Market Weekly: July 24-28-2017

Join us in our weekly market thread as we talk about US Federal Reserve interest rate decision and other market data.

Join us in our weekly market thread as we talk about US Federal Reserve interest rate decision, Home sales, Conference Board consumer confidence, U. of Michigan sentiment surveys, Durable goods orders, Wholesale and retail inventories and 2Q GDP and Canada May GDP and Wholesale sales.

banks more dangerous than standing armiescomment link below data
Last Weeks recap

Mortgage applications   
w/w purchase +1%
YoY purchase +7%
w/w refinance +13%

M1
-0.6% w/w
-1.9% m/m
+7% YoY Real M1

Initial jobless claims
233,000 -14,000

Oil prices and usage
Oil -$1.08 to $45.60 w/w
Gas prices -$0.02 to $2.28 w/w  
Usage 4 wk avg -0.8% YoY

M2
+0.8% w/w
+0.4% m/m
+4.3% YoY Real M2

0.199 TED spread -0.092 w/w
1.1227 LIBOR +0.0001 w/w

Railroad transport
Carloads +0.3% YoY
loads ex-coal -0.8% YoY
Intermodal units +7.4% YoY
Total loads +3.8% YoY

Shipping transport
Harpex -4 to 436
Baltic Dry +76 to 964

NYSE ^TRIN
1.52

 


Week
Dow Jones -0.9%
Nasdaq 1.2%
S&P 500 0.5%
Russell 2000 0.5%     
YTD
Dow Jones 9.2%
Nasdaq 18.7%
S&P 500 10.4%
Russell 2000 5.8%

Baltic Dry Index
bdi july 22 2017

New ship buildling activity slows down
Tankers’ demolition sales pick up pace

P/Es & Yields on Major U.S. Indexes
pe yields july 22 2017


Earnings report this week – here is a ticker list of notables
MegaCaps: GOOGL GOOG AMZN FB XOM T RDS-A RDS-B PTR

LargeCaps: CVX BUD KO CMCSA VZ MRK INTC MO MA AMGN BTI BA MMM MCD TOT ABBV LFC CELG SNP SAN GSK UTX UPS GILD RAI ABEV LLY CHTR BMY DCM AZN SBUX TXN DOW DEO DD PYPL TMO CB UBS NEE MDLZ BIDU CAT LYG CNI GD BIIB AMT BBVA BBDO BBD STO E TEF SYK GM COP SU ITW SNE ANTM LVS RTN ADP NOC CAJ F VALE BCS KMB ORAN TRP JCI MMC VRTX SPGI BT CS HAL PX BSX DB ESRX FMX LUV NOK PSA MCK LYB PCG EA AEP TLK NSC STT BAX PHG WM S HCA AFL BSBR VLO IBN ALXN GLW TEL SCCO MPC RYAAY WDC HCN CHT BEN LRCX WY EIX MT ZBH AAL SIRI IMO EW APC EQR VTR XEL PCAR DFS BCR VFC IR IP APH EXPE VIV NMR PEG HSY SWK AKO-A RSG FTV KYO AMP CERN ROK HLT WEC HIG Q MGM ES DTE TROW SKM PFG ABX FCX NOW BXP NEM MHK FCAU DLR COL ESS EFX ORLY WCN DPS SBAC XLNX LH MTD KKR CNHI KLAC O POT DGX SNN FTS WAT STM CX BHGE IVZ CNC TWTR BSMX MKL HAS WYNN WHR NLSN GRFS FE CE LLL DHI HES MPLX WFM HST CMS FTI AMD CBG ALGN NOV BSAC VNTV EMN EDU MAS ACGL CEA NDAQ XL RJF UHS TAL PNR GG STX COG MAA TSS JNPR ZNH ARNC TECK RE ALK UNM LPL EQT ASX AJG AEM UDR PKG DPZ LKQ YNDX ALLY VRSN LEA IPG CMG

MidCaps: CIT DRE CDNS AOS MSCI VAR BWA TFX SIVB CVE TMK CSGP ROL IRM WGP WLK FLEX GT AKAM ZION ALKS SEIC IEX RGA FFIV WRB WAB IAC AVY TRU WES MAN SSNC IPGP ODFL KIM JBLU TEAM QGEN GLPI SGEN TSU AXTA LII CPT PHM ALLE TKC ST LYV WOOF EQGP MKTX AGNC XRX MAT OAK RPM PF OC SPB PNRA KRC FTNT RDY TER GIL LEG SUI AIV TSCO WST LOGI LW ERIE PAC TYL ACC ADNT OHI CSL SCI HUBB NYCB UMC HUN ABMD KOF RHI EQM LAZ LECO CFR LPT MSCC FLS GGG RNR UTHR FBR LOGM HP AGCO CBD BOKF ATR RS AXS DFT NATI BC WSO ICLR DLB HRC MD SERV FLIR ORI SIX SPIL FAF HIW COR CFX DNKN HXL SC CR GRA FCNCA CPN WEX CACC CY MTCH PRAH EEFT CLB EXAS FIZZ GSH PB EXP RES TFSL ACHC CUBE CAA WFT CRI AWH GPK MKSI NS MPWR BPOP TRN BMS X CW VR USG PTEN FHB POR IART WWD ISBC NUVA COLM CAB LPLA CPG AKO-B MEOH PFPT CCJ EQC GRUB UBSI WRI PAG R STAY LM EME TKR GLPG BGCP TDC CNO CUZ RDN VET AUO CLGX DST ELLI UMBF ERJ TCO ENTG LSTR BCO BKU FR PSB BOH TUP SLGN SAVE CHFC KEX OFC MORN NORD VC FND DLX DDR EVR SWFT WIX B MULE CHE BVN NTCT TEN VLP ESRT POL VLY PNM SANM AHL RGC STL INCR CHDN TPX IBA AVX SLAB NWE FII BXMT SIGI NYT ASGN ACIW CMPR AAN EGP MDCO KNX WCC FCFS CXP VGR IDCC CVLT INT MDP AXE DORM MOG-A QTS HTH JJSF TPL LAD HLI AUY BGS APAM HOPE IRBT UFS HA ALGT WRE OII FMBI AB AKR POWI GWB TR COLB ABCO ONB EFII PEB QEP KS KBR TPH MLNX ROIC TRMK CLF MSTR BLMN TREE MC WERN OMAB SSD SIR MATW NEP ALEX SCL MDR GRPN FCB UCBI AF BWLD

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