Market Update

Nasdaq Composite In Bear Territory, Treasury Yields In Focus After GDP Growth Accelerated

Barry Adams
26 Oct, 2023
New York City

Tech stocks led the downward slide on Wall Street, and bond yields edged higher after U.S. GDP growth accelerated in the third quarter.

The Nasdaq Composite dropped more than 1% and extended its decline to 10% from its high in late July, entering bear market territory.

Meta Platforms reported quarterly revenue and earnings that showed strength in the company's business, but investors turned cautious after the company cited a weakening advertising growth rate in the current quarter.

Big tech companies like Microsoft, Google-parent Alphabet, Meta Platforms, and IBM are reporting healthy revenue and earnings, but these companies are still falling short of investors inflated expectations, as reflected in their stock prices.

Investors are divided about the future direction of short-term and long-term interest rates, and despite the repeated forecasts of an economic slowdown over the last year, the U.S. economy continues to expand at a faster-than-expected pace.

 

Consumers Power U.S. GDP Growth In Third Quarter 

The U.S. economy expanded at annual pace of 4.9% in the third quarter, faster than 2.1% in the second quarter and at the fastest pace since the fourth quarter of 2021. 

The economy managed to accelerate its  expansion despite the Federal Reserve's efforts to cool the economy by increasing its short-term benchmark rate to a 22-year high near 5.5%. 

The increases in consumer spending, exports, business investment in inventories, government spending at all levels, and residential fixed investment  was partly offset by a decline in nonresidential fixed investment. 

The economy's total output of goods and services was kicked in higher gear after consumers accelerated their spending on high-ticket items from cars to travel and restaurant meals. 

Consumer spending accelerated to 4% from 0.8% in the second quarter, the Commerce Department noted in the report released Thursday. 

International trade also contributed the growth story after exports rebounded 6.2% from the decline of 9.3% in the second quarter, and imports also increased by 5.6% compared to a decline of 7.6% respectively. 

Residential investment increased for the first time in nearly two years, and rose 3.9% from the decline of 2.2% in the previous quarter. 

On the other hand, nonresidential fixed investment declined for the first time in two years by an annual pace of 0.1% from the increase of 7.4% in the second quarter.  

Government spending rose at a faster annual pace of 4.6% from 3.3% in the second quarter.  

The breakneck pace of the economic expansion is expected to cool in the current quarter, after the economy adjusts to Federal Reserve's short-term rate hikes and elevated long-term borrowing rates begin to cool consumer and business spending. 

 

U.S. Indexes and Yields

The S&P 500 index decreased 1.3% to 4,190.35, and the Nasdaq Composite rose 2.4% to 12,829.49. 

The yield on 2-year Treasury notes increased to 5.09%, 10-year Treasury notes inched higher to 4.89%, and 30-year Treasury bonds edged up to 5.03%.

Crude oil increased $1.39 to $85.14 a barrel, and natural gas prices edged up 1 cent to $3.02 a thermal unit.

The dollar index edged higher to 106.39, the level last seen in November 2022, and extended gains from the low of 99.85 on July 13, 2023.

 

U.S. Stock Movers

Southwest Airlines declined 2.2% to $23.60 after the regional airline reported lower-than-expected revenue of $6.53 billion, and the company said it plans to trim its capacity growth after demand growth returns to pre-pandemic levels.

Hasbro, Inc. plunged 12.3% to $48.0 after the toymaker reported weaker-than-expected results in the third quarter.

The company reported quarterly revenue of $1.5 billion and net income excluding one-time items of $1.64 a share.

Bristol-Myers Squibb dropped 5.7% to $53.40 after the company reported quarterly earnings.

The pharmaceutical company said sales of its popular blood cancer drug Revlimid were down because of rising competition from generic drugs.

Royal Caribbean Cruises Ltd. increased 2.2% to $84.0 after the company reported improving quarterly results and added bookings in the third quarter were "significantly exceeding" the levels in 2019.

Revenue in the third quarter increased to $4.1 billion from $3.0 billion, net income soared to $1.0 billion from $32.9 million, and diluted earnings per share advanced to $3.65 from 13 cents a year ago.

"Demand for 2024 has continued to accelerate, with bookings significantly and consistently outpacing 2019 levels. Booked load factors and rates are higher than all prior years while the booking window has continued to extend," the company forecasted in a statement to investors.

Meta Platforms Inc. edged down 0.8% to $297.10 after the parent company of Instagram and Facebook reported strong quarterly results but guided softening advertising revenue in the current quarter.

United Parcel Service, Inc. declined 3% to $140.87 after the company reported quarterly results.

Revenue in the third quarter decreased 12.8% to $21.1 billion from $24.2 billion, net income plunged 56.4% to $1.1 billion from $2.6 billion, and diluted earnings per share dropped to $1.31 from $2.96 a year ago.

UPS now expects full-year 2023 consolidated revenue to be between $91.3 billion and $92.3 billion and a consolidated adjusted operating margin of between 10.8% and 11.3%.

The company reiterated its full-year planned capital expenditure target of about $5.3 billion and dividend payment expectations of $5.4 billion.

UPS now expects full-year 2023 stock repurchases to be approximately $2.25 billion.

Consumers Power U.S. GDP Growth In Third Quarter

Brian Turner
26 Oct, 2023
New York City

The U.S. economy expanded at an annual pace of 4.9% in the third quarter, faster than 2.1% in the second quarter, and at the fastest pace since the fourth quarter of 2021.

The economy managed to accelerate its expansion despite the Federal Reserve's efforts to cool the economy by increasing its short-term benchmark rate to a 22-year high near 5.5%.

The increases in consumer spending, exports, business investment in inventories, government spending at all levels, and residential fixed investment were partly offset by a decline in nonresidential fixed investment.

The economy's total output of goods and services was kicked into higher gear after consumers accelerated their spending on high-ticket items, from cars to travel and restaurant meals.

Consumer spending accelerated to 4% from 0.8% in the second quarter, the Commerce Department noted in the report released Thursday.

International trade also contributed to the growth story after exports rebounded 6.2% from the decline of 9.3% in the second quarter, and imports also increased by 5.6% compared to a decline of 7.6%, respectively.

Residential investment increased for the first time in nearly two years and rose 3.9% from the decline of 2.2% in the previous quarter.

On the other hand, nonresidential fixed investment declined for the first time in two years by an annual pace of 0.1% from the increase of 7.4% in the second quarter.

Government spending rose at a faster annual pace of 4.6% from 3.3% in the second quarter.

The breakneck pace of economic expansion is expected to cool in the current quarter after the economy adjusts to the Federal Reserve's short-term rate hikes and elevated long-term borrowing rates begin to cool consumer and business spending.

U.S. Movers: Ameriprise, Bristol-Myers, Hasbro, Meta Platforms, Royal Caribbean, Southwest Airlines, United Rentals, UPS

Scott Peters
26 Oct, 2023
New York City

Southwest Airlines declined 2.2% to $23.60 after the regional airline reported lower-than-expected revenue of $6.53 billion, and the company said it plans to trim its capacity growth after demand growth returns to pre-pandemic levels.

Revenue increased 4.9% to $6.53 billion from $6.22 billion, net income declined 30.3% to $193 million from $277 million, and diluted earnings per share fell to 31 cents from 44 cents a year ago.

The company lowered its first quarter capacity growth to between 10% and 12% from the previous estimate of between 14% and 16%, resulting in full-year 2024 capacity growth in the range of 6% and 8%.

The airline reiterated its 2023 capital spending estimate of $3.5 billion, including $2.3 billion in aircraft capital spending, assuming approximately 85–8 aircraft deliveries in 2023, and $1.2 billion in non-aircraft capital spending, including the winter operations plan.

Last winter, Southwest was forced to halt all flights after a winter storm and technological slip-ups led to a cascade of flight cancellations for a few days.

The company reiterated its total annual capital spending to be approximately $4 billion, on average, for the five years 2023 through 2027.

Hasbro, Inc. plunged 12.3% to $48.0 after the toymaker reported a decline in third quarter sales, largely driven by weakness in its consumer and entertainment segments. 

Revenue in the third quarter declined 10% to $1.5 billion from $1.67 billion, and the company swung to a net loss of $171.1 million from a profit of $129.2 million, and diluted earnings per share were ($1.23) compared to 93 cents a year ago.

The company estimated full-year 2023 revenue to decline between 13% and 15%, compared to a 3% 6% decline in its previous estimate, and operating cash flow between $500 million and $600 million.

Earlier this year, the company said it plans to sell its film and television business eOne, home of  Peppa Pig, to Lionsgate for $500 million.  

Bristol-Myers Squibb dropped 5.7% to $53.40 after the company reported quarterly earnings.

The pharmaceutical company said sales of its popular blood cancer drug, Revlimid, were down because of rising competition from generic drugs.

Revenue in the third quarter declined 2% to $10.96 billion from $11.2 billion, net income rose to $1.9 billion from $1.2 billion, and diluted earnings per share advanced to 93 cents from 75 cents a year ago.

Revlimid worldwide revenues fell 41% from a year ago to $1.4 billion, primarily due to generic competition and an increase in the number of patients receiving free drug products from the Bristol Myers Squibb Patient Assistance Foundation.

The company reiterated its full-year 2023 revenue decline to a low single-digit and narrowed its earnings per share range to between $3.68 and $3.83 from the previous range between $3.72 and $4.02.

Royal Caribbean Cruises Ltd. increased 2.2% to $84.0 after the company reported improving quarterly results and added bookings in the third quarter were "significantly exceeding" the levels in 2019.

Revenue in the third quarter increased to $4.1 billion from $3.0 billion, net income soared to $1.0 billion from $32.9 million, and diluted earnings per share advanced to $3.65 from 13 cents a year ago.

"Demand for 2024 has continued to accelerate, with bookings significantly and consistently outpacing 2019 levels. Booked load factors and rates are higher than all prior years while the booking window has continued to extend," the company forecasted in a statement to investors.

Meta Platforms Inc. edged down 0.8% to $297.10 after the parent company of Instagram and Facebook reported strong quarterly results but guided softening advertising revenue in the current quarter.

Revenue in the third quarter increased 23% to $34.1 billion from $27.7 billion, net income soared 164% to $11.6 billion from $4.4 billion, and diluted earnings per share advanced to $4.39 from $1.64 a year ago.

Daily active users across all brands, including Facebook and Instagram, increased 7% to 3.14 billion, and monthly active users jumped 7% to 3.96 billion.

Facebook daily active users increased 5% to 2.09 billion, and monthly active users edged up 3% to 3.05 billion.

In the third quarter, ad impressions delivered across all brands increased by 31% from a year ago, and the average price per ad decreased by 6%, respectively.

In the nine-month period, the company reported losses in Reality Labs jumped to $11.4 billion compared to $9.4 billion a year ago.

The number of people working at the company at the end of the September quarter declined 24% to 66,185, and the employee count reflects a substantial majority of people impacted by the recent layoffs.

United Parcel Service, Inc. declined 3% to $140.87 after the company reported quarterly results.

Revenue in the third quarter decreased 12.8% to $21.1 billion from $24.2 billion, net income plunged 56.4% to $1.1 billion from $2.6 billion, and diluted earnings per share dropped to $1.31 from $2.96 a year ago.

UPS now expects full-year 2023 consolidated revenue to be between $91.3 billion and $92.3 billion and a consolidated adjusted operating margin of between 10.8% and 11.3%.

The company reiterated its full-year planned capital expenditure target of about $5.3 billion and dividend payment expectations of $5.4 billion.

UPS now expects full-year 2023 stock repurchases to be approximately $2.25 billion.

United Rentals, Inc. advanced 3% to $411.16 after the company reported quarterly results.

Revenue in the third quarter increased to $3.8 billion from $3.0 billion, net income rose to $703 million from $606 million, and diluted earnings per share advanced to $10.29 from $8.66 a year ago.

The equipment rental company said In January 2023, the Board of Directors approved its first-ever quarterly dividend program, and the company declared a $1.48 per share dividend payable on November 22 to shareholders on record on November 8. 

Year-to-date through September 30, 2023, the company repurchased $750 million of its common stock under its $1.25 billion share repurchase program and paid dividends totaling $305 million. 

The company plans to repurchase $1.0 billion of common stock during 2023.

Europe Movers: Aixtron, BNP Paribas, Carrefour, Danone, HelloFresh, Mercedes Benz, Sodexo, Standard Chartered, Unilever, WPP

Inga Muller
26 Oct, 2023
Frankfurt

Mercedes-Benz Group AG declined 5.9% to €57.75 after the German luxury automaker forecasted downward pressure on car sales margins after two years of sales gains.

BNP Paribas SA decreased 3.9% to €53.94 after the French bank reported a decline in third-quarter profit on higher expenses.

HelloFresh SE dropped 11.2% to €21.62 after the meal-kit provider reported third-quarter revenue that fell short of some investors' expectations.

Aixtron SE added 0.6% to €28.68 after the chip systems maker reported a slight increase in sales and earnings in the third quarter.

Danone SA increased 2.9% to €56.47 after the yogurt company lifted its full-year outlook.

Carrefour SA jumped 4.4% to €16.31 after the French hypermarket operator reported an increase in third-quarter sales and the company reiterated its full-year outlook.

Sodexo SA advanced 6.5% to €103.70 after the French flight catering and food company said it plans to list its voucher and benefits division, Pluxee, early in 2024.

Unilever plc declined 3% to 3,895.0 pence after the new chief executive officer released a plan to simplify and restructure the business.

WPP Plc declined 2.3% to 675.20 pence after the U.K.-based advertising company trimmed its outlook for the second time in as many quarters.

Standard Chartered Plc dropped 9.9% after the U.K.-based bank reported a sharply lower quarterly profit because of high impairment charges linked to China's property market.

Operating income or revenue increased 6% to $4.4 billion from $4.1 billion and profit attributable to shareholders  swung to a net loss of $35 million from a profit of $964 million a year ago.

Net interest margin in the quarter advanced to 1.67% from 1.43% a year ago but eased 4 basis points from the previous quarter.

The bank's high exposure to the Chinese property market negatively impacted quarterly performance, as the lender provided about $1.1 billion in loans to real estate developers in the last two years.

Standard Chartered said provision for credit losses increased 37% from a year ago to $294 million, including $186 million related to its commercial property sector in China.

The bank also lowered the carrying value of its investment in China Bohai Bank by $697 million, reflecting weak macroeconomic conditions and the bank's cautious outlook.

Despite the current weakness, the bank reiterated its annual outlook in a statement released to investors.

The company guided a full-year 2023 net interest margin of 1.70 basis points, income to increase in the 12%–14% range in constant currency, and a return on tangible equity of 10%.

“We continue to expect 2024 income growth to be in the 8% to 10% range at constant currency, and we remain confident of achieving a greater than 11% return on tangible equity,” said group chief financial officer Andy Halford.

Weak Earnings Drag Down European Markets, ECB Holds Rates After 10 Consecutive Hikes

Bridgette Randall
26 Oct, 2023
Frankfurt

European stocks turned lower in cautious trading ahead of interest rate decisions and weak earnings results from several corporations.

The DAX index and the CAC 40 index dropped more than 0.6% after Mercedes-Benz, Unilever, and BNP Paribas earnings disappointed investors.

The FTSE 100 index also struggled and eased more than 0.5% on the weakness in resource stocks and ongoing domestic economic growth worries.

The European Central Bank left its three key lending rates unchanged, as widely expected.

The central bank paused rates after increasing rates ten times in a row since 2022 and lifting the main refinancing rate to a 22-year high of 4.5% and the deposit facility rate to a record high of 4.0%.

Investors are anticipating comments from President Christine Lagarde to gain deeper insights into the rate decision and the inner workings of the economy.

 

Europe Indexes and Yields

The DAX index decreased 1.3% to 14,698.69, the CAC-40 index fell 0.6% to 6,871.53, and the FTSE 100 index eased 0.5% to 7,378.05.

The yield on 10-yetrar German bonds increased to 2.88%, French bonds traded higher to 3.51%, the UK gilts edged up to 4.60%, and Italian bonds inched higher to 4.91%.

The euro hovered near a three-month low at $1.054, the British pound at $1.205, and the U.S. dollar at 89.81 Swiss cents.

Brent crude increased $1.16 to $88.98 a barrel, and the Dutch TTF natural gas edged lower by €0.38 to €50.31 per MWh.

 

Europe Stock Movers

Mercedes-Benz Group AG declined 5.9% to €57.75 after the German luxury automaker forecasted downward pressure on car sales margins after two years of sales gains.

BNP Paribas SA decreased 3.9% to €53.94 after the French bank reported a decline in third-quarter profit on higher expenses.

HelloFresh SE dropped 11.2% to €21.62 after the meal-kit provider reported third-quarter revenue that fell short of some investors' expectations.

Aixtron SE added 0.6% to €28.68 after the chip systems maker reported a slight increase in sales and earnings in the third quarter.

Danone SA increased 2.9% to €56.47 after the yogurt company lifted its full-year outlook.

Carrefour SA jumped 4.4% to €16.31 after the French hypermarket operator reported an increase in third-quarter sales and the company reiterated its full-year outlook.

Sodexo SA advanced 6.5% to €103.70 after the French flight catering and food company said it plans to list its voucher and benefits division, Pluxee, early in 2024.

Unilever plc declined 3% to 3,895.0 pence after the new chief executive officer released a plan to simplify and restructure the business.

WPP Plc declined 2.3% to 675.20 pence after the U.K.-based advertising company trimmed its outlook for the second time in as many quarters.

Standard Chartered Plc dropped 9.9% after the U.K.-based bank reported a sharply lower quarterly profit because of high impairment charges linked to China's property market.

Net interest margin in the quarter advanced to 1.67% from 1.43% a year ago but eased 4 basis points from the previous quarter.

The emerging-markets-focused bank swung to a net loss of $35 million from a profit of $964 million a year ago.

The bank's high exposure to the Chinese property market negatively impacted quarterly performance, as the lender provided about $1.1 billion in loans to real estate developers in the last two years.

Standard Chartered said provision for credit losses increased 37% from a year ago to $294 million, including $186 million related to its commercial property sector in China.

The bank also lowered the carrying value of its investment in China Bohai Bank by $697 million, reflecting weak macroeconomic conditions and the bank's cautious outlook.

Despite the current weakness, the bank reiterated its annual outlook in a statement released to investors.

The company guided a full-year 2023 net interest margin of 1.70 basis points, income to increase in the 12%–14% range in constant currency, and a return on tangible equity of 10%.

“We continue to expect 2024 income growth to be in the 8% to 10% range at constant currency, and we remain confident of achieving a greater than 11% return on tangible equity,” said group chief financial officer Andy Halford.

New Home Sales Sored to 19-month High

Brian Turner
25 Oct, 2023
New York City

Single-family new home sales soared 12.3% to a seasonally adjusted annual rate of 759,000, the U.S. Census Bureau reported Wednesday.

The new home sales jumped 12.3% above the revised August rate of 676,000 and are 33.9% above the September 2022 estimate of 567,000.

The median sales price of new homes sold in September was $418,800, and the average sales price increased to $503,900, compared to 477,700 and $530,100, respectively, a year ago.

At the end of September, 435,000 homes were available for sale, equivalent to 6.9 months of supply at the current sales rate.

 

U.S. Market Selloff Intensified After Treasury Yields Hovered Near 5%

Barry Adams
25 Oct, 2023
New York City

Market indexes accelerated their declines after Treasury yields turned higher and a selloff in tech stocks intensified.

The S&P 500 index declined 1.3% and the Nasdaq Composite index dropped 2.4% after Treasury yields rebounded and Google reported weaker-than-expected sales in its cloud unit.

The yield on 10-year U.S. Treasury notes rose to 4.94%, and investors are worried that the rapid increase in bond yields over the last 18 months has not been fully transmitted to the economy.

The U.S. economy is likely to slow down sharply when consumers, businesses, and governments at all levels are forced to adjust to sharply higher rates, but investors are worried about what happens to interest rates after the next Federal Reserve's policy meeting.

Moreover, the U.S. federal government may face another shutdown after the election of far-right Republican Speaker of the House Mike Johnson.

The federal government is expected to run out of cash on November 17, and with no long-term budget in place, many branches of the government will be forced to shut down if Congress fails to pass another short-term budget.

Treasury yields are on the rise, partly because bond investors see little progress in curtailing federal government spending and deficits, compounded by the worries of the resurgent crude oil prices fanning inflationary forces, which may force the Federal Reserve to keep higher rates through 2024.

 

Mortgage Loan Application Hovered Near 28-Year Low

Total mortgage applications continued their downward slide as rates continued to advance, tracking higher rates set by the Federal Reserve.

The applications for mortgage loans dropped by 1% from the previous week in the week ending October 20, according to data from the Mortgage Bankers Association.

The index measuring the volume of mortgage demand dropped to its lowest since 1995.

The applications to purchase a home declined 2% from the previous week and plunged 22% from a year ago.

The rapid rise in interest rates had a double effect on the housing market, making homes less affordable for first-time buyers and preventing home owners from seeking a bigger or better home.

The average contract interest rate for 30-year fixed-rate mortgages with conforming loan balances of $726,200 or less soared by 20 basis points to 7.9%, the highest level since September 2000.

 

New Home Sales Sored to 19-month High 

Single-family new home sales soared 12.3% to a seasonally adjusted annual rate of 759,000, the U.S. Census Bureau reported Wednesday.

The new home sales jumped 12.3% above the revised August rate of 676,000 and are 33.9% above the September 2022 estimate of 567,000.

The median sales price of new homes sold in September was $418,800, and the average sales price increased to $503,900, compared to 477,700 and $530,100, respectively, a year ago.

At the end of September, 435,000 homes were available for sale, equivalent to 6.9 months of supply at the current sales rate.

 

Crude Oil Turns Volatile 

The prospect of an Israel-Hams war spilling over to neighboring states and spiraling into a larger war in the Middle East kept diplomats busy in the region.

U.S. troops are reporting attacks on its installations in Syria and Yemen, and killings are rising in the West Bank, and this is happening before Israel's imminent ground invasion as early as this week.

Crude oil prices lacked direction in nervous trading, and Israel stepped up its bombing campaign ahead of its ground invasion of Gaza.

The Gaza health ministry said at least 700 people, mostly civilians, were killed in an overnight bombing raid.

United Nations Security Council Secretary General Antonio Guterres called for an "immediate humanitarian ceasefire."

Guterres called the attack and kidnapping rampage on October 7 carried out by Hamas "appalling" but stressed that it “cannot justify the collective punishment of the Palestinian people. Excellencies, even war has rules.”

Israeli officials expressed their outrage in social media posts, and Israel's representative to the United Nations, Gilad Erdan, said Israel will refuse visas to United Nations officials, according to Israeli media.

 

U.S. Indexes and Yields

The S&P 500 index decreased 1.3% to 4,190.35, and the Nasdaq Composite rose 2.4% to 12,829.49. 

The yield on 2-year Treasury notes increased to 5.09%, 10-year Treasury notes inched higher to 4.89%, and 30-year Treasury bonds edged up to 5.03%.

Crude oil increased $1.39 to $85.14 a barrel, and natural gas prices edged up 1 cent to $3.02 a thermal unit.

The dollar index edged higher to 106.39, the level last seen in November 2022, and extended gains from the low of 99.85 on July 13, 2023.

 

U.S. Stock Movers

Google-parent Alphabet Inc. dropped 8.9% to $126.48 after the search company reported quarterly results.

Revenue in the third quarter increased 11% to $76.7 billion from $69 billion, net income jumped to $19.7 billion from $13.9 billion, and diluted earnings per share advanced to $1.55 from $1.06 a year ago.

Google cloud revenue increased to $8.4 billion from $6.9 billion, but the growth in revenue fell short of some investors expectations.

Microsoft Corp. increased 3.4% to $343.87 after the software developer reported better-than-expected quarterly results.

Revenue in the fiscal first quarter increased by 13% to $56.5 billion, net income surged by 27% to $22.3 billion, and diluted earnings per share soared to $2.99 from $2.35 a year ago.

Cloud services revenue rose 19% to $24.3 billion, office and business productivity software, including LinkedIn, rose 13% to $18.6 billion, and personal computing revenue, which includes Windows and Xbox content, inched up 3% to $13.7 billion.

Microsoft returned $9.1 billion to shareholders in the form of stock repurchases and dividends in the first quarter of fiscal 2024.

Snap Inc. jumped 4.7% to $10.15 after the online chat platform operator reported better-than-expected quarterly results.

Snapchat's parent said third-quarter revenue increased 5% to $1.19 billion from $1.12 billion, net loss increased 2% to $368 million from $359.5 million, and diluted loss per share edged up to 22 cents from 20 cents a year ago.

The company said daily active users increased by 12% to 406 million, and the board of directors approved a $500 million stock repurchase plan over the next 12 months.

Boeing Company increased 0.8% to $183.76 after the aviation company and defense contractor said quarterly losses shrank and the company said it expects to deliver fewer-than-anticipated 737 Max planes this year.

Revenue in the third quarter increased 11% to $18.1 billion from $16 billion, net loss shrank to $1.6 billion from $3.3 billion, and diluted loss per share eased to $2.70 from $5.49 a year ago.

Third quarter results were negatively impacted by defense performance and lower 737 deliveries.

In the quarter, the plane maker delivered 105 planes, 6% fewer than 112 delivered in the period a year ago.

The company confirmed a backlog of $469 billion, including over 5,001 commercial airplanes.

During the quarter, the company booked 398 net orders, including 150 737 MAX 10 airplanes for Ryanair, 50 787 airplanes for United Airlines, and 39 787 airplanes for Saudi Arabian Airlines.

 

European Markets Steady Amid Mixed Quarterly Earnings 

European markets hovered near the flatline, and earnings releases picked up pace.

Benchmark indexes in Paris and Frankfurt lacked direction, and the index in London hovered near the flatline after resource stocks edged higher.

The European Central Bank is set to announce its rate decisions on Thursday, and investors are anticipating policymakers to leave rates unchanged.

 

Europe Indexes and Yields

The DAX index increased 0.1% to 14,892.18, the CAC-40 index rose 0.3% to 6,915.07, and the FTSE 100 index rose 0.3% to 7,414.34. 

The yield on 10-yetrar German bonds increased to 2.85%, French bonds traded higher to 3.49%, the UK gilts edged up to 4.57%, and Italian bonds inched higher to 4.89%.

The euro hovered near a three-month low at $1.05, the British pound at $1.21, and the U.S. dollar at 89.62 Swiss cents.

Brent crude increased $2.13 to $80.23 a barrel, and the Dutch TTF natural gas edged higher by €0.66 to €49.92 per MWh.

 

Europe Stock Movers

Deutsche Bank AG increased 6.5% to €10.12 after the German bank posted better-than-expected third-quarter results.

The bank also announced its plans to launch its stock repurchase plan and pay dividends.

Worldline SA plunged 57% to €9.78 after the French payment services provider lowered its full-year growth estimate.

The payment services provider added that it has severed relationships with several merchants "in light of the increase in cybercrime."

The company lowered its organic sales growth for 2023 to between 6% and 7% from the previous estimate of between 8% and 10%.

Worldline also forecasted the 2023 operating margin before depreciation and amortization to decline 150 basis points from the previous estimate of an increase of 100 basis points.

Reckitt Benckiser Group Plc declined 4.9% to 5,628.0 pence after the household products maker reported weaker-than-expected comparable sales in the third quarter.

Beiersdorf AG added 1.4% to €123.80 after the maker of Nivea-branded household products raised its full-year sales estimate.

Essentra Plc decreased 4.5% to 141.20 pence after the maker of essential products forecasted full-year adjusted profit near the low end of its estimate.

Dassault Systemes SE rose 8.3% to €37.86 after the French software developer raised its annual profit outlook.

Kering SA fell 3.6% to €394.15 after the luxury products maker reported a decline in revenue in the third quarter.

Fresnillo Plc eased 0.9% to 524.80 pence after the precious metals miner reported a decline in gold and silver output.