Marktzusammenfassung USA

What’s driving the market?

Da sagen ein paar Bilder mehr als tausend Worte:








Quelle:
https://www.zerohedge.com/news/2019-01-1...re-surging

Aber ist nicht gerade das in der mittleren Grafik selektive Wahrnehmung / confirmation bias par excellence?!

Es sind zwar einige Stellen markiert, bei denen es so scheint, als würde der MoM der Central Bank Sheets den Verlauf des Aktienmarkts direkt beeinflussen. Aber ich sehe bei den nicht-markierten Stellen etliche Beispiele, wo es anscheinend überhaupt keinen Zusammenhang gibt.

Das ist doch eher Rosinenpickerei, um eine Kausalität zu konstruieren...

Stocks end higher after report U.S. considering rollback of China tariffs

...

The S&P 500 SPX, +0.76% ended with a gain of around 20 points, or 0.8%, near 24,370, according to preliminary figures, while the Dow Jones Industrial Average DJIA, +0.67% advanced around 163 points, or 0.7%, to close near 24,370. The Nasdaq Composite COMP, +0.71% gained around 50 points, or 0.7%, to end near 7,084.

...

https://www.marketwatch.com/story/stocks...2019-01-17

Warum steigt denn die Bilanz der EZB wenn sie nur noch auslaufende Bonds nachkauft?

Sie haben ihre Goldbestände neu bewertet.
Die Bilanzsummenausweitung ist eine rein buchhalterische Nummer.

Genau deswegen...

Aber ist nicht gerade das in der mittleren Grafik selektive Wahrnehmung / confirmation bias par excellence?!

[...]

Das ist doch eher Rosinenpickerei, um eine Kausalität zu konstruieren...

... sehe ich das ganz genauso. Hier werden versucht Zusammenhänge zu konstruieren, die offensichtlich nicht so exakt bestehen.

The stock market hasn’t started a year this strongly since 1987 — uh-oh!

Small-cap stocks, as gauged by the Russell 2000 index RUT,  are off to their best start to any year in the past 32 years, boasting a gain of 8.8% over the past 12 trading sessions, according to Dow Jones Market Data. That’s outpacing the large-cap S&P 500 SPX,  the U.S. stock-market benchmark, which is up 5.2% over the same stretch — a performance, however, that likewise is the strongest 12-day start to a calendar year in 32 years.

The Dow Jones Industrial Average DJIA,  is up 4.5% over the same period, while the Nasdaq Composite Index COMP,  has logged a 6.8% advance.

...

https://www.marketwatch.com/story/small-...op_stories

Dow logs 300-point gain as stocks string together four-day winning streak

U.S. stocks ended the week strong on Friday, booking a four-day streak of gains, after reports that Washington and Beijing were debating concessions to help secure an eventual resolution to the ongoing U.S.-China trade dispute. The S&P 500 SPX, +1.32% rose 1.3% to end around 2,671. The Dow Jones Industrial Average DJIA, +1.38% picked up 342 points, or around 1.4%, to end around 24,713, based on preliminary numbers. The Nasdaq Composite COMP, +1.03% rose 1% to around 7,157. 

...

https://www.marketwatch.com/story/dow-lo...2019-01-18

Eine wunderschön gemachte Aufarbeitung der S&P500 Entwicklung in Korrelation mit den Taten, Worten und Tweets der Trump-Administration.


The Stock Market’s On-Again, Off-Again Relationship With Trump
https://www.nytimes.com/interactive/2019...e=Homepage

Stocks snap four-day winning streak as trade worries fester

U.S. stocks closed lower Tuesday, snapping a four-day winning streak, as trade woes and fresh concerns over the state of the global economy greeted investors returning from the long holiday weekend.

Earnings also remained in focus, with a busy week ahead.

How did the benchmarks fare?
The Dow Jones Industrial Average DJIA, sank 301.87 points, or 1.2%, to 24,404.48, while the S&P 500 index SPX,  dropped 37.81 points, or 1.4%, to 2,632.90. The Nasdaq Composite Index COMP, fell 136.87 points, or 1.9%, to 7,020.36.

...

https://www.marketwatch.com/story/dow-fu...2019-01-22

Stocks close higher on positive earnings, though trade concerns linger

IBM, United Technologies, P&G power Dow’s gains

...

How did the benchmarks fare?

The Dow Jones Industrial Average DJIA,  gained 171.14 points, or 0.7%, to 24,575.62, while the S&P 500 index SPX,  rose 5.8 points, or 0.2%, to 2,638.70 and the Nasdaq Composite COMP,  climbed 5.41 points to 7,025.77.

...

https://www.marketwatch.com/story/future...2019-01-23

Stocks close mostly higher as investors weigh solid earnings against slowing global growth

Airline stocks gain altitude on robust earnings

Stocks closed mostly higher Thursday as investors digested a tide of corporate earnings while monitoring U.S.-China trade talks and a long-running U.S. government shutdown — all amid worries over the health of the global economy.

How did the benchmarks fare?
The Dow Jones Industrial Average DJIA,  slid 22.38 points to 24,553.24, while the S&P 500 index SPX,  rose 3.63 points, or 0.1%, to 2,642.33. The Nasdaq Composite COMP,  gained 47.69 points, or 0.7%, to 7,073.46.

What drove the market?

...

https://www.marketwatch.com/story/stock-...2019-01-24

Stocks rally on strong earnings, hold gians after deal to temporarily end government shutdown

Western Digital stock rises despite earnings miss

U.S. stocks rose Friday as investors shook off downbeat results from Intel Corp. and focused on a broadly positive picture painted by earnings season so far, while maintaining gains after President Donald Trump announced a temporary deal to reopen the government.

How are benchmarks faring?
The Dow Jones Industrial Average DJIA,  climbed 163 points, or 0.7%, to 24,715, while the S&P 500 SPX, rose 21 points, or 0.8%, to 2,662. The Nasdaq Composite COMP, climbed 80 points, or 1.1%, to 7,151.

At session highs, the Dow rose 307 points, the S&P gained as much as 30 points, while the Nasdaq advanced 101 points, at its peak.

https://www.marketwatch.com/story/us-sto...2019-01-25