Weekly Scoreboard*

S&P 500 6,460.2 +1.0%

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Weekly Market Wrap by Edward Jones.

Indices

• DJIA 44,967.6 +2.0%

• NASDAQ 21,613.3 +.9%

• Russell 2000 2,289.4 +3.2%

• NYSE FANG+ 15,459.4 +.8%

• Goldman 50 Most Shorted 224.3 +3.9%

• Wilshire 5000 63,743.7 +1.2%

• Russell 1000 Growth 4,519.1 +.6%

• Russell 1000 Value 1,953.4 +1.6%

• S&P 500 Consumer Staples 902.4 -.8%

• Bloomberg Cyclicals/Defensives Index(Ex Telecom) 249.6 +1.9%
  

• NYSE Technology 6,423.4 +.1%

• Transports 15,700.2 +2.5%

• Utilities 1,107.4 -.8%

• MSCI Europe Banks 145.8 +3.1%
  

• MSCI Emerging Markets 50.1 +1.3%

• Credit Suisse AllHedge Long/Short Equity Index 232.8 +1.3%

• Credit Suisse AllHedge Equity Market Neutral Index 125.8 +.7%

Sentiment/Internals

• NYSE Cumulative A/D Line 570,464 +.67%
• Nasdaq/NYSE Volume Ratio 12.6 +62.2%

• Bloomberg New Highs-Lows Index 528 +89

• Crude Oil Commercial Bullish % Net Position -17.0 +3.6%

• CFTC Oil Net Speculative Position 141,829 -9.1%

• CFTC Oil Total Open Interest 2,036,424 +.4%

• Total Put/Call .72 -12.2%

• OEX Put/Call 2.2 +123.9%

• ISE Sentiment 179.0 +34.0

• NYSE Arms .67 -52.6%
  
• Bloomberg Global Risk-On/Risk-Off Index 81.7 +6.2%
• Bloomberg US Financial Conditions Index .67 +13.0 basis points
• Bloomberg European Financial Conditions Index 1.44 +4.0 basis points 
  

• Volatility(VIX) 14.9 -1.7%
• S&P 500 Intraday % Swing .61 -2.5%

• CBOE S&P 500 3M Implied Correlation Index 15.3 -4.0%

• G7 Currency Volatility (VXY) 7.9 -4.4%
  

• Emerging Markets Currency Volatility (EM-VXY) 7.1 -.8%

• Smart Money Flow Index 56,866.6 +148.8%
• NAAIM Exposure Index  85.7 -10.6

• ICI Money Mkt Mutual Fund Assets $7.186 Trillion +.5%

• ICI Domestic Equity Long-Term Mutual Fund/ETFs Weekly Flows -$18.771 Million

• AAII % Bulls 29.9 -14.3%

• AAII % Bears 46.2 +6.9%
• CNN Fear & Greed Index 64.0 (GREED) +5.0

Futures Spot Prices

• CRB Index 295.09 +.42%

• Crude Oil 62.73/bbl. -.3%

• Reformulated Gasoline 207.0 +.6%

• Natural Gas 2.91 -1.8%
• Dutch TTF Nat Gas(European benchmark) 31.0 euros/megawatt-hour -3.6%
  

• Heating Oil 222.3 -.9% 
• Newcastle Coal 109.8 (1,000/metric ton) unch.

• Gold 3,337.0 -1.8%
• Silver 37.99 -1.0%
  

• S&P GSCI Industrial Metals Index 463.3 +.14%

• Copper 449.4 +.2%

• US No. 1 Heavy Melt Scrap Steel 347.0 USD/Metric Tonne -.9%

• China Iron Ore Spot 102.8 USD/Metric Tonne -.8%
• China Battery Grade Lithium Carbonate 9,800.0 USD/metric tonne +7.1%

• CME Lumber  611.5 -6.5%

• UBS-Bloomberg Agriculture 1,395.9 +2.3%
• US Gulf NOLA Potash Spot 337.5 USD/Short Ton unch.

Economy

• Atlanta Fed GDPNow Q2 Forecast +2.5% unch.

• US Recession Within 6 Months Probability(3M/18M Forward Yld Curve Spread) 42.9 -.2 percentage point

• NY Fed Real-Time Weekly Economic Index 2.5 -3.5%

• US Economic Policy Uncertainty Index 218.9 +17.6%
• Bloomberg Global Trade Policy Uncertainty Index 5.3 -17.6%
• DOGE Total Taxpayer Dollars Saved $205.0 Billion($1,273.29 Savings Per Taxpayer) +n/a
• S&P 500 Current Quarter EPS Growth Rate YoY(459 of 500 reporting) +11.3% +n/a

• S&P 500 Blended Forward 12 Months Mean EPS Estimate 287.58 +n/a:  Growth Rate +12.6% +n/a percentage point, P/E 22.5 +n/a
• S&P 500 Current Year Estimated Profit Margin 13.43% -1.0 basis point
• NYSE FANG+ Current Quarter EPS Growth Rate YoY(7 of 10 reporting) +23.6% +n/a
• NYSE FANG+ Blended Forward 12 Months Mean EPS Estimate 469.52 +n/a: Growth Rate +24.5% +n/a percentage points, P/E 32.9 +n/a

• Citi US Economic Surprise Index 6.9 +1.4 points

• Citi Eurozone Economic Surprise Index 22.2 -6.5 points

• Citi Emerging Markets Economic Surprise Index 1.5 -12.1 points

• Fed Fund Futures imply 86.6%(-2.3 percentage points) chance of -25.0 basis point cut to 4.0-4.25%, 13.4%(+2.3 percentage points) chance of no change, 0.0%(unch.) chance of +25.0 basis point hike to 4.5-4.75% on 9/17

• US Dollar Index 97.84 -.41%

• MSCI Emerging Markets Currency Index 1,840.1 +.13%
  

• Bitcoin/USD 117,449.4 -.6%

• Euro/Yen Carry Return Index 194.4 +.27%
• Swiss Franc/Offshore Chinese Renminbi Cross 8.92 -.26%

• Yield Curve(2s/10s) 57.0 +5.0 basis points
  

• 10-Year US Treasury Yield 4.32% +4.0 basis points

• Federal Reserve's Balance Sheet $6.596 Trillion +.04%
• Federal Reserve's Discount Window Usage $4.986 Billion -10.0%

• U.S. Sovereign Debt Credit Default Swap 37.8 -3.1%
  

• Illinois Municipal Debt Credit Default Swap 206.8 -1.7%
  

• Italian/German 10Y Yld Spread 80.0 +1.0 basis point
• UK Sovereign Debt Credit Default Swap 16.0 -5.7%

• China Sovereign Debt Credit Default Swap 42.9 -4.1%
  

• Brazil Sovereign Debt Credit Default Swap 137.5 -3.7%
  

• Israel Sovereign Debt Credit Default Swap 76.7 +2.2%

• South Korea Sovereign Debt Credit Default Swap 21.3 -2.3%

• China Corp. High-Yield Bond USD ETF(KHYB) 24.33 +.45%
• China High-Yield Real Estate Total Return Index 123.0 +.29%
  

• Atlanta Fed Low Skill Wage Growth Tracker YoY +3.8% -10.0 basis points
• Zillow US All Homes Rent Index YoY +2.9% unch.
• US Urban Consumers Food CPI YoY +2.9% -10.0 basis points
• CPI Core Services Ex-Shelter YoY +3.6% +30.0 basis points
• Cleveland Fed Inflation Nowcast Core PCE YoY +2.89% +4.0 basis points: CPI YoY +2.84% +12.0 basis points
• 1-Year TIPS Spread 2.65 -8.0 basis points
• 10-Year TIPS Spread 2.38 -2.0 basis points

• Treasury Repo 3M T-Bill Spread -11.0 basis points -2.75 basis points
• 2-Year SOFR Swap Spread -24.25 +.25 basis point

• 3-Month EUR/USD Cross-Currency Basis Swap 2.5 -.5 basis point

• N. America Investment Grade Credit Default Swap Index 49.8 -2.4%
  

• America Energy Sector High-Yield Credit Default Swap Index 202.0 +2.4% 
• Bloomberg TRACE # Distressed Bonds Traded 221.0 +18.0 
  

• European Financial Sector Credit Default Swap Index 53.8 -3.1%
• Deutsche Bank Subordinated 5Y Credit Default Swap 117.0 -3.7%

• Emerging Markets Credit Default Swap Index 145.7 -3.6%
  

• MBS 5/10 Treasury Spread 138.0 -2.0 basis points
• Bloomberg CMBS Investment Grade Bbb Average OAS 583.0 -3.0 basis points
• Avg. Auto ABS OAS .52 -1.0 basis point

• M2 Money Supply YoY % Change +4.5% unch.

• Commercial Paper Outstanding $1,394.0B -.5%

• 4-Week Moving Average of Jobless Claims 221,750 +.34%
  

• Continuing Claims Unemployment Rate 1.3% unch.
• Kastle Back-to-Work Barometer(entries in secured buildings) 53.1 -1.0%
  

• Average 30-Year Fixed Home Mortgage Rate 6.69% -5.0 basis points

• Weekly Mortgage Applications 281,100 +10.9%

• Weekly Retail Sales +5.4% +30.0 basis points
• OpenTable US Seated Diners % Change YoY +9.0% -3.0 percentage points
• Box Office Weekly Gross $180.9M -32.2%

• Nationwide Gas $3.15/gallon -.02/gallon

• Baltic Dry Index 2,039.0 -.6%
• Drewry World Container Freight Index $2,349.7/40 ft Box -3.1%
  

• China (Export) Containerized Freight Index 1,193.3 -.6%

• Oil Tanker Rate(Arabian Gulf to U.S. Gulf Coast) 32.5 +8.3%
• Truckstop.com Market Demand Index 61.6 -7.1%

• Rail Freight Carloads 283,867 +1.5%
• TSA Total Traveler Throughput 2,832,747 +15.1% 
• Rasmussen Reports Daily Presidential Approval Tacking Poll 49.0% +1.0 percentage point

Best Performing Style

• Small-Cap Value +3.6%

Worst Performing Style

• Large-Cap Growth +.7%

Leading Sectors

• Airlines +10.7%

• Healthcare Providers +8.4%
• Alt Energy +6.9%

• Pharma +6.0%
  

• Electrification +4.8%
  

Lagging Sectors

• Utilities -.8%

• Shipping -.8%
  

• Networking -1.5%

• Education -1.6%
  

• Nuclear -2.0%
  

Weekly High-Volume Stock Gainers (48)

• RUN, SEDG, UNH, CSIQ, SDM, ENPH, DQ, NXT, MBX, FSLR, JKS, BHVN, NU, LYFT, ICUI, ARWR, KOD, ZETA, AAOI, INTC, SNDX, HSAI, TWLO, CNC, ELV, OSCR, SPOT, MIRM, WING, OPRA, FROG, CRM, PDD, SSRM, MELI, TREE, TATT, BE, APLS, CLBT, IREN, FTNT and FOUR

Weekly High-Volume Stock Losers (12)

• FLO, XYF, CSCO, QFIN, GLXY, RBLX, LRCX, KLAC, SLNO, WLDN, SLM and AMAT

ETFs

• High-Volume Gainers

• High-Volume Losers

Stocks

• High-Volume Gainers

• High-Volume Losers

*5-Day Change