Trader Talk
- Wall Street Fears Dodd Bill
- Have Loan Losses Peaked for European Banks?
- Dow Industrials at New Highs—But Other Indices Lag
- Risk Trade Is Back On
- HMOs Up Despite Looming House Vote
- What The Street Thinks of The Jobless Report
- Friday It's All About Jobs, Jobs, Jobs
- October Retail Sales—The Good, Bad and Ugly?
- When Good News = Good News
- Retail And Jobs Lift Mood
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Reporter
S&P up over 5 percent this week, you would think the entire market is rallying.
Think again. Lift the hood a little, and you will see big-time rotation going on.
The leaders: financial, commodities
The laggards: tech, retail
Banks: new leaders?
(this week)
- Fifth Third up 119%
- B of A up 63%
- Citi up 37%
- PNC up 40%
Bank issues: the stress test alleviates fears on capital adequacy, but worries over credit defaults remain.
Commodities: the recovery/inflation play stays alive
(this week)
- Freeport-McMoran up 17%
- Peabody up 13%
- Anadarko up 14%
- Halliburton up 12%
- U.S. Steel up 10%
Commodity issues: it's all based on a China recovery/stimulus, which could falter. Most dismiss the reflation trade as way too early.
Techs: rolling over?
(this week)
- Dell down 9.2%
- Broadcom down 6.4%
- IBM down 3.3%
- Cisco down 4.5%
- Apple up 1.5%
Tech issues: Seasonally slow period kicks in for tech, not to mention poor business capex.
Retail: rolling over?
(this week)
- Black & Decker down 11.1%
- Lowe's down 5.1%
- Macy's down 5.0%
- Autozone down 3.2%
- Bed Bath & Beyond down 2.8%
Retail issues: cost cutting, inventory control have been good, but top line growth is still nonexistant.
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Questions? Comments?
- Wall Street Fears Dodd Bill
- Have Loan Losses Peaked for European Banks?
- Dow Industrials at New Highs—But Other Indices Lag
- Risk Trade Is Back On
- HMOs Up Despite Looming House Vote
- What The Street Thinks of The Jobless Report
- Friday It's All About Jobs, Jobs, Jobs
- October Retail Sales—The Good, Bad and Ugly?
- When Good News = Good News
- Retail And Jobs Lift Mood
Data is a real-time snapshot *Data is delayed at least 15 minutes