On Break

11/16/2008

BMB On Break

It’s time again for a little BMB R&R, especially with the market behaving as bizarrely as it’s been. Maybe if we stop watching it start to behave a little better…

Posting will be very light and variable over the course of this week, but we’ll put up an open thread each market day for our readers to comment on the day’s market activity or to post any interesting links they might run across.

Check the space below for whatever the latest might be during this ‘off’ time, and please visit the various sites in the ‘Links’ and ‘Regular Stops’ for up-to-date market news and analysis.

BMB will be back in full swing by next weekend.

Posted: 1:00 pm

5/6/2005

Market Wrap

Well, the glow from the morning jobs report didn’t amount to much, as the market went pretty much nowhere on very light trading volume today. Seemed like mid-July, didn’t it?

The Dow Industrials gained only 5 points to 10345, the S&P 500 fell a little over a point (-0.1%) to 1171, and the Nasdaq added 6 points (+0.3%) to 1967. The Russell 2000 gained less than a point to 597, the Dow Transports added 0.1% while the Utilities dropped 0.4% and bonds sold off on the good jobs report, with the 10-year Treasury yield at 4.26%.

Market internals were mixed, with advances/declines at 9 to 10 on the NYSE and 10 to 9 on the Nasdaq, up/down volume was even on the NYSE but a positive 9 to 5 on the Nasdaq, and new highs/lows came in at 78/35 on the NYSE and 46/85 on the Nasdaq. New highs on the Nasdaq haven’t caught up with new lows yet, but we have been seeing the number of new lows declining. That’s good.

Not a lot of big movers today, with the gainers led by internets (+1.3%), paper stocks (+1.1%), broker/dealers (+1.0%) and transportation (+0.9%). The losers were led by the banks (-1.0%) and REITs (-0.9%).

Crude oil traded above $51 going into the morning, but fell back as the day progressed, finishing at $50.96/barrel. The dollar index rose 0.8% on the strong jobs report, and gold prices fell to $426/ounce.

Posted: 3:32 pm

April Jobs Report

The April non-farm payroll report showed an increase of 274,000 jobs, with February and March numbers being revised upward. The unemployment rate (which comes from the household survey) remained at 5.2%.

Whether you believe the numbers or not (I find it difficult to believe that these things can really be measured accurately - but I imagine they do the best they can), the fact remains that the market pays attention to them. Stocks are likely to get an early bump today, and the bond market has already sold off somewhat, pushing the yield on the 10-year note up to 4.25%. That’s good news for savers, but not good news for borrowers.

Posted: 8:01 am