Market Talk

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This weeks U.S. market data includes FOMC interest rate decision, Personal income and spending (December), Conference Board Consumer Confidence (January), Employment cost index (4th quarter), Pending home sales (December), Unit labour costs and productivity (4th quarter – Preliminary), Markit and ISM Manufacturing PMIs (January), Construction spending (December), Vehicle sales (January), Factory and durable goods orders (December) and Employment reports (January)

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comment section below data
Last Weeks recap

Mortgage applications   
w/w purchase +6%
YoY purchase +7%
w/w refinance +1%

M1
Up +1.6 w/w
-1.6% m/m
+6.4% YoY Real M1

Initial jobless claims
233,000  +13,000

Railroad transport
Carloads -7.6% YoY
Intermodal units +1.8% YoY
Total loads -2.9% YoY

Oil prices and usage
Oil -$2.69 to $66.26 w/w, up +20.6% YoY
Gas prices +0.01 to $2.57 w/w, up +$0.24 YoY
Usage 4 week average +5.4% YoY

M2
Up +0.2 w/w
-0.1% m/m
+2.2% YoY Real M2

0.370 TED spread +0.030 w/w
1.567 LIBOR +0.006 w/w

Shipping transport
Harpex +13 to 502
Baltic Dry +78 to 1217

NYSE ^TRIN
0.55

Week
Dow Jones 2.1%
Nasdaq 2.3%
S&P 500 2.2%
Russell 2000 0.7%     
YTD
Dow Jones 7.7%
Nasdaq 8.7%
S&P 500 7.5%
Russell 2000 4.7%

 

Baltic Dry Index

bdi jan 28 2018


P/Es & Yields on Major U.S. Indexes
pe yields jan 28 2018

 


Earnings report this week - here is a ticker list of notables

MegaCaps: AAPL GOOGL GOOG MSFT AMZN FB BABA XOM RDS-A RDS-B V PTR CVX T PFE HSBC BA

LargeCaps: BUD DWDP MA MRK BTI MCD AMGN SAP MO SNP LFC SAN UPS NVO ABEV CHTR PYPL QCOM LMT DCM LLY AZN TMO PBR-A BBD ING BBDO TWX COP CB DHR ANTM MDLZ HMC AET BBVA SYK EPD SNE MET CI BSMX PSX ADP SPG CME CAJ EL MFG D LYB BX CNQ MMC VLO EBAY BSBR VRTX NXPI DB BAX PHG BSX JCI ETN SCCO BT MCK IBN AFL EA ILMN MPC HCA TLK GLW ROP TROW CHT WY NOK PH PCAR EW SIRI IMO IP KYO IX KB ZBH NOW BEN APTV IR HSY NMR AVB ERIC ALGN EQR GGP RACE SHG NUE PPL KEP PFG S CNHI WEC BXP DHI LNC CLX TI WRK AME GRFS HRS BCH MMP CEA SYMC ATUS CHKP BSAC DOV IDXX TXT MSI MPLX STX IVZ CA EMN LBRDK DGX GIB CTXS ENIA MLCO ALLY CHRW NDAQ PNR XYL HNP CDNS IT UNM MSCI ASX AMD ARE AMG ALV PKG SPR AOS CIB FNF FBHS IEX TRGP MAA TMK AVY JNPR ABMD SNA INGR RGA TSU SHI CDK AFG PHM

MidCaps: TSCO DOX ST MOS XL RL HOG BLUE DRE FBR OTEX MAN QRVO WRB HBI PII GGG XRX UGI KNX VST CPT QGEN EQGP JHX HUBB OA AGNC ELS LAZ RHI MKTX X CACC KRC APO TDY ADNT NYCB CIT SC AIV CBD PSXP PK SMG TRQ CAVM NATI MUR DATA UAA EXP GSH CY BPY MAT USG MKSI FCNCA CR DCT LPLA AN SPIL BC MEOH VR ATHN CLB POST RNR SNDR DLPH MSG THG RDN NFG LFUS LSTR ERJ LOV KEX FND SGMS IDTI SF APU ASH BMS WFT SLAB LIVN TPL EVR TFSL KMT CMPR UBSI BDC CATY BPMC CACI NYT SIGI CNX FCFS OSB HLI SR TUP ENR VLP SLGN NS WCC TMHC ROG TRVG DM WERN BKH MUSA RXN AEIS PENN LOXO EGP DECK SKYW TTEK SSD CORT MMYT ARLP IIVI GBT MTX ACIW FMBI PCTY AXE ALGT HOPE CRS GCP ERI PBI PBH FIBK POWI NTCT SPPI ESL PCH SRCI MTOR ACXM BOFI BRKS AKS GTT MTH VIAV NOVT IBTX

 

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