Home » today » Business » Slot call: really, a real inflation rally

Slot call: really, a real inflation rally

p>The day started with this today and then a certain Ahold Delhaize also came up with nice figures.

What a trading day! Are you sure you don’t have any questions about these crazy green prices? Yes, the riskiest assets are now performing the best. That’s why, see the scores and that little nod down at the top right – still well above the eternal snow line – in the graph.

US inflation for July is slightly less than expected and lower than last time, and the markets really reacted like a snake.

Less inflation = less strict and get lost Fed apparently reasoned the market and put the figure devil from. So dollar down.

Interest rates down, or bonds up: this is the American 10-year:

See here the European closing prices and how especially the Big Board is going fast (harder than the EU due to the falling dollar), clocked on the closing net. Risky stocks in particular are going fast, but also crypto. Commodities react divided, oil is down. And so it was still fun today on the stock market, because it initially tended lower.

One more thing for the co-writers: the Dow Jones just put 33,333.33 on the board.

Beursplein 5

Great figures, but less margin at Ahold Delhaize. Here and there is outrage that Zaandam earns on the backs of consumers hit by inflation. So slightly less. IPO Bol.com is not going for the time being, but that is no longer a surprise. The verdict of our analyst Peter Schutte.

Nice figures, but our analyst Martin Crum is concerned about the high costs that the bank incurs:

Still unknown here on Damrak, real estate company CTP.

Ideal value stock and more interesting than Johnson & Johnsonaccording to analyst Niels Koerts:

For the real enthusiasts this one:

From yesterday, but perhaps also today interest in this, because certainly not the least:

The numerical Corbion will hold you for tomorrow. Understated numbers, but not unexpected, said Crum. Does the price say the same today? The stock fell as low as 11%, but is recovering sharply during the day.

If this isn’t enough for you, here’s more. Click on the picture for the details.

Anything else? Especially when you see the prices, but there is not much to explain. With risk-on you already explain all the major risers, technology, growth stocks, cyclical and real estate. Value stocks lag behind.

  • CTP has figures, but especially Unibail and WDP are taking off with price gains (among the real estate funds)
  • Risk-on and Deliveroo throw in the towel: Just Eat Takeway falls
  • Unilever remains a difficult (price) story, that €50 finally seemed to be back in sight…
  • Philips also continues to quote on and around bottoms, even today no one dares to take this risk again
  • The extremely defensive KPN (beta 0.4) is a stock that you have to rely on on bad stock market days, not on good days.
  • Oil values ​​don’t do anything either
  • Aalberts is very often at the risers or fallers of the day for a cyclical stock, which is actually no longer a cyclical stock.
  • Alfen is close to its all time high from last week/li>
  • PostNL is € 0.14 ex-dividend
  • Fastned is at the highest price since April with this increase
  • CM.com is going well, but let the chart sit for a while. No real improvement yet
  • Isn’t Ebusco a bit disappointing? Tomorrow numbers!


Leave a Comment

This site uses Akismet to reduce spam. Learn how your comment data is processed.