Aktiesnakken — April 2025
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C25: Kvartalet hvor mange talte meget politik og mindre økonomi https://proinvestor.com/boards/125675/
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Gut Vormittags derude
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Europa-Kommissionen er klar til at forhandle om storindkøb af flydende naturgas, LNG, i USA. Det siger en talsmand for Europa-Kommissionen.»Vi ønsker at udfase russisk LNG-gas. Det kan vi samarbejde med USA om. Men vi samarbejder også med andre leverandører,« siger talsmanden for Europa-Kommissionen.https://www.berlingske.dk/business/trumps-told-rammer-eu-og-flere-andre-lande-foelg-med-her-7
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Godmorgen
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Godmorgen
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Onsdag: Aktier/Toldsatser: VIX gentester højeste stressniveauer https://proinvestor.com/boards/125702
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God morgen
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The $VIX closed above 50 today which is in the top 1% of historical readings.
What has happened in the past following closes above 50?
S&P 500 gains over the next 1, 2, 3, 4, 5 years every time with above-average returns overall. https://x.com/charliebilello/status/1909739936984576042
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Asien: Kursfald tilbage næsten overalt efter Trumps Kina-told træder i kraft https://proinvestor.com/investornyt/1301154/asien-kursfald-tilbage-naesten-overalt-efter-trumps-kina-told-traeder-i-kraft
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Trump har holdt tale i nat (dansk tid), hvor han talt om tariffer på pharmacetiske produkter.
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Onsdagens aviser med Novo Nordisk, Vestas og Arla https://proinvestor.com/investornyt/1301153/onsdagens-aviser-med-novo-nordisk-vestas-og-arla
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Internationale aviser med toldtumult, aktienedtur og nødstøtteforanstaltninger https://proinvestor.com/investornyt/1301152/internationale-aviser-med-toldtumult-aktienedtur-og-nodstotteforanstaltninger
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Olieprisen er nu under 60 $.Den er faldet 18% på en uge. Det var i feb 2021 var var så langt nede sidste.
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USA genovervejer afgifter på kinesisk skibsfragt for at beskytte landets eksport https://proinvestor.com/investornyt/1301349/usa-genovervejer-afgifter-pa-kinesisk-skibsfragt-for-at-beskytte-landets-eksport
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the Acasunlimab GEN1046 Safety Trial now met Primary Completion
https://clinicaltrials.gov/study/NCT03917381?tab=history&a=41&b=42&compareMode=sideBySide#version-content-panel -
small new trial - Epcoritamab in Combination With Loncastuximab Tesirine in Relapsed/Refractory Large B-cell Lymphoma (EPCOR+LONCA) https://clinicaltrials.gov/study/NCT06919939
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