Thursday, February 9, 2023

Today's Summary Economic News(2023-02-10)


US Stock Indexes End Lower Despite Strong Earnings


U.S. stock indexes ended lower on Thursday, erasing earlier gains as Treasury yields rose after an auction of 30-year bonds went poorly and overshadowed strong earnings from corporate giants like Disney and PepsiCo. Jason Ware, chief investment officer at Albion Financial Group in Salt Lake City, Utah, said investors were also still digesting recent comments from Fed officials. Yields on the U.S. 30-year note rose after the Treasury Department saw weak demand for a $21 billion sale, the final sale of $96 billion in coupon-bearing supply this week.

The Dow Jones Industrial Average fell 249.13 points on Thursday, or 0.73%, to 33,699.88, the S&P 500 lost 36.36 points, or 0.88%, to 4,081.5 and the Nasdaq Composite dropped 120.94 points, or 1.02%, to 11,789.58. Volume on U.S. exchanges was 11.49 billion shares, compared with the 11.93 billion average for the full session over the last 20 trading days.

The stock market started the day with a bullish bias, but then Treasury yields moved up and that took some of the steam out of the positive market. Initial claims for state unemployment benefits rose 13,000 to a seasonally adjusted 196,000 last week, above a forecast of 190,000 claims, which tentatively eased concerns about the Federal Reserve's rate-hike path after a strong January employment report rattled markets last week.

Alphabet Inc extended losses from the previous session to fall 4.7%, weighing on the S&P 500 and Nasdaq indexes. Salesforce Inc rose 2.38% on reports that hedge fund Third Point LLC owns a stake in the company. Disney Co beat earnings estimates and announced job cuts, encouraging activist investor Nelson Peltz to terminate his quest for a board seat, but still ended down 1.27%. PepsiCo Inc rose 0.95% as the snack and beverage maker reported better-than-expected results, while drugmaker AbbVie Inc gained 2.82% after beating fourth-quarter profit expectations. Tapestry Inc soared 3.47% on a strong annual profit forecast. Cardiovascular Systems Inc soared 48.38% after Abbott Laboratories said it would buy the medical device maker for $837.6 million. Abbott fell 1.93%.

Overall, the sentiment of the market is negative, as the stock indexes ended lower despite strong earnings from corporate giants. Treasury yields rose after an auction of 30-year bonds went poorly and overshadowed the positive earnings news. Investors were also still digesting recent comments from Fed officials, which added to the bearish sentiment. Alphabet Inc extended losses from the previous session to fall 4.7%, weighing on the S&P 500 and Nasdaq indexes. Despite some positive news, such as Salesforce Inc rising 2.38% on reports that hedge fund Third Point LLC owns a stake in the company, and Disney Co beating earnings estimates and announcing job cuts, the market still ended lower.




US Stock Market Closes Lower as Bond Market Warns of Economic Troubles


Summary: On Thursday, the Dow Jones Industrial Average closed lower, with the Nasdaq and S&P 500 also falling. This decline was attributed to a slip in Alphabet's stock, as well as warnings from the bond market about economic troubles. The 2-10 Treasury yield curve inverted by 85 basis points, the deepest inversion since the early 1980s, which caused investors to worry about a recession. Jobless claims data released on Thursday surprised to the upside, suggesting that the recent surge in layoffs will start to push claims higher later this year. Alphabet's stock was the biggest drag on the market, as investors were disappointed with the company's AI chatbot 'Bard' unveiled on Wednesday. Financials were also weak, due to a dip in bank stocks caused by the inverted yield curve. Consumer stocks were kept above the flatline by a rally in casino stocks following better-than-expected quarterly results from Wynn Resorts and MGM Resorts. Walt Disney Company also reported quarterly results that beat Wall Street estimates, but ended lower after announcing a restructuring plan that will include 7,000 job cuts. Affirm Holdings Inc was punished after its fiscal second-quarter results fell short of analyst estimates and the company said it would cut about 19% of its workforce.

This summary reflects a negative sentiment, as the US stock market closed lower, Alphabet's stock declined, and jobless claims data surprised to the upside. Furthermore, the bond market's warnings of economic troubles and the inversion of the 2-10 Treasury yield curve caused investors to worry about a recession. Additionally, Walt Disney Company announced a restructuring plan that will include 7,000 job cuts, and Affirm Holdings Inc said it would cut about 19% of its workforce.



Title: U.S. Stocks Reversing Gains Despite Strong Earnings Reports


U.S. stocks reversed earlier gains on Thursday and were turning lower despite strong earnings reports that overcame fears about more interest rate increases. At 13:29 ET (18:29 GMT), the Dow Jones Industrial Average was down 63 points or 0.2%, while the S&P 500 was down 0.1% and the NASDAQ Composite was flat. Walt Disney Company (NYSE:DIS) beat expectations and announced a reorganization that will result in 7,000 job cuts as it focuses on lowering costs. PepsiCo, Inc. (NASDAQ:PEP) and AbbVie, Inc. (NYSE:ABBV) also beat expectations for the recent quarter. Jobless claims came in slightly higher than expected. Initial claims for last week were 196,000, higher than the 190,000 expected and up from the prior week.

The strong jobs report for January stoked some fear that the Federal Reserve would be forced to continue to raise rates. Fed officials said this week that the central bank’s mission to cool inflation isn’t yet done, and could take longer than some expect. Investors have been hoping for a sign that its interest rate hikes are about to reach a pause, and eventually a reversal. Futures market traders are betting the Fed will lift rates to just over 5% by July. Most foresee another quarter percentage point rate hike in March.

Next week brings the newest data on the consumer price index and retail sales, which the Fed will be watching to help guide its policy. Later today, PayPal Holdings, Inc. (NASDAQ:PYPL) reports earnings. Analysts expect earnings per share of $1.20 on revenue of $7.4 billion. The report would come a day after buy now pay later rival Affirm Holdings, Inc. (NASDAQ:AFRM) missed expectations and announced it would cut 19% of its workforce, acknowledging it didn’t shift quickly enough when economic conditions changed in the past year.

Overall, the sentiment of this article is negative. Despite strong earnings reports from companies such as Walt Disney Company, PepsiCo, and AbbVie, U.S. stocks were still turning lower. Jobless claims were slightly higher than expected, and the strong jobs report for January has caused some fear that the Federal Reserve will continue to raise rates. Investors are hoping for a sign that the rate hikes are about to reach a pause, but futures market traders are betting the Fed will lift rates to just over 5% by July. Next week brings new data on the consumer price index and retail sales, which the Fed will be watching to help guide its policy. The report from PayPal Holdings, Inc. today will come a day after Affirm Holdings, Inc. missed expectations and announced job cuts.




Consumer Sector Posts Weak Outlook as Disney Stock Jumps


Summary: On Thursday, 9th February, Walt Disney (NYSE:DIS) stock soared in premarket after the company narrowed its loss on streaming and announced 7,000 job cuts to shore up profitability. Chief executive Bob Iger also said he will ask the board to reinstate the company's dividend by the end of the year. Other consumer-facing companies such as PepsiCo (NASDAQ:PEP), Philip Morris (NYSE:PM), Kellogg (NYSE:K), Unilever (NYSE:UL) and British American Tobacco (NYSE:BTI) all forecast weak outlooks for 2023 after forcing consumers to wear some chunky price increases last year. Stocks are set to open higher ahead of the weekly jobless claims numbers, and oil rises on the back of another report showing how much the market will tighten this year. German CPI may cause Eurozone number to be revised higher and crude oil prices edged to new one-week highs, shrugging off official U.S. data which showed that crude stocks actually rose last week. The sentiment of the paragraph is positive as Disney stock jumps and oil prices rise.




Natural Gas Storage Draws Higher than Expected, Prices Remain Low


Last week, the Energy Information Administration (EIA) reported a draw of 217 billion cubic feet (bcf) from U.S. natural gas storage, higher than the forecasted 195 bcf. This draw was used for heating and electricity generation. As a result, the front-month March gas contract on the New York Mercantile Exchange’s Henry Hub settled at $2.43 per mmBtu, down 1.5 cents from the previous day's close. This is the lowest for a front-month gas contract on the Henry Hub since September 28, 2020, when it went down to $2.02.

The unusually warm start to the 2022/23 winter season has led to less heating demand in the United States than usual, leaving more gas in storage than initially thought. At the close of last week, U.S. gas storage stood at 2.366 trillion cubic feet (tcf), up 10.9% from the year-ago level of 2.249 tcf. This has caused gas prices to plunge from a 14-year high of $10 per mmBtu in August, reaching $7 in December and mid-$2 levels this week.

Overall, the sentiment of this paragraph is positive. The draw of 217 bcf from U.S. natural gas storage was higher than the forecasted 195 bcf, which is a good sign. Additionally, the front-month March gas contract on the New York Mercantile Exchange’s Henry Hub settled at $2.43 per mmBtu, which is lower than the previous day's close. This is the lowest for a front-month gas contract on the Henry Hub since September 28, 2020. Furthermore, the unusually warm start to the 2022/23 winter season has led to less heating demand in the United States than usual, leaving more gas in storage than initially thought. This has caused gas prices to plunge from a 14-year high of $10 per mmBtu in August, reaching $7 in December and mid-$2 levels this week.


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