AEX indicatie is +0,3%, mooie aandelen, maar lelijke rentes

Koersen

• De AEX indicatie is +0,4%, Europese en Amerikaanse futures staan ook tienden hoger, vooral tech, nadat Wall Street vrijdag een pietsie daalde. Chipindex SOX leverde 0,3% in. De volatiliteit (VIX Index) sloot -2,6% op 14,3

• In Azië staan Hong Kong +1,8%, Japan +0,4%, India -0,5%, Korea +2,4% en Taiwan +0,1%. De bekende namen: TSMC +0,4%, Alibaba +2,8%, Tencent +2,1%, SK Hynix +3,3% en Samsung +2,4%

• De dollar zakt 0,2% naar 1,1587

• De Amerikaanse tienjaarsrente zakt twee basispunten naar 4,68%, de Japanse stijgt er vijf (!) naar2,92%, de Duitse en de onze openen onveranderd op 3,20% en 3,29%

• Edelmetalen futures: goud +0,3%, zilver +1,3% en koper +1,8% 

• Energie futures: Brent -0,1%, WTI -0,5% en Natural Gas -2,8%

• Bitcoin doet +0,8% $63.475 CoinMarketCap)

AEX en Damrak

Verder

ABM:

• AEX start handelsweek vermoedelijk in het groen

• Ebusco weet verlies terug te dringen

Advies

Reuters:

• 17 Aug 2026 07:28:04 - PROSUS: BARCLAYS CUTS TARGET PRICE TO EUR 68 FROM EUR 70.5

• 17 Aug 2026 07:22:48 - UMG: CITIGROUP ASSUMES COVERAGE WITH BUY RATING; TARGET PRICE EUR 20

• 17 Aug 2026 09:27:24 - TKH GROUP: ING RAISES TARGET PRICE TO EUR 68 FROM EUR 53.5

• 17 Aug 2026 05:01:39 - TOMTOM: ALPHAVALUE CUTS TO ADD FROM BUY; CUTS TARGET PRICE TO EUR 5.21 FROM EUR 7.05

Rentes

Het ene record sinds lange tijd na het andere, intussen trekken de 30-jaars rentes hoe langer hoe meer de aandacht van de markten:

Networks

Marktbreed

• Stock futures mixed after S&P 500 posts three-week win streak (CNBC)

• Wall Street weighs next catalyst for AI trade (Yahoo Finance)

• Asian shares mark time as Gulf war keeps oil prices up (Reuters)

• Walmart and big box store earnings: What to watch this week (Yahoo Finance)

Macro

• Markets just flipped the script on Warsh's Fed (Yahoo Finance)

• Japan Q2 GDP misses expectations as softer domestic demand offsets export growth (CNBC)

• Russia’s economy has defied the skeptics. Cracks are getting harder to hide (CNBC)

• Beijing is said to move to clarify tax rules confusing China’s ultra-wealthy (CNBC)

• How much oil is actually leaving the Persian Gulf? (CNN)

• Skyrocketing beef prices have Americans reaching their limit (Bloomberg)

Bedrijven

• Anthropic revenue reportedly jumps to more than $11.5 billion in second quarter (CNBC)

• Meta to face massive social media addiction trial Tuesday (Yahoo Finance)

• CXMT's rise to China's most valuable firm heralds new tech era (Bloomberg)

• Nvidia discloses $21 billion stake in SpaceX at end of second quarter (CNBC)

• Berkshire adds $17 billion to Alphabet stake (CNBC)

• Stripe will reportedly acquire AI gateway startup OpenRouter for $7B+ (TechCrunch)

• Jensen Huang Doubled Nvidia's Own Sales Forecast to $1 Trillion Through 2027. Here's What That Guidance Means for the Stock's Valuation. (Motley Fool)

• SK Hynix's Stock Trades at Around 5 Times Next Year's Earnings Even After Revenue Grew 257%. Here's What a Multiple That Low Usually Signals About a Cyclical Business. (Motley Fool)

• Micron Is Worth $1.1 Trillion and Sits 23% Below Its 52-Week High. Is the Stock a Buy? (Motley Fool)

• Adobe Trades at 10 Times Next Year's Earnings. Is It Finally Time to Buy the Stock? (Motley Fool)

• Elon Musk Can't Sell SpaceX Stock Until June 2027 -- But 6 Billion More Shares Could Flood the Market Before Then (Motley Fool)

• Satya Nadella's Microsoft Stock Jumped 18% in a Week After Azure's Annual Revenue Topped $100 Billion for the First Time. Is It Still a Buy? (Motley Fool)

• Why are tech companies buying creator businesses? (Forbes)

Uitsmijter

Europa!

• Secret outperformer: Dispelling the ‘myths’ about an unloved stock market

Grafiek van de Dag

Bloomberg:

• Germany's pension system is about to undergo a major reform, moving away from conservative securities and insurance policies to subsidize a broader range of investments.

• The private pension pot is set to double to some €500 billion in the coming decade, with managers like Deutsche Bank AG's DWS Group and Vanguard Group racing to have new products ready.

• The reform will allow private money to flow into subsidized brokerage accounts, replacing the Riester system and taking the country one step closer to the US model of investing in securities and funds via tax-efficient accounts.

Agenda

• 00:50 Economische groei – Tweede kwartaal vlpg (Jap)

• 04:00 Industriële productie – Juli (Chi)

• 04:00 Detailhandelsverkopen – Juli (Chi)

• 14:30 Empire State index – Augustus (VS)

• 16:00 Vertrouwen huizenbouwers – Augustus (VS)

AFM short-register

De toezichthouder meldt: 

Tot slot

Wat er op het spel staat, een gigantische markt:

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