Pulse

Market Recap
Week of Dec. 2 through Dec. 6, 2019

The Standard & Poor's 500 index edged up 0.2% this week as advances led by energy, consumer staples and health care managed to slightly outweigh declines led by industrials and consumer-discretionary stocks.

The market benchmark ended the week at 3,145.91, up from last week's closing level of 3,140.98.

The slight move reflected mixed sentiment across the market as investors began the final month of the calendar year still grappling with concerns about the trade dispute between the US and China but also saw strong signs for the US economy from the latest monthly jobs figures.

The trade concerns are intensifying again as a Dec. 15 deadline for new tariffs on consumer goods nears. Investors are questioning whether a deal can be signed before the deadline.

Meanwhile, November nonfarm payrolls released Friday showed some 266,000 jobs were added in the US in November while the unemployment rate was at a 50-year low of 3.5%, with both figures coming in better than economists expected.

The energy sector had the largest percentage increase of the week, up 1.5%, followed by gains of 1.1% in consumer staples and 0.9% for health care. Four sectors were in the red, led by industrials, which fell 1.2%, and consumer discretionary, down 0.6%.

The energy sector's climb came as crude-oil futures climbed amid hopes for the Organization of the Petroleum Exporting Countries to extend production cuts.

Among the gainers, shares of Exxon Mobil (XOM) rose 2.0% while Chevron (CVX) shares added 0.7% this week.

The consumer-staples sector's gainers included Mondelez (MDLZ), which was named Morgan Stanley's top pick in US food. The firm said it views the company's "recent top-line acceleration as sustainable, aided by successful strategic changes implemented by management, increased reinvestment, as well as a favorable geographic/category footprint." Shares of Mondelez rose 2.5% this week.

In health care, shares of Bristol-Myers Squibb (BMY) climbed 5.5% as the company said the US Food & Drug Administration has granted breakthrough therapy designation to its Orencia in the prevention of moderate to severe acute graft-versus-host disease in patients undergoing stem cell transplants from unrelated donors. Also boosting the shares, Bristol-Myers Squibb's board an increase of 9.8% in the company's quarterly dividend, beginning in the first quarter of 2020.

Shares of Varian Medical Systems (VAR) rose 3.6% this week as UBS lifted its price target on the stock to $160 from $155 while reiterating a buy investment rating on the shares.

On the downside, shares of Boeing (BA) fell 3.3% this week, weighing on the industrial sector amid reports the company said in an October letter to the Securities & Exchange Commission that new regulatory requirements or delays in returning its 737 MAX jetliner to service could cause a halt to production.

Provided by MT Newswires.

Major US Indicators Events Calendar
Dec. 9 through Dec. 15, 2019
Indicator Name
Latest Value
Next Release
Next Release Time (ET)
Frequency
1 Release Ago
2 Release Ago
3 Release Ago
US Consumer Price Index
257.27
12/11/2019
8:30 AM
Monthly
0.36%
0.02%
0.05%
US Consumer Price Index MoM
0.36%
12/11/2019
8:30 AM
Monthly
1.48K%
-58.38%
-83.81%
Target Federal Funds Rate Lower Limit
1.50%
12/11/2019
2:15 PM
Market_Daily
-14.29%
-12.50%
-11.11%
US Initial Jobless Claims
203000.0
12/12/2019
8:30 AM
Weekly
-6.58%
0.44%
7.58%
US Producer Price Index YoY
1.11%
12/12/2019
8:30 AM
Monthly
-19.44%
-23.81%
5.18%
30 Year Mortgage Rate
3.68%
12/12/2019
10:00 AM
Weekly
0.00%
0.55%
-2.40%
US Retail Sales MoM
0.34%
12/13/2019
8:30 AM
Monthly
-46.05%
--
-15.48%
US Retail Sales YoY
2.88%
12/13/2019
8:30 AM
Monthly
-24.07%
-16.87%
29.01%
View All Indicator Releases
Headline US Indicators Review
Indicator Name
Date
Latest Value 1M Ago
3M Ago
1Y Ago
1M Change
3M Change
1Y Change
Target Federal Funds Rate Lower Limit
10/30/19
1.50% 1.75%
2.00%
2.00%
-14.29%
-25.00%
-25.00%
US Consumer Price Index
10/31/19
257.27 256.36
256.16
252.79
0.36%
0.43%
1.77%
US GDP
09/30/19
21.54T 21.54T
21.34T
20.75T
0.00%
0.95%
3.82%
US Housing Starts
10/31/19
1.314M 1.266M
1.204M
1.211M
3.79%
9.14%
8.51%
US Manufacturing New Orders
09/30/19
496.65B 499.76B
493.35B
514.54B
-0.62%
0.67%
-3.48%
US Personal Consumption Expenditures
10/31/19
14.74T 14.70T
14.64T
14.22T
0.27%
0.72%
3.66%
US Retail Sales
10/31/19
461.22B 459.64B
458.97B
448.28B
0.34%
0.49%
2.89%
US Total Nonfarm Payrolls
11/30/19
152.25M 151.99M
151.64M
150.05M
0.18%
0.41%
1.47%
View All Indicators
US Equity Major Funds Review
Benchmark:
S&P 500 Total Return
Week %
0.21%
YTD %
27.90%
1Y %
19.08%
Passive Week % YTD % 1Y%
Invesco QQQ Trust
-0.05% 33.70% 23.94%
SPDR® S&P 500 ETF Trust
0.18% 27.75% 19.02%
Vanguard Dividend Appreciation ETF
0.16% 27.00% 18.88%
Vanguard Institutional Index I
0.21% 27.88% 19.06%
Vanguard Mid-Cap ETF
0.02% 27.89% 17.86%
Vanguard Small-Cap ETF
0.23% 24.91% 14.43%
Vanguard Total Stock Market ETF
0.17% 27.32% 18.32%
iShares Russell 1000 Value ETF
0.44% 23.40% 14.59%
iShares Russell 2000 ETF
0.65% 22.79% 12.08%
Active Week % YTD % 1Y%
American Funds Washington Mutual A
0.08% 22.47% 16.02%
Dodge & Cox Stock
0.22% 20.98% 11.54%
Fidelity® Contrafund®
-0.29% 26.00% 18.39%
MFS Value I
0.59% 27.25% 18.02%
T. Rowe Price Mid-Cap Growth
-0.24% 28.52% 19.89%
Vanguard Dividend Growth Inv
0.29% 28.01% 20.19%
Vanguard Windsor™ II Admiral™
0.28% 25.93% 17.37%
View All Funds
International Equity Major Funds Review
Benchmark:
MSCI ACWI Ex USA Total Return
Week %
0.48%
YTD %
17.58%
1Y %
15.18%
Passive Week % YTD % 1Y%
Vanguard FTSE Developed Markets ETF
0.81% 19.37% 15.09%
Vanguard FTSE Europe ETF
0.66% 20.25% 17.35%
Vanguard Total International Stock ETF
0.96% 17.77% 14.07%
iShares MSCI EAFE ETF
0.75% 19.38% 15.57%
iShares MSCI Emerging Markets ETF
1.25% 11.10% 8.38%
iShares MSCI Eurozone ETF
0.27% 19.78% 16.35%
iShares MSCI Japan ETF
2.07% 20.76% 14.36%
Active Week % YTD % 1Y%
American Funds Capital World Gr&Inc A
0.12% 21.10% 16.92%
American Funds Europacific Growth R6
0.69% 23.00% 19.09%
American Funds New Perspective A
0.13% 25.67% 20.41%
Franklin Mutual Global Discovery A
-0.16% 20.48% 14.21%
Harbor International Institutional
1.10% 19.51% 16.80%
Invesco Oppenheimer Developing Markets Y
1.06% 18.89% 16.90%
MFS International Intrinsic Value I
0.83% 23.49% 20.37%
Oakmark International Investor
0.12% 19.99% 16.10%
View All Funds
US Fixed Income Major Funds Review
Benchmark:
Bloomberg Barclays US Aggregate
Week %
-0.22%
YTD %
8.55%
1Y %
9.82%
Passive Week % YTD % 1Y%
SPDR® Blmbg Barclays High Yield Bd ETF
0.38% 13.04% 10.69%
Vanguard Interm-Term Bond ETF
-0.19% 10.24% 11.79%
Vanguard Interm-Term Corp Bd ETF
0.05% 13.59% 14.90%
Vanguard Short-Term Bond ETF
-0.04% 4.74% 5.65%
Vanguard Total Bond Market ETF
-0.17% 8.74% 10.14%
iShares Core US Aggregate Bond ETF
-0.08% 8.42% 9.82%
iShares TIPS Bond ETF
0.19% 8.18% 8.22%
iShares iBoxx $ High Yield Corp Bd ETF
0.38% 12.38% 10.34%
Active Week % YTD % 1Y%
Dodge & Cox Income
-0.07% 9.35% 10.25%
DoubleLine Total Return Bond N
-0.19% 5.74% 6.67%
Lord Abbett Short Duration Income F
0.06% 5.30% 5.58%
Metropolitan West Total Return Bd I
-0.23% 8.98% 10.18%
PIMCO Income Instl
0.19% 6.83% 7.63%
PIMCO Total Return Instl
-0.22% 8.28% 9.17%
T. Rowe Price New Income
-0.05% 9.06% 10.15%
Vanguard Interm-Term Tx-Ex Adm
0.12% 6.61% 7.31%
View All Funds
Indices > S&P 500 Events Calendar
Dec. 9 through Dec. 15, 2019
Earnings Next Earnings Report
Estimate
AZO
AutoZone Inc
12/10/19
13.74
AVGO
Broadcom Inc
12/12/19
5.384
ADBE
Adobe Inc
12/12/19
2.258
ORCL
Oracle Corp
12/12/19
0.8855
COST
Costco Wholesale Corp
12/13/19
1.716
Dividends Ex-Date Amount Price
CME
CME Group Inc
12/09/19 0.75 205.96
BDX
Becton, Dickinson and Co
12/09/19 0.79 260.69
FIS
Fidelity National Information Services Inc
12/12/19 0.35 138.58
GILD
Gilead Sciences Inc
12/12/19 0.63 67.08
ADP
Automatic Data Processing Inc
12/12/19 0.91 169.98
CCI
Crown Castle International Corp
12/12/19 1.20 135.46
DIS
The Walt Disney Co
12/13/19 0.88 147.66
MRK
Merck & Co Inc
12/13/19 0.61 88.85
View All Stock Events
Technology Majors Review
Benchmark:
Technology Select Sector SPDR® ETF
Week %
-0.45%
YTD %
43.00%
1Y %
32.96%
 
Ticker
Company Name
Week % YTD % 1Y% Vol. Trend
Market Cap
GOOG
Alphabet Inc
2.73% 29.45% 25.44% 3.37%
924.61B
AAPL
Apple Inc
1.29% 74.20% 57.27% 0.85%
1.203T
CSCO
Cisco Systems Inc
-3.24% 4.04% -6.84% 2.09%
185.98B
FB
Facebook Inc
-0.29% 53.37% 43.99% -3.32%
573.34B
IBM
International Business Machines Corp
-0.91% 22.82% 12.67% -6.90%
117.98B
MSFT
Microsoft Corp
0.24% 51.63% 41.04% -7.10%
1.158T
ORCL
Oracle Corp
-2.33% 23.50% 19.45% 5.59%
179.98B
QCOM
Qualcomm Inc
1.08% 52.64% 52.11% 4.21%
95.71B
View All Stocks
Financial Services Majors Review
Benchmark:
Financial Select Sector SPDR® ETF
Week %
0.70%
YTD %
29.42%
1Y %
21.19%
 
Ticker
Company Name
Week % YTD % 1Y% Vol. Trend
Market Cap
BAC
Bank of America Corp
1.60% 39.73% 31.01% -1.30%
302.87B
BRK.B
Berkshire Hathaway Inc
1.05% 9.03% 7.04% 1.36%
544.29B
C
Citigroup Inc
0.92% 49.72% 29.78% 0.03%
165.51B
GS
Goldman Sachs Group Inc
1.47% 37.21% 24.51% 5.95%
79.53B
JPM
JPMorgan Chase & Co
2.49% 42.66% 32.39% -2.00%
423.55B
MA
Mastercard Inc
-0.63% 54.79% 43.86% -8.15%
292.97B
V
Visa Inc
-1.27% 38.95% 29.97% 2.11%
404.85B
WFC
Wells Fargo & Co
-0.17% 22.69% 10.66% 0.41%
229.95B
View All Stocks
Industrials Majors Review
Benchmark:
Industrial Select Sector SPDR® ETF
Week %
-1.13%
YTD %
27.89%
1Y %
18.64%
 
Ticker
Company Name
Week % YTD % 1Y% Vol. Trend
Market Cap
MMM
3M Co
1.00% -6.95% -12.52% -1.48%
98.60B
BA
Boeing Co
-3.30% 12.31% 9.13% -21.11%
199.28B
CAT
Caterpillar Inc
-1.39% 15.46% 14.29% -12.55%
78.88B
DHR
Danaher Corp
1.53% 44.27% 42.10% 47.33%
106.46B
GE
General Electric Co
-1.51% 53.01% 57.80% 1.55%
96.94B
HON
Honeywell International Inc
-1.73% 35.53% 26.49% -1.70%
125.37B
LMT
Lockheed Martin Corp
-1.07% 51.55% 38.57% -7.31%
109.12B
UPS
United Parcel Service Inc
-1.84% 24.71% 12.57% -8.05%
100.82B
View All Stocks
Real Estate Majors Review
Benchmark:
Real Estate Select Sector SPDR®
Week %
-0.34%
YTD %
26.82%
1Y %
15.38%
 
Ticker
Company Name
Week % YTD % 1Y% Vol. Trend
Market Cap
BXP
Boston Properties Inc
0.53% 26.47% 8.36% -4.16%
21.54B
BAM
Brookfield Asset Management Inc
-0.29% 53.83% 39.93% 5.56%
58.66B
BPR
Brookfield Property REIT Inc
-1.16% 25.11% 15.10% 0.42%
1.231B
CBRE
CBRE Group Inc
2.60% 46.10% 37.32% -0.66%
19.58B
EQIX
Equinix Inc
-1.35% 61.76% 45.22% 2.66%
47.69B
PLD
Prologis Inc
-0.13% 58.89% 37.31% 2.01%
57.76B
SPG
Simon Property Group Inc
-1.96% -7.20% -18.20% 3.35%
45.49B
VTR
Ventas Inc
-1.44% 1.55% -7.82% 3.43%
21.42B
View All Stocks
Energy Majors Review
Benchmark:
Energy Select Sector SPDR® ETF
Week %
1.41%
YTD %
6.87%
1Y %
-3.98%
 
Ticker
Company Name
Week % YTD % 1Y% Vol. Trend
Market Cap
BP
BP PLC
-0.88% 3.98% -0.41% -0.66%
125.30B
CVX
Chevron Corp
0.75% 12.89% 5.95% 4.33%
223.14B
COP
ConocoPhillips
3.39% 1.62% -4.88% 3.54%
68.00B
XOM
Exxon Mobil Corp
2.03% 6.84% -7.06% 2.04%
294.10B
HAL
Halliburton Co
7.28% -13.26% -22.61% -9.01%
19.60B
PBR
Petroleo Brasileiro SA Petrobras
5.30% 21.28% 11.81% -3.33%
101.16B
PSX
Phillips 66
-1.01% 36.58% 27.07% 0.99%
50.46B
SU
Suncor Energy Inc
2.66% 18.80% 7.99% 3.44%
49.05B
View All Stocks
Healthcare Majors Review
Benchmark:
Health Care Select Sector SPDR® ETF
Week %
0.92%
YTD %
17.48%
1Y %
9.86%
 
Ticker
Company Name
Week % YTD % 1Y% Vol. Trend
Market Cap
ABBV
AbbVie Inc
-0.85% -0.29% 1.76% -0.82%
128.63B
AMGN
Amgen Inc
-0.40% 23.76% 21.06% 0.51%
138.90B
JNJ
Johnson & Johnson
2.10% 11.84% -1.09% -16.33%
369.46B
MRK
Merck & Co Inc
1.92% 18.63% 16.49% -3.11%
226.21B
NVS
Novartis AG
-0.25% 11.18% 7.13% -8.47%
208.50B
PFE
Pfizer Inc
-0.60% -9.03% -11.72% 0.04%
211.90B
UNH
UnitedHealth Group Inc
0.50% 14.36% 2.90% -5.56%
265.46B
View All Stocks
Consumer Defensive Majors Review
Benchmark:
Consumer Staples Select Sector SPDR® ETF
Week %
1.08%
YTD %
25.78%
1Y %
16.31%
 
Ticker
Company Name
Week % YTD % 1Y% Vol. Trend
Market Cap
KO
Coca-Cola Co
1.91% 18.59% 13.71% -0.58%
233.16B
MDLZ
Mondelez International Inc
2.47% 36.56% 24.34% -0.13%
77.52B
PEP
PepsiCo Inc
1.83% 28.01% 21.04% 4.87%
191.54B
PM
Philip Morris International Inc
0.39% 30.27% 3.58% -2.15%
129.53B
PG
Procter & Gamble Co
1.74% 38.90% 36.48% -6.11%
309.71B
TGT
Target Corp
0.02% 95.19% 85.50% -0.52%
63.36B
KHC
The Kraft Heinz Co
1.93% -23.64% -33.63% -0.15%
37.97B
WMT
Walmart Inc
0.58% 30.61% 28.37% 5.98%
339.84B
View All Stocks
Consumer Cyclical Majors Review
Benchmark:
Consumer Discret Sel Sect SPDR® ETF
Week %
-0.58%
YTD %
24.22%
1Y %
15.88%
 
Ticker
Company Name
Week % YTD % 1Y% Vol. Trend
Market Cap
BABA
Alibaba Group Holding Ltd
0.94% 47.29% 29.56% 7.11%
541.61B
AMZN
Amazon.com Inc
-2.73% 16.62% 3.08% 0.69%
868.44B
MCD
McDonald's Corp
0.45% 12.67% 7.88% -10.06%
147.12B
NKE
Nike Inc
3.75% 32.23% 29.78% -7.32%
151.42B
SBUX
Starbucks Corp
1.04% 36.54% 32.13% 2.30%
101.94B
HD
The Home Depot Inc
-2.21% 28.09% 25.08% 9.28%
233.74B
DIS
The Walt Disney Co
-2.59% 35.50% 30.97% -0.03%
266.14B
TJX
TJX Companies Inc
-2.11% 36.00% 30.96% 0.66%
72.00B
View All Stocks
Utilities Majors Review
Benchmark:
Utilities Select Sector SPDR® ETF
Week %
0.25%
YTD %
22.22%
1Y %
15.97%
 
Ticker
Company Name
Week % YTD % 1Y% Vol. Trend
Market Cap
D
Dominion Energy Inc
-1.44% 18.84% 13.56% 8.35%
66.67B
DTE
DTE Energy Co
0.23% 16.08% 8.10% -2.77%
24.06B
DUK
Duke Energy Corp
1.80% 8.51% 4.25% 5.46%
65.44B
ETR
Entergy Corp
1.46% 42.27% 38.75% -0.35%
23.51B
NGG
National Grid PLC
1.62% 29.05% 16.94% -3.66%
40.65B
NEE
NextEra Energy Inc
0.24% 38.11% 31.43% -4.12%
114.56B
SO
Southern Co
0.24% 47.91% 39.64% 4.64%
65.17B
WEC
WEC Energy Group Inc
0.47% 32.33% 24.27% 2.92%
28.10B
View All Stocks
Basic Materials Majors Review
Benchmark:
Materials Select Sector SPDR® ETF
Week %
0.10%
YTD %
20.80%
1Y %
15.49%
 
Ticker
Company Name
Week % YTD % 1Y% Vol. Trend
Market Cap
AA
Alcoa Corp
1.23% -22.50% -30.52% -4.33%
3.823B
MT
ArcelorMittal SA
4.50% -12.47% -17.99% -2.61%
18.09B
DD
DuPont de Nemours Inc
-1.88% -39.37% -42.02% 8.53%
47.11B
ECL
Ecolab Inc
-0.14% 27.45% 19.57% -3.24%
53.73B
NTR
Nutrien Ltd
-1.37% 2.06% -6.41% -5.96%
26.79B
RIO
Rio Tinto PLC
1.48% 28.22% 34.02% -7.64%
93.26B
SHW
Sherwin-Williams Co
-0.79% 48.40% 45.60% -9.36%
53.40B
VALE
Vale SA
5.36% -6.07% -8.43% 1.89%
63.54B
View All Stocks