Repeats Buzz First Published Friday, No Changes to Text. Updates Chart
** S&P 500 .spx Falls Second Straight Week, Loses ~2% in Volatile Trade, as Fed's Hawkish Interest Rate Cut Triggers Selloff .n
** This After SPX Hit a Wall, Putting Breadth in a Freefall, Though on Fri, After 14-Day Slide, SPX Advance/Decline Line Finally Turns up
** and After the Benchmark Index Was Walloped, Traders Wonder if It Was a Wash Out
** Dow .dji Loses 2.3% for the Week, Nasdaq Composite <.i
Xic> Down 1.7%; but Both Indexes Pare Losses, Dow Ends Longest Daily Losing Streak Since 1974
** Vix .vix Surges to a High of 28.32, but by Fri, Back Below 20.00 Level
** U.S. 10-Year Treasury Yield US10Yt=Rr Hits 4.594%, but Then Dips Back Toward 4.50%. Still, the Tilt on the Charts Is to the Upside
** Every Sector Has Whiteout as Energy, Real Estate, and Materials Get Dumped on Most; Indeed, Cyclicals Freeze up in December, but Is a Thaw Around the Corner?
** Energy .spny Sinks 5.6
%. Sector Falls as Chinese Economic Data Renews Demand Concerns, and Investors Remain Cautious on Fed Rate Decision
** Industrials .splrci Down 2.6%. FedEx Fdx.n Down on Week Even With Q2 Earnings Beat; Analysts View FedEx's Freight Trucking Division Spinoff as Beneficial; Lift PT
Honeywell Hon.o Edges up on the Week After Co Says Considering Separation of Aerospace Business Amid Activist Investor Elliott's Breakup Push
** Consumer Discretionary .splrcd Down ~2.6%. Nike Nke.n Slips After Delivering a Muted Forecast
But Olive Garden Owner Darden Restaurants Dri.n Hits Record High After Raising Sales Forecast, Banking on Higher Menu Prices, More People Dining Out. Dri Easily Top SPX Performer With 12.5% Weekly Gain
** Consumer Staples .splrcs Fall 2.5%. Lamb Weston Lw.n Slumps ~22% on Annual Sales Forecast Cut, CEO Change
And General Mills Gis.n Soggy on Lower Annual Profit Outlook as Cheerios Maker Ramps up Promotions to Win Back Customers
** Healthcare .spxhc Loses 2.2%. Pharmacy Benefit Managers Fall After Trump Says 'going to Knock Out the Middlemen'. CVS Cvs.n Down ~10%, UnitedHealth Unh.n off ~4%
Eli Lilly Lly.n Gains Fri After Novo Nordisk's Next-Gen Obesity Drug Underperforms in Study
** Tech .splrct Dips ~0.7%. Memory Chipmaker Micron Mu.o Plunges ~12% as Qtrly Forecast Signals Weak Demand for Pcs and Smart
Phones
Semiconductor Index .sox Sheds ~3.6%
** Meanwhile, Individual Investors Have Their Bitcoin Doubts
** SPX Performance YTD:
SP500Ytdsectors12222024 Https://Fingfx.thomsonreuters.com/Gfx/Buzz/Akveeyemgvr/SP500Ytdsectors12222024.png
(Lance Tupper and Terence Gabriel Are Reuters Market Analysts. the Views Expressed Are Their Own)
((Lance.tupper@Tr.com Terence.gabriel@Tr.com))
重复的消息首次发布于星期五,文本没有变化。更新图表
** S&P 500 .spx 在连续第二周下跌中,因美联储的鹰派降息引发抛售,跌幅约为2%。 .n
** 这在SPX 达到 一个墙,增加了广度, 自由落体,不过在周五,经过14天的下滑,S&P 500的涨跌线终于上升了
** 在基准指数遭受重创后,交易员们想知道这是否是一个 洗盘
** 道琼斯 .dji 本周下跌2.3%,纳斯达克综合指数 <.i
Xic>下跌1.7%;但两个指数都削减了损失,道琼斯 结束 自1974年以来最长的每日下跌趋势
** Vix .vix 飙升至28.32的高点,但到周五,回落到20.00以下
** 美国10年期国债收益率 US10Yt=Rr 达到了4.594%,但随后回落至4.50%。不过, 倾斜 图表上的趋势是向上的
** 每个板块在能源、房地产业和材料被大规模抛售时都出现了白化;确实,循环股 在12月冻结 但即将迎来解冻吗?
** 能源 .spny 下跌5.6
%. 板块因中国经济数据而下跌 重燃需求担忧,投资者对联邦利率决策保持谨慎
** 工业 .splrci 下跌2.6%。 联邦快递 Fdx.n 尽管第二季度财报下滑,本周仍然保持低迷 超出预期; 分析师 查看 联邦快递的货运公路运输部门分拆被认为是有利的;上调目标价
霍尼韦尔霍尼韦尔 公司股份本周小幅上涨 表示 考虑在激进投资者埃利奥特的拆分推送下剥离航空航天业务
** 消费品可选择性 .splrcd 下跌约2.6%。耐克 Nke.n 在发布 温和的预测后下滑
但橄榄园的拥有者达登饭店 Dri.n 达创记录高点后 提高 销售预测,依赖于更高的菜单价格和更多的人在外就餐。Dri轻松成为S&P 500中表现最佳的股票,周增幅达12.5%
**消费品 .splrcs 下跌2.5%。Lamb Weston Lw.n 年下降约22% 销售预测下调,首席执行官更换
以及通用磨坊 Gis.n 因年利润预期下降 当通用磨坊的奇俄麦片制造商加大促销力度以赢回客户时
** 医疗保健 .spxhc 下跌2.2%。药品福利管理者 下跌 在特朗普表示'要打击中介'之后。CVS Cvs.n 下跌约10%,联合健康 联合健康.n 下跌约4%
礼来 礼来.n 周五上涨 之后 诺和诺德下一代肥胖药物在研究中表现不佳
** 科技 .splrct Dips ~0.7%. Memory Chipmaker Micron Mu.o Plunges ~12% as Qtrly Forecast Signals Weak Demand for Pcs and Smart
Phones
半导体指数 .sox 下跌约3.6%
** 另一方面,个别投资者对他们的比特币 怀疑
** SPX 年初至今表现:
SP500年初至今板块12222024 Https://Fingfx.thomsonreuters.com/Gfx/Buzz/Akveeyemgvr/SP500Ytdsectors12222024.png
(兰斯·塔珀和特伦斯·加布里埃尔是路透社市场分析师。所表达的观点是他们自己的)
((Lance.tupper@Tr.com Terence.gabriel@Tr.com))