Verwachtingen cijferseizoen zijn torenhoog. Kan het alleen maar tegenvallen?

The S&P 500 is up 17 percent since April. The Nasdaq and Dow Jones have had their best first half of the year since 2021. And stock markets in Taiwan and South Korea are breaking records from the 1990s. The second quarter was one for the history books, if you look at the figures. But have expectations run too high as a result? We explore that in this episode. Furthermore, we celebrate the end of an era. We tie a bow around the trade war between the US and the EU. The EU concludes with a reduction in import tariffs on American goods and even no import tariffs on lobsters. You will hear why that is precisely what is still important. BNR Beurs is a journalistically independent production, made possible in part by Saxo. About the creators: Jelle Maasbach is the presenter of BNR Beurs and a freelance financial journalist. His favorite stock to talk about is Disney, but he seems to be the only one. He has been involved since the very first broadcast of BNR Beurs. Maxim van Mil is the presenter of BNR Beurs and a journalist at BNR, where he focuses on financial markets and developments in the tech world. You can get him most enthusiastic when he can talk about ASML, or quintessentially Dutch companies like Ahold or ABN Amro. Jorik Simonides is the presenter of BNR Beurs, an economics editor, and a reporter at BNR. He is particularly happy when the conversation isn't about AI for a change. You can also hear him in the BNR podcast Moerdijk: dorp van de rekening. Milou Brand is the presenter of BNR Beurs, a freelance podcast maker, and a columnist for the Financieele Dagblad. Jochem Visser is the presenter of BNR Beurs, produces Beursnerd XL, and is an editor for the podcast Onder Curatoren. Ask him about obscure matters in financial markets, and he will tell you why it is actually even more fun than you thought. About the podcast: With BNR Beurs, you always enter the new trading day prepared. In just under 25 minutes, we bring you up to speed on all the latest developments on the trading floor. We don't just stick to the AEX or Wall Street, but also tell you where other opportunities lie. And we don't just stick to the numbers; every day, we also seek out insightful comments from sharp guests and experts. Whether you are an experienced investor or just taking your first steps on the stock market, the podcast offers valuable insights for your investment strategy. By focusing on both the short and long term, BNR Beurs helps listeners separate market noise from the essence. From Musk to Microsoft and from Ahold to ASML. We tell you what is on investors' minds, who is driving the markets, and what that means for your investment portfolio. #BNRBeurs #Investing #Economy #Stocks #FinancialNews #MarketAnalysis #shell #stockmarket #dutch #podcast #bnr Daily stock market news and market analysis on #BNRBeurs — covering #Investing, #Stocks, #Economy, and #Tech. Thumbnail: ANP Do you need more BNR in your life? Then also check out our podcasts and articles: https://www.bnr.nl/ Follow us on other social media as well: Instagram:   / bnrnieuwsradio   TikTok: https://vm.tiktok.com/ZML5nvq2A/ Twitter:   / bnr   Facebook:   / bnr.nieuwsradio   LinkedIn:   / bnr-nieuwsradio   Download the BNR app: https://www.bnr.nl/app