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Good Financial Reports Overshadow Poor Indicators

Despite poor American economic indicators related to consumption and the labor market, the major indices on Wall Street continued to post gains for the fifth consecutive week last week, as strong corporate earnings boost investor sentiment.

The Dow Jones index strengthened by 1.8 percent last week, reaching 10,653 points, while the technology Nasdaq index rose by 1.5 percent to 2,288 points. The S&P 500 increased by 1.8 percent to 1,121 points. Since July 2, the S&P 500 index has jumped by 9.7 percent, thanks solely to strong quarterly earnings from companies.

While the beginning of the week on global exchanges started optimistically, thanks to procurement management indices in the industrial sectors of the U.S. and Eurozone exceeding analysts’ expectations, signals indicating a slowdown in the American economic recovery emerged during the week. Data on personal consumption and income indicated that Americans remain very cautious about spending their money. Following a slight increase in June, personal consumption and income for Americans stagnated in July.

Orders to the American industry also fell in June by 1.2 percent, approximately double what economists had expected. The number of existing homes sold also decreased. Even more disappointing were the latest labor market data. At the end of the week, it was reported that 131,000 Americans were unemployed in July, which is double what analysts had estimated. The unexpected drop in employment suggests that employers are still hesitant to hire, which could dampen economic growth in the coming months.

However, the impact of disappointing indicators on investor sentiment was overshadowed by second-quarter corporate earnings, which exceeded expectations on both sides of the Atlantic. So far, 443 companies listed in the S&P 500 index have reported results on Wall Street, with 75 percent reporting higher profits than estimated in a Thomson Reuters survey, while only 9 percent fell short.

“If we look at all this, it seems that the market wants to continue to grow, and that is an important thing. Economic indicators will continue to frustrate us, but the American economy is stabilizing and gradually recovering. Investors want to get through this short-term noise and for now want to buy,” says Terry Morris, a manager at National Penn Investors Trust Company.

Meanwhile, trading volumes on the New York Stock Exchange are low, contributing to price volatility. For example, on Thursday alone, one of the lowest trading volumes of the year was recorded, with 875.6 million shares changing hands, representing only two-thirds of the average daily trading volume on the New York Stock Exchange over the past 200 days, which is 1.34 billion. August is typically one of the most volatile months on the exchange, precisely due to low trading volume.

On European exchanges, indices also strengthened last week. The London FTSE index gained 74 points, closing trading on Friday at 5,332 points. The Frankfurt DAX rose by 111.5 points to 6,259 points, and the Paris CAC increased by 73 points to 3,716 points. The Tokyo Nikkei gained 105 points, reaching 9,642 points. (H)