Afternoon Note
The market got a little bounce and bond yields eased a bit when Treasury announced its refunding auctions.
November Refunding |
Three Year |
10 Year |
30 Year |
Estimate |
$48 billion |
$41 billion |
$25 billion |
Actual |
$48 billion |
$40 billion |
$24 billion |
ISM Manufacturing 46.7; consensus 49.0
The Jolts Report was out this morning as well, coming in a fraction higher than expected. The report is losing a lot of influence.
The breakdown is not that flattering.
JOLTS
Positives |
September |
August |
Construction |
431,000 |
375,000 |
Manufacturing |
627,000 |
604,000 |
Finance |
479,000 |
410,000 |
JOLTS
Negatives |
September |
August |
Information |
160,000 |
201,000 |
Healthcare |
1,758,000 |
1,808,000 |
Leisure |
1,414,000 |
1,233,000 |
Technology is the best performing sector powered by Advanced Micro Devices (AMD) - which reported last night - and gains from NVIDIA (NVDA) and Microsoft (MSFT).
Tweet |
4/26/2024 1:46 PM | Full Steam |
4/26/2024 9:39 AM | BIG TECH STEPS UP |
4/25/2024 1:16 PM | Don't' Bury me, Yet! |
4/25/2024 9:27 AM | THERE CAN ONLY BE ONE |
4/24/2024 1:30 PM | Earnings Flood In |
4/24/2024 9:26 AM | BUYING THE DIP |
4/23/2024 1:25 PM | Bloom Off Rose |
4/23/2024 9:32 AM | WHAT HAPPENED TO THE BRAVADO? |
4/22/2024 1:22 PM | Pins and Needles |
4/22/2024 9:30 AM | LIVE BY THE SWORD … |
4/19/2024 1:20 PM | Fair Chunk of Rotation |
4/19/2024 9:35 AM | DON’T OVERREACT |
4/18/2024 1:37 PM | Didn’t Break Down |
4/18/2024 9:40 AM | MARKET OFF SCRIPT |
4/17/2024 1:59 PM | Facing Pressure |
4/17/2024 9:37 AM | POWELL STILL WANTS TO HELP |
4/16/2024 1:35 PM | Muted |
4/16/2024 9:42 AM | FEAR ARRIVES |
4/15/2024 1:17 PM | Making a Statement |
4/15/2024 9:45 AM | Equal Opportunity Drubbing |
4/12/2024 1:37 PM | Pressure Overall |
4/12/2024 9:42 AM | WHO YA GONNA CALL? |
4/11/2024 1:38 PM | No Urgency |
4/11/2024 9:27 AM | Tough Sledding |
4/10/2024 1:22 PM | Hang In There |
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