Pulse

Market Recap
Week of Jan. 20 through Jan. 24, 2020

The Standard & Poor's 500 index fell 1.0% this week as fears of a spreading coronavirus and its potential impacts on travel and global economic growth weighed on a number of sectors, especially energy.

The market benchmark ended the week at 3,295.47, down from last week's closing level of 3,329.62. The weekly slide came despite the index hitting a fresh record intraday high Wednesday at 3,337.77.

Much of the week's drop came in Friday's session when the S&P 500 fell 0.9% as a second confirmed case of the new coronavirus was reported in the US while the number of deaths and infections in China ramped up. Adding to worries, officials at the Centers for Disease Control & Prevention said they expect the virus to spread to more people in the US and elsewhere.

The energy sector had the largest percentage drop of the week, sliding 4.8%, as oil futures fell on fears of travel disruptions due to the coronavirus worries. China has banned transportation in and out of Wuhan, the epicenter of the outbreak.

The materials and financial sectors followed with declines of 1.9% and 1.8%, respectively. Just three sectors ended the week in the black, led by a 3.1% rise in utilities, which is often treated as a safety sector. Real estate rose 1.1% while technology edged up 1.0%.

The energy sector's decliners included Cabot Oil & Gas (COG), whose shares fell 13% this week amid the lower oil futures and as analysts at UBS and Wells Fargo both reduced their price targets on the stock.

In the materials sector, shares of CF Industries (CF) fell 11% as Stephens downgraded its investment rating on the stock to equal weight from overweight while reducing its price target on the shares to $50 each from $60.

Among financial stocks, Zions Bancorp's (ZION) shares fell 8.1% on the week as investors were disappointed to see the bank's Q4 earnings per share come in below analysts' mean estimate according to Capital IQ despite higher-than-expected revenue for the quarter. Analysts at Bank of America Securities and Janney responded to the Q4 EPS miss with downgrades of their investment ratings on the stock.

On the upside, the utilities sector's gainers included American Water Works (AWK) and Public Service Enterprise Group (PEG), whose shares rose 4.1% and 4.2%, respectively. Investors seeking safety are often attracted to utilities under the view that their services tend to be in demand regardless of economic growth.

Provided by MT Newswires.

Major US Indicators Events Calendar
Jan. 27 through Feb. 2, 2020
Indicator Name
Latest Value
Next Release
Next Release Time (ET)
Frequency
1 Release Ago
2 Release Ago
3 Release Ago
US New Single Family Houses Sold
719.00K
01/27/2020
10:00 AM
Monthly
1.27%
-2.74%
3.11%
US Durable Goods New Orders MoM
-2.02%
01/28/2020
8:30 AM
Monthly
--
-53.08%
--
US Durable Goods New Orders YoY
-3.69%
01/28/2020
8:30 AM
Monthly
--
--
--
Target Federal Funds Rate Lower Limit
1.50%
01/29/2020
2:15 PM
Market_Daily
0.00%
-14.29%
-12.50%
US Initial Jobless Claims
211000.0
01/30/2020
8:30 AM
Weekly
2.93%
-4.21%
-4.04%
US Real GDP Growth
2.10%
01/30/2020
8:30 AM
Quarterly
5.00%
-35.48%
181.8%
US Personal Savings Rate
7.80%
01/30/2020
8:30 AM
Quarterly
0.00%
-8.24%
8.97%
30 Year Mortgage Rate
3.65%
01/30/2020
10:00 AM
Weekly
0.27%
-2.15%
-0.53%
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
12/11/19
1.50% 1.50%
1.75%
2.25%
0.00%
-14.29%
-33.33%
US Consumer Price Index
12/31/19
258.50 257.94
256.36
252.72
0.22%
0.84%
2.29%
US GDP
09/30/19
21.54T 21.54T
21.34T
20.75T
0.00%
0.95%
3.82%
US Housing Starts
12/31/19
1.608M 1.375M
1.266M
1.142M
16.95%
27.01%
40.81%
US Manufacturing New Orders
11/30/19
493.03B 496.64B
499.58B
500.39B
-0.73%
-1.31%
-1.47%
US Personal Consumption Expenditures
11/30/19
14.82T 14.76T
14.68T
14.27T
0.44%
0.96%
3.91%
US Retail Sales
12/31/19
464.52B 462.88B
459.19B
438.40B
0.35%
1.16%
5.96%
US Total Nonfarm Payrolls
12/31/19
152.38M 152.24M
151.83M
150.28M
0.10%
0.36%
1.40%
View All Indicators
US Equity Major Funds Review
Benchmark:
S&P 500 Total Return
Week %
-0.63%
YTD %
2.10%
1Y %
27.24%
Passive Week % YTD % 1Y%
SPDR® S&P 500 ETF Trust
-0.65% 2.15% 27.11%
Vanguard Dividend Appreciation ETF
-0.20% 2.51% 27.11%
Vanguard Institutional Index I
-1.01% 2.10% 27.22%
Vanguard Mid-Cap ETF
-0.63% 2.26% 24.60%
Vanguard Small-Cap ETF
-1.90% 0.57% 17.59%
Vanguard Total Stock Market ETF
-0.74% 2.12% 25.97%
iShares Russell 1000 Value ETF
-1.05% 0.21% 19.64%
iShares Russell 2000 ETF
-2.44% -0.17% 15.22%
Active Week % YTD % 1Y%
American Funds Growth Fund of Amer A
-0.77% 3.11% 24.21%
American Funds Washington Mutual A
-0.93% 1.27% 21.80%
Dodge & Cox Stock
-2.55% -0.08% 17.05%
Fidelity® Contrafund®
-0.90% 4.01% 27.01%
MFS Value I
-1.25% 0.78% 24.24%
T. Rowe Price Mid-Cap Growth
-1.14% 2.06% 25.43%
Vanguard Dividend Growth Inv
-0.70% 2.39% 28.50%
Vanguard Windsor™ II Admiral™
-1.57% 1.08% 23.66%
View All Funds
International Equity Major Funds Review
Benchmark:
MSCI ACWI Ex USA Total Return
Week %
-1.10%
YTD %
0.53%
1Y %
16.82%
Passive Week % YTD % 1Y%
Vanguard FTSE Developed Markets ETF
-0.94% 0.16% 16.80%
Vanguard FTSE Europe ETF
-1.00% -0.60% 18.57%
Vanguard Total International Stock ETF
-1.38% -0.02% 15.54%
iShares MSCI EAFE ETF
-0.97% 0.07% 16.77%
iShares MSCI Emerging Markets ETF
-2.98% -0.60% 10.18%
iShares MSCI Eurozone ETF
-1.32% -0.74% 17.27%
iShares MSCI Japan ETF
-0.28% 0.49% 13.96%
Active Week % YTD % 1Y%
American Funds Capital World Gr&Inc A
-1.03% 1.19% 20.95%
American Funds Europacific Growth R6
-1.55% 0.56% 21.62%
American Funds New Perspective A
-0.98% 2.37% 26.39%
Franklin Mutual Global Discovery A
-2.03% -0.49% 17.76%
Harbor International Institutional
-0.82% -0.15% 16.37%
Invesco Oppenheimer Developing Markets Y
-3.59% -0.42% 17.57%
MFS International Intrinsic Value I
-0.02% 1.78% 24.83%
Oakmark International Investor
-2.66% -3.25% 12.74%
View All Funds
US Fixed Income Major Funds Review
Benchmark:
Bloomberg Barclays US Aggregate
Week %
0.70%
YTD %
1.30%
1Y %
9.66%
Passive Week % YTD % 1Y%
SPDR® Blmbg Barclays High Yield Bd ETF
-0.85% -0.22% 10.10%
Vanguard Interm-Term Bond ETF
0.73% 1.44% 11.15%
Vanguard Interm-Term Corp Bd ETF
0.67% 1.35% 13.90%
Vanguard Short-Term Bond ETF
0.31% 0.46% 5.20%
Vanguard Total Bond Market ETF
0.65% 1.25% 9.74%
iShares Core US Aggregate Bond ETF
0.54% 1.26% 9.58%
iShares TIPS Bond ETF
0.52% 1.14% 9.25%
iShares iBoxx $ High Yield Corp Bd ETF
-0.84% -0.28% 9.58%
iShares iBoxx $ Invmt Grade Corp Bd ETF
0.82% 1.65% 17.09%
Active Week % YTD % 1Y%
Dodge & Cox Income
0.50% 1.14% 10.01%
DoubleLine Total Return Bond N
0.56% 1.13% 6.74%
Lord Abbett Short Duration Income F
0.29% 0.46% 5.49%
Metropolitan West Total Return Bd I
0.75% 1.32% 9.90%
PIMCO Total Return Instl
0.82% 1.45% 9.36%
T. Rowe Price New Income
0.56% 1.22% 10.02%
Vanguard Interm-Term Tx-Ex Adm
0.23% 1.19% 7.71%
View All Funds
Indices > S&P 500 Events Calendar
Jan. 27 through Feb. 2, 2020
Earnings Next Earnings Report
Estimate
MA
Mastercard Inc
01/29/20
1.872
MSFT
Microsoft Corp
01/29/20
1.324
FB
Facebook Inc
01/29/20
2.531
T
AT&T Inc
01/29/20
0.8764
V
Visa Inc
01/30/20
1.466
AMZN
Amazon.com Inc
01/30/20
4.074
AAPL
Apple Inc
01/30/20
4.534
XOM
Exxon Mobil Corp
01/31/20
0.4770
Dividends Ex-Date Amount Price
MMC
Marsh & McLennan Companies Inc
01/28/20 0.455 113.87
F
Ford Motor Co
01/29/20 0.15 9.00
PFE
Pfizer Inc
01/30/20 0.38 39.82
TXN
Texas Instruments Inc
01/30/20 0.90 130.52
MS
Morgan Stanley
01/30/20 0.35 54.55
C
Citigroup Inc
01/31/20 0.51 78.42
AON
Aon PLC
01/31/20 0.44 213.42
KMI
Kinder Morgan Inc
01/31/20 0.25 21.56
View All Stock Events
Technology Majors Review
Benchmark:
Technology Select Sector SPDR® ETF
Week %
1.00%
YTD %
6.28%
1Y %
51.85%
 
Ticker
Company Name
Week % YTD % 1Y% Vol. Trend
Market Cap
GOOG
Alphabet Inc
1.03% 9.70% 36.58% 4.28%
1.012T
AAPL
Apple Inc
0.97% 8.40% 111.6% 1.68%
1.395T
CSCO
Cisco Systems Inc
-0.41% 2.59% 10.05% -1.83%
207.23B
FB
Facebook Inc
-1.73% 6.18% 49.45% 1.53%
621.51B
IBM
International Business Machines Corp
1.87% 4.86% 11.14% 20.11%
124.49B
MSFT
Microsoft Corp
-0.68% 4.65% 57.72% 4.57%
1.259T
ORCL
Oracle Corp
-2.45% 2.51% 11.82% -4.01%
173.44B
QCOM
Qualcomm Inc
-2.33% 1.61% 82.86% 3.87%
102.41B
View All Stocks
Financial Services Majors Review
Benchmark:
Financial Select Sector SPDR® ETF
Week %
-1.78%
YTD %
-1.27%
1Y %
20.26%
 
Ticker
Company Name
Week % YTD % 1Y% Vol. Trend
Market Cap
BAC
Bank of America Corp
-3.40% -4.77% 17.94% 1.38%
296.36B
BRK.B
Berkshire Hathaway Inc
-1.25% 0.16% 12.85% 5.70%
554.68B
C
Citigroup Inc
-3.19% -1.84% 28.58% 0.99%
165.79B
GS
Goldman Sachs Group Inc
-3.12% 5.21% 24.81% 0.75%
85.66B
JPM
JPMorgan Chase & Co
-2.99% -3.86% 33.42% 1.26%
410.63B
MA
Mastercard Inc
1.05% 8.54% 62.84% 8.57%
326.54B
V
Visa Inc
2.02% 9.10% 49.82% 0.47%
455.58B
WFC
Wells Fargo & Co
-3.41% -11.58% -1.03% 4.23%
196.67B
View All Stocks
Industrials Majors Review
Benchmark:
Industrial Select Sector SPDR® ETF
Week %
-1.01%
YTD %
2.55%
1Y %
23.24%
 
Ticker
Company Name
Week % YTD % 1Y% Vol. Trend
Market Cap
MMM
3M Co
-1.58% 0.98% -4.31% -1.46%
102.45B
BA
Boeing Co
-2.70% -0.83% -7.76% 26.79%
181.81B
CAT
Caterpillar Inc
-4.40% -4.28% 8.80% 4.62%
77.58B
DHR
Danaher Corp
0.46% 5.71% 53.73% -18.53%
112.82B
GE
General Electric Co
-1.10% 4.93% 39.30% 5.39%
102.27B
HON
Honeywell International Inc
-2.81% 0.07% 28.04% 1.61%
126.57B
LMT
Lockheed Martin Corp
1.60% 11.07% 55.52% 1.37%
122.00B
UPS
United Parcel Service Inc
-1.64% -0.34% 21.09% -2.59%
100.07B
View All Stocks
Real Estate Majors Review
Benchmark:
Real Estate Select Sector SPDR®
Week %
1.14%
YTD %
3.41%
1Y %
25.97%
 
Ticker
Company Name
Week % YTD % 1Y% Vol. Trend
Market Cap
BXP
Boston Properties Inc
1.96% 3.01% 20.73% 0.57%
21.96B
BAM
Brookfield Asset Management Inc
1.09% 7.91% 52.01% 0.05%
62.82B
BPR
Brookfield Property REIT Inc
-0.16% 3.93% 16.83% 4.01%
1.255B
CBRE
CBRE Group Inc
-0.05% -0.85% 37.93% -0.53%
20.34B
EQIX
Equinix Inc
-0.53% 1.42% 62.60% 5.48%
50.48B
PLD
Prologis Inc
3.00% 7.86% 52.50% 5.07%
60.75B
SPG
Simon Property Group Inc
-2.50% -2.78% -13.10% 2.40%
44.44B
VTR
Ventas Inc
0.32% 1.89% -0.34% 0.06%
21.93B
View All Stocks
Energy Majors Review
Benchmark:
Energy Select Sector SPDR® ETF
Week %
-4.84%
YTD %
-5.70%
1Y %
-2.75%
 
Ticker
Company Name
Week % YTD % 1Y% Vol. Trend
Market Cap
BP
BP PLC
-1.83% 1.03% 1.06% 3.16%
128.82B
CVX
Chevron Corp
-4.31% -7.19% 2.54% 3.72%
211.49B
COP
ConocoPhillips
-3.77% -3.71% -3.17% 1.33%
68.71B
XOM
Exxon Mobil Corp
-3.63% -4.96% -2.65% 4.35%
280.61B
HAL
Halliburton Co
-2.98% -5.60% -23.58% 1.98%
20.28B
PBR
Petroleo Brasileiro SA Petrobras
-0.81% -7.34% -3.18% 3.03%
96.33B
PSX
Phillips 66
-3.34% -9.95% 13.81% 3.76%
44.58B
SU
Suncor Energy Inc
-4.85% -1.40% 6.27% 3.37%
49.71B
View All Stocks
Healthcare Majors Review
Benchmark:
Health Care Select Sector SPDR® ETF
Week %
-1.94%
YTD %
0.59%
1Y %
18.02%
 
Ticker
Company Name
Week % YTD % 1Y% Vol. Trend
Market Cap
ABBV
AbbVie Inc
-6.41% -4.38% 2.88% 9.36%
123.54B
AMGN
Amgen Inc
-6.20% -6.42% 15.68% 8.06%
134.04B
JNJ
Johnson & Johnson
0.08% 1.68% 20.04% 8.22%
390.36B
MRK
Merck & Co Inc
-5.70% -5.46% 20.70% 5.51%
218.90B
NVS
Novartis AG
-1.29% -0.87% 28.23% 16.13%
212.58B
PFE
Pfizer Inc
-1.95% 1.63% 0.84% 7.37%
220.37B
UNH
UnitedHealth Group Inc
-2.64% -0.40% 11.87% 3.27%
277.41B
View All Stocks
Consumer Defensive Majors Review
Benchmark:
Consumer Staples Select Sector SPDR® ETF
Week %
-0.19%
YTD %
0.97%
1Y %
25.79%
 
Ticker
Company Name
Week % YTD % 1Y% Vol. Trend
Market Cap
KO
Coca-Cola Co
1.51% 4.21% 24.80% 0.42%
247.13B
MDLZ
Mondelez International Inc
-0.18% 0.02% 30.66% 3.04%
79.32B
PEP
PepsiCo Inc
2.37% 4.57% 34.38% 2.48%
199.29B
PM
Philip Morris International Inc
-2.72% 1.25% 27.50% 2.59%
134.04B
PG
Procter & Gamble Co
-0.15% 0.79% 36.17% 5.02%
309.03B
TGT
Target Corp
-1.72% -10.83% 67.04% 5.54%
57.93B
KHC
The Kraft Heinz Co
-4.16% -5.35% -30.92% -1.74%
37.14B
WMT
Walmart Inc
-1.32% -3.76% 18.63% 1.97%
324.49B
View All Stocks
Consumer Cyclical Majors Review
Benchmark:
Consumer Discret Sel Sect SPDR® ETF
Week %
-1.25%
YTD %
0.42%
1Y %
20.59%
 
Ticker
Company Name
Week % YTD % 1Y% Vol. Trend
Market Cap
BABA
Alibaba Group Holding Ltd
-4.55% 0.78% 37.14% -0.21%
573.43B
AMZN
Amazon.com Inc
-0.87% 0.75% 12.49% 2.20%
923.00B
MCD
McDonald's Corp
0.18% 6.90% 15.46% 2.25%
159.08B
NKE
Nike Inc
-1.30% 0.71% 28.19% -1.82%
158.90B
SBUX
Starbucks Corp
-0.59% 4.67% 44.81% -0.87%
108.69B
HD
The Home Depot Inc
1.39% 6.24% 34.41% -0.40%
253.07B
DIS
The Walt Disney Co
-3.47% -3.15% 28.26% 3.13%
252.88B
TJX
TJX Companies Inc
-2.58% 0.21% 27.81% -3.11%
73.62B
View All Stocks
Utilities Majors Review
Benchmark:
Utilities Select Sector SPDR® ETF
Week %
3.11%
YTD %
5.79%
1Y %
30.39%
 
Ticker
Company Name
Week % YTD % 1Y% Vol. Trend
Market Cap
D
Dominion Energy Inc
0.59% 1.42% 27.39% -2.96%
69.64B
DTE
DTE Energy Co
-0.12% 2.23% 18.48% 5.13%
25.50B
DUK
Duke Energy Corp
3.33% 5.56% 15.86% 0.03%
70.19B
ETR
Entergy Corp
4.63% 9.12% 52.95% -0.82%
26.03B
NGG
National Grid PLC
5.89% 5.78% 32.76% 2.17%
46.51B
NEE
NextEra Energy Inc
4.54% 8.90% 49.83% 8.21%
128.90B
SO
Southern Co
4.97% 9.01% 51.36% -1.81%
72.82B
WEC
WEC Energy Group Inc
2.90% 7.30% 40.99% 2.57%
31.22B
View All Stocks
Basic Materials Majors Review
Benchmark:
Materials Select Sector SPDR® ETF
Week %
-1.86%
YTD %
-2.74%
1Y %
17.01%
 
Ticker
Company Name
Week % YTD % 1Y% Vol. Trend
Market Cap
AA
Alcoa Corp
-12.77% -27.89% -44.53% 11.76%
2.878B
MT
ArcelorMittal SA
-5.35% -12.20% -27.29% 6.46%
15.58B
DD
DuPont de Nemours Inc
-3.74% -7.49% -23.76% 0.35%
44.00B
ECL
Ecolab Inc
2.60% 2.60% 31.64% 3.93%
57.08B
NTR
Nutrien Ltd
-6.01% -7.58% -10.04% 6.79%
25.37B
RIO
Rio Tinto PLC
-2.35% -2.70% 30.02% 9.67%
97.15B
SHW
Sherwin-Williams Co
1.69% 1.94% 53.84% 3.04%
54.91B
VALE
Vale SA
-2.43% -2.73% -11.32% 0.75%
65.85B
View All Stocks