Liveblog Archief woensdag 23 december 2020

TOP NEWS
• Trump threatens to not sign COVID-19 bill, wants bigger stimulus checks
President Donald Trump threatened on Tuesday to not sign an $892 billion coronavirus relief bill that includes desperately needed money for individual Americans, saying it should be amended to increase the amount in the stimulus checks.

• No Brexit trade deal yet as serious issues remain, British minister says
The United Kingdom and the European Union have still not clinched a Brexit trade deal to avoid a turbulent split in just eight days time because of serious disagreements about competition and fishing, a British minister said.

• Stranded truckers fume as they wait to leave UK after COVID blockade
Furious truck drivers scuffled with police and sounded their horns in protest around the English port of Dover as a partial blockade by France designed to contain a highly infectious coronavirus variant has stranded thousands before Christmas.​

• Elon Musk says had once reached out to Apple for acquiring Tesla
Silicon Valley billionaire Elon Musk said on Tuesday he reached out to Apple Chief Executive Officer Tim Cook "during the darkest days of the Model 3 program" to discuss the possibility of the iPhone maker acquiring Tesla for a tenth of its current value.

• ANALYSIS-Investors bet weak dollar will keep risk rally going in 2021
Investors are counting on a weakening dollar to boost rallies in everything from U.S. stocks to emerging markets and industrial metals in 2021. Record-low U.S. interest rates, massive financial stimulus and a growing appetite for risk are among the catalysts that contributed to the dollar’s 6% drop against a basket of its peers year-to-date, putting it on track for its weakest year since 2017.​


BEFORE THE BELL
U.S. stock index futures were higher as investors remained optimistic about a U.S. stimulus package even after President Donald Trump threatened not to sign the bill. Gold prices rose, helped by a weaker U.S. dollar. European stocks got a lift from Brexit deal hopes and Asian stocks rose, helped by electric vehicle stocks in South Korea and China after LG Electronics announced a production deal. Oil prices steadied, after earlier losses sparked by an unexpected rise in U.S. inventories. U.S. weekly jobless claims numbers and durable goods data for November are scheduled for release later in the day.​


STOCKS TO WATCH
• Amazon.com Inc (AMZN). The U.S. Food and Drug Administration (FDA) said on Tuesday it has issued a warning letter to the company’s Whole Foods Market for not labeling some products for the presence of food allergens, which led to a series of product recalls. The supermarket chain, which was bought by Amazon in 2017 for $13.7 billion, has recalled more than 30 food products in the last year as the presence of major food allergens was not listed on product labels, the agency said. The products were mainly from the deli and bakery sections of the store, the FDA said.

• American Airlines Group Inc (AAL). The company is beginning the phased return of furloughed workers after the U.S. Congress passed a pandemic aid package with $15 billion in payroll support for airlines, its executives said in a staff memo on Tuesday. "While pay and benefits will be restored right away, people will be asked to return to the operation in phases," Chief Executive Doug Parker and President Robert Isom said in the memo, released by American. American said the relief would help airlines serve passengers once the pandemic subsides, and in the nearer term, aid in the distribution of COVID-19 vaccines and other critical supplies.

• Apple Inc (AAPL) & Tesla Inc (TSLA). Silicon Valley billionaire Elon Musk said on Tuesday he reached out to Apple Chief Executive Officer Tim Cook "during the darkest days of the Model 3 program" to discuss the possibility of the iPhone maker acquiring Tesla for a tenth of its current value. "He refused to take the meeting", said Musk, CEO of electric-car maker Tesla, replying to a Twitter chain which cited a Reuters story on Apple looking to produce a passenger vehicle by 2024 with a new battery technology.

• Deutsche Bank AG (DB). Donald Trump's longtime banker at the Bank will be stepping down from the German lender, with the move coming as the bank looks for ways to cut its relations with the U.S. president. Rosemary Vrablic, a managing director and senior banker in the lender's wealth management division, recently handed in her resignation, which the bank accepted effective as of year-end, Deutsche Bank spokesman Dan Hunter said in an emailed statement. According to the New York Times, she arranged for the lender to grant hundreds of millions of dollars of loans to Trump's company.

• Pfizer Inc (PFE). The company is close to striking a deal with the U.S. government to supply at least tens of millions of additional doses of its COVID-19 vaccine candidate next year in exchange for a government directive giving it better access to manufacturing supplies, the New York Times reported on Tuesday. An agreement could be announced as early as Wednesday, the newspaper reported, citing people familiar with the discussions. Separately, Dubai will start inoculating people with the COVID-19 vaccine produced by Pfizer and BioNTech for free, the emirate's government said, joining Saudi Arabia which last week became the first Arab country to begin using this vaccine.

• Supernus Pharmaceuticals Inc (SUPN). The company said on Tuesday its experimental drug for attention deficit hyperactivity disorder (ADHD) met the main goal of a late-stage study in adults. The drug, SPN-812, was better able to improve symptoms of ADHD compared with a placebo, the company said. SPN-812 is currently under review by the U.S. Food and Drug Administration (FDA) for the treatment of ADHD in children 6 to 17 years of age. Supernus said it would meet the FDA in January to discuss the application. If approved in children, the company said it would file an application with the agency for marketing SPN-812 to adults in the second half of next year.​


Thomson Reuters/INSEAD Asian Business Sentiment Survey 2020-Q4
Asian firms turned most optimistic in the fourth quarter this year, a Thomson Reuters/INSEAD survey showed, as business activity picked up in the region and COVID-19 vaccines started rolling out in Western countries ahead of their Asian launch. To read more, click here


FOCUS
Google told its scientists to 'strike a positive tone' in AI research
Google this year moved to tighten control over its scientists' papers by launching a "sensitive topics" review, and in at least three cases requested authors refrain from casting its technology in a negative light, according to internal communications and interviews with researchers involved in the work.


ANALYSTS' RECOMMENDATION
• Cogent Biosciences Inc (COGT). Piper Sandler initiates coverage with an overweight rating and price target of $22, noting the company's recent acquisition of Kiq LLC, which gives it access to better treatment options for indolent systemic mastocytosis.

• Honeywell International Inc (HON). Credit Suisse raises price target to $225 from $182, following the company's announcement to acquire Sparta Systems from New Mountain Capital, which bring a focus on Quality Management Software (QMS) to the life sciences market.

• IAC/Interactivecorp (IAC). JPMorgan raises price target to $195 from $175, citing the management's decision to spin off Vimeo in 2021 and a strong track record in building businesses.

• Sterling Bancorp (STL). RBC raises price target to $22 from $16, citing a strong outlook for next year, likely to be driven by lower credit loss provisioning, above peer loan growth, a resumption in share buybacks and stable expenses.


ECONOMIC EVENTS (All timings in U.S. Eastern Time)
0800 (approx.) Build permits R number for Nov: Prior 1.639 mln
0800 (approx.) Build permits R change mm for Nov: Prior 6.2%
0830 (approx.) Personal income mm for Nov: Expected -0.3%; Prior -0.7%
0830 (approx.) Personal consumption real mm for Nov: Prior 0.5%
0830 (approx.) Consumption, adjusted mm for Nov: Expected -0.2%; Prior 0.5%
0830 (approx.) Core PCE price index mm for Nov: Expected 0.1%; Prior 0.0%
0830 (approx.) Core PCE price index yy for Nov: Expected 1.5%; Prior 1.4%
0830 (approx.) PCE price index mm for Nov: Prior 0.0%
0830 (approx.) PCE price index yy for Nov: Prior 1.2%
0830 (approx.) Durable goods for Nov: Expected 0.6%; Prior 1.3%
0830 (approx.) Durables ex-transport for Nov: Expected 0.5%; Prior 1.3%
0830 (approx.) Durables ex-defense mm for Nov: Prior 0.2%
0830 (approx.) Nondefense cap ex-air for Nov: Expected 0.6%; Prior 0.8%
0830 Initial jobless claims: Expected 885,000; Prior 885,000
0830 Jobless claims 4-week average: Prior 8,12,500
0830 Continued jobless claims: Expected 5.558 mln; Prior 5.508 mln
0900 (approx.) Monthly home price mm for Oct: Prior 1.7%
0900 (approx.) Monthly home price yy for Oct: Prior 9.1%
0900 (approx.) Monthly Home Price Index for Oct: Prior 302.6
1000 U Mich Sentiment Final for Dec: Expected 81.3; Prior 81.4
1000 U Mich Conditions Final for Dec: Prior 91.8
1000 U Mich Expectations Final for Dec: Prior 74.7
1000 (approx.) U Mich 1 year inflation final for Dec: Prior 2.3%
1000 (approx.) U Mich 5-year inflation final for Dec: Prior 2.5%
1000 (approx.) New home sales-units for Nov: Expected 0.995 mln; Prior 0.999 mln
1000 (approx.) New home sales change mm for Nov: Expected -0.3%; Prior -0.3%
1200 (approx.) Dallas fed PCE for Nov: Prior 0.6%​


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


CORPORATE EVENTS (All timings in U.S. Eastern Time)
0930 Paychex Inc (PAYX). Q2 earnings conference call​


EXDIVIDENDS
DENTSPLY SIRONA Inc (XRAY). Amount $0.10
Equity LifeStyle Properties Inc (ELS). Amount $0.34
Flowserve Corp (FLS). Amount $0.20
Franchise Group Inc (FRG). Amount $0.37
Getty Realty Corp (GTY). Amount $0.39
Mcafee Corp (MCFE). Amount $0.08
Simon Property Group Inc (SPG). Amount $1.30
Valmont Industries Inc (VMI). Amount $0.45​

Goedemorgen
De Kerstdagen komen eraan, ik hoop dat u er ook wat leuks van kunt maken met het beperkte aantal mensen dat we mogen zien. Zelf zal het hier ook rustig verlopen omdat we niet anders kunnen en mogen. Veel zullen de warmte en gezelligheid missen van de familie om ons heen, en ik las vanmorgen dat we er nog tot maart niet veel aan kunnen doen. Laten we hopen dat het met Pasen al grotendeels voorbij is maar ook daar twijfelt men al aan. Kortom, in deze tijd moeten we er het beste van maken.

Wat ik ook meekrijg vanmorgen is dat Trump het steunpakket niet wil ondertekenen, die man blijft dwars liggen, over het virus spreekt hij niet eens meer. Een ding is zeker, over minder dan een maand is Trump in ieder geval weg. Het waren 4 moeilijke jaren met hem, nu maar eens zien wat Biden zal brengen al zal dat ook met de nodige kritiek moeten worden bekeken uiteraard.

Wat me zwaar tegenvalt is dat ze in de VS al maanden onderhandelen om dat pakket erdoor te krijgen en dat het nu door Trump gewoon van tafel wordt geveegd. Ze kunnen opnieuw beginnen of vooral nog een maand wachten ...

De markt:
De markt dan, Europa kon zich herpakken, vooral de AEX kende een sterke sessie met 8 punten herstel terwijl de DAX 178 punten hoger wist te sluiten. Dat is voor beiden zo'n 1,3%. De Franse CAC 40 won gisteren 74 punten. Op Wall Street was er deze keer verlies voor de Dow Jones, de index sluit 200 punten lager, de Nasdaq deed het wel goed met een winst van 65 punten, de Nasdaq 100 won daarentegen wat minder maar sluit wel 27 punten in de plus. De S&P 500 moest 7,6 punten inleveren gisteren. Vanmorgen zien we dat Azië tot 0,5% hoger staat.

Wat betreft de AEX zien we dat ASMI en ASML het goed deden dinsdag, beide aandelen wisten tot 3% hoger te sluiten zodat ASML weer eventjes een nieuwe recordstand neerzette tijdens de sessie. Verder zien we dat de financiële waarden het goed deden, ING en ABN Amro gingen er een goeie 2% op vooruit. Unibail en Adyen vielen ook op met een stijging, Adyen bereikt bijna een koers van €2000 terwijl Unibail gisteren 4% hoger sluit. Shell herpakt zich ook wat na de forse daling van maandag, het aandeel won iets (0,2%).

Nu is het afwachten hoe het verder zal gaan de rest van dit jaar, zal de AEX nog een nieuwe hoogste stand van het jaar behalen? Met de dunne handel, het optimisme dat weer terug kan komen samen met een mogelijke eindejaar spurt op Wall Street kunnen we dat niet uitsluiten. Daarom kijk ik al uit naar 2021 wat er gaat gebeuren met de markten en vooral de grote tech aandelen die veel te hoog staan momenteel ...

Posities gesloten deze week:
Deze week werden de posities gesloten met een mooie winst, zo komen we voor wat betreft de maand december op een mooie winst uit. Vanaf nu de kop vrij houden tijdens de laatste beursdagen van het volatiele jaar 2020 en ga ik me richten op 2021. Ik begin al uit te kijken naar wat nieuwe posities die dan mee kunnen naar januari 2021. Zorg uiteraard dat u in 2021 erbij bent want er komen veel kansen op de beurs want de volatiliteit zal nog wel een tijdje aanhouden. En denk eraan, 2020 was niet goed maar ik voel aan alles dat 2021 voor US Markets Trading goed kan uitpakken, dus kom of blijf in ieder geval aan boord.

U kunt mij en dus @USMarkets uiteraard ook volgen via onze Twitter account, ga naar ... https://twitter.com/USMarkets waar ik tussentijds wat charts over de markt en sentiment plaats, ook opvallende beursfeiten komen er vaak langs !

Euro, olie en goud:
De euro zien we nu rond de 1.218 dollar, de prijs van een vat Brent olie komt uit op 49,5 dollar terwijl een troy ounce goud nu op 1870 dollar staat.

Dan onze trading signalen:
Mis dus de start van het nieuwe jaar in ieder geval niet, dit jaar werd afgesloten en vanaf nu richt ik mij met met volle overtuiging op 2021 waar ik inzet op een sterk jaar wat betreft het handelen. Dit jaar (2020) was voor mij hoe dan ook een moeilijk jaar maar ik krijg momenteel weer grip op de markt, dat kunt u al merken aan het verloop van deze maand (december) waar er een mooie plus werd behaald na de pech in de maand november. Dat het mogelijk is om goed voor de dag te komen kunt u zien hoe ik het al sinds 2013 doe met het handelen en er in het totaal al heel wat moois van heb kunnen maken. Dat sinds de start van de huidige opzet van de signaaldiensten.

Probeer het in ieder geval zodat u de start van het nieuwe jaar in ieder geval niet hoeft te missen, er komen hoe dan ook hele mooie kansen in 2020 ...

Maak nu gebruik van deze KERST-EINDE JAARS aanbieding ... €25 tot 1 MAART 2021 ... Polleke €35 tot 1 MAART !!!

Systeem Trading (€25 tot 1 MAART)

Index Trading (€25 tot 1 MAART)

Guy Trading (€25 tot 1 MAART)

Polleke Trading (€30 tot 1 MAART)

Aandelen portefeuille (€20 tot 1 MAART)

COMBI TRADING (€50 tot 1 MAART)

Resultaat deze maand december 2020:

Met vriendelijke groet,
Guy Boscart

GLOBAL TOP NEWS
President Donald Trump threatened on Tuesday to not sign an $892 billion coronavirus relief bill that includes desperately needed money for individual Americans, saying it should be amended to increase the amount in the stimulus checks.

The European Union is making a "final push" to strike a Brexit trade deal with Britain, although there are still deep rifts over fishing rights, the bloc's chief negotiator said on Tuesday.

France will reopen its borders to passengers from England, ending a blockade intended to stop the spread of a new coronavirus variant, but which has held up thousands of lorries before Christmas.​

EUROPEAN COMPANY NEWS
At least four drugmakers expect their COVID-19 vaccines will be effective against the new fast-spreading variant of the virus that is raging in Britain and are performing tests that should provide confirmation in a few weeks.

An investigation into a data theft at Leonardo has found that a hacker working inside the Italian defence group appeared to target details of Europe's biggest unmanned fighter jet programme and aircraft used by the military and police, an arrest warrant shows.

Unilever said it had expanded its partnership with Burger King to supply its plant-based meat patties for Whopper burgers at restaurants in Latin America, the Caribbean and China.​

Thomson Reuters/INSEAD Asian Business Sentiment Survey 2020Q4
Asian firms turned most optimistic in the fourth quarter this year, a Thomson Reuters/INSEAD survey showed, as business activity picked up in the region and COVID-19 vaccines started rolling out in Western countries ahead of their Asian launch. To read more, click here​

TODAY'S COMPANY ANNOUNCEMENTS
Easyjet PLC Annual Shareholders Meeting
Informa PLC Shareholders Meeting
Kin and Carta PLC Annual Shareholders Meeting
Montagne Et Neige Developpement SA Shareholders Meeting
Riverfort Global Opportunities PLC Annual Shareholders Meeting​

ECONOMIC EVENTS (All times GMT)
0700 (approx.) Germany Import prices mm for Nov: Expected 0.4%; Prior 0.3%
0700 (approx.) Germany Import prices yy for Nov: Expected -4.0%; Prior -3.9%
0745 France Producer prices mm for Nov: Prior 0.1%
0745 (approx.) France Producer prices yy for Nov: Prior -2.0%
0800 Spain GDP qq for Q3: Expected 16.7%; Prior 16.7%
0800 Spain GDP yy for Q3: Expected -8.7%; Prior -8.7%
0800 (approx.) Austria Industrial production yy for Oct: Prior -1.4%
0900 Italy Manufacturing business confidence for Dec: Expected 90.5; Prior 90.2
0900 Italy Consumer confidence for Dec: Expected 98.5; Prior 98.1
0930 (approx.) Belgium CPI mm for Dec: Prior -0.16%
0930 (approx.) Belgium CPI yy for Dec: Prior 0.51%​