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This weeks U.S. market data includes Markit purchasing managers indices (February - preliminary), Existing home sales (January) and Conference Board U.S. Leading Index (January)

fedpumpstocksupfeb 2018

comment section below data
Last Weeks recap

Mortgage applications   
w/w purchase  -6%
YoY purchase +4%
w/w refinance -2%

M1
-0.1% w/w
+1.5% m/m
+6.1% YoY Real M1

Initial jobless claims
230,000 +9,000

Railroad transport
Carloads -0.5% YoY
Intermodal units +3.7% YoY
Total loads +1.6% YoY

Oil prices and usage
Oil +$2.59 to $61.64 w/w, +15.4% YoY
Gas prices -0.03 to $2.61 w/w, $0.30 YoY
Usage 4 week average +6.5 YoY

M2
+0.1% w/w
+0.2 m/m
+2.1% YoY Real M2

0.310 TED spread +0.010 w/w
1.590 LIBOR +0.009 w/w

Shipping transport
Harpex +16 to 520
Baltic Dry -17 to 1089

NYSE ^TRIN
1.18

Week
Dow Jones 4.3%
Nasdaq 5.3%
S&P 500 4.3%
Russell 2000 4.4%     
YTD
Dow Jones 2%
Nasdaq 4.9%
S&P 500 2.2%
Russell 2000  0.5%

Apple up 10.2% this week, reclaiming most of the 13.5% it lost between Jan 18 - Feb 8

Baltic Dry Index

bdi feb 18 2018

 

 


P/Es & Yields on Major U.S. Indexes
pe yields feb 18 2018

TSX vs S&P500 Energy Sector
tsxvssp500 energy feb18 2018

 

 


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

MegaCaps: WMT HD

LargeCaps: RY MDT VEDL DUK TEF SO INTU CM ECL HPQ PSA SRE HPE PEG CXO ETP DISH NEM HCN CLR EIX MGM MGA TS LBTYK ES ETE DVN HRL MELI VRSK AGR BMRN GPC FE APA HST AWK WLK ANSS O FTI LNG ETR UGP PBA SNPS LKQ NBL CSGP IHG GRMN TFX TV CNP EXPD INVH COG HSIC EXR DPZ LDOS

MidCaps: ATH OC GDDY LNT MOS Y TKC PNW W HFC FLR AAP NDSN HUN NI ALLE TYL BRFS OLED OA PE HLF TX WR WAB BMA KAR VER FSLR SUI GIL MGP SAGE TTC GXP WPC SRCL ZBRA ENBL OGE WEX ERIE EXAS UTHR ENLK SIX PRAH WPX AMH CW CPA PWR SCG VVC KOF TRN NFX EGN ACC CONE AL DLPH CNK CHH GMED AGO TREE EME STOR LOPE PODD ROKU AU IDA BYD TXRH CBRL APLE SE JELD VC WEN LSI RIG SFM VMI TCP TSE SRC BPMC OGS RHP WRI FR CNDT TREX LGND CAR STMP ORA AVA STN LHO MTDR PLNT ACHC HRG COTV PSB SITE NGVT ENLC KL SUN GDOT TSEM TPX SAFM CVI WWW MSA ESRT IAG PRA LILAK IDCC ACIW JACK TPH HALO CHK ERF SLCA VG KBR PEB PAAS KW ERI TROX ENV EBS SM EDR NVRO MDCO SAM FDP TRTN VNTR QTS SEM RARE MDR UFPI HBM CVRR CAKE SUPV MAIN WLL NBLX CVG ADSW CVA MAXR QEP MANT FELE ONCE CCOI

 

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