Return of buyers on Wall Street and new highs for the Nasdaq at 27,477 points.
Despite the new rise in U.S. bond yields, the intensifying pricing-in that the Fed will leave interest rates unchanged at the October 27-28 meeting is strengthening long positions in shares of technology groups, AI, etc. Indicative is the plus 2.4% for Nvidia's share at $238.90. We are talking about a size of $5.76 trillion (in terms of market capitalization, slightly above Germany's GDP) so that we have a measure of comparison, of what we are referring to.
Obviously, in whatever decision Kevin Warsh makes at the Fed meeting, the November 3 election contest will be taken into account.
And since the subject is elections, in Brazil, the lead of Flávio Bolsonaro over Luiz Inácio Lula da Silva in the first round resulted in a party on the São Paulo stock exchange, with CHAMeleon referring to it.
Spanish Prime Minister Pedro Sánchez is proceeding with snap elections for November 29.
With these outside, inside Athens is moving to the rhythm of Marco Rubio, with the government expecting benefits from the 2-day visit of the U.S. Secretary of State. The interest in business is also reasonable, especially after the full coverage he provided to Kimberly Guilfoyle.
High on the agenda is also energy, but with the attention of the business community on the issue of cost. Industry awaits a signal from Mitsotakis, who is speaking at the General Assembly of SEV, amid one of the worst crises of recent years, with the energy exchanges in the "red" and while one country after another is taking new measures, according to what Giorgos Fintikakis has been reporting since early on.
From the area of 2,640 points the start today, after yesterday's reaction with cautious moves by buyers in bank shares and several "front-line" blue chips.
Session with turnover of 294.6 million euros, moderate compared with the daily average. At 58.7 million euros through pre-agreed orders.
Increased trading for yet another session in bank shares, indicative that in Eurobank, Alpha Bank orders of about 100 million euros were carried out (with several blocks).
From 3,140.85 points the DTR, after the reactivation of buyers, the first substantial comeback after the week of position reshuffling - partial "locking in" (after the rebalancing, market upgrade).
Targeted inflows into specific large caps depending on developments and processes at the business level. Greater rise for the share of Allwyn (11.535), a reflex reaction on the occasion of the election result in Brazil. At 49.22 euros the share of Metlen Energy & Metals with the second agreement for gallium (with a Japanese giant), at 18.06 euros for Viohalco, at 18.26 euros for HelleniQ Energy, at 19.41 euros for OTE among the large caps with stronger buyers and a "tail" for today.
Activity in the IT sector, with Space, Profile standing out among the mid caps. In the two speeds for the sector's shares, Dr. Panos Dantis refers, at a juncture when "leverage" is returning to the papers of IT companies.