Market Weekly: Aug 14-Aug-18-2017

Join us in our weekly market thread.

This weeks U.S. market data includes Import and export prices (July), Retail sales (July, Housing starts and building permits (July), Industrial production and capacity utilization (July, Conference Board U.S. Leading Index (July), U. of Michigan Sentiment (August)

retailcomment section below data
Last Weeks recap

Mortgage applications   
w/w purchase +1%
YoY purchase +7%
w/w refinance +5%

M1
 -0.1.7% w/w
+0.2% m/m
+7.7% YoY Real M1

Initial jobless claims
244,000 -+4,000

Oil prices and usage
Oil -$0.73 to $48.79 w/w
Gas prices +$0.03 to $2.38 w/w   
Usage 4 wk avg -0.1% YoY

M2
-0.1% w/w
+0.6% m/m
+3.5% YoY Real M2

0.291 TED spread +0.037 w/w  
1.1229 LIBOR +0.0008 w/w

Railroad transport
Carloads +1.9% YoY
loads ex-coal +1.2% YoY
Intermodal units +6.8% YoY
Total loads +4.3% YoY

Shipping transport
Harpex +10 to 482
Baltic Dry +150 to 1092

NYSE ^TRIN
1.43

 


Week
Dow Jones -1.1%
Nasdaq -1.5%
S&P 500 -1.4%
Russell 2000 -2.7%     
YTD
Dow Jones 10.6%
Nasdaq 16.2%
S&P 500 9.0%
Russell 2000 1.3%

Baltic Dry Index
bdi aug 12 2017 P/Es & Yields on Major U.S. Indexes
pe yields aug 17 2017


Earnings report this week – here is a ticker list of notables
MegaCaps: BABA WMT
LargeCaps: HD TM CSCO BTI MFG JD BBDO AMAT TJX DE EL TLK TGT SYY SHG IX ROST SKM A COH CEA SNPS LB NTAP WF SMFG ZNH
MidCaps: ZTO LPL GPS CPL JKHY AAP MBT WUBA PHI LTM HTHT VIPS SPLS FL EV ESLT MSG AKRX PAM WTM DKS SID GFI LANC CIG CACI PFGC BITA VIAV MGEE ATGE URBN

Leave a Reply

Your email address will not be published. Required fields are marked *