Friday, January 23, 2015

Economic Journal - Friday, 1/23/2015



(As of 7:10 am PST)
 
Stocks are lower heading into Friday’s session, but with yesterday’s rally the S&P500 and Dow remain firmly on track for solid weekly gains. Thursday’s rally came on the heels of a new stimulus program announced by the European Central Bank. Although the policy action was widely expected by global investors, the size and scope outpaced expectations and had markets cheering the “easy money”. Asian markets responded today with broad based gains, while European indexes also moved notably higher. Earnings results are mostly positive this morning with McDonald’s and General Electric beating forecasts. Economic data is light but mostly upbeat. Existing home sales showed sales rose 2.4% in December, while a report on leading economic indicators rose in December, beating expectations and pointing to steady growth for early 2015. Oil is down 1% today to $45.90 per barrel while gold is also down after closing above $1,300/oz. yesterday. It looks like US markets are set for a breather today after a week of strong gains.

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