Liveblog Archief dinsdag 30 juni 2020

Goedemorgen
Het herstel op Wall Street kon tot het einde doorzetten zodat de Dow Jones 580 punten herstelde na de diepe duik van afgelopen vrijdag. De Nasdaq die zwak begon kon richting het slot ook met een mooie plus eindigen. Zo zien we dat de Nasdaq future vanmorgen weer boven de 10.000 punten staat, op slotbasis werd dat net niet gehaald gisteren. De markt blijft volatiel, dat is een feit en we zien eigenlijk amper een reden dat de volatiliteit zal afnemen. De power van Powell (de FED) blijft onder de markten liggen zodat er eigenlijk geen enkele angst blijkt te zijn voor een nieuwe uitschuiver ofwel van een 2e CRASH terwijl ik denk dat die nog altijd boven de markten hangt. We gaan het zien de komende weken.

Vandaag zou ik nog niet teveel hopen op een nieuwe tik omlaag, het is de laatste sessie van het eerste halve jaar (2020) en het 2e kwartaal loopt af, de meeste indices laten een verlies zien maar in vergelijking met midden maart valt alles behoorlijk mee na de rally van de afgelopen weken. De TOP 5 binnen de Nasdaq en in feite over de gehele lijn op Wall Street zorgen ervoor dat de markten zo hoog staan op dit moment. Vooral de Nasdaq waar deze aandelen tot ver boven de 40% meetellen kon erdoor positief geraken en we zien daar dus een mooie plus staan na 6 maanden handel in 2020. Vandaag dus de laatste dag, er zal wel wat Window Dressing komen volgens mij.

Ook Europa deed het redelijk gisteren met over het algemeen plussen, de AEX kon tijdens het laatste uur naar positief draaien. Ook hier wordt vandaag het kwartaal en het eerste halve jaar afgerond, dus wat schuiven om in ieder geval rond de 555-570 te blijven denk ik. Vanaf morgen zou het kunnen dat men wat winst wil gaan nemen voor een langere fase, we gaan het zien want het zullen de grote partijen zijn die erover gaan beslissen. Over gaan van aandelen naar bonds (obligaties) zou kunnen. Men zal nu ook gaan uitkijken naar de kwartaalcijfers die eraan zitten te komen vanaf volgende week. Hou er ook rekening mee dat Wall Street vrijdag dicht is door de 4 juli viering de dag erna. We blijven dus rustig en zoeken naar kansen vanaf later vandaag of morgen ...

Meedoen met de signalen, de suggesties die ik verstuur kan nu tot 1 september voor €39 ... We zitten nu zonder posities, morgen of begin volgende week neem ik wel weer wat op waar het kan ... Schrijf u in via de link https://www.usmarkets.nl/tradershop

Grafieken slotstanden maandag:

Tot later ... Guy

GLOBAL TOP NEWS
China's parliament passed national security legislation for Hong Kong, setting the stage for the most radical changes to the former British colony's way of life since it returned to Chinese rule almost exactly 23 years ago.

China's factory activity expanded at a stronger pace in June in a boost to hopes for a quick economic recovery globally and at home, but the persistent weakness in export orders suggests the coronavirus crisis will remain a drag on growth for some time.

Poland's President Andrzej Duda got the most votes in the first round of the country's presidential election, final results showed, as the focus turned to what looks set to be a close-fought run-off vote on July 12.


EUROPEAN COMPANY NEWS
Wirecard North America, a unit of German payments company Wirecard AG, on Monday said it has put itself up for sale, days after the troubled parent firm filed for insolvency.

Alaskan officials on Monday approved BP's sale of its oil and gas leases in the state to closely held Hilcorp Energy as part of a previously announced $5.6 billion deal.

Airbus was finalising an imminent restructuring plan involving thousands of job cuts on Monday as its chief executive confirmed plans to hold output down by 40% for two years.


TODAY'S COMPANY ANNOUNCEMENTS
4d Pharma PLC Annual Shareholders Meeting
Accor SA Annual Shareholders Meeting
Adomos SA Annual Shareholders Meeting
Adux SA Annual Shareholders Meeting
Akasol AG Annual Shareholders Meeting
Allgemeine Gold und Silberscheideanstalt AG Annual Shareholders Meeting
Allied Minds PLC Annual Shareholders Meeting
Altarea SCA Annual Shareholders Meeting
Ambia Trading Group AB (publ) Annual Shareholders Meeting
Angling Direct PLC Annual Shareholders Meeting
Animalcare Group PLC Annual Shareholders Meeting
Armadale Capital PLC Annual Shareholders Meeting
ATTRAQT Group plc Annual Shareholders Meeting
AXA SA Annual Shareholders Meeting
Axxis Geo Solutions ASA Annual Shareholders Meeting
Biomerieux SA Annual Shareholders Meeting
BMO Commercial Property Trust Ltd Annual Shareholders Meeting
Borders and Southern Petroleum PLC Annual Shareholders Meeting
BrainCool AB (publ) Annual Shareholders Meeting
Cancom SE Annual Shareholders Meeting (German)
Cecurity.com SA Annual Shareholders Meeting
Christian Dior SE Annual Shareholders Meeting
Crimson Tide PLC Annual Shareholders Meeting
Dinkelacker AG Annual Shareholders Meeting
Distribution Finance Capital Holdings PLC Annual Shareholders Meeting
DNB ASA Annual Shareholders Meeting
ECSC Group PLC Annual Shareholders Meeting
Edap Tms SA Annual Shareholders Meeting
Element ASA Annual Shareholders Meeting
Elis SA Annual Shareholders Meeting
Envea SA Annual Shareholders Meeting
EOS Imaging SA Annual Shareholders Meeting
Equals Group PLC Annual Shareholders Meeting
Etablissements Maurel et Prom SA Annual Shareholders Meeting (French)
Ferratum Oyj Annual Shareholders Meeting
Fireangel Safety Technology Group PLC Annual Shareholders Meeting
Flowscape Technology AB (publ) Annual Shareholders Meeting
Fox Marble Holdings PLC Annual Shareholders Meeting
France Tourisme Immobilier SA Annual Shareholders Meeting
Gabelli Value Plus + Trust PLC Annual Shareholders Meeting
Genfit SA Annual Shareholders Meeting
Gk Software SE Annual Shareholders Meeting
Grandvision NV Annual Shareholders Meeting
Gresham House Energy Storage Fund PLC Annual Shareholders Meeting
Groupe Cioa SA Annual Shareholders Meeting
GYG PLC Annual Shareholders Meeting
Henry Boot PLC Annual Shareholders Meeting
I3 Energy PLC Annual Shareholders Meeting
Impellam Group PLC Annual Shareholders Meeting
InCoax Networks AB Annual Shareholders Meeting
Ingenta PLC Annual Shareholders Meeting
Inmobiliaria Colonial Socimi SA Annual Shareholders Meeting
Inspecs Group PLC Annual Shareholders Meeting
Inspired Energy PLC Annual Shareholders Meeting
Interoil Exploration and Production ASA Annual Shareholders Meeting
Iofina PLC Annual Shareholders Meeting
IT Link SA Annual Shareholders Meeting
Kardan NV Annual Shareholders Meeting
Keller Group PLC Annual Shareholders Meeting
Keystone Law Group PLC Annual Shareholders Meeting
Knorr Bremse AG Annual Shareholders Meeting (German)
Kongsberg Automotive ASA Annual Shareholders Meeting
Koninklijke Boskalis Westminster NV Annual Shareholders Meeting (Dutch)
Landis+Gyr Group AG Annual Shareholders Meeting
Liberty Global PLC Annual Shareholders Meeting
London Security PLC Annual Shareholders Meeting
L'Oreal SA Annual Shareholders Meeting
LSL Property Services PLC Annual Shareholders Meeting
LumX Group Ltd Annual Shareholders Meeting
LVMH Moet Hennessy Louis Vuitton SE Annual Shareholders Meeting
LXi REIT PLC Annual Shareholders Meeting
M2i SA Annual Shareholders Meeting
Maintel Holdings PLC Annual Shareholders Meeting
Mangold AB Annual Shareholders Meeting
Manz AG Annual Shareholders Meeting
Matas A/S Annual Shareholders Meeting (Danish)
Mereo BioPharma Group plc Shareholders Meeting
Merus NV Annual Shareholders Meeting
Metal Tiger PLC Annual Shareholders Meeting
MonFinancier SA Annual Shareholders Meeting
Mountain Alliance AG Annual Shareholders Meeting
Mustang Energy PLC Annual Shareholders Meeting
Mylan NV Annual Shareholders Meeting
Nabaltec AG Annual Shareholders Meeting
National World PLC Annual Shareholders Meeting
Nextedia SA Annual Shareholders Meeting
NORMA Group SE Annual Shareholders Meeting
Norwegian Air Shuttle ASA Annual Shareholders Meeting
NOXXON Pharma NV Annual Shareholders Meeting
NSC Groupe SA Annual Shareholders Meeting
Nyrstar NV Annual Shareholders Meeting
O2I SA Annual Shareholders Meeting
Observe Medical ASA Annual Shareholders Meeting
Orion Engineered Carbons SA Annual Shareholders Meeting
Ortoma AB Annual Shareholders Meeting
Oscar Properties Holding AB Annual Shareholders Meeting
Petropavlovsk PLC Annual Shareholders Meeting
PharmaLundensis AB Annual Shareholders Meeting
Phoenix Global Resources PLC Annual Shareholders Meeting
Plant Advanced Technologies Pat SA Annual Shareholders Meeting
Pollen Street Secured Lending PLC Annual Shareholders Meeting
Prologue SA Annual Shareholders Meeting
Prospex Oil and Gas PLC Annual Shareholders Meeting
Pulsion Medical Systems SE Annual Shareholders Meeting
Qiagen NV Annual Shareholders Meeting
RA International Group PLC Annual Shareholders Meeting
RaySearch Laboratories AB (publ) Annual Shareholders Meeting
RDL Realisation PLC Annual Shareholders Meeting
Reach4Entertainment Enterprises Plc Annual Shareholders Meeting
Recyctec Holding AB Annual Shareholders Meeting
River iGaming PLC Annual Shareholders Meeting
Robinson PLC Annual Shareholders Meeting
Roctool SA Annual Shareholders Meeting
RTL Group SA Annual Shareholders Meeting
Safestay PLC Annual Shareholders Meeting
Saint Croix Holding Immobilier SOCIMI SA Annual Shareholders Meeting
SIG PLC PLC Annual Shareholders Meeting
SNP Schneider Neureither & Partner SE Annual Shareholders Meeting
Standard Life Investments Property Income Trust Ltd Annual Shareholders Meeting
Stentys SA Annual Shareholders Meeting
Stradim Espace Finance SA Annual Shareholders Meeting
Talend SA Annual Shareholders Meeting
Technicolor SA Annual Shareholders Meeting
Three Gates AB Annual Shareholders Meeting
Tissue Regenix Group PLC Annual Shareholders Meeting
Trans-Siberian Gold PLC Annual Shareholders Meeting
Travel Technology Interactive SA Annual Shareholders Meeting
Trivago NV Annual Shareholders Meeting
Universe Group PLC Annual Shareholders Meeting
Visiomed Group SA Annual Shareholders Meeting
Vonovia SE Annual Shareholders Meeting
W Resources PLC Annual Shareholders Meeting
Wacker Neuson SE Annual Shareholders Meeting
Woodbois Ltd Annual Shareholders Meeting
Xtract Resources PLC Annual Shareholders Meeting


ECONOMIC EVENTS (All times GMT)
0600 United Kingdom GDP qq for Q1: Expected -2.0%; Prior -2.0%
0600 United Kingdom GDP yy for Q1: Expected -1.6%; Prior -1.6%
0600 United Kingdom Business Investment qq for Q1: Prior 0.0%
0600 United Kingdom Business investment yy for Q1: Prior 0.7%
0600 United Kingdom Current Account for Q1: Expected -15.400 bln GBP; Prior -5.600 bln GBP
0630 Switzerland Retail Sales yy for May: Prior -19.9%
0645 France Consumer Spending mm for May: Expected 30.0%; Prior -20.2%
0645 France CPI (EU Norm) Prelim yy for Jun: Expected 0.4%; Prior 0.4%
0645 (approx.) France CPI (EU Norm) Prelim mm for Jun: Expected 0.3%; Prior 0.2%
0645 (approx.) France CPI Prelim yy NSA for Jun: Prior 0.4%
0645 (approx.) France CPI Prelim mm NSA for Jun: Prior 0.1%
0645 France Producer Prices mm for May: Prior -2.9%
0645 (approx.) France Producer Prices yy for May: Prior -4.7%
0700 Spain GDP qq for Q1: Expected -5.2%; Prior -5.2%
0700 Spain GDP yy for Q1: Expected -4.1%; Prior -4.1%
0700 Switzerland KOF Indicator for Jun: Expected 77.0; Prior 53.2
0700 (approx.) Switzerland Official Reserves Assets for May: Prior 8,62,340.75 mln CHF
0800 (approx.) Spain Current Account Balance for Apr: Prior -1.05 bln EUR
0830 (approx.) Portugal CPI Flash mm for Jun: Prior -0.4%
0830 (approx.) Portugal CPI Flash yy for Jun: Prior -0.7%
0900 Italy Consumer Price Prelim mm for Jun: Expected 0.1%; Prior -0.2%
0900 Italy Consumer Price Prelim yy for Jun: Expected -0.2%; Prior -0.2%
0900 Italy CPI (EU Norm) Prelim mm for Jun: Expected 0.1%; Prior -0.3%
0900 Italy CPI (EU Norm) Prelim yy for Jun: Expected -0.3%; Prior -0.3%
0900 (approx.) Italy CPI NSA for Jun: Prior 102.9
0900 Euro Zone HICP Flash yy for Jun: Expected 0.1%; Prior 0.1%
0900 Euro Zone HICP-X F&E Flash yy for Jun: Expected 1.1%; Prior 1.2%
0900 Euro Zone HICP-X F,E,A&T Flash yy for Jun: Expected 0.8%; Prior 0.9%
0900 (approx.) Euro Zone HICP-X F, E, A, T Flash mm for Jun: Prior 0.00%
0900 (approx.) Euro Zone CPI NSA for Jun: Prior 105.30
1000 (approx.) Italy Producer Prices mm for May: Prior -2.6%
1000 (approx.) Italy Producer Prices yy for May: Prior -5.1%