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17/11/08

FTSE 100 4232.97, +63.76 Dow 8497.31, -337.94
FTSE 250 6127.76, -29.09 Nasdaq 1516.85, -79.85
FTSE All Share 2114.8, +27.33 S&P 500 873.29, -38
Nikkei 8522.58, +60.19 Hang Seng 13529.53, -13.13
Oil (Crude) $57.04 Gold $742.5
Base Rate 3% 10 Yr Gilt 4.11%
£/$ 1.477 Euro/Gbp 0.855

Markets
US stocks plummeted on Friday following the worst drop in monthly US retail sales on record. The Commerce Department said retail sales slumped 2.8% in October following a 1.3% fall in September. Accelerating job losses and a worsening economy were seen as the main drivers for the cut in spending and caused a broad range of stocks to retreat.

The Dow Jones dropped 337.94 points to close at 8,497.31, the S&P 500 fell 38 points to end at 873.29. The Nasdaq tumbled 79.85 points to finish at 1,516.85.

Retailers were obviously among the biggest fallers on the day. Department store operator JC Penney and clothing retailer Abercrombie & Fitch compounded the grim economic data, giving disappointing outlooks and saying shoppers look like they will be cutting spending through the holiday season. JC Penney plunged 10.4% while Abercrombie sank 20.7%.

Boeing descended 4.9% after announcing that it has delayed its latest version of the 747 jumbo jet by several months.

In the financial sector, Freddie Mac reported a massive $25.3 billion quarterly loss and said it will start chipping away at the $100 billion in taxpayer funds set aside for its bailout. Shares finished 8.2% lower.

In the tech sector, Sun Microsystems made slight headway after saying that it will cut up 18% of its workforce, around 6,000 jobs, as a cost cutting measure. Shares in the computer networking company rose 1%. Apple Inc caused the biggest weight on the Nasdaq, sliding 6.4%.

US light crude oil for December delivery slipped $1.20 to end at $57.04 a barrel. COMEX gold for December delivery surged $42.50 higher to settle at $742.50 an ounce. Treasury prices rallied, lowering the yield on the 10 year note to 3.72% from 3.86%.

The Nikkei rose 60.19 points to close at 8,522.58 this morning. Drug and rail companies gained after the nation's slip into recession lifted demand for companies relatively insulated against a slowdown.

The Hang Seng edged 13.13 points lower to 13,529.53 this morning. Financial companies were lower after the city entered its first recession since the outbreak of a deadly epidemic in 2003. Hong Kong Exchanges & Clearing Ltd, which run's the city's equities market, lost 7.6% after Morgan Stanley slashed its price target by 49%.

The FTSE 100 is currently 3.45 points lower at 4,229.52. Commodity producers fall after crude prices declined for a second day and copper dropped. Royal Dutch Shell falls 2%, while BHP Billiton loses 2.2%. Tesco is 2.3% lower after JPMorgan Chase & Co recommended selling the shares.

Economics
US Empire manufacturing (Nov) 13.30 gmt

Empire manufacturing is expected to increase from -25 to -22, but this would remain well in negative territory. New orders and shipments weakened in last month's survey, falling to -20.5 and -8.9 respectively. Similar readings this month would be consistent with ISM manufacturing at around 43.

US Industrial Production (Oct) 14.15 gmt

September's 2.8 percent plunge reflected broad-based softening across the manufacturing sector, compounded by big hurricane-related declines as well as Boeing aircraft strike. Manufacturing hours worked fell again in October (-1 percent), while the ISM production index fell to just 34.1, suggesting that widespread declines in manufacturing were repeated. However, a recovery from Hurricane Ike and Gustav should push overall production higher, as we see oil and gas extraction, petroleum refining, and petrochemicals reversing most of their declines from last month. The Boeing strike was still ongoing in October, so the level of aircraft output is expected to remain depressed. Utilities output could rise 0.6 percent, as temperatures were below their historical average, particularly in the second half of the month. Overall industrial production is expected to rise 0.5 percent, taking the capacity utilization rate to 76.8 percent from 76.4 percent. 

The details published in this e-mail are intended for information only and should not be construed as advice under the Financial Services and Markets Act 2000. Aventus Capital Management will not accept responsibility for any actions taken (or not taken) on the basis of information published in this e-mail. 

Aventus Capital Management is a trading name of Rickerbys LLP (OC328675) registered in England and Wales, registered office Ellenborough House, Wellington Street, Cheltenham GL50 1YD. A list of the Members of Rickerbys LLP will be provided on request or can be inspected at this address. Aventus is a trade mark and the “A” logo is a registered trade mark of Rickerbys LLP. Rickerbys LLP is regulated by the Solicitors Regulation Authority. Authorised and regulated by the Financial Services Authority. 

 

 


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