Thursday, November 21, 2013

It's The Economy Stupid: Market Close

Werup!  We’re up!  We are up!  Stocks have risen from the dead! 

 

      The S&P 500 Index rose following its first three-day slump since September, as gasoline and oil rallied while gold and silver slid.  Emerging market stocks fell as a gauge of Chinese manufacturing missed estimates and the Federal Reserve said it may reduce stimulus.

      The S&P 500 added 0.8 percent to 1,795.85 after losing 0.9 percent in the previous three sessions. The MSCI Emerging Markets Index sank 1.4 percent and Brazil’s real lost 1.4 percent versus the dollar, leading emerging market currencies lower. Ten-year Treasury yields

reversed after rising to the highest since September. Oil climbed the most in seven weeks and gasoline rose to a two-month high, while gold futures reached the lowest price since July.

       The S&P 500 fell the past three days after reaching its latest record Nov. 15. The benchmark index is up more than 25 percent in 2013, poised for its best yearly gain in a decade, and traded at 17 times its companies’ reported earnings at the last record, the highest valuation in more than three years.

      About three stocks fell for each that gained in MSCI’s emerging-markets gauge. Markets in Asia and Europe were closed

when the Fed’s minutes were released yesterday.   The Hang Seng China Enterprises Index of mainland companies listed in Hong Kong fell 0.9 percent on fears of a manufacturing slowdown in China.

     Three shares declined for every two that advanced in the Stoxx Europe 600 Index, sending the regional benchmark down 0.2

percent amid trading volumes that were 21 percent less than the 30-day average, according to data compiled by Bloomberg.

     Japan’s currency slid against 14 of its 16 major counterparts, losing 1.3 percent versus the euro.  The yen weakened past 101 per dollar for the first time since July after the Bank of Japan stuck to its pledge to expand the nation’s monetary base. The Bloomberg U.S. Dollar Index rose 0.2 percent, advancing for a second day.

      European Central Bank President Mario Draghi said policy makers haven’t changed their mind on a negative deposit rate.  The Euro weakened 0.7 percent versus the dollar yesterday after the ECB was said to weigh a negative deposit rate to ward off deflation. The shared Euro currency rebounded today, rising 0.2 percent to $1.3467, as Draghi said “don’t try to infer anything from what I say, anything about the possibility of negative rates.”

      Sure, yeah, right.  Super Mario: “Do as I say, Not as I do”

 

Description

Ticker

Last

Change

% Chg Today

% Chg 1Year

 

STOCK MARKETS

 

 

 

 

 

 

Dow Jones Industrial Average

INDU Index

16009.990

109.1700

0.6866

24.7186

 

S&P 500 Index

SPX Index

1795.850

14.4800

0.8129

29.0763

 

NASDAQ 100 Index

NDX Index

3402.735

35.5680

1.0563

30.8504

 

NASDAQ Composite Index

CCMP Index

3969.155

47.8850

1.2212

35.6256

 

Russell 3000 Index

RAY Index

1074.300

9.9100

0.9311

30.7332

 

Russell 1000 Index (Large Cap)

RIY Index

999.400

8.4800

0.8558

29.9711

 

Russell 2000 Index (Small Cap)

RTY Index

1119.620

19.8300

1.8031

40.2365

 

Wilshire 5000 Total Market

W5000 Index

19059.160

180.7800

0.9576

30.9749

 

TREASURIES

% Yield

 

 

 

 

 

3 Month Treasury

0.0761

 

-0.0050

-6.6667

 

 

6 Month Treasury

0.1014

 

-0.0050

-5.2632

 

 

2 Year Treasury

0.2702

99.961

0.0078

0.0078

 

 

5 Year Treasury

1.3632

99.469

0.0547

0.0550

 

 

10 Year Treasury

2.7860

99.719

0.1406

0.1412

 

 

30 Year Treasury

3.8911

97.578

0.4063

0.4181

 

 

ENERGY

 

 

 

 

 

 

Crude Oil, Brent Index

Brent Crude

110.170

2.1100

1.9526

5.1211

 

Crude Oil, Louisiana Lt. Sweet

LA Lt Sweet

98.840

1.5100

1.5514

-8.4200

 

Natural Gas, Henry Hub Index

Nat Gas

3.700

0.0260

0.7077

-15.4743

 

PRECIOUS METALS

 

 

 

 

 

 

Spot Gold $/oz

GOLD

1242.710

-1.5400

-0.1238

-28.1292

 

Spot Silver $/oz

SILVER

19.971

0.1005

0.5058

-40.1829

 

CURRENCIES

 

 

 

 

 

 

Euro

EUR Curncy

0.742

-0.0024

-0.3225

-4.7472

 

Japanese Yen

JPY Curncy

101.150

1.1200

1.1197

-18.3617

 

British Pound

GBP Curncy

0.618

-0.0034

-0.5476

-1.3561

 

Swiss Franc

CHF Curncy

0.914

-0.0025

-0.2729

2.6350

 

Canadian Dollar

CAD Curncy

1.052

0.0067

0.6410

-5.3217

 

Chinese Renminbi

CNY Curncy

6.093

0.0002

0.0033

2.1963

 

FOREIGN INDICIES

 

 

 

 

 

 

EURO STOXX 600 INDEX

EUROPE

307.620

-0.2200

-0.0715

23.9054

 

FTSE 100 INDEX

UK

6681.330

0.2500

0.0037

16.1560

 

CAC 40 INDEX

FRANCE

4253.900

-14.4700

-0.3390

22.3313

 

DAX INDEX

GERMANY

9196.080

-5.9900

-0.0651

27.9952

 

NIKKEI 225 INDEX

JAPAN

15365.600

289.5200

1.9204

64.0432

 

HANG SENG INDEX

HONG KONG

23580.290

-120.5700

-0.5087

8.4490

 

TEL AVIV 100 INDEX

ISRAEL

2205.766

-0.8470

-0.0384

9.4341

 

SHANGHAI COMP INDEX

CHINA

2205.766

-0.8470

-0.0384

9.4341

 

 

Last

Chg Today

% Chg Today

3 Mo Tot Ret

6 Mo Tot Ret

YTD Tot Ret

S&P 500 INDEX

1795.850

14.480

0.8129

9.8734

8.722

28.310

S&P 500 CONSUMER DISCRETION

510.470

4.605

0.9103

11.6740

12.653

37.374

S&P 500 CONSUMER STAPLES

441.670

0.880

0.1996

8.6737

4.683

25.308

S&P 500 ENERGY

642.130

5.310

0.8338

10.5942

6.491

23.068

S&P 500 FINANCIALS

287.700

4.120

1.4529

8.4089

7.640

32.129

S&P 500 HEALTH CARE

630.640

2.940

0.4684

10.9956

11.648

38.545

S&P 500 INDUSTRIALS

431.730

3.320

0.7750

12.9537

14.014

33.854

S&P 500 INFO TECHNOLOGY

553.500

5.680

1.0368

8.8304

9.311

21.342

S&P 500 MATERIALS

280.080

2.180

0.7845

10.9264

9.466

20.335

S&P 500 TELECOM SERVICES

157.340

-0.490

-0.3105

6.9607

-2.184

12.698

S&P 500 UTILITIES

195.590

0.500

0.2563

5.2578

-1.789

14.095

                        

 

John Broussard

Assistant State Treasurer

Chief Investment Officer

State of Louisiana

Department of the Treasury

225-342-0013

jbroussard@treasury.state.la.us

 

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