Liveblog Archief donderdag 2 juli 2020

9 liveblog items op donderdag 2 juli 2020.

Do 2 jul. 2020, 15:13

Dan nog de jobcijfers, de tijdelijke werkloosheid daalt terwijl het aantal blijvende werklozen stijgt. Het aantal tijdelijke ontslagen nam af met 4,8 miljoen tot 10,6 miljoen, na een afname van 2,7 miljoen in mei ... het aantal blijvende banen verlies bleef stijgen en steeg met 588 duizend tot 2,9 miljoen ... Dat ter info uiteraard ...

Job cijfers VS 02072020
Hessel1 do 2 jul. 2020, 23:23 Je mag toch hopen dat Guy de trades evalueert. Hij heeft ook wel eens gezegd niet meer in de markt te willen zitten voor belangrijke cijfers zoals vandaag maar houdt zich daar dus niet aan.
Sander78 do 2 jul. 2020, 19:39 Ik begrijp je frustratie Bettie. Ook ik deed het heel goed tot ik hier ‘ lid’ werd. Juist omdat ik de mening deel van Guy ben ik gelijk mee gegaan in zijn gedachten, heeft me tot nu toe 15.000 euro gekost.
Maar een mening hebben of ooit gelijk gaan krijgen..tsja heb je niks aan.Altijd met de markt meegaan en nooit er tegenin gaan. Als individu kan je een hoop vinden maar ga je geen gelijk krijgen. Hoewel ik dus begrijp wat Guy zegt en het er mee eens ben volg ik hem niet meer blindelings. Inmiddels 5 k goed gemaakt. Je zou van zo’n ervaren iemand mogen verwachten (die er ook zijn geld mee verdient) dat ie juist het marktsentiment aanvoelt en zich niet blind staart op wat hij van de markt vindt. Desondanks blijf ik nog even lid. Maar afgelopen posities wel gevolgd maar direct er weer uit gelukkig;)
Grootttttttt do 2 jul. 2020, 18:22 Een beursguru/meester werkt beter als hij 2 kanten op kan traden
Bettie56 do 2 jul. 2020, 18:08 Meneer Boscart, u adviseert al maanden shortposities terwijl de trend anders zegt. Geduld met verkeerde posities kost heel veel geld! Ik vind de markt ook veel te hoog gewaardeerd maar je moet naar mijn mening de markt volgen en niet je mening. Ik heb gisteren mijn abonnement opgezegd. Helaas te laat waardoor er 55 euro is afgeschreven en ik de adviezen van gisteren en vandaag toch maar opgevolgd heb en nu nog meer op de blaren zit.
ak-47 do 2 jul. 2020, 17:01 de utility sector was gisteren outperforming, remember februari - maart dit jaar, het komt er aan, maar geduld is een schone deugd
Do 2 jul. 2020, 15:03

Korte analyse Nasdaq:

Het sentiment op de 21 MA komt in de top 3% van de meest overbought dagen bekeken over de laatste 20 jaar want zoals je ziet zijn er maar weinig momenten waar dit niveau werd bereikt. Uiteraard kan ik niet zeggen dat het nu meteen over en uit, maar dus wel dat de markt zwaar overbought blijft en dat er een grotere correctie moet volgen, dat lijkt voor mij hierdoor duidelijk ... Zeker als we de geschiedenis mogen geloven maar wie zegt dat alles nog gaat zoals het normaal hoort te gaan, dat weet ik ook wel.

Nasdaq analyse
Do 2 jul. 2020, 14:32

Marktcijfers

Actueel Verwacht Vorige
USA USA: Niet-agrarische Loonlijsten (Jun) 14:30 4.800K 3.000K 2.699K Actueel: 4.800K Verwacht: 3.000K Vorige: 2.699K
USA USA: Werkloosheidscijfer (Jun) 14:30 11,1% 12,3% 13,3% Actueel: 11,1% Verwacht: 12,3% Vorige: 13,3%
USA USA: Eerste Aanvragen Werkloosheidsvergoeding 14:30 1.427K 1.355K 1.482K Actueel: 1.427K Verwacht: 1.355K Vorige: 1.482K
Do 2 jul. 2020, 14:27

Markt snapshot Wall Street

TOP NEWS
• U.S. House bill targets banks amid fears over China law for Hong Kong
The U.S. House of Representatives passed legislation on Wednesday that would penalize banks doing business with Chinese officials who implement Beijing's draconian new national security law imposed on the former British colony of Hong Kong.
• Record U.S. job growth expected in June, but masks labor market weakness
The U.S. economy likely created jobs at a record clip in June as more restaurants and bars resumed operations, which would offer further evidence that the COVID-19 recession was probably over, though a surge in cases of the coronavirus threatens the fledgling recovery.
• Apple supplier Foxconn, others hit as India holds up imports from China-sources
India's additional scrutiny of imports from China has disrupted operations at plants owned by Apple supplier Foxconn 2317.TW in southern India, three sources told Reuters, and other foreign firms are also facing delays as tensions between the two countries build.
• Tesla to make molecule printers for German COVID-19 vaccine developer CureVac
Tesla is building mobile molecule printers to help make the potential COVID-19 vaccine being developed by CureVac in Germany, the electric-car maker's Chief Executive Officer, Elon Musk, tweeted on Wednesday.
• Energy Transfer digs in on North Dakota pipeline expansion despite oil slump -sources
U.S. pipeline company Energy Transfer has taken the rare step of invoking force majeure - normally used in times of war or natural disaster - to prevent oil firms from walking away from a proposed expansion of the controversial Dakota Access pipeline, according to two sources familiar with the matter.


BEFORE THE BELL
U.S. stock futures rose, in line with world stocks, as signs of progress in developing a COVID-19 vaccine and expectations of a rebound in U.S. jobs figures boosted sentiment across markets. Sharpened risk appetite dragged the dollar lower, while gold steadied. Oil prices edged up on sharp drop in U.S. inventories. Investors will keenly watch out for jobs report from the Labour Department and initial jobless claims data due for release later during the day.


STOCKS TO WATCH
IPOs
• Lemonade Inc (LMND). The Insurance startup, which is backed by SoftBank Group, said it raised $319 million in its U.S. initial public offering. Lemonade priced 11 million shares at $29 per share, the company said. The IPO values Lemonade at $1.6 billion. The company will list its shares on the New York Stock Exchange under the symbol "LMND" on Thursday.

In Other News
• Alphabet Inc (GOOGL), Amazon.com Inc (AMZN), Apple Inc (AAPL) & Facebook Inc (FB). The chief executives of the four U.S. tech giants will testify before the U.S. Congress in late July as part of an ongoing antitrust probe into the companies, according to two sources familiar with the matter. Amazon's Jeff Bezos, Facebook's Mark Zuckerberg, Sundar Pichai of Google and Apple's Tim Cook will appear as part of the probe by the House of Representatives Judiciary Committee's antitrust panel, the sources said. The hearing will be on or around July 27 and will likely have at least some witnesses and lawmakers appearing via video link, one of the sources said. It was not clear if the four men would appear before the full committee or the antitrust subcommittee, the sources said. Separately, Twenty advocacy groups from the United States, Europe, Latin America and elsewhere signed a statement Wednesday urging regulators to be wary of Google's $2.1 billion bid for fitness tracker company Fitbit because of privacy and competition concerns.
• American Airlines Group Inc (AAL). The company warns it is overstaffed by about 8,000 flight attendants and might reduce its workforce through early retirements and voluntary leaves as the carrier looks to weather a hit to business from the COVID-19 pandemic. The company will reduce its international and transcontinental crew to the minimum required by the Federal Aviation Administration, plus one flight attendant, effective from Oct. 1, 2020, Jill Surdek, American Airlines' vice-president of flight service, said in a letter to employees on Wednesday. Separately, the company said it expects summer long-haul international capacity to decline 25% in 2021 compared to 2019 due to lower demand resulting from the coronavirus outbreak.
• Blackrock Inc (BLK). The company is not exempt from paying value added tax on part of a service from an outside supplier to help manage its funds, a European Union court ruled, dashing the fund sector's hopes for cost savings. The First Chamber of the Court of Justice ruled that a "single supply of management services, provided by a software platform belonging to a third-party supplier for the benefit of a fund management company, which manages both special investment funds and other funds, does not fall within the exemption provided for in that provision." BlackRock said it respected the EU court's decision.
• Boeing Co (BA). The Federal Aviation Administration and Boeing have completed certification test flights on the 737 MAX, a key milestone toward the plane's return to service, the U.S. regulator said on Wednesday. The FAA said it must still evaluate data from the three days of testing and has other tasks to complete. "The agency is following a deliberate process and will take the time it needs to thoroughly review Boeing's work," the FAA said. "We will lift the grounding order only after FAA safety experts are satisfied that the aircraft meets certification standards."
• Energy Transfer LP (ET). The U.S. pipeline company has taken the rare step of invoking force majeure - normally used in times of war or natural disaster - to prevent oil firms from walking away from a proposed expansion of the controversial Dakota Access pipeline, according to two sources familiar with the matter. Energy Transfer wants to nearly double the size of the line, and some companies that signed up say it is no longer necessary due to the sharp fall in U.S. oil production after the coronavirus pandemic.
• HollyFrontier Corp (HFC). CVR Refining and HollyFrontier have cut their workforces in recent weeks, according to three sources, as demand falls due to the ongoing coronavirus pandemic. In recent weeks CVR Refining has laid off approximately 50 salaried employees and HollyFrontier has cut at least 12 jobs, the sources said. HollyFrontier previously said it would lay off about 130 workers at its Cheyenne, Wyoming, refinery as it converts to a renewable diesel facility. CVR and HollyFrontier both declined to comment.
• Jefferies Financial Group (JEF). The company said it expects a jump in mergers of equals in the current coronavirus-stricken economic environment as companies look at cost-effective ways of increasing their scale to survive the crisis. The mergers-of-equals transactions can help companies cut expenses and boost earnings without the "stigma of transacting at lower values, premiums or multiples," Jefferies said in its July newsletter.
• JetBlue Airways Corp (JBLU). The company and a labor union representing pilots, the Air Line Pilots Association (ALPA), have reached an agreement to avoid involuntary furloughs until May 1, 2021, according to a memo sent to pilots on Wednesday. JetBlue's Master Executive Council (MEC) of the APLA voted to approve the letter of agreement that "protects all JetBlue pilots from involuntary furloughs — under any circumstances — until May 1, 2021," the union memo said. The memo did not provide further details about the agreement.
• McDonald's Corp (MCD). The company plans to pause the reopening of its dine-in service in the United States by 21 days as the number of coronavirus cases rise in the country, according to a letter seen by Reuters. "Our resiliency will be tested again. COVID-19 cases are on the rise – with a 65 percent increase in infections over the last two weeks," Joe Erlinger, McDonald's U.S. president and Mark Salebra, head of the National Franchisee Leadership Alliance said in the letter.
• Novartis AG (NVS). The Swiss drugmaker has agreed to pay more than $729 million to settle U.S. government charges it paid illegal kickbacks to doctors and patients to boost drug sales, the U.S. Department of Justice said on Wednesday. The company will pay $678 million to resolve claims it organized tens of thousands of sham educational events where it lavished doctors with exorbitant speaker fees, expensive dinners and alcohol to induce them to prescribe its cardiovascular and diabetes drugs more often. It will also pay $51.25 million to resolve charges it funneled money through three charitable foundations to cover co-payments of Medicare patients so they would purchase its drugs.
• PG&E Corp (PCG). The Utility said on Wednesday it had emerged from bankruptcy, marking an end to a long-drawn restructuring process which began after its equipment sparked some of the deadliest wildfires in California. PG&E said it deposited about $5 billion in the wildfire fund. The company also said it will fund the wildfire victims trust with $5.4 billion in cash and common stock representing a 22.19% stake in the reorganized firm.
• Tesla Inc (TSLA). Tesla is building mobile molecule printers to help make the potential COVID-19 vaccine being developed by CureVac in Germany, the electric-car maker's Chief Executive Officer, Elon Musk, tweeted on Wednesday. CureVac, an unlisted German company, has said it is developing portable, automated mRNA production units that it calls printers and which Musk described as "RNA microfactories".​
• Twitter Inc (TWTR). The company has taken down an image tweeted by the U.S. President Donald Trump from its platform, after receiving a copyright complaint from the New York Times. The original tweet by Trump issued on June 30, showed a meme that read "In reality they're not after me they're after you I'm just in the way" with Trump's picture in the background. The background picture was taken by a New York Times photographer, to accompany a feature article on then presidential candidate Trump in September 2015. Twitter now displays the message "This image has been removed in response to a report from the copyright holder," in place of the tweet. ​


INSIGHT
Eyes in the sky: Investors reach for new tools to gauge climate change risk
In the twilight years of past civilisations, astrologers would scour the heavens for signs of impending calamity. In an era where climate change is eroding age-old certainties, a new cast of characters is searching for answers in the sky. A small but growing network of asset managers, academics, start-up entrepreneurs and campaigners are working to harness an armada of recently deployed satellites to better predict the economic impact of global warming.​


ANALYSTS' RECOMMENDATION
Accenture Plc (CAN). Berenberg raises target price to $239 from $236, citing the company’s sustainable revenue growth, increasing margins and a modestly quicker return to normalised growth.
• Adapthealth Corp (AHCO). Jefferies raises target price to $25 from $20, believing that the company’s addition of a large diabetes business will boost organic growth and drive multiple expansion.
• Boston Beer Company Inc (SAM). Berenberg raises target price to $529.70 from $371, citing growth in the company’s volumes, largely driven by the success of its hard seltzer brands.
• Tesla Inc (TSLA). Wedbush raises target price to $1,250 from $1,000, to reflect stronger than expected ramping up of demand for Model 3's in China, lockdown easing in the US/Europe and some battery developments.


ECONOMIC EVENTS (All timings in U.S. Eastern Time)
0830 Non-farm payrolls for Jun: Expected 3,000,000; Prior 2,509,000
0830 Private payrolls for Jun: Expected 2,900,000; Prior 3,094,000
0830 Manufacturing payrolls for Jun: Expected 311,000; Prior 225,000
0830 Government payrolls for Jun: Prior -585,000
0830 Unemployment rate for Jun: Expected 12.3%; Prior 13.3%
0830 Average earnings mm for Jun: Expected -0.7%; Prior -1.0%
0830 Average earnings yy for Jun: Expected 5.3%; Prior 6.7%
0830 Average workweek hours for Jun: Expected 34.5 hrs; Prior 34.7 hrs
0830 Labor force participation for Jun: Prior 60.8%
0830 U6 underemployment for Jun: Prior 21.2%
0830 International trade for May: Expected -$53.0 bln; Prior -$49.4 bln
0830 Goods trade balance (R) for May: Prior -$74.34 bln
0830 Initial jobless claims for the week ended Jun 27: Expected 1,355,000; Prior 1,480,000
0830 Jobless claims 4-week average: Prior 1,620,750
0830 Continued jobless claims: Expected 19.000 mln; Prior 19.522 mln
1000 Durables ex-defense, R mm for May: Prior 15.5%
1000 Durable goods, R mm for May: Prior 15.8%
1000 Factory orders mm for May: Expected 8.9%; Prior -13.0%
1000 Durables ex-transport R mm for May: Prior 4.0%
1000 Nondefense cap ex-air R mm for May: Prior 2.3%
1000 Factory ex-transport mm for May: Prior -8.5%


COMPANIES REPORTING RESULTS
No major S&P 500 companies are scheduled to report.​


CORPORATE EVENTS (All timings in U.S. Eastern Time)
1100 Lindsay Corp (LNN). Q3 earnings conference call
1200 Korn Ferry (KFY). Q4 earnings conference call


EX-DIVIDENDS
Bristol-Myers Squibb Co (BMY). Amount $0.45
Cisco Systems Inc (CSCO). Amount $0.36
Cousins Properties Inc (CUZ). Amount $0.30
Edison International (EIX). Amount $0.63
Globe Life Inc (GL). Amount $0.18
JPMorgan Chase & Co (JPM). Amount $0.90
McCormick & Company Inc (MKC). Amount $0.62
Omega Flex Inc (OFLX). Amount $0.28
Werner Enterprises Inc (WERN). Amount $0.09

SpeedyG ma 6 jul. 2020, 08:33 Guy zit al Jaren in het vak. Hij weet echt wel wat hij doet. Hij benadert de beurs strategisch en gaat zijn taktiek echt niet publiceren op de website.
Wietze21 do 2 jul. 2020, 15:05 Er komt nog een dikke stijging aan de komende maanden, kijk naar alle indicatoren en zaken die in het verleden gebeurt zijn, zeker ook wel wat short kansen maar de trend is voorlopig gewoon Bullish.
Huisje do 2 jul. 2020, 14:53 Gelukkig niet mee gegaan
polyglot do 2 jul. 2020, 14:49 Dit wordt weer een nieuw bloedbad voor onze posities.Er is altijd wel ergens positief nieuws te vinden in de VS.
Do 2 jul. 2020, 10:36

Verloop markt gisteren via de bekende cirkel momenteel, best vreemd allemaal ... Hoe lang kan dit nog duren?

Verloop markt gisteren
ak-47 do 2 jul. 2020, 13:10 geduld is een mooie deugd
Patval do 2 jul. 2020, 12:58 Hoe meer shorters in de markt , hoe meer bullish de markt .Edward Snowden heeft eens al verwittigd.Fed moet zijn geld ergers gaan halen,Jo en Jane.
Do 2 jul. 2020, 09:32

TA Kanshebbers

Afgelopen dins­dag schreef ik in mijn col­umn over far­ma­ceuten en vertelde dat ik ze op moment van schri­jven niet in mijn porte­feuille wilde hebben. Ik kreeg twee reac­ties waar­van er een van Hele­na was: of ik een artikel wilde plaat­sen over aan­de­len die ik wel wilde. Een terechte opmerk­ing en ik ben…

Lees verder »
Do 2 jul. 2020, 07:16

Wake-up call: Nasdaq hoger, Dow omlaag

Goedemorgen
Het werd opnieuw een Tech-dag gisteren met de Nasdaq en de Nasdaq 100 die er goed op vooruit gingen, de gehele week al zoals we merkten want na de daling van vorige week vrijdag bereiken deze 2 tech indices alweer de topzone ofwel de hoogste stand ooit. Deze keer was Amazon het trekpaard met een stijging van meer dan 120 dollar en met een nieuwe hoogste stand ooit. Het aandeel bereikte bijna de 2900 dollar. Apple kon later niet meer volgen omdat er weer 30 winkels dicht moesten gisteren, toch blijft ook Apple hoog in de boom hangen. Tegenwoordig is het meer een zaak van het kopen van de winners dan dat het gaat om de onderliggende factoren, het is de waan van de dag, het gaat om wie is de sterkste wat betreft de waarde op Wall Street.

Of dat allemaal goed gaat aflopen blijft de grote vraag maar momenteel trekt men nog volop de kar met die 5 BIG-ones als Apple, Amazon, Microsoft, Google en Facebook ... In de marge volgt Tesla dat sinds gisteren met een marktwaarde van 200 miljard pronkt ... Of iedereen over een jaar of 10 met een Tesla zal rondrijden is nog maar de vraag maar gezien de koersontwikkeling van het bedrijf denkt men wel aan zoiets ...

Europa lag er een beetje verdeeld bij gisteren, de AEX wist nog met winst te sluiten maar de DAX en de CAC 40 verloren wat. De vraag is of Europa het verloop van Wall Street kan volgen, zoals ik al aangaf blijft het een gevaarlijke situatie op Wall Street waar de indices oplopen door hoop en hebzucht. Vergeet niet dat het corona virus in de VS weer enorm om zich heen slaat, in plaats van een dalende curve loopt die nu juist weer op. In Europa lijkt het erop dat het meer onder controle is momenteel maar ook hier moeten we blijven opletten uiteraard. Wat betreft Europa zie ik de indices wat blijven hangen, de AEX zit in de range 555-570 punten, de DAX tussen de pakweg 11.850 en de 12.500 punten.

En toch, ik merk nog geen enkele angst in de VS waar dus het aantal nieuwe gevallen explosief toeneemt, waar Trump onder vuur staat en ver achter ligt op Joe Biden en waar Trump totaal geen leiderschap toont. Wat ik gisteren zag was dat Trump zijn rivaal verder de grond in praat en zei dat als Biden de nieuwe President wordt de beurzen zullen crashen ... Verder kon de markt gisteren opveren door dat Pfizer aangaf dat er een vaccin komt om het virus tegen te houden. En men blijft hopen op nieuwe stimulatie door de FED, wie weet koopt de FED alle hypotheken in de VS op? Je weet maar nooit, dan is iedereen in 1 klap schuldenvrij om met wat humor af te ronden 😂😂 ...

Gisteren wat kleine posities opgenomen, u kunt uiteraard mee door lid te worden. Dat kan nu voor €39 tot 1 SEPTEMBER (2 maanden), er komen nog genoeg mogelijkheden om op te handelen en de volatiliteit zal hoog blijven de komende tijd.

Meedoen met de signalen, de suggesties die ik naar de leden verstuur?

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


Tot straks ... Guy

Do 2 jul. 2020, 07:10

Een TA analyse uit de VS

US DOLLAR HAD WEAK SECOND QUARTER... After surging during March (as stock prices plunged), the U.S. Dollar peaked in late...

Deze inhoud is alleen beschikbaar voor betalende leden.

Do 2 jul. 2020, 07:08

Markt snapshot vandaag Europa

GLOBAL TOP NEWS
The U.S. economy likely created jobs at a record clip in June as more restaurants and bars resumed operations, which would offer further evidence that the COVID-19 recession was probably over, though a surge in cases of the coronavirus threatens the fledgling recovery.

Russians opened the door to Vladimir Putin staying in power until 2036 by voting overwhelmingly for constitutional changes that will allow him to run again for president twice, but critics said the outcome was falsified on an industrial scale.

The U.S. House of Representatives passed legislation on Wednesday that would penalize banks doing business with Chinese officials who implement a national security law that House Speaker Nancy Pelosi called a "brutal, sweeping crackdown" on Hong Kong.


EUROPEAN COMPANY NEWS
A COVID-19 vaccine developed by German biotech firm BioNTech and U.S. pharmaceutical giant Pfizer has shown potential and was found to be well tolerated in early-stage human trials, the companies said on Wednesday.

Police and public prosecutors raided Wirecard's headquarters in Munich and four properties in German and Austria on Wednesday as they widened their investigation into the financial payments company that collapsed last week.

Europe's Airbus left the door open on Wednesday to scaling back its planned 15,000 job cuts in exchange for government-funded labour schemes and research, as its coronavirus restructuring stoked political and union alarm.​


TODAY'S COMPANY ANNOUNCEMENTS
ABO Invest AG Annual Shareholders Meeting
Berentzen Gruppe AG Annual Shareholders Meeting
CENIT AG Annual Shareholders Meeting
Chr Hansen Holding A/S Q3 2020 Earnings Call
Concepta PLC Annual Shareholders Meeting
DS Smith PLC FY 2020 Earnings Release
EJF Investments Ltd Annual Shareholders Meeting
J Sainsbury PLC Annual Shareholders Meeting
JPMorgan Multi-Asset Trust PLC Annual Shareholders Meeting
Mauna Kea Technologies SAS Annual Shareholders Meeting
Mitchells & Butlers PLC HY 2020 Earnings Call
Sport Capital Group PLC Annual Shareholders Meeting
Stolt-Nielsen Ltd Q2 2020 Earnings Call
Ubisoft Entertainment SA Annual Shareholders Meeting
VIB Vermoegen AG Annual Shareholders Meeting
Wendel SE Annual Shareholders Meeting​


ECONOMIC EVENTS (All times GMT)
0630 Switzerland CPI mm for Jun: Expected 0.1%; Prior 0.0%
0630 Switzerland CPI yy for Jun: Expected -1.2%; Prior -1.3%
0630 (approx.) Switzerland CPI NSA for Jun: Prior 101.3
0800 Italy Unemployment Rate for May: Expected 7.7%; Prior 6.3%
0900 Euro Zone Producer Prices mm for May: Expected -0.5%; Prior -2.0%
0900 Euro Zone Producer Prices yy for May: Expected -4.8%; Prior -4.5%
0900 Euro Zone Unemployment Rate for May: Expected 7.7%; Prior 7.3%
2301 United Kingdom GfK Consumer Confidence (Adhoc) for Jun: Prior -36

Turbo’s zijn complexe instrumenten en brengen vanwege het hefboomeffect een hoog risico mee van snel oplopende verliezen. 7 op de 10 retailbeleggers verliest geld met de handel in turbo’s. Het is belangrijk dat u goed begrijpt hoe turbo’s werken en dat u nagaat of u zich het hoge risico op verlies kunt permitteren.