Market Weekly: July 31-Aug-04-2017

Join us in our weekly market thread as we talk about US employment data, factory and durable goods orders and other market data.

Join us in our weekly market thread as we talk about U.S. Pending home sales (June), Personal Income and spending (June), Construction spending (June), Purchasing Managers Indexes (July), Vehicle Sales (July), Factory and durable goods orders (July) and the Employment report (July).

Also on tap this week is Euro GDP, Germany employment, RBA and BOE interest rate decesions.

40 hr work weekcomment link below data
Last Weeks recap

Mortgage applications   
w/w purchase -2%
YoY purchase +8%
w/w refinance +3%

M1
-0.6% w/w
+1.1% m/m
+6.2% YoY Real M1

Initial jobless claims
244,000 +11,000

Oil prices and usage
Oil –+$4.19 to $49.79 w/w
Gas prices +$0.03 to $2.31 w/w  
Usage 4 wk avg -0.3% YoY

M2
 Unchanged w/w
+0.7% m/m
+4.0% YoY Real M2

0.233 TED spread -0.034 w/w
1.1234 LIBOR +0.0007 w/w

Railroad transport
Carloads -2.0% YoY
loads ex-coal -5.3% YoY
Intermodal units +1.1% YoY
Total loads +4.1% YoY

Shipping transport
Harpex +34 to 470
Baltic Dry -22 to 942

NYSE ^TRIN
1.48

 


Week
Dow Jones 1.2%
Nasdaq -0.2%
S&P 500 0.0%
Russell 2000 -0.5%     
YTD
Dow Jones 10.5%
Nasdaq 18.4%
S&P 500 10.4%
Russell 2000 5.3%  

Baltic Dry Index
bdi july 29 2017

P/Es & Yields on Major U.S. Indexes
pe yields july 29 2017


Earnings report this week – here is a ticker list of notables
MegaCaps: AAPL BRK-B BRK-A

LargeCaps: HSBC PFE TM SNY BP LFC KHC RIO AGN TWX ITUB ING UBS ENB MDLZ LYG AIG DUK MET EPD BBDO EOG TSLA REGN AET HMC SPG SHPG PRU D OXY SO ATVI BDX CI PSX BCE CME CTSH WPZ RBS ICE EMR CNQ ECL NXPI AON TLK EXC ETN EQIX HUM TRI ALL TEVA S APD MNST FIS FMS SRE PXD CMI INCY FISV WMB AVB YUM PPL ILMN NWL ED CAH DLPH RCL ADM ROP K ETP PH OKE LVLT ABC GGP WLTW RACE ETE APA Q MCHP CXO TAP TS SYMC BXP DVN CLX SBAC VMC LNC L MMP BMRN VNO HCP MSI IDXX BIP BLL VIAB HSIC HNP LBRDK WRK AWK VRSK GPN XRAY AME NBL SEP QSR BCH MLM FLT HRS GIB CX ETR PBA AEE CHD CNA CA DVA MELI CTL HOLX CINF NLY CTXS CNP CEA REG BG RMD ANET ARE ANSS WYN MRO ZNH CBOE FMC XYL TRGP AMG FBHS

MidCaps: CDW MSCI SHOP DOX EXR SQ PNW GRMN CDK FRT FANG TFX TRMB Y PE HII LUK WU LNT WLK ATO BPL OTEX AFG CC INGR GOLD UGI QRVO HBI SCG MOS IAC NI AER IEP ZG MAC IPGP UAA TTWO LDOS CGNX VER EXEL WCG NRG AXTA XRX ALNY SPR PHI BERY ARW WPC PKI VOYA WR OGE VEON COMM BIO TSRO VST ARCC H GIL CG CF ULTI BIVV AR XPO FCE-A COHR TRQ ENBL BEP SRCL AM HLF MIC FLR ICL SABR BPY TX NNN PPC AMH BRX DEI WTR OA AIZ DXCM RICE ENLK HTA NFX JLL PK OLED ALSN SMG TRVG RRC Z G POST PSXP EEP NEU SERV AGO EPR APO ARRS CONE DCT SPIL KGC DATA SHLX MDU OSK HFC PWR HPP NFG MASI OLN VVC NRZ THS MTCH TDY CACC PEGA MUR PRAH BFAM FCNCA CHK MPW CLVS SNH UNIT GPT CNK RLGY NICE VVV BRKR FICO PRXL NBIX AMCX BLKB EPAM WGL UNVR WPX VWR IDA AWH AN BLUE BWP UBNT CAVM PAYC AKRX APU JCOM TEGP AL LFUS DNB ASH GRUB STOR MOH GWR CAB THG CRUS CNX WTM IGT MMS FUN TCP ARES OI ESGR HR MTSI COTV MTZ VSM HLS OGS STAY SRC TEX PGRE SBGI GEL SNDR TEP RYN GLPG RDN GEO BKH CHH ALE ACAD ITT LPX NJR HGV SHO OMF ESNT HE NKTR LOPE RIG CIM IDTI SR SF ICPT DAN CBT INXN LSI AVA NUS TXRH ILG MFA CRTO TGNA GHC DOC SUN RP CLH SFM ENLC USM RPAI SUM OUT VAC ANAT ZNGA TDS SWN TSE PDM MCY ODP KMT GMED BDC BID JUNO SAGE ZEN PODD ESL JBT ORA AEIS PBI JOBS EDR WMGI ITRI SBH BECN PBH MUSA ENR DM CWH TMHC FEYE AGIO CACQ BTU CBPO LCII TTEK DORM SJI YELP HUBS TPL RNG PZZA FDP RLJ VSH WAGE NEWR IRWD UE GPOR SKT STMP TSEM CBU NGVT MTX APAM MTDR BCPC SHOO AMKR STAG LPNT SLCA PRTA RXN KRO BGS AEL FNGN WTW TIVO PBF CLI IIVI AWI CSOD CPE TNET CAKE IBOC MGEE NBR TR GNRC HI EFII KW VIRT MDRX P GRPN CYOU HEP WTS PEGI SEM TREX ALX GCP COT LOXO MAIN ACXM DK YRD HL HSNI AGI ADSW MRCY EE RMP UPL ALEX SUPN CIGI GDOT KMPR LTC SM BL

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