US Markets By the Numbers


  Thursday, 28 Aug 2014 | 2:54 PM ET

Hot August may give way to cool September

Chart technicals
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The S&P 500 is up 3.4 percent so far this month and on pace for the best August performance since the year 2000.

But here comes September, and if history is a guide, it may not be good news for investors.

Since 1950, September is the worst performing month for the index, losing on average more than negative 0.5 percent.

If you look just at the last 20 years, the negative trend has continued as September was the second worst performer, and as a result, second most volatile month.

Average volatility as measured by the VIX spiked up by more than 8.65 percent during the month.

After the financial crisis, the negative trend changed, and the S&P was up four of the last five years in September for an average gain of 2.2 percent. But what's troubling for stocks is the performance of September markets, after a powerful move higher in August.

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  Friday, 15 Aug 2014 | 9:46 AM ET

Record short interest may squeeze some stocks

Posted By: Pradip Sigdyal
iStock | 360 | Getty Images

Short interest is back on the rise and this may be a bullish sign for some stocks.

According to data released by NYSE Group earlier this week, short interest in NYSE-related stocks increased to a record 14.80 billion shares in the second half of July, surpassing the previous high of 14.76 billion shares shorted in the second half of August 2011.

While the short interest ratio measures the total number of shares of a security that has been sold short, how can investors find out if excessive shorting in a given stock will result in reversal?

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  Thursday, 24 Jul 2014 | 2:29 PM ET

Emerging markets rally to continue?

Posted By: Pradip Sigdyal
Cristian Baitg | E+ | Getty Images

While U.S. indexes suffer from the dog days of summer, emerging markets look to be on a tear.

Markets in Turkey, Saudi Arabia and Egypt are up more than 6 percent in July.

Year to date, equity indexes in Argentina and Ukraine are significantly outperforming their peers in developed markets, with returns averaging over 45 percent.

Among the BRICS, India's Sensex leads the group with a 24 percent gain, followed by indexes in Brazil and South Africa both gaining more than 12 percent so far this year.

As global markets hit multiyear highs, will investors' appetite for risk continue to drive these markets?

Read MoreThe rally in emerging markets: Should you get in?

»Read more
  Thursday, 3 Jul 2014 | 11:54 AM ET

Dow set to outperform S&P in second half?

Posted By: Pradip Sigdyal
NYSE Traders
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The Dow shattered through the 17,000-mark Thursday for the first time ever. So far this year, however, the index has been left behind.

Year-to-date, the S&P 500 is up 7 percent, while the Dow is up 3 percent.

Although the two indexes are calculated differently—the Dow being a price-weighted index and the S&P 500 a capitalization-weighted one, the first-half divergent performance appears to be more the exception than the rule.

Historically, there have been only seven other instances when the S&P outperformed the Dow by over 4 percent going into the second half of the year.

The few times the S&P outperformed the Dow in the first half of the year, the Dow returned the favor by closing the gap, and outperforming the S&P in the second half.

In fact, if you exclude the market's devastating performance in the second half of 1931 when both indexes lost over 45 percent, the average gain for the Dow in the second half is over 6 percent compared with 2 percent for the S&P.

»Read more
  Wednesday, 18 Jun 2014 | 10:26 AM ET

Goal! Here's how markets perform in the World Cup

Posted By: Pradip Sigdyal

The 20th FIFA World Cup soccer championship is well underway in Brazil and this might score well for U.S. markets.

The World Cup, which takes place every four years has generally been positive for the markets ever since the tournament was launched in 1930.

Out of 19 previous World Cups, the Dow and S&P 500 gained in at least 12, on average more than 5 percent for the year.

In fact, in nine of those 19 years both the Dow and S&P saw double-digit gains. The biggest advance for the markets came in 1954 when indexes gained more than 43 percent that year.

»Read more
  Tuesday, 1 Apr 2014 | 12:57 PM ET

April favors the Dow—the Nasdaq, not so much

Posted By: Giovanny Moreano
Traders on the floor of the New York Stock Exchange.
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Traders on the floor of the New York Stock Exchange.

April is the best month to be in blue chips, if history is a guide.

Since 1950, April has been the best month for the Dow, which has scored an average gain of 1.5 percent.

As for the S&P 500, it plays favorites. While April is either second or third best performer with an average 2 percent gain, the best month for the S&P historically has been December.

»Read more
  Monday, 10 Mar 2014 | 12:31 PM ET

Bull market turns 5: The winners are...

Posted By: Giovanny Moreano
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Investors are celebrating the second strongest five-year bull run since World War II, but remain skeptical about the future.

The S&P 500 is up 177 percent since the market low on March 9, 2009, putting the current five-year bull market as the strongest since the bull run of 1982-87, when the index rose 229 percent.

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  Wednesday, 5 Mar 2014 | 2:43 PM ET

Investors rush to small caps in hunt for risk

Traders work on the floor of the New York Stock Exchange.
Getty Images
Traders work on the floor of the New York Stock Exchange.

Demand for small-cap stocks is increasing relative to established large-cap names, a divergence that signals continued risk appetite among investors.

The Russell 2000 index hit a new all-time high of 1,212.82 on Tuesday for the eighth time this year, surpassing its previous high set on Feb. 28.

So far in 2014, the Russell is up 3.5 percent, compared with an increase of 1.4 percent for the S&P 500 and a decline of 1.3 percent for the Dow. The Nasdaq composite is currently leading the market, up 4.3 percent.

»Read more
  Friday, 28 Feb 2014 | 11:56 AM ET

What the short interest surge may really signal

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With stocks near all-time highs, short interest reached the highest level in 20 months, but some investors are seeing the trend as a bullish sign.

Short interest increased 2.62 percent to 14.26 billion shares in the first half of February, the highest level since June 2012, according to NYSE Euronext. Similarly, short interest at the Nasdaq also showed an increase of 2 percent, rising to 7.26 billion shares.

"The increase in short interest as of mid-February is bullish as it signals that there is still a healthy degree of skepticism on the part of investors" says Paul Hickey, co-founder of Bespoke Investment Group. "We would be worried if the market saw some weakness and short interest declined."

»Read more
  Monday, 24 Feb 2014 | 4:43 PM ET

Here are the winners in this record-setting market

Posted By: Giovanny Moreano
Getty Images

U.S. stocks surged Monday, with the S&P 500 surpassing its Jan. 15 high on a rally led by cyclical names.

Among the winning sectors—health care, material, consumer discretionary and energy are all up better than 6.6 percent from their recent lows.

"The rally to new intraday highs still reflects, I think, an enormous faith in the Fed," Peter Boockvar, chief market analyst at The Lindsey Group, said in an email.

»Read more

About By the Numbers

  • Our market specialists dig deep into Wall Street’s daily metrics, crunching the numbers to help you become smarter about the market so that you can make better investment decisions. By The Numbers details the daily drama, the winners and losers, how the day stacks up historically, and how the numbers can offer a glimpse of the future.


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