Friday, June 6, 2014

Economic Journal - Friday, 6/6/2014

(as of 7:05 AM PST)

A solid though unspectacular employment report has stocks rallying today after yesterday’s breakout to the upside.  Momentum has rapidly swung to the positive, but there is little news to support the upgrade in sentiment.  Perhaps the European Bank’s decision to experiment with negative interest rates to spur the Euro economy was the driving force.  The ECB lowered its interest rates and even moved its deposit rate to a -.1% interest rate in an effort to force banks to loan more money.  There is some merger and acquisition activity and individual company news that has added to investor enthusiasm.  Amazon soared yesterday after announcing a new mobile phone to compete with Apple’s I-phone.  Apple itself will complete a 7-1 stock split on Monday.  Shareholders with 100 shares today will have 700 shares at the start of next week.  Of course, theoretically, the share price will be divided by seven, but history has shown that stock splits are usually a positive for shares after a split.  Gold is down slightly after a breakout from its extended slump yesterday.  Oil is near unchanged while interest rates have ticked down a small amount.  Don’t be surprised if to see markets correct in the short term as investors see the lack of substance behind the positive economic headlines.

 

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