Market Weekly: Jan 1 Jan 5 2018

Join us in our weekly market thread.

This weeks U.S. market data includes Markit manufacturing and services PMIs (December), ISM manufacturing and services PMIs (December), Construction spending (November), Vehicle sales (December), Employment reports (December), Factory and durable goods orders (November)

stocks up and gonecomment section below data
Last Weeks recap

Mortgage applications   
No reports this week

M1
-1.5% w/w
+0.4% m/m
+6.8% YoY Real M1

Initial jobless claims
245,000 unchanged

Railroad transport
Carloads +10.8% YoY
loads ex-coal +13.2% YoY
Intermodal units +11.3% YoY
Total loads +11.0% YoY

Oil prices and usage
Oil +$1.75 to $60.10 w/w, +11.8% YoY
Gas prices +$0.02 to $2.47 w/w, +$0.16 YoY
Usage 4 week average +2% YoY

M2
Unchanged w/w
+0.6% m/m
+2.9% YoY Real M2

0.320 TED spread -0.030 w/w
1.568 LIBOR +0.016 w/w

Shipping transport
Harpex +2 to 483
Baltic Dry -64 to1366

NYSE ^TRIN
1.30

Week
Dow Jones -0.1%
Nasdaq -0.8%
S&P 500 -0.4%
Russell 2000 -0.5%     
YTD
Dow Jones 25.%
Nasdaq 28.2%
S&P 500 19.4%
Russell 2000 13.1%

 

Baltic Dry Index

bdi dec 31 2017

P/Es & Yields on Major U.S. Indexes
pe yields dec 31 2017

 


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

MegaCaps: 

LargeCaps: PEP BTI LFC WBA PBR-A MON STZ SCCO KEP YUMC ENIA

MidCaps: LW RPM KOF LOV UNF NEOG PSMT CMC CALM RAD

 

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