Market Weekly: Oct 23 Oct 27 2017

Join us in our weekly market thread.

This weeks U.S. market data includes Markit manufacturing and services PMIs (October-preliminary), Durable goods order (September-preliminary), New home sales, pending home sales (September), Wholesale and retail inventories (September), GDP (3rd Quarter-advance) and U. of Michigan sentiment survey (October-Final).

greed is goodcomment section below data
Last Weeks recap

Mortgage applications   
w/w purchase +4%
YoY purchase +9%
w/w refinance +3%

M1
+1.4% w/w
-0.1% m/m
+4.6% YoY Real M1

Initial jobless claims
222,000 -21,000

Railroad transport
Carloads +0.5% YoY
loads ex-coal +1.5% YoY
Intermodal units +5.5% YoY
Total loads +3.1% YoY

Oil prices and usage
Oil +$0.27 to $51.66 w/w
Gas prices -$0.01 to $2.49 w/w      
Usage 4 wk avg +2.9% YoY

M2
+0.2% w/w 
+0.4% m/m
+2.8% YoY Real M2

0.300 TED spread -0.010% w/w
1.1240 LIBOR unchanged w/w

Shipping transport
Harpex -3 to 505
Baltic Dry +124 to1582

NYSE ^TRIN
0.95

Week
Dow Jones 2.0%
Nasdaq 0.4%
S&P 500 0.9%
Russell 2000 0.4%     
YTD
Dow Jones 18.0%
Nasdaq 23.1%
S&P 500 15.0%
Russell 2000 11.2%

Baltic Dry Index
bdi oct 21 2017

P/Es & Yields on Major U.S. Indexes
pe yields oct 21 2017

 

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<blockquote class=”twitter-tweet” data-lang=”en”><p lang=”en” dir=”ltr”>Who Will <a href=”https://twitter.com/realDonaldTrump?ref_src=twsrc%5Etfw”>@realDonaldTrump</a> Tap To Be Next Head <a href=”https://twitter.com/hashtag/Fed?src=hash&amp;ref_src=twsrc%5Etfw”>#Fed</a> Boss? Others would be Warsh, Goldman employee or whoever is on the Wheaties Box?</p>&mdash; Traders Community (@TradersCom) <a href=”https://twitter.com/TradersCom/status/921056837885157377?ref_src=twsrc%5Etfw”>October 19, 2017</a></blockquote>
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Earnings report this week – here is a ticker list of notables

MegaCaps: GOOGL GOOG MSFT AMZN XOM V CVX NVS T BUD

LargeCaps: KO INTC MRK CMCSA BA ABBV BTI TOT MCD AMGN MMM MO SAN GILD BMY ABEV UPS NVO CHTR GSK UTX CELG LLY TXN LMT UNP DCM BIDU HDB TMO CAT WBA NEE CB BIIB UBS STO GM GD CL LYG AMX COP CNI E TSLA BBVA SYK SU RTN ABB EPD TEF ITW ANTM NOC SPG VALE TMUS F CAJ PSX CME RBS BCS SHPG MMC COF ORAN SPGI PX BSX KMB NXPI PHG VRTX LYB NSC AON HAL PSA STT SHW LUV DB NOK BSBR ESRX BAX VLO WM APD AFL FMX MCK INFY TLK ALXN ILMN MPC HCA S GLW APH SIRI IMO PCAR VFC WY DLR VIV CHT AMTD FCAU RCL AAL BEN FTV XEL WDC DFS SWK EW EQR IP BCR IR CERN TROW HSY AMP EXPE HLT VTR COL NMR Q IX FCX NOW WEC FITB HIG DTE NEM MHK PFG SKM WCN ABX VEDL RF STM XLNX ORLY TAL CNC KLAC KKR POT DPS ALGN QSR LH HBAN BCH BMRN ETR IVZ O AGR WAT NLSN LLL BSAC CA FE EDU HES CMS HNP MPLX WHR ACGL EFX TECK TWTR AMD PNR NOV EMN MAS RJF CTXS TSS ENIA CINF VNTV BSMX HAS NDAQ ARNC LEA MAA UNM COG CDNS CX FTI LKQ ALLY AJG GG RMD PKG WYN XL EQT MSCI TFX FNF BWA SJR VRSN UHS IPGP IRM ATH ALV AOS ZNH TRMB ROL FBHS DRE ASX STX CSGP AEM SIVB YNDX 

MidCaps: ALK VAR JNPR TMK ZION ODFL FLEX RGA CMG TRU SGEN OC AKAM AVY FBR SSNC GT CPT ST HBI WRB ALLE PHM XRX IPG KIM AGNC GLPI PPC TER ABMD FFIV LII TSCO WAB OAK EQGP KRC GGG AXTA MKTX SUI AIV FTNT SCG PTC WST CBD CIT PII HUBB HUN JBLU CSL PF TYL BIVV ERIE RHI LEG UMC SCI CFR LOGI NYCB LECO LOGM AR ICLR RDY LPT DLB HTA EQM BOKF ACC FLS FLIR LAZ NATI WSO AM PSXP FAF STL ATR RS COR SC MAT MKSI CPN HIW PAC EXP TRN BC UTHR WEX DNKN GDI CY SIX PRAH ORI KOF GLPG NEU FCNCA CR CW RES AVT SPIL AZPN GRA USG LPLA AXS CUBE RRC MDSO MPWR BGCP HLS R GRUB PB BLKB CRI MEOH GPK BCO RDN AKO-B COLM LSTR BMS ENTG ISBC FHB DAN MD OI VR CLGX EME POR IART PTEN WRI UBSI TKR CLB CPG PAG AUO B VC CHFC CUZ UMBF BVN SLAB EQC FR PSB BOH MORN LM DLX CCJ CHE KMT EVR POL TEN SRPT PNM BPOP MANH CATY CMPR JBT LANC AVX RNG SIGI TPL CHDN FII SLGN VLY OFC TUP VSH GNRC BTU AAN ELLI IBA BXMT MULE ASGN AXE WCC VLP LAD FCFS NTCT CBU TREE NUVA SWN UFS HLI IIVI PSMT QTS SSB GRPN CVLT ATI IDCC CXP AUY TRVG AIT RGC CMC AHL MRCY ONB HTH WRE MDCO COLB INT HOPE PEB FMBI GWB DORM OII AB MDP SKYW CVI SAVE TPH SSD LPNT SOHU CRS MC GVA TRMK ORIG TR NEP PENN ALGT KS ALEX MLNX POWI PRLB BGS IRBT TOWN FRME NGD CCMP FELE PCH MMSI DECK FBC SIR FCB CWT CYOU BANR CFFN SAM CVA EXLS ROIC UCBI CIGI OMCL CLI

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