Market Update

After Hours Earnings: Airbnb, AMD, Match Group

Scott Peters
01 Nov, 2022
New York City

Airbnb declined 5% after the online accommodation booking platform reported better-than-expected quarterly results. 

Revenue in the third quarter jumped 29% to $2.9 billion and net income soared 46% to $1.2 billion. 

The company said gross booking jumped 31% to $15.6 billion on higher average daily rate and an increase in nights booked.  

Nights and experiences booked rose 25% to 99.7 million from a year ago, driven by all regions but cancellation rates rose to the pre-pandemic 2019 levels. 

Advanced Micro Devices jumped 4% after the semiconductor chip maker reported better-than-expected quarterly results. 

Revenue in the third quarter increased 29% to $5.6 billion from $4.3 billion a year ago. 

Net income plunged 93% to $66 million from $923 million and diluted earnings per share dropped to 4 cents from 75 cents a year ago. 

Global Markets Await Rate Decision, Recession Worries Loom

Barry Adams
01 Nov, 2022
New York City

Stocks were under pressure after the release of the latest labor market survey and manufacturing survey. 

Investors are anticipating the Federal Reserve to lift rates and guide the future rate hike direction.

Financial markets have been roiled by the future rate path and the looming recession worries and the Fed's quantitative tightening plans. 

Despite the Fed's five rate hikes in 2022 and initiating a plan to sell Treasury securities, inflation has remained above 8% and nowhere near the Fed's target range of 2%.   

The strong jobs report provided yet another signal to policymakers and forces fueling inflation. 

Job Openings Rose in September 

Job openings in September rose to 10.72 million from the revised 10.21 million in August and from 10.67 million a year ago, according to the latest Job Openings and Labor Turnover Survey released by the Bureau of Labor Statistics. 

The largest job openings were in accommodation and food services and in health care and social assistance. 

The closely watched jobs report is not likely to prevent the Fed's policy makers from lifting the key lending rate by 75 basis points at the end of the rate decision meeting tomorrow.   

 

Factory Orders Growth Cools 

Another report showed manufacturing expansion cooled to the slowest pace to 50.2 in October from 50.9 in September.  

The ISM Purchasing Managers Index for manufacturing dropped to the lowest level since the contraction in May 2020. 

The 50-mark line separates growth from contraction. 

 

Stocks Lack Direction, Yields Inch Higher 

Stocks were under pressure and closed down ahead of the rate decision tomorrow. 

Bond yield traded sideways and stocks lacked direction on the worries that the Fed may not back off from its hawkish rhetoric. 

The S&P 500 index declined 0.4% to 3,856.10 and the Nasdaq Composite index fell 0.9% to 10,890.85. 

Crude oil rose $1.83 to $88.33 a barrel and natural gas increased 53 cents to $5.82 a thermal unit. 

The yield on 2-year Treasury notes inched higher to 4.55%, 10-year Treasury notes to 4.04% and 30-year bonds to 4.10%.  

 

Movers: Avis, Goodyear, Uber 

Avis Budget declined more than 7% despite the rental car company reporting earnings ahead of expectations driven by the resurgent travel demand. 

Uber Technologies Inc soared 13% after the company reported better-than-anticipated earnings and estimated fourth quarter adjusted earnings ahead of expectations. 

Goodyear Tire & Rubber Co dropped 13% after the company reported weaker-than-anticipated earnings on rising product costs and negatively impacted by the surging dollar. 

 

European Markets UP, Germany's Import Inflation Eases 

European markets closed up as investors digested a fresh batch of earnings and economic news in the region.

Germany's import price inflation cooled in September to 29.8% from 32,7% in August, according to the latest data released by Destatis Tuesday.

UK manufacturing activities fell at the fastest pace in more than two years in October, according to the data released from S&P Global Tuesday.

The Chartered Institute of  Procurement & Supply factory Purchasing Managers' Index decreased to 46.2 in October from 48.4 in September.

The DAX index increased 0.6% to 13,338.74, the CAC-40 index rose 1% to 6,328.25 and the FTSE 100 index added 1.3% to 7,186.16. 

Brent crude increased $1.88 to $94.69 a barrel and TTF natural gas prices fell to 116.19 euros a MWh. 

The euro edged down to 98.81 U.S. cents and the British pound to $1.14. 

 

Europe Stock Movers 

Diageo Plc gained 0.4% after the company said it is starting its stock repurchase program's fourth and final phase.

The company intends to purchase

Movers: Avis, BP, Diageo, Goodyear, Molson Coors, Uber

Scott Peters
01 Nov, 2022
New York City

Avis Budget declined more than 7% to $221.80 despite the rental car company reported earnings ahead of expectations driven by the resurgent travel demand. 

BP Plc fell 0.2% to $33.21 after the energy giant reported a surge in profit to $8.2 billion compared to $3.2 billion a year ago.

Sales and other operating revenues soared $55.01 billion from $36.17 billion a year ago. 

Diageo Plc gained 0.4% to 3,614.0 pence after the company said it is starting its stock repurchase program's fourth and final phase.

The company intends to purchase

European Markets Close Higher, German Import Price Inflation Eases

Bridgette Randall
01 Nov, 2022
Frankfurt

European markets closed up as investors digested a fresh batch of earnings and economic news in the region. 

Germany's import price inflation cooled in September to 29.8% from 32,7% in August, according to the latest data released by Destatis Tuesday. 

UK manufacturing activities fell at the fastest pace in more than two years in October, according to the data released from S&P Global Tuesday. 

The Chartered Institute of  Procurement & Supply factory Purchasing Managers' Index decreased to 46.2 in October from 48.4 in September.

Diageo Plc gained 0.4% after the company said it is starting its stock repurchase program's fourth and final phase. 

The company intends to purchase

JOLT Report Shows Job Openings Rose in September

Brian Turner
01 Nov, 2022
New York City

Job openings in September rose to 10.72 million from the revised 10.21 million in August and from 10.67 million a year ago, according to the latest Job Openings and Labor Turnover Survey released by the Bureau of Labor Statistics. 

The largest job openings were in accommodation and food services and in health care and social assistance. 

The closely watched jobs report is not likely to prevent the Fed's policy makers from lifting the key lending rate by 75 basis points at the end of the rate decision meeting tomorrow.   

U.S. Indexes and Yields Waver, Strong Jobs and Manufacturing Reports

Barry Adams
01 Nov, 2022
New York City

Stocks were under pressure after the release of the latest labor market survey and manufacturing survey. 

Job openings in September rose to 10.72 million from the revised 10.21 million in August and from 10.67 million a year ago, according to the latest Job Openings and Labor Turnover Survey released by the Bureau of Labor Statistics. 

The largest job openings were in accommodation and food services and in health care and social assistance. 

The closely watched jobs report is not likely to prevent the Fed's policy makers from lifting the key lending rate by 75 basis points at the end of the rate decision meeting tomorrow.   

Another report showed manufacturing expansion cooled to the slowest pace to 50.2 in October from 50.9 in September.  

The ISM Purchasing Managers Index for manufacturing dropped to the lowest level since the contraction in May 2020. 

The 50-mark line separates growth from contraction. 

The S&P 500 index declined 0.2% to 3,862.84 and the Nasdaq Composite index dropped 0.5% to 10,929.89. 

Crude oil rose $1.93 to $88.42 a barrel and natural gas decreased 71 cents to $5.64 a thermal unit. 

The yield on 2-year Treasury notes inched higher to 4.53%, 10-year Treasury notes to 4.03% and 30-year bonds to 4.12%.  

Avis Budget declined more than 7% despite the rental car company reported earnings ahead of expectations driven by the resurgent travel demand. 

Uber Technologies Inc soared 13% after the company reported better-than-anticipated earnings and estimated fourth quarter adjusted earnings ahead of expectations. 

Goodyear Tire & Rubber Co dropped 13% after the company reported weaker-than-anticipated earnings on rising product costs and negatively impacted by the surging dollar. 

European markets closed up as investors digested a fresh batch of earnings and economic news in the region. 

Germany's import price inflation cooled in September to 29.8% from 32,7% in August, according to the latest data released by Destatis Tuesday. 

UK manufacturing activities fell at the fastest pace in more than two years in October, according to the data released from S&P Global Tuesday. 

The Chartered Institute of  Procurement & Supply factory Purchasing Managers' Index decreased to 46.2 in October from 48.4 in September.

Diageo Plc gained 0.4% after the company said it is starting its stock repurchase program's fourth and final phase. 

The company intends to purchase

Wall Street Looks Down Ahead of Rate Hike, Treasury Yields Rebound

Barry Adams
31 Oct, 2022
New York City

Stocks on Wall Street edged lower as investors digested a flood of earnings reports last week and awaited the Fed's rate decision this week. 

Treasury yields traded higher ahead of the Fed's two-day policy meeting starting on Tuesday and the central bank is widely anticipated to deliver another 75 basis points rate hike. 

On the last day of trading in October, benchmark indexed edged lower after strong gains in the previous week. 

The S&P 500 index decreased 0.3% to 3,891.20 and the Nasdaq Composite index fell 0.64% to 11,031.33. 

In October, the S&P 500 index gained 5.3% and the Nasdaq Composite rose 1.6%. 

Crude oil declined $1.35 to $83.54 a barrel and natural gas rose 41 cents to $6.14 a thermal unit. 

The yield on 2-year Treasury notes jumped to 4.49%, 10-year notes rose to 4.09% and 30-year bonds increased to 4.13%. 

 

Eurozone Inflation Jumps Record High, GDP Growth Slowed 

European markets lacked direction and investors are anticipating another large-size rate hike from the Bank of England on Thursday.

Inflation in the eurozone accelerated to 10.7% in October from 9.9% in September, according to the latest data released by Eurostat Monday.  

A separate report from the statistics office showed that gross domestic product rose at a slower pace of 0.2% in the third quarter after rising 0.8% in the previous quarter.

The GDP growth on an annual basis dropped to 2.1% from 4.3% rate in the second quarter, according to the preliminary data released today.

The final and revised data are scheduled to be released on November 15.

The DAX index rose 0.4% to 13,297.71, the CAC-40 index added 0.3% to 6,289.75 and the FTSE 100 index advanced 1.0% to 7,116.52.

Credit Suisse jumped more than 4.4% after the troubled Swiss investment bank unveiled a detailed financing plan to raise 4 billion Swiss francs.

Fresenius SE jumped 5.8% after the dialysis center operator lowered its fiscal 2022 annual outlook and said net income is estimated to fall between the high teen and mid-twenties percentage range.

UniCredit SpA increased nearly 2% after the Italian lender lifted its full-year net income outlook on higher net interest rates.  

International Distributions Services PLC formerly known as Royal Mail gained 5.7% after its largest workers union withdrew its plan to strike next week.  

 

Eurozone Inflation Accelerates and Growth Slows, Stocks Advance

Bridgette Randall
31 Oct, 2022
New York City

European markets lacked direction and investors are anticipating another large-size rate hike from the Bank of England on Thursday. 

Inflation in the eurozone accelerated to 10.7% in October from 9.9% in September, according to the latest data released by Eurostat Monday.  

A separate report from the statistics office showed that gross domestic product rose at a slower pace of 0.2% in the third quarter after rising 0.8% in the previous quarter. 

The GDP growth on an annual basis dropped to 2.1% from 4.3% rate in the second quarter, according to the preliminary data released today. 

The final and revised data are scheduled to be released on November 15. 

The DAX index rose 0.4% to 13,297.71, the CAC-40 index added 0.3% to 6,289.75 and the FTSE 100 index advanced 1.0% to 7,116.52. 

Credit Suisse jumped more than 4.4% after the troubled Swiss investment bank unveiled a detailed financing plan to raise 4 billion Swiss francs. 

Fresenius SE jumped 5.8% after the dialysis center operator lowered its fiscal 2022 annual outlook and said net income is estimated to fall between the high teen and mid-twenties percentage range. 

UniCredit SpA increased nearly 2% after the Italian lender lifted its full-year net income outlook on higher net interest rates.  

International Distributions Services PLC formerly known as Royal Mail gained 5.7% after its largest workers union withdrew its plan to strike next week.  

Deckers Falls After Conservative Guidance, Quarterly Sales Up 21%

Scott Peters
28 Oct, 2022
New York City

Deckers Outdoor Corp dropped 3.8% to $345.35 after the footwear maker reported earnings ahead of expectations and reaffirmed its full-year outlook.

Revenue in the fiscal second quarter ending in September increased 21.3% to $875.6 million compared to $721.9 million.

Net sales on a constant currency basis jumped 24.8%.

Gross margin declined to 39.8% from 50.2% a year ago, after rising product and supply costs impacted negatively. 

Net income in the period declined to $101.5 million from $102.0 million and diluted earnings per share fell to $3.80 from $3.66 a year ago.

 

Regional Breakdown 

Domestic net sales increased 20.0% to $617.7 million from $514.6 million and International net sales advanced 24.4% to $257.9 million from $207.3 million a year ago.

 

Channel Sales 

Wholesale net sales rose 16.7% to $636.5 million from $545.2 million.  

Direct-to-Consumer or online net sales jumped 35.3% to $239.1 million from $176.7 million a year ago and comparable direct sales surged 38.2%. 

 

Segment Sales 

UGG brand net sales rose 6.3% to $476.5 million from $448.4 million a year ago. 

HOKA brand net sales jumped 58.3% to $333.0 million from $210.4 million.  

Teva brand net sales increased 4.3% to $30.1 million from $28.8 million. 

Sanuk brand net sales fell 25.2% to $7.5 million from $10.1 million.  

Other brands, including Koolaburra, net sales dropped 17.9% to $28.5 million from $24.2 million.

 

Strong Balance Sheet 

Inventories, including goods in transit, increased to  $925.0 million from $636.3 million a year ago. 

The company has no outstanding borrowings and cash and cash equivalents increased to  $419.3 million from $746.2 million a year ago. 

 

Fiscal Outlook 

The company forecasted revenue in full-year fiscal 2023 ending in March between $3.45 billion and $3.50 billion and diluted earnings per share between $17.50 and $18.35. 

Gross margin is estimated around 50.5%.

 

Stocks Repurchase Program 

During the second quarter, Deckers repurchased approximately 173,000 common stock for a total of $50.2 million at a weighted average price paid per share of $290.01. 

As of September 30, 2022, the company had approximately $1.5 billion available under its stock repurchase authorization.

 

U.S. and Global Stocks Power Ahead as Investor Sentiment Improves

Barry Adams
28 Oct, 2022
New York City

Benchmark indexes extended weekly gains after investors interpreted latest readings on inflation and consumer health and detected signs of optimism in the latest batch of earnings.  

Chevron and Exxon Mobil reported a multi-fold jump in earnings after energy prices soared in the latest quarter. 

Apple soared 8% after the company's latest quarterly earnings were ahead of lowered expectations and sales in China rose despite the widespread lockdowns.  

Amazon.com dropped as much as 10% after the online retailer said fourth quarter revenue growth is likely to be weak. 

The S&P 500 index increased 1.2% to 3,854.89 and the Nasdaq Composite rose 1.2% to 10,925.61. 

For the week, the S&P 500 index jumped 4.1% and the Nasdaq Composite gained 2.1%. 

Crude oil edged down $1.04 to $88.05 a barrel and natural gas decreased 18 cents to $5.68 a thermal unit. 

Bond yields rose after a measure of inflation was elevated but steady in September, indicating stubborn inflation seeping into a broader economy. 

The yield on 2-year Treasury notes rose to 4.41%, 10-year Treasury notes jumped to 3.997% and 30-year bonds increased to 4.12%. 

 

PCE Price Index Held Steady but Elevated 

Personal Consumption Expenditure price index, a measure of inflation, rose 0.3% in September from the previous month.

The PCE index jumped 6.2% from a year ago and matched the rise in the previous month, according to the data released by the Bureau of Economic Analysis.

The PCE index, excluding food and energy, rose 0.5% on a monthly basis and jumped 5.1% from a year ago.  

 

Pending Home Sales Plunge 10% In September

Pending home sales fell for the fourth month in a row after rising mortgage rates and elevated prices kept buyers away. 

Pending home sales in September declined 10.5% from August and plunged 31% from a year ago, the National Association of Realtors said in a statement today. 

"Persistent inflation has proven quite harmful to the housing market," said NAR Chief Economist Lawrence Yun. 

"The Federal Reserve has had to drastically raise interest rates to quell inflation, which has resulted in far fewer buyers and even fewer sellers," added Yun. 

The pending home sales index is at a low last seen in June 2010, excluding the onset of the coronavirus pandemic in April 2020. 

Home prices across the nation are still 40% higher than pre-pandemic 2019 levels. 

 

U.S. Stock Movers 

Amazon.com, Inc plunged 20.4% to $88.20 after the online retailer guided weak fourth quarter outlook. 

Third quarter revenue increased 15% to $127.1 billion from $110.8 billion and North America segment sales increased 20% to $78.8 billion. 

Net income in the quarter decreased to $2.9 billion or 28 cents from $3.2 billion or 31 cents a diluted share. 

Amazon guided fourth quarter sales between $140.0 billion and $148.0 billion, an increase between 2% and 8% from a year ago. 

This guidance anticipates an unfavorable impact of approximately 460 basis points from foreign exchange rates. 

Apple Inc declined 1.1% to $143.81 after the computing and telecom devices maker reported fiscal fourth quarter results ending on September 24. 

Revenue in the quarter rose 8% to $90.1 billion from $84.4 billion a year ago. 

Net income in the quarter rose to $20.7 billion from $20.5 billion and diluted earnings per share increased to $1.28 to $1.24 a year ago. 

Sales in the Americas rose to $39.8 billion from $36.8 billion and Greater China rose to $15.5 billion from $14.6 billion a year ago. 

iPhone sales jumped to $42.6 billion from $38.9 billion a year ago. 

Apple declared a cash dividend of 23 cents a share payable on November 10, 2022 to shareholders of record as of the close of business on November 7, 2022.

Chevron Corp gained 2.1% to $181.65 after the energy explorer and refiner said quarterly earnings nearly doubled. 

Revenue in the quarter jumped to $66.6 billion from $44.7 billion a year ago. 

Net income in the third quarter nearly doubled to $11.2 billion from $6.1 billion and diluted earnings per share jumped to $5.78 from $3.19 a year ago. 

Exxon Mobil Corp jumped 2.2% to $109.90 after the energy company reported a surge in revenue and profit.

Total revenue in the third quarter jumped to $112.1 billion from $73.8 billion a year ago. 

Net income in the period advanced to $20.2 billion from $6.94 billion and diluted earnings per share shot up four-fold to $4.68 from $1.57 a year ago.   

The company declared a fourth quarter dividend of 91 cents a share payable to shareholders on record on December 9th. 

Intel Corp jumped 7.3% to $28.12 after the semiconductor chipmaker posted better-than-expected quarterly results but the company lowered its full-year sales outlook. 

Revenue in the third quarter declined 20% to $15.3 billion from $19.2 billion a year ago. 

Net income in the quarter plunged 85% to $1.0 billion from $6.8 billion and diluted earnings per share dropped to 25 cents from $1.67 a year ago. 

The company lowered its full-year 2022 revenue outlook between $63 billion and $64 billion from the previous range between $65 billion and $68 billion. 

The company also took a $664 million restructuring charge in the quarter and said it plans to aggressively cut operating costs. 

 

European Markets Jump 4% In Volatile Week 

European markets lacked direction but extended weekly gains in volatile trading and the ECB lifted its main rate by a large-size for the second time in a row. 

Investors also weighed accelerating inflation in the region's two largest economies. 

In addition, Germany's economy unexpectedly expanded in the third quarter but the French economic growth slowed. 

Inflation in Germany and France Accelerates 

Germany's consumer price inflation accelerated in October to 10.4% from 10.0% in September, Destatis said in a report Friday. 

The annual inflation accelerated after goods prices rose at a faster pace of 17.8% from 17.2%, food prices increased 20.3% from 18.7% and high energy prices jumped 43% from 43.9%. 

Service prices rose at a faster pace 4.0% from 3.6% in the previous month and rent price increased to 1.8% from 1.7%. 

October inflation on a monthly basis increased to 0.9%. 

The French inflation rose 6.2% in October from 5.6% in September, the statistical office INSEE reported Friday. 

The October inflation was the strongest since 1985. 

Another report from the Destatis showed that the German economy unexpectedly rose in the third quarter.

 

German GDP Expands, French Growth Slows 

Germany's GDP rose 0.3% in the third quarter after rising 0.1% in the second quarter. 

Most economists were anticipating 0.2% contraction in the third quarter.  

French economy expanded at a slower pace of 0.2% from the second quarter when the economy logged 0.5% growth, the statistical office INSEE reported Friday. 

The stagnant household spending and weaker exports dented the growth in the third quarter.  

 

European Markets and Indexes 

The DAX index rose 0.2% to 13,243.33, the CAC-40 index increased 0.5% to 6,273.06 and the FTSE 100 index declined 0.4% to 7,047.67. 

For the week, the DAX and the CAC-40 jumped 4% and the Swiss SMI index gained 3.3% and the FTSE 100 advanced 1%. 

The yield on 10-year German Bunds increased to 2.09%, French bonds rose to 2.62%, the UK Gilt increased to 3.45% and Italian bonds to 4.19%. 

The euro traded at 99.59 U.S. cents and the British pound inched up to $1.15. 

Brent crude decreased to $1.01 to $95.92 a barrel and TTF natural gas futures rose 2.5% to 110.45 euros a MWh. 

 

Europe Stock Movers 

Swiss Re dropped 2.4% to 75.42 Swiss francs after the company posted net loss in the third quarter and in the nine-month period of fiscal 2022. 

Danone SA gained 2.9% to

European Markets Jump 4% After Volatile Week

Bridgette Randall
28 Oct, 2022
Frankfurt

European markets traded sideways on the last day of the week and investors digested the latest batch of earnings a day after the ECB lifted the rate by 0.75%. 

Germany's consumer price inflation accelerated in October to 10.4% from 10.0% in September, Destatis said in a report Friday. 

The annual inflation accelerated after goods prices rose at a faster pace of 17.8% from 17.2%, food prices increased 20.3% from 18.7% and high energy prices jumped 43% from 43.9%. 

Service prices rose at a faster pace 4.0% from 3.6% in the previous month and rent price increased to 1.8% from 1.7%. 

October inflation on a monthly basis increased to 0.9%. 

The French inflation rose 6.2% in October from 5.6% in September, the statistical office INSEE reported Friday. 

The October inflation was the strongest since 1985. 

Another report from the Destatis showed that the German economy unexpectedly rose in the third quarter.

Germany's GDP rose 0.3% in the third quarter after rising 0.1% in the second quarter. 

Most economists were anticipating 0.2% contraction in the third quarter.  

French economy expanded at a slower pace of 0.2% from the second quarter when the economy logged 0.5% growth, the statistical office INSEE reported Friday. 

The stagnant household spending and weaker exports dented the growth in the third quarter.  

The DAX index rose 0.2% to 13,243.33, the CAC-40 index increased 0.5% to 6,273.06 and the FTSE 100 index declined 0.4% to 7,047.67. 

For the week, the DAX and the CAC-40 jumped 4% and the Swiss SMI index gained 3.3% and the FTSE 100 advanced 1%. 

The yield on 10-year German Bunds increased to 2.09%, French bonds rose to 2.62%, the UK Gilt increased to 3.45% and Italian bonds to 4.19%. 

The euro traded at 99.59 U.S. cents and the British pound inched up to $1.15. 

Brent crude decreased to $1.01 to $95.92 a barrel and TTF natural gas futures rose 2.5% to 110.45 euros a MWh. 

Swiss Re dropped 2.4% to 75.42 Swiss francs after the company posted net loss in the third quarter and in the nine-month period of fiscal 2022. 

Danone SA gained 2.9% to

PCE Price Index Held Steady but Elevated

Brian Turner
28 Oct, 2022
New York City

Personal Consumption Expenditure price index, a measure of inflation, rose 0.3% in September from the previous month.

The PCE index jumped 6.2% from a year ago and matched the rise in the previous month, according to the data released by the Bureau of Economic Analysis.

The PCE index, excluding food and energy, rose 0.5% on a monthly basis and jumped 5.1% from a year ago.  

 

Pending Home Sales Plunge 10% In September, 4th Monthly Decline

Brian Turner
28 Oct, 2022
New York City

Pending home sales fell for the fourth month in a row after rising mortgage rates and elevated prices kept buyers away. 

Pending home sales in September declined 10.5% from August and plunged 31% from a year ago, the National Association of Realtors said in a statement today. 

"Persistent inflation has proven quite harmful to the housing market," said NAR Chief Economist Lawrence Yun. 

"The Federal Reserve has had to drastically raise interest rates to quell inflation, which has resulted in far fewer buyers and even fewer sellers," added Yun. 

The pending home sales index is at a low last seen in June 2010, excluding the onset of the coronavirus pandemic in April 2020. 

Home prices across the nation are still 40% higher than pre-pandemic 2019 levels. 

 

Major Average Advance 4th Day In a Row, Pending Home Sales Plunge

Barry Adams
28 Oct, 2022
New York City

Benchmark indexes on Wall Street powered ahead and investors digested weak tech earnings and strong performance from oil giants. 

Chevron and Exxon Mobil reported a multi-fold jump in earnings after energy prices soared in the latest quarter. 

Amazon.com dropped as much as 10% after the online retailer said fourth quarter revenue growth is likely to be weak. 

The S&P 500 index increased 1.2% to 3,854.89 and the Nasdaq Composite rose 1.2% to 10,925.61. 

Crude oil edged down $1.04 to $88.05 a barrel and natural gas decreased 18 cents to $5.68 a thermal unit. 

 

PCE Price Index Held Steady 

Personal Consumption Expenditure price index, a measure of inflation, rose 0.3% in September from the previous month. 

The PCE index jumped 6.2% from a year ago and matched the rise in the previous month, according to the data released by the Bureau of Economic Analysis. 

The PCE index, excluding food and energy, rose 0.5% on a monthly basis and jumped 5.1% from a year ago.   

 

Pending Home Sales Fall In September 

Pending home sales fell for the fourth month in a row after rising mortgage rates and elevated prices kept buyers away. 

Pending home sales in September declined 10.5% from August and plunged 31% from a year ago, the National Association of Realtors said in a statement today. 

"Persistent inflation has proven quite harmful to the housing market," said NAR Chief Economist Lawrence Yun. 

"The Federal Reserve has had to drastically raise interest rates to quell inflation, which has resulted in far fewer buyers and even fewer sellers," added Yun. 

The pending home sales index is at a low last seen in June 2010, excluding the onset of the coronavirus pandemic in April 2020. 

Home prices across the nation are still 40% higher than pre-pandemic 2019 levels. 

 

European Markets Lack Direction On Rate Worries 

European markets traded sideways on the last day of the week and investors digested the latest batch of earnings a day after the ECB lifted the rate by 0.75%. 

The DAX index rose 0.3% to 13,245.24, the CAC-40 index increased 0.5% to 6,274.76 and the FTSE 100 index declined 0.5$ to 7,040.98. 

For the week, the DAX and the CAC-40 jumped 4% and the Swiss SMI index gained 3.3% and the FTSE 100 advanced 1%. 

The yield on 10-year German Bunds increased to 2.09%, French bonds rose to 2.62%, the UK Gilt increased to 3.45% and Italian bonds to 4.19%. 

The euro traded at 99.59 U.S. cents and the British pound inched up to $1.15. 

Brent crude decreased to $1.01 to $95.92 a barrel and TTF natural gas futures rose 2.5% to 110.45 euros a MWh. 

 

Movers: Amazon.com, Apple, Chevron, ExxonMobil, Intel, Deckers Outdoor

Scott Peters
28 Oct, 2022
New York City

Amazon.com, Inc plunged 20.4% to $88.20 after the online retailer guided weak fourth quarter outlook. 

Third quarter revenue increased 15% to $127.1 billion from $110.8 billion and North America segment sales increased 20% to $78.8 billion. 

Net income in the quarter decreased to $2.9 billion or 28 cents from $3.2 billion or 31 cents a diluted share. 

Amazon guided fourth quarter sales between $140.0 billion and $148.0 billion, an increase between 2% and 8% from a year ago. 

This guidance anticipates an unfavorable impact of approximately 460 basis points from foreign exchange rates. 

Apple Inc declined 1.1% to $143.81 after the computing and telecom devices maker reported fiscal fourth quarter results ending on September 24. 

Revenue in the quarter rose 8% to $90.1 billion from $84.4 billion a year ago. 

Net income in the quarter rose to $20.7 billion from $20.5 billion and diluted earnings per share increased to $1.28 to $1.24 a year ago. 

Sales in the Americas rose to $39.8 billion from $36.8 billion and Greater China rose to $15.5 billion from $14.6 billion a year ago. 

iPhone sales jumped to $42.6 billion from $38.9 billion a year ago. 

Apple declared a cash dividend of 23 cents a share payable on November 10, 2022 to shareholders of record as of the close of business on November 7, 2022.

Chevron Corp gained 2.1% to $181.65 after the energy explorer and refiner said quarterly earnings nearly doubled. 

Revenue in the quarter jumped to $66.6 billion from $44.7 billion a year ago. 

Net income in the third quarter nearly doubled to $11.2 billion from $6.1 billion and diluted earnings per share jumped to $5.78 from $3.19 a year ago. 

Deckers Outdoor Corp dropped 6.1% to $359.03 after the footwear maker reported earnings ahead of expectations and reaffirmed its full-year outlook. 

Revenue in the fiscal second quarter ending in September increased 21.3% to $875.6 million compared to $721.9 million. 

Net sales on a constant currency basis jumped 24.8%.

Domestic net sales increased 20.0% to $617.7 million from $514.6 million and International net sales advanced 24.4% to $257.9 million from $207.3 million a year ago. 

Net income in the period declined to $101.5 million from $102.0 million and diluted earnings per share fell to $3.80 from $3.66 a year ago. 

The company forecasted revenue in full-year fiscal 2023 ending in March between $3.45 billion and $3.50 billion and diluted earnings per share between $17.50 and $18.35. 

DexCom, Inc jumped 8.7% to $110.06 after the continuous glucose monitoring system reported better-than-expected quarterly results. 

Third quarter total revenue increased 18% from a year ago to $769.6 million and revenue in the U.S. rose 17% and international jumped 22%. 

Net income increased to $101.2 million or 24 cents from  $87.3 million or $0.21 per diluted share a year ago. 

The company guided 2022 revenue between $2.88 billion and $2.91 billion, an increase between 18% and 19% from a year ago. 

Exxon Mobil Corp jumped 2.2% to $109.90 after the energy company reported a surge in revenue and profit.

Total revenue in the third quarter jumped to $112.1 billion from $73.8 billion a year ago. 

Net income in the period advanced to $20.2 billion from $6.94 billion and diluted earnings per share shot up four-fold to $4.68 from $1.57 a year ago.   

The company declared a fourth quarter dividend of 91 cents a share payable to shareholders on record on December 9th. 

Intel Corp jumped 7.3% to $28.12 after the semiconductor chipmaker posted better-than-expected quarterly results but the company lowered its full-year sales outlook. 

Revenue in the third quarter declined 20% to $15.3 billion from $19.2 billion a year ago. 

Net income in the quarter plunged 85% to $1.0 billion from $6.8 billion and diluted earnings per share dropped to 25 cents from $1.67 a year ago. 

The company lowered its full-year 2022 revenue outlook between $63 billion and $64 billion from the previous range between $65 billion and $68 billion. 

The company also took a $664 million restructuring charge in the quarter and said it plans to aggressively cut operating costs. 

Mastercard Inc declined 0.3% to $318.16 after the payment processing company reported third quarter results. 

Third quarter revenue increased 15.0% to $5.8 billion from $5.0 billion a year ago. 

Net income increased 4% to $2.5 billion from $2.4 billion and diluted earnings per share rose to $2.58 from $2.44 a year ago. 

Gross dollar volume increased 11% on a local currency basis to $2.1 trillion and cross-border volume growth jumped 44%.

Mastercard repurchased 4.7 million shares at a cost of $1.6 billion and  paid $474 million in dividends, in the third quarter. 

Quarter-to-date through October 24, the company repurchased 1.7 million  shares at a cost of $505 million and $5.1 billion is available under the approved stock repurchase  programs.