STOCK INDEX PERFORMANCE
Index Week YTD 12-mo. 2007 5-yr.
DOW JONES 30 (11326) -0.37% -13.40% -13.11% 8.88% 6.75%
S&P 500 (1260) 0.24% -13.14% -12.23% 5.49% 7.12%
NASDAQ 100 (1827) -1.07% -12.17% -5.61% 19.24% 8.06%
S&P 500/Citigroup Growth -0.38% -11.20% -7.69% 9.25% 5.98%
S&P 500/Citigroup Value 0.95% -15.21% -16.73% 2.03% 8.23%
S&P MidCap 400/Citigroup Growth 0.03% -4.63% -1.12% 13.55% 10.91%
S&P MidCap 400/Citigroup Value 1.46% -7.01% -9.48% 2.84% 12.26%
S&P SmallCap600/Citigroup Growth 0.87% -4.49% -5.44% 5.66% 11.73%
S&P SmallCap600/Citigroup Value 0.67% -5.51% -10.89% -5.19% 11.05%
MSCI EAFE -1.49% -14.76% -11.48% 11.76% 15.68%
MSCI World (ex US) -1.40% -13.89% -10.13% 13.04% 16.27%
MSCI World -0.61% -13.32% -10.74% 9.69% 11.53%
MSCI Emerging Markets 0.58% -16.11% -1.89% 39.23% 26.51%
Returns are total returns. The 5-yr. return is an average annual.
One-week,YTD, 12-mo. and 5-yr. performance returns calculated through 08/01/08.
S&P SECTOR PERFORMANCE
Index Week YTD 12-mo. 2007 5-yr.
Consumer Discretionary -0.36% -13.26% -22.42% -13.21% 1.75%
Consumer Staples 0.89% -4.30% 5.36% 14.36% 9.26%
Energy 0.37% -6.65% 6.14% 34.41% 26.44%
Financials 4.07% -24.23% -32.82% -18.52% -0.23%
Health Care -0.99% -9.09% -4.76% 7.32% 3.87%
Industrials -0.77% -12.66% -13.46% 12.04% 9.44%
Information Technology -0.77% -14.71% -9.77% 16.30% 5.80%
Materials 0.24% -5.33% 1.47% 22.53% 14.93%
Telecom Services -2.46% -22.82% -24.81% 11.88% 7.94%
Utilities -2.09% -11.76% -2.13% 19.38% 16.41%
Returns are total returns. The 5-yr. return is an average annual.
One-week,YTD, 12-mo. and 5-yr. performance returns calculated through 08/01/08.
BOND INDEX PERFORMANCE
Index Week YTD 12-mo. 2007 5-yr.
U.S. Treasury: Intermediate 0.77% 3.07% 8.93% 8.83% 4.17%
GNMA 30 Year 0.94% 1.87% 7.03% 6.97% 4.89%
U.S. Aggregate 0.82% 1.13% 6.19% 6.97% 4.57%
U.S. Corporate High Yield -0.88% -3.10% -0.38% 1.88% 6.85%
U.S. Corporate Investment Grade 0.97% -1.38% 2.16% 4.56% 3.85%
Municipal Bond: Long Bond (22+) 0.42% -3.02% -2.52% 0.46% 4.81%
Global Aggregate 0.58% 3.67% 10.70% 9.48% 6.56%
Returns include reinvested interest.The 5-yr.return is an average annual.
One-week,YTD, 12-mo. and 5-yr. performance returns calculated through 08/01/08.
KEY RATES
As of 08/01
Fed Funds 2.00% 5-YR CD 4.13%
LIBOR (1-month) 2.46% 2-YR Note 2.49%
CPI - Headline 5.00% 5-YR Note 3.20%
CPI - Core 2.40% 10-YR T-Bond 3.93%
Money Market Accts. 2.46% 30-YR T-Bond 4.55%
Money Market Funds 1.86% 30-YR Mortgage 6.38%
6-mo. CD 3.13% Prime Rate 5.00%
1-YR CD 3.57% Bond Buyer 40 5.33%
WEEKLY FUND FLOWS
Week of 07/30 Previous
Equity Funds $2.7 B -$9.6 B
Including ETF activity, Domestic funds reporting net inflows of
$3.074 B and Non-domestic funds reporting net outflows of -$327 M.
Bond Funds -$7.0 M $1.1 M
Municipal Bond Funds $255 M $509 M
Money Markets -$8.816 B $4.959 B
FACTOIDS FOR THE WEEK OF JULY 28TH - AUGUST 1ST
Monday, July 28, 2008
The Reuters/Jefferies CRB Index of commodities is down 10.77% in July as
of the 24th on pace to be the worst performing month in the 5-decade
history of the benchmark index, according to Lehman Brothers. The next
closest sell-offs were as follows: -10.54% (March 80); -7.97% (July 84); and
-7.12% (September 06). In all three instances, the S&P 500 posted gains
the following month. Those returns were as follows: 4.11% (April 80);
10.63% (August 84); and 3.15% (October 06).
Tuesday, July 29, 2008
At the midpoint of the Q208 earnings season, nearly 70% of S&P 500
companies have topped Wall Street estimates, according to ABC News. Only
15% of financial companies, however, have beaten their estimates. Here is
an earnings growth status report on the 10 major sectors that comprise the
S&P 500 for Q208 (Source: Bespoke Investment Group): Energy (+27.0%);
Technology (+20.9%); Consumer Discretionary (+20.1%); Consumer Staples
(+10.5%); Health Care (+10.1%); Utilities (+6.8%); Telecom Services
(+4.5%); Industrials (+4.3%); Materials (+1.8%); and Financials (-94.8%). If
you omit the financials, earnings growth for the S&P 500 would be +12.1% at
this juncture, rather than -24.3%.
Wednesday, July 30, 2008
A study due out today from Navigant Consulting for the American Clean
Skies Foundation says the U.S. has up to 50% more natural gas reserves
than previously thought, according to USA TODAY. The report states the
U.S. has enough natural gas resources to last up to 118 years (2,247 trillion
cubic feet), up from the 82 years (1,530 trillion cubic feet) cited in a 2006
study from Potential Gas Committee. New drilling techniques are also
producing higher yields from shale formations spread over 20 states.
Thursday, July 31, 2008
Foreign sales registered by S&P 500 companies rose from 43.6% of total
sales in 2006 to 45.8% in 2007, as measured by the 251 constituents in the
index with full reporting information, according to Standard & Poors. The top
two consumers of U.S. goods and services were Europe (28%) and Asia
(16.8%). The top sectors were as follows: Energy (55.7%); Information
Technology (55.4%); Materials (47.0%); Health Care (44.5%); and Industrials
(44.1%).
Friday, August 1, 2008
A new report out from Morgan Stanley says that infrastructure spending in
emerging markets alone could total $21.7 trillion (USD) over the next 10
years, with Asia accounting for 67% of the outlays, according to
SeekingAlpha.com. It cited a 54% increase (230 to 354) in the number of
listed emerging market infrastructure-related companies over the past five
years. The total market capitalization of this space increased from $146
billion to $1.1 trillion over that span. A good chunk of the spending will
address basic needs such as electricity, clean water systems, sanitation and
transportation.
The above was gathered by and posted from
FIRST TRUST ADVISORS L.P. APPROVED FOR PUBLIC USE 08/04/08
Web link to this and all previous weekly information is
here
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