Thursday, May 15, 2014

Economic Journal - Thursday, 5/15/2014

(As of 7:20 am PST)
 
Stocks are retreating this morning as investors sifted through a surge of economic data including weekly jobless claims, industrial production, and manufacturing reports.  Most of the data came in positively, with several reports beating expectations, but negative sentiment has taken hold early as a bout of profit taking appears underway.  Let’s look at a few of the reports.  Less people filed for unemployment benefits last week as jobless claims fell to 297,000 from 321,000, the lowest level since 2007. Manufacturing activity sky-rocketed in the New York region in May, according to the Empire State Manufacturing index.  The consumer price index rose 0.3% last month, for a 2% rise in the past 12 months.  One negative report today showed industrial production dropped 0.6% in April, a faster pace than was expected.  Also disappointing was a reading on the Philly Fed manufacturing index which showed activity declining in April.  Earnings are also under close watch today.  Wal-Mart Stores is seeing some pressure after reporting disappointing quarterly results.  Cisco Systems, on the other hand, is rallying 7% to lead all tech stocks, after beating earnings estimates  yesterday.  Interest rates are plummeting as investors flock to the safe haven US treasury.  It looks like a risk-off day today for the stock market.

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