Pulse

Market Recap
Week of May. 18 through May. 22, 2020

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Major US Indicators Events Calendar
May. 25 through May. 31, 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
627.00K
05/26/2020
10:00 AM
Monthly
-15.38%
-4.63%
7.47%
US Initial Jobless Claims
2.438M
05/28/2020
8:30 AM
Weekly
-9.27%
-15.40%
-17.87%
US Real GDP Growth
-4.80%
05/28/2020
8:30 AM
Quarterly
0.00%
0.00%
5.00%
US Personal Savings Rate
9.60%
05/28/2020
8:30 AM
Quarterly
26.32%
-1.30%
-1.28%
US Durable Goods New Orders MoM
-14.44%
05/28/2020
8:30 AM
Monthly
0.00%
-62.58%
0.00%
US Durable Goods New Orders YoY
-14.67%
05/28/2020
8:30 AM
Monthly
0.00%
--
--
30 Year Mortgage Rate
3.28%
05/28/2020
10:00 AM
Weekly
0.61%
0.93%
-3.00%
US Personal Consumption Expenditures
13.81T
05/29/2020
8:30 AM
Monthly
-7.55%
0.18%
0.45%
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
04/29/20
0.00% 0.00%
1.50%
2.25%
--
-100.0%
-100.0%
US Consumer Price Index
04/30/20
255.90 257.95
258.82
254.94
-0.80%
-1.13%
0.38%
US GDP
03/31/20
21.54T 21.54T
21.73T
21.10T
0.00%
-0.88%
2.08%
US Housing Starts
04/30/20
891.00K 1.276M
1.617M
1.267M
-30.17%
-44.90%
-29.68%
US Manufacturing New Orders
03/31/20
445.83B 496.80B
500.20B
503.30B
-10.26%
-10.87%
-11.42%
US Personal Consumption Expenditures
03/31/20
13.81T 14.94T
14.85T
14.35T
-7.55%
-6.96%
-3.77%
US Retail Sales
04/30/20
371.58B 437.56B
464.06B
452.22B
-15.08%
-19.93%
-17.83%
US Total Nonfarm Payrolls
04/30/20
131.07M 151.57M
152.21M
150.49M
-13.52%
-13.89%
-12.90%
View All Indicators
US Equity Major Funds Review
Benchmark:
S&P 500 Total Return
Week %
3.27%
YTD %
-7.77%
1Y %
5.58%
Passive Week % YTD % 1Y%
Invesco QQQ Trust
2.86% 8.25% 27.95%
SPDR® S&P 500 ETF Trust
3.20% -7.64% 5.58%
Vanguard Institutional Index I
3.27% -7.77% 5.56%
Vanguard Mid-Cap ETF
4.98% -12.68% -2.77%
Vanguard Small-Cap ETF
7.26% -16.67% -8.41%
Vanguard Total Stock Market ETF
3.78% -8.35% 4.06%
iShares Russell 1000 Value ETF
4.08% -19.27% -9.58%
iShares Russell 2000 ETF
7.84% -18.27% -10.27%
Active Week % YTD % 1Y%
American Funds Growth Fund of Amer A
3.02% 1.31% 13.32%
American Funds Washington Mutual A
2.87% -11.62% -0.52%
Dodge & Cox Stock
4.55% -20.20% -10.86%
Fidelity® Contrafund®
2.83% 3.90% 15.60%
MFS Value I
3.63% -15.84% -4.88%
T. Rowe Price Mid-Cap Growth
4.82% -7.38% 3.65%
Vanguard Dividend Growth Inv
3.25% -9.49% 1.41%
Vanguard Windsor™ II Admiral™
3.66% -14.49% -2.09%
View All Funds
International Equity Major Funds Review
Benchmark:
MSCI ACWI Ex USA Total Return
Week %
2.25%
YTD %
-18.23%
1Y %
-8.46%
Passive Week % YTD % 1Y%
Vanguard FTSE Developed Markets ETF
3.30% -17.90% -8.42%
Vanguard FTSE Europe ETF
4.30% -20.33% -10.68%
Vanguard Total International Stock ETF
2.78% -18.15% -8.26%
iShares MSCI EAFE ETF
3.25% -17.99% -9.05%
iShares MSCI Emerging Markets ETF
1.11% -18.81% -7.29%
iShares MSCI Eurozone ETF
5.32% -22.29% -13.82%
iShares MSCI Japan ETF
1.86% -11.09% 0.84%
Active Week % YTD % 1Y%
American Funds Capital World Gr&Inc A
2.73% -11.80% -0.78%
American Funds Europacific Growth R6
2.90% -13.90% -1.98%
American Funds New Perspective A
3.17% -5.69% 7.67%
Franklin Mutual Global Discovery A
3.27% -25.53% -17.20%
Harbor International Institutional
3.65% -19.26% -9.23%
Invesco Oppenheimer Developing Markets Y
0.22% -18.60% -7.47%
MFS International Intrinsic Value I
3.26% -5.78% 4.10%
Oakmark International Investor
5.16% -33.07% -22.86%
View All Funds
US Fixed Income Major Funds Review
Benchmark:
Bloomberg Barclays US Aggregate
Week %
0.35%
YTD %
5.23%
1Y %
10.49%
Passive Week % YTD % 1Y%
SPDR® Blmbg Barclays High Yield Bd ETF
3.25% -6.67% -1.56%
Vanguard Interm-Term Bond ETF
0.61% 6.22% 12.15%
Vanguard Interm-Term Corp Bd ETF
1.17% 2.16% 9.69%
Vanguard Total Bond Market ETF
0.34% 5.40% 10.79%
iShares Core US Aggregate Bond ETF
0.35% 5.39% 10.53%
iShares iBoxx $ High Yield Corp Bd ETF
3.20% -5.91% -0.78%
iShares iBoxx $ Invmt Grade Corp Bd ETF
1.67% 3.20% 13.23%
Active Week % YTD % 1Y%
Dodge & Cox Income
1.06% 3.33% 8.55%
DoubleLine Total Return Bond N
0.28% 0.89% 3.88%
Lord Abbett Short Duration Income F
0.56% -2.06% 0.56%
Metropolitan West Total Return Bd I
0.66% 5.20% 10.42%
PIMCO Income Instl
1.20% -4.45% -0.97%
PIMCO Total Return Instl
0.33% 4.63% 9.33%
T. Rowe Price New Income
0.68% 0.46% 5.59%
Vanguard Interm-Term Tx-Ex Adm
1.00% 1.12% 4.12%
Vanguard Short-Term Investment-Grade Adm
0.49% 1.77% 4.75%
View All Funds
Indices > S&P 500 Events Calendar
May. 25 through May. 31, 2020
Earnings Next Earnings Report
Estimate
KEYS
Keysight Technologies Inc
05/26/20
1.032
AZO
AutoZone Inc
05/26/20
13.19
HPQ
HP Inc
05/27/20
0.4510
CRM
Salesforce.com Inc
05/28/20
0.6950
DG
Dollar General Corp
05/28/20
1.752
ADSK
Autodesk Inc
05/28/20
0.7907
DLTR
Dollar Tree Inc
05/28/20
0.8949
COST
Costco Wholesale Corp
05/29/20
1.829
Dividends Ex-Date Amount Price
SPGI
S&P Global Inc
05/26/20 0.67 311.86
UNP
Union Pacific Corp
05/28/20 0.97 165.16
CSX
CSX Corp
05/28/20 0.26 68.53
ADI
Analog Devices Inc
05/28/20 0.62 111.06
NKE
Nike Inc
05/29/20 0.245 93.75
LMT
Lockheed Martin Corp
05/29/20 2.40 369.00
GS
Goldman Sachs Group Inc
05/29/20 1.25 179.93
NOC
Northrop Grumman Corp
05/29/20 1.45 325.91
View All Stock Events
Technology Majors Review
Benchmark:
Technology Select Sector SPDR® ETF
Week %
3.23%
YTD %
5.81%
1Y %
31.34%
 
Ticker
Company Name
Week % YTD % 1Y% Vol. Trend
Market Cap
GOOG
Alphabet Inc
2.71% 5.49% 22.49% -6.89%
962.78B
AAPL
Apple Inc
3.63% 9.14% 76.54% -7.14%
1.382T
CSCO
Cisco Systems Inc
1.42% -4.85% -16.94% -4.34%
189.58B
FB
Facebook Inc
11.40% 14.45% 26.76% 7.43%
669.28B
IBM
International Business Machines Corp
1.21% -10.74% -10.20% -5.01%
105.12B
MSFT
Microsoft Corp
0.47% 17.00% 45.52% -10.05%
1.392T
ORCL
Oracle Corp
-0.57% 0.22% -1.20% -8.25%
165.94B
QCOM
Qualcomm Inc
3.87% -10.13% 17.24% -4.00%
88.53B
View All Stocks
Financial Services Majors Review
Benchmark:
Financial Select Sector SPDR® ETF
Week %
4.13%
YTD %
-28.14%
1Y %
-16.91%
 
Ticker
Company Name
Week % YTD % 1Y% Vol. Trend
Market Cap
BAC
Bank of America Corp
5.69% -35.23% -18.54% -7.01%
196.59B
BRK.B
Berkshire Hathaway Inc
3.36% -22.77% -13.66% -6.87%
425.09B
C
Citigroup Inc
5.20% -43.80% -29.55% -3.44%
91.81B
GS
Goldman Sachs Group Inc
4.69% -21.26% -5.88% -9.66%
61.88B
JPM
JPMorgan Chase & Co
4.16% -34.71% -16.62% -4.97%
272.62B
MA
Mastercard Inc
5.73% -0.96% 15.40% -6.40%
296.01B
V
Visa Inc
4.02% 1.89% 16.93% -6.23%
406.34B
WFC
Wells Fargo & Co
3.47% -53.68% -44.83% -0.36%
99.10B
View All Stocks
Industrials Majors Review
Benchmark:
Industrial Select Sector SPDR® ETF
Week %
7.37%
YTD %
-21.00%
1Y %
-12.80%
 
Ticker
Company Name
Week % YTD % 1Y% Vol. Trend
Market Cap
MMM
3M Co
6.65% -15.39% -9.70% -3.30%
84.23B
BA
Boeing Co
14.61% -57.53% -60.32% -5.46%
77.61B
CAT
Caterpillar Inc
4.22% -22.63% -6.10% -7.21%
60.87B
DHR
Danaher Corp
-3.41% 3.25% 20.71% -5.55%
111.89B
GE
General Electric Co
16.76% -42.50% -34.99% 2.98%
56.07B
HON
Honeywell International Inc
10.98% -20.36% -15.49% -1.95%
97.68B
LMT
Lockheed Martin Corp
2.39% -4.62% 10.83% -6.85%
103.48B
UPS
United Parcel Service Inc
7.36% -15.66% 2.90% -4.95%
83.39B
View All Stocks
Real Estate Majors Review
Benchmark:
Real Estate Select Sector SPDR®
Week %
5.55%
YTD %
-14.77%
1Y %
-7.42%
 
Ticker
Company Name
Week % YTD % 1Y% Vol. Trend
Market Cap
BXP
Boston Properties Inc
4.08% -42.82% -39.17% 3.43%
12.12B
BAM
Brookfield Asset Management Inc
1.17% -21.13% -1.71% -3.38%
47.66B
BPYU
Brookfield Property REIT Inc
8.23% -47.63% -48.68% -10.37%
529.37M
CBRE
CBRE Group Inc
11.98% -34.25% -14.78% -4.81%
13.51B
EQIX
Equinix Inc
2.14% 15.74% 37.98% -3.78%
59.31B
PLD
Prologis Inc
5.13% -1.05% 17.43% -13.94%
64.66B
SPG
Simon Property Group Inc
6.37% -62.80% -66.81% -1.85%
16.69B
VTR
Ventas Inc
20.52% -39.89% -44.59% -6.51%
12.58B
View All Stocks
Energy Majors Review
Benchmark:
Energy Select Sector SPDR® ETF
Week %
6.92%
YTD %
-34.37%
1Y %
-34.31%
 
Ticker
Company Name
Week % YTD % 1Y% Vol. Trend
Market Cap
BP
BP PLC
5.32% -36.43% -41.49% -7.34%
77.59B
CVX
Chevron Corp
1.26% -24.21% -22.71% -8.23%
168.55B
COP
ConocoPhillips
5.90% -32.97% -29.98% -8.20%
46.41B
XOM
Exxon Mobil Corp
6.19% -35.16% -38.62% -12.76%
188.68B
HAL
Halliburton Co
18.02% -52.10% -51.37% -5.91%
10.17B
PBR
Petroleo Brasileiro SA Petrobras
15.74% -55.71% -49.69% -6.37%
46.05B
PSX
Phillips 66
7.80% -29.80% -7.10% -5.55%
33.39B
SU
Suncor Energy Inc
5.88% -47.18% -44.03% -10.35%
26.08B
View All Stocks
Healthcare Majors Review
Benchmark:
Health Care Select Sector SPDR® ETF
Week %
-0.80%
YTD %
-1.70%
1Y %
13.72%
 
Ticker
Company Name
Week % YTD % 1Y% Vol. Trend
Market Cap
ABBV
AbbVie Inc
1.53% 6.93% 19.51% 0.16%
162.31B
AMGN
Amgen Inc
-5.73% -4.77% 35.89% 5.00%
133.20B
JNJ
Johnson & Johnson
-3.36% 0.31% 7.70% -9.38%
380.61B
MRK
Merck & Co Inc
-4.27% -15.36% -3.02% -3.17%
192.77B
NVS
Novartis AG
1.06% -7.02% 4.93% -0.32%
194.33B
PFE
Pfizer Inc
-0.69% -2.31% -7.09% -8.21%
208.31B
UNH
UnitedHealth Group Inc
-0.35% -0.98% 18.25% -7.29%
274.97B
View All Stocks
Consumer Defensive Majors Review
Benchmark:
Consumer Staples Select Sector SPDR® ETF
Week %
0.14%
YTD %
-8.21%
1Y %
2.29%
 
Ticker
Company Name
Week % YTD % 1Y% Vol. Trend
Market Cap
KO
Coca-Cola Co
4.09% -17.96% -6.45% -0.75%
193.40B
MDLZ
Mondelez International Inc
-0.52% -9.26% -2.60% -4.42%
70.94B
PEP
PepsiCo Inc
-4.02% -3.87% 3.17% 0.46%
181.04B
PM
Philip Morris International Inc
3.94% -15.62% -12.20% -4.88%
109.70B
PG
Procter & Gamble Co
-1.75% -8.71% 8.22% -8.86%
278.76B
TGT
Target Corp
-2.33% -7.35% 55.25% 2.62%
58.74B
KHC
The Kraft Heinz Co
2.57% -4.93% 0.04% -7.86%
36.59B
WMT
Walmart Inc
-1.28% 5.56% 23.86% 1.45%
352.31B
View All Stocks
Consumer Cyclical Majors Review
Benchmark:
Consumer Discret Sel Sect SPDR® ETF
Week %
4.98%
YTD %
-2.87%
1Y %
7.28%
 
Ticker
Company Name
Week % YTD % 1Y% Vol. Trend
Market Cap
BABA
Alibaba Group Holding Ltd
-1.95% -5.85% 25.73% 18.27%
535.74B
AMZN
Amazon.com Inc
1.12% 31.88% 31.04% -1.54%
1.215T
MCD
McDonald's Corp
6.10% -6.08% -5.54% -9.52%
137.12B
NKE
Nike Inc
7.77% -7.21% 13.90% -5.50%
145.78B
SBUX
Starbucks Corp
4.67% -10.82% 2.38% -9.43%
90.68B
HD
The Home Depot Inc
1.07% 11.54% 31.45% -0.81%
259.81B
DIS
The Walt Disney Co
8.23% -18.40% -10.75% 0.13%
213.18B
TJX
TJX Companies Inc
13.23% -12.21% 4.52% 3.71%
63.98B
View All Stocks
Utilities Majors Review
Benchmark:
Utilities Select Sector SPDR® ETF
Week %
3.05%
YTD %
-11.67%
1Y %
-1.66%
 
Ticker
Company Name
Week % YTD % 1Y% Vol. Trend
Market Cap
D
Dominion Energy Inc
2.93% -1.66% 9.06% -7.80%
67.57B
DTE
DTE Energy Co
4.90% -20.54% -17.72% -4.54%
19.67B
DUK
Duke Energy Corp
2.51% -6.83% -1.15% -4.86%
61.16B
ETR
Entergy Corp
3.14% -16.83% 2.86% -6.42%
19.61B
NGG
National Grid PLC
-3.10% -13.82% 11.21% -9.66%
37.91B
NEE
NextEra Energy Inc
2.63% -2.90% 18.47% -10.36%
114.46B
SO
Southern Co
3.88% -12.49% 5.16% -6.63%
57.63B
WEC
WEC Energy Group Inc
1.58% -5.32% 8.23% -5.72%
27.17B
View All Stocks
Basic Materials Majors Review
Benchmark:
Materials Select Sector SPDR® ETF
Week %
4.05%
YTD %
-13.22%
1Y %
-0.24%
 
Ticker
Company Name
Week % YTD % 1Y% Vol. Trend
Market Cap
AA
Alcoa Corp
23.27% -61.83% -66.13% -2.43%
1.526B
MT
ArcelorMittal SA
6.11% -48.52% -44.67% 5.57%
9.121B
DD
DuPont de Nemours Inc
7.13% -23.65% -26.35% -3.40%
35.73B
ECL
Ecolab Inc
2.95% 4.19% 10.24% 12.58%
57.98B
NTR
Nutrien Ltd
3.91% -30.31% -29.15% -6.44%
18.74B
RIO
Rio Tinto PLC
9.52% -7.80% -4.09% -6.46%
64.98B
SHW
Sherwin-Williams Co
1.81% -0.58% 35.02% -7.14%
52.42B
VALE
Vale SA
8.59% -31.97% -21.57% 4.06%
46.07B
View All Stocks