting shareholders' backing for the delisting plans.
• United Airlines Holdings Inc (UAL). The company has told two regional airlines, ExpressJet and CommutAir, that it will drop its contract with one, according to a pilot union letter reviewed by Reuters, in a potentially mortal blow to the losing carrier as the coronavirus pandemic guts demand. ExpressJet and CommutAir each work exclusively for United and the plan would mean one would lose its major source of revenue. "We've been clear for months now that we expect to be a smaller airline in response to the historic impact that the COVID-19 pandemic has had on our business. That means we've cut our schedules and our costs across the operation – and we do anticipate it will continue to impact the relationships we have with our regional partners," United said.
• Walmart Inc (WMT). India's Flipkart said it plans to offer 90-minute deliveries for groceries and home accessories, as the Walmart-owned online retailer goes head to head with Amazon in a key growth market for e-commerce. Flipkart said its hyperlocal service, dubbed Flipkart Quick, will also sell mobile phones and stationery items, taking it a step further than Amazon's quick-delivery service that mainly offers just groceries. Flipkart Quick will debut in select locations in Bengaluru, the company said, without specifying a launch date.
• Westpac Banking Corp (WBK). The Australian lender said it gave updated information on more than 500,000 threshold transactions to Australia's financial crime regulator that it had not reported or were incomplete amid allegations it enabled millions of illegal payments. The company said that not all of the transactions of A$10,000 or more it provided the regulator may have breached anti-money laundering laws. Westpac said it provided about 175,000 transactions it had not reported and about 365,000 that it had but for which it may not have had complete or accurate information. It said it was still working with AUSTRAC and that the number of threshold transaction reports may change.


INSIGHT
End game for oil? OPEC prepares for an age of dwindling demand
The coronavirus crisis may have triggered the long-anticipated tipping point in oil demand and it is focusing minds in OPEC. The pandemic drove down daily crude consumption by as much as a third earlier this year, at a time when the rise of electric vehicles and a shift to renewable energy sources were already prompting downward revisions in forecasts for long-term oil demand.


ANALYSTS' RECOMMENDATION
• Air Products and Chemicals Inc (APD). Berenberg raises target price to $250 from $215, saying the company's third-quarter results were in line with expectations, illustrated its resilience throughout the COVID-19 pandemic.
• Hasbro Inc (HAS). JPMorgan cuts target price to $72 from $82, after the company's second-quarter earnings missed expectations.
• Peloton Interactive Inc (PTON). KeyBanc raises target price to $74 from $70, expecting the company to report better than expected results, as people are choosing to avoid gyms amid COVID-19.
• SAP SE (SAP). Cowen and Company raises target price to $165 from $150, saying though it finds the IPO of Qualtrics surprising, the management's explanation that it will provide more flexibility for the company makes sense.
• Shopify Inc (SHOP). Jefferies raises target price to $1,120 from $725, expecting huge second-quarter revenue beat. ​


ECONOMIC EVENTS (All timings in U.S. Eastern Time)
0900 CaseShiller 20 mm SA for May: Expected 0.3%; Prior 0.3%
0900 CaseShiller 20 mm NSA for May: Prior 0.9%
0900 CaseShiller 20 yy for May: Expected 4.0%; Prior 4.0%
1000 (approx.) Consumer Confidence for Jul: Expected 94.5; Prior 98.1 ​


COMPANIES REPORTING RESULTS
Advanced Micro Devices Inc (AMD). Expected Q2 earnings of 16 cents per share
Aflac Inc (AFL). Expected Q2 earnings of $1.07 per share
Akamai Technologies Inc (AKAM). Expected Q2 earnings of $1.21 per share
Altria Group Inc (MO). Expected Q2 earnings of $1.06 per share
Amgen Inc (AMGN). Expected Q2 earnings of $3.84 per share
Boston Properties Inc (BXP). Expected Q2 earnings of 50 cents per share
Celanese Corp (CE). Expected Q2 earnings of $1.05 per share
CH Robinson Worldwide Inc (CHRW). Expected Q2 earnings of 60 cents per share
Chubb Ltd (CB). Expected Q2 loss of 66 cents per share
Cummins Inc (CMI). Expected Q2 earnings of 93 cents per share
DexCom Inc (DXCM). Expected Q2 earnings of 35 cents per share
DTE Energy Co (DTE). Expected Q2 earnings of $1.28 per share
eBay Inc (EBAY). Expected Q2 earnings of $1.06 per share
Ecolab Inc (ECL). Expected Q2 earnings of 85 cents per share
Edison International (EIX). Expected Q2 earnings of $1.11 per share
Equity Residential (EQR). Expected Q2 earnings of 36 cents per share
Fortive Corp (FTV). Expected Q2 earnings of 58 cents per share
Franklin Resources Inc (BEN). Expected Q3 earnings of 55 cents per share
Juniper Networks Inc (JNPR). Expected Q2 earnings of 34 cents per share
Lamb Weston Holdings Inc (LW). Expected Q4 earnings of 16 cents per share
Maxim Integrated Products Inc (MXIM). Expected Q4 earnings of 57 cents per share
Mondelez International Inc (MDLZ). Expected Q2 earnings of 56 cents per share
ONEOK Inc (OKE). Expected Q2 earnings of 50 cents per share
Packaging Corp of America (PKG). Expected Q2 earnings of $1.28 per share
PerkinElmer Inc (PKI). Expected Q2 earnings of 88 cents per share
Seagate Technology PLC (STX). Expected Q4 earnings of $1.29 per share
Starbucks Corp (SBUX). Expected Q3 loss of 59 cents per share
T. Rowe Price Group Inc (TROW). Expected Q2 earnings of $2.02 per share
UDR Inc (UDR). Expected Q2 earnings of 09 cents per share
Visa Inc (V). Expected Q3 earnings of $1.03 per share


CORPORATE EVENTS (All timings in U.S. Eastern Time)
0800 Brown & Brown Inc (BRO). Q2 earnings conference call
0800 Roper Technologies Inc (ROP). Q2 earnings conference call
0800 Sensata Technologies Holding PLC (ST). Q2 earnings conference call
0800 Waters Corp (WAT). Q2 earnings conference call
0830 AGNC Investment Corp (AGNC). Q2 earnings conference call
0830 Centene Corp (CNC). Q2 earnings conference call
0830 Corning Inc (GLW). Q2 earnings conference call
0830 D.R. Horton Inc (DHI). Q3 earnings conference call
0830 Mcdonald's Corp (MCD). Q2 earnings conference call
0830 Omnicom Group Inc (OMC). Q2 earnings conference call
0830 Raytheon Technologies Corp (RTX). Q2 earnings conference call
0830 Rockwell Automation Inc (ROK). Q3 earnings conference call
0830 S&P Global Inc (SPGI). Q2 earnings conference call
0830 Westinghouse Air Brake Technologies Corp (WAB). Q2 earnings conference call
0830 Zebra Technologies Corp (ZBRA). Q2 earnings conference call
0900 3M Co (MMM). Q2 earnings conference call
0900 Altria Group Inc (MO). Q2 earnings conference call
0900 DTE Energy Co (DTE). Q2 earnings conference call
0900 Encompass Health Corp (EHC). Q2 earnings conference call
0900 Invesco Ltd (IVZ). Q2 earnings conference call
0900 Laboratory Corporation of America Holdings (LH). Q2 earnings conference call
0900 TransUnion (TRU). Q2 earnings conference call
0900 Universal Health Services Inc (UHS). Q2 earnings conference call
1000 Cummins Inc (CMI). Q2 earnings conference call
1000 Lamb Weston Holdings Inc (LW). Q4 earnings conference call
1000 Otis Worldwide Corp (OTIS). Q2 earnings conference call
1000 Pfizer Inc (PFE). Q2 earnings conference call
1000 Polaris Inc (PII). Q2 earnings conference call
1000 Principal Financial Group Inc (PFG). Q2 earnings conference call
1000 Steris plc (STE). Annual Shareholders Meeting
1100 Cincinnati Financial Corp (CINF). Q2 earnings conference call
1100 Franklin Resources Inc (BEN). Q3 earnings conference call
1100 Martin Marietta Materials Inc (MLM). Q2 earnings conference call
1100 MSCI Inc (MSCI). Q2 earnings conference call
1100 National Oilwell Varco Inc (NOV). Q2 earnings conference call
1100 Sherwin-Williams Co (SHW). Q2 earnings conference call
1230 VF Corp (VFC). Annual Shareholders Meeting
1300 Ecolab Inc (ECL). Q2 earnings conference call
1500 Alexandria Real Estate Equities Inc (ARE). Q2 earnings conference call
1630 Akamai Technologies Inc (AKAM). Q2 earnings conference call
1630 DexCom Inc (DXCM). Q2 earnings conference call
1630 Edison International (EIX). Q2 earnings conference call
1630 Masimo Corp (MASI). Q2 earnings conference call
1700 Advanced Micro Devices Inc (AMD). Q2 earnings conference call
1700 Amgen Inc (AMGN). Q2 earnings conference call
1700 CoStar Group Inc (CSGP). Q2 earnings conference call
1700 eBay Inc (EBAY). Q2 earnings conference call
1700 Juniper Networks Inc (JNPR). Q2 earnings conference call
1700 Mondelez International Inc (MDLZ). Q2 earnings conference call
1700 Monolithic Power Systems Inc (MPWR). Q2 earnings conference call
1700 Pegasystems Inc (PEGA). Q2 earnings conference call
1700 PerkinElmer Inc (PKI). Q2 earnings conference call
1700 SS&C Technologies Holdings Inc (SSNC). Q2 earnings conference call
1700 Starbucks Corp (SBUX). Q3 earnings conference call
1700 Visa Inc (V). Q3 earnings conference call
1730 Fortive Corp (FTV). Q2 earnings conference call​


EXDIVIDENDS
Aptargroup Inc (ATR). Amount $0.36
Citizens Financial Group Inc (CFG). Amount $0.39
Clorox Co (CLX). Amount $1.11
Entegris Inc (ENTG). Amount $0.08
West Pharmaceutical Services Inc (WST). Amount $0.16​

Goedemorgen
We zitten nu in de fase waar we het over de dollar hebben samen met het goud en andere meer veilige havens uit het verleden. Goud koopt men wanneer de VS ofwel Wall Street er wat angstig uit begint te zien, de afgelopen tijd werd al duidelijk dat de grote partijen het kalm aan beginnen te doen terwijl de nieuwe en dan meer onervaren beleggers de markt beheersen. Die noemen ze de Robin Hoods, een nieuwe ingang voor kleine beleggers die met hefbomen en opties de markt bestormen en de al vaak zwaar overgewaardeerde aandelen opkopen, vooral aan de long kant wel te verstaan. Maar het begint ook te kraken bij die groep, let vooral later deze week wat er na de cijfers van de grote 3 uit de TOP 5 zal gebeuren, dan komen nabeurs Apple, Amazon en Alphabet met cijfers, 3 uit de FAANG groep dus. In ieder geval nam de Nasdaq al wat hoop op wat er komt met die stevige stijging van gisteren die richting het slot zelfs versnelde.

Europa deed niet zoveel, de AEX kon in de plus sluiten maar het was vrijwel niks, ook de DAX sluit groen al was het nog geen punt ten opzichte van afgelopen vrijdag. De AEX dus rond de 565, de DAX net onder de 12.850 punten. Vooral de duurdere Euro zat er voor een groot deel tussen en uiteraard de bezorgdheid over het virus dat ook in delen van Europa weer terug aan het komen is. Alles bij elkaar genomen ziet het er moeilijk uit voor wat betreft de markten. Die euro die oploopt maakt de producten in onze regio plots veel duurder hetgeen dan weer positief kan uitpakken voor de VS waar alles door de in waarde afnemende dollar goedkoper maakt. En het is niet niks want de dollar verloor de afgelopen weken ten opzichte van andere grote valuta gemiddeld een procent of 8-9. Het zijn de bekende feiten en dus de eerste gedachten bij een situatie als waar we nu mee te maken krijgen, dollar daling goed voor de VS en slecht voor andere valuta maar we moeten de situatie niet uit het oog verliezen waarom de dollar zakt en waarom het er in Europa wat beter uitziet wat betreft de waarde van de euro.

Nogmaals, de beurzen in de VS, en dan vooral in de VS blijven door veel donkere redenen oplopen of houden momenteel nog stand. Eigenlijk zie ik niet zo goed in hoe deze nieuwe bubbel lang stand kan houden, maar we moeten er wel voor opletten en vooral goed proberen te timen waar we wat kunnen doen. Ik zal zeker weer een nieuwe positie opnemen maar zoals u al merkt moeten we opletten en mogelijk nog wat geduld op zien te brengen in verband met veel feiten die er komen deze week, denk zoals ik al aangaf de 3 grote donderdag en morgen de FED die vergaderd. Even geen positie is ook goed, vooral in deze fase en met wat er komt deze week.

Lid worden kan nu voor €39 tot 1 OKTOBER, ik voorzie zeker nog genoeg kansen en ik wil de maand augustus goed aanpakken voor de leden. We zitten nog met wat verlies deze maand maar op zich is het weinig, in de rumoerige maand juli heb ik met zo goed als mogelijk proberen te uiten maar de markt liet nog wat teveel overdrijving zien. In feite schieten we in de maand juli ook weinig op met de indices, het lijkt er allemaal zeer goed uit te zien maar de markt maakt wel een pas op de plaats. Daarom zoek ik naar het goeie momentum, dat komt er snel aan merk ik aan veel zaken. Eind deze week verwacht ik wat posities te hebben lopen, u kunt dus mee door lid te worden.

Inschrijven? Ga naar https://www.usmarkets.nl/tradershop

Tot later ... Guy

GLOBAL TOP NEWS
Senate Republicans proposed a $1 trillion coronavirus aid package hammered out with the White House, paving the way for talks with Democrats on how to help Americans as expanded unemployment benefits for millions of workers expire this week.

Nations in Asia imposed new restrictions, while an abrupt British quarantine on travellers from Spain threw Europe's summer reopening into disarray, as the world confronted the prospect of a second wave of COVID-19 infections.

Moderna and Pfizer launched two 30,000-subject trials of COVID-19 vaccines that could clear the way for regulatory approval and widespread use by the end of this year, the companies said.


EUROPEAN COMPANY NEWS
U.S. buyers of polluting Volkswagen AG vehicles received more than $9.8 billion in settlements, the Federal Trade Commission said.

Budget airline Jet2.com said on Monday it would be cancelling flights from Britain to 10 destinations in Spain, after earlier cancelling flights to four destinations.

Italy's government is studying a plan to create a single ultra-fast broadband network that could initially be majority-owned by phone incumbent Telecom Italia but would grant equal access to all market players, a person close to the matter told Reuters.


TODAY'S COMPANY ANNOUNCEMENTS
1Spatial PLC Annual Shareholders Meeting
Abeo SAS Annual Shareholders Meeting
Aeroports de Paris SA HY 2020 Earnings Call
Ahlstrom-Munksjo Oyj Q2 2020 Earnings Release
AMG Advanced Metallurgical Group NV Q2 2020 Earnings Call
Applus Services SA HY 2020 Earnings Call
Arcadis NV HY 2020 Earnings Call
ASM International NV Q2 2020 Earnings Release
Avenir Telecom SA Annual Shareholders Meeting
Bankia SA Q2 2020 Earnings Call
BAWAG Group AG Q2 2020 Earnings Call
BayWa AG Annual Shareholders Meeting
BE Semiconductor Industries NV Q2 2020 Earnings Call
Blackrock Smaller Companies Trust PLC Annual Shareholders Meeting
Bureau Veritas SA HY 2020 Earnings Release
Carrefour SA HY 2020 Earnings Release
Cementir Holding NV HY 2020 Earnings Call
Chubb Ltd Q2 2020 Earnings Release
Codemasters Group Holdings PLC Annual Shareholders Meeting
Costamare Inc Q2 2020 Earnings Call
Davide Campari Milano NV Q2 2020 Earnings Call
Elementis PLC HY 2020 Earnings Call
Enagas SA HY 2020 Earnings Call
Ence Energia y Celulosa SA Q2 2020 Earnings Release
Endesa SA HY 2020 Earnings Release
GO PLC Annual Shareholders Meeting
HWA AG Annual Shareholders Meeting
Infrastrutture Wireless Italiane SpA Shareholders Meeting
Irish Continental Group PLC Annual Shareholders Meeting
JPmorgan Japan Smaller Co Trust PLC Annual Shareholders Meeting
Kering SA HY 2020 Earnings Release
Luxfer Holdings PLC Q2 2020 Earnings Call
Masmovil Ibercom SA Q2 2020 Earnings Call
Mercialys SA HY 2020 Earnings Call
Metropole Television SA HY 2020 Earnings Call
Mitie Group PLC Annual Shareholders Meeting
Moneysupermarket.Com Group PLC HY 2020 Earnings Release
Navigator Company SA HY 2020 Earnings Release
Nexity SA HY 2020 Earnings Release
Norman Broadbent PLC Annual Shareholders Meeting
NXP Semiconductors NV Q2 2020 Earnings Call
Parfex SA Annual Shareholders Meeting
Peugeot SA HY 2020 Earnings Call
Polar Capital Holdings PLC Annual Shareholders Meeting
Progress Werk Oberkirch AG Annual Shareholders Meeting
Reckitt Benckiser Group PLC HY 2020 Earnings Release
Rexel SA Q2 2020 Earnings Call
Seagate Technology PLC Q4 2020 Earnings Release
Sequans Communications SA Q2 2020 Earnings Call
SIG Combibloc Group AG HY 2020 Earnings Call
St. James's Place PLC HY 2020 Earnings Call
Syncona Ltd Annual Shareholders Meeting
TR Property Investment Trust PLC Annual Shareholders Meeting
Trivago NV Q2 2020 Earnings Release
Tyman PLC Q2 2020 Earnings Call
ULS Technology PLC Annual Shareholders Meeting
Vastned Retail Belgium NV Q2 2020 Earnings Release
Vivo Energy PLC HY 2020 Earnings Call
Vodafone Group PLC Annual Shareholders Meeting
Vontobel Holding AG HY 2020 Earnings Call
WashTec AG Annual Shareholders Meeting
Wavestone SA Annual Shareholders Meeting
Wizz Air Holdings PLC Annual Shareholders Meeting
Yandex NV Q2 2020 Earnings Call
Yit Oyj Q2 2020 Earnings Call


ECONOMIC EVENTS (All times GMT)
0700 Spain Unemployment Rate for Q2: Expected 16.70%; Prior 14.41%
0730 Sweden Retail Sales mm for Jun: Prior 0.5%
0730 Sweden Retail Sales yy for Jun: Prior 2.4%
0730 Sweden Trade Balance for Jun: Prior 2.4 bln SEK
0730 Sweden Swedish Exports for Jun: Prior 101.5 bln SEK
0730 Sweden Swedish Imports for Jun: Prior 99.1 bln SEK
1000 United Kingdom CBI Distributive Trades for Jul: Expected -25; Prior -37