STOCK INDEX PERFORMANCE
Index Week YTD 12-mo. 2007 5-yr.
DOW JONES 30 (12987) 2.02% -1.11% -1.43% 8.88% 10.89%
S&P 500 (1425) 2.74% -2.15% -3.99% 5.49% 10.59%
NASDAQ 100 (2031) 3.66% -2.38% 7.92% 19.24% 12.39%
S&P 500/Citigroup Growth 3.00% -1.11% 1.44% 9.25% 9.01%
S&P 500/Citigroup Value 2.45% -3.27% -9.14% 2.03% 12.18%
S&P MidCap 400/Citigroup Growth 3.54% 4.11% 5.73% 13.55% 15.06%
S&P MidCap 400/Citigroup Value 3.55% 3.05% -4.83% 2.84% 16.31%
S&P SmallCap600/Citigroup Growth 3.46% 0.01% -2.60% 5.66% 15.27%
S&P SmallCap600/Citigroup Value 3.32% -0.56% -10.99% -5.19% 15.09%
MSCI EAFE 2.81% -0.81% 1.22% 11.76% 20.56%
MSCI World (ex US) 2.95% 0.02% 2.86% 13.04% 21.12%
MSCI World 2.89% -0.81% -0.06% 9.69% 15.65%
MSCI Emerging Markets 4.43% 0.33% 26.11% 39.23% 35.24%
Returns are total returns. The 5-yr. return is an average annual.
One-week,YTD, 12-mo. and 5-yr. performance returns calculated through 05/16/08.
S&P SECTOR PERFORMANCE
Index Week YTD 12-mo. 2007 5-yr.
Consumer Discretionary 3.73% 1.96% -13.93% -13.21% 6.36%
Consumer Staples 2.32% -1.02% 6.49% 14.36% 10.67%
Energy 4.39% 9.62% 32.31% 34.41% 30.41%
Financials 1.11% -9.33% -28.54% -18.52% 4.48%
Health Care 0.75% -9.67% -11.78% 7.32% 3.62%
Industrials 2.29% -0.39% 2.89% 12.04% 13.77%
Information Technology 3.87% -3.69% 4.45% 16.30% 9.95%
Materials 5.71% 10.92% 18.02% 22.53% 20.73%
Telecom Services 2.95% -6.39% -9.39% 11.88% 12.51%
Utilities 1.90% -3.26% -1.63% 19.38% 18.23%
Returns are total returns. The 5-yr. return is an average annual.
One-week,YTD, 12-mo. and 5-yr. performance returns calculated through 05/16/08.
BOND INDEX PERFORMANCE
Index Week YTD 12-mo. 2007 5-yr.
U.S. Treasury: Intermediate -0.51% 2.48% 9.53% 8.83% 3.64%
GNMA 30 Year -0.04% 2.67% 7.69% 6.97% 4.68%
U.S. Aggregate -0.16% 2.07% 7.14% 6.97% 4.08%
U.S. Corporate High Yield 0.53% 1.95% -0.68% 1.88% 8.23%
U.S. Corporate Investment Grade -0.30% 0.82% 3.30% 4.56% 3.57%
Municipal Bond: Long Bond (22+) 0.63% 0.19% -0.56% 0.46% 4.55%
Global Aggregate -0.33% 4.46% 12.38% 9.48% 5.97%
Returns include reinvested interest.The 5-yr.return is an average annual.
One-week,YTD, 12-mo. and 5-yr. performance returns calculated through 05/16/08.
KEY RATES
As of 05/16
Fed Funds 2.00% 5-YR CD 3.57%
LIBOR (1-month) 2.51% 2-YR Note 2.43%
CPI - Headline 3.90% 5-YR Note 3.11%
CPI - Core 2.30% 10-YR Note 3.84%
Money Market Accts. 2.33% 30-YR T-Bond 4.57%
Money Market Funds 2.01% 30-YR Mortgage 5.81%
6-mo. CD 2.72% Prime Rate 5.00%
1-YR CD 3.03% Bond Buyer 40 5.00%
WEEKLY FUND FLOWS
Week of 05/14 Previous
Equity Funds -$4.3 B $331 M
Including ETF activity, Domestic funds reporting net outflows of
-$4.801 B and Non-domestic funds reporting net inflows of $501 M.
Bond Funds $1.8 B $18.6 B
Inflows are reported to all sectors except those investing in Treasury and
Mortgage-backed securities.
Municipal Bond Funds $695 M $4.079 B
Money Markets $23.471 B -$78.734 B
FACTOIDS FOR THE WEEK OF MAY 12TH- MAY 16TH
Monday, May 12, 2008
It was originally thought that orders for 2,561 new cargo ships (a record)
could push shipping rates down by more than 50% over the next three years
due to the added capacity, according to Bloomberg. The combination of
tighter credit and a 47% hike in the price of steel since January is now
forcing delays and cancellations. Sophocles Zoullas, chief executive of New
York-based Eagle Bulk Shipping Inc, predicts that 10% to 30% of cargo ships
will either be delayed or cancelled. The number of cargo ships under
construction has declined 21% in the past year.
Tuesday, May 13, 2008
Goldman Sachs said in a research report yesterday that Russian stocks
could rally as much as 20% over the next 12 months due to soaring oil
prices and Vladimir Putin’s promise to initiate tax cuts for the oil industry,
according to MarketWatch.com. The tax cuts may be an incentive to boost
capital investment. In the first quarter, Russia’s oil production fell below yearago
levels for the first time this decade, averaging 10 million barrels a day –
90,000 barrels a day lower than in Q1’07, according to the International
Energy Agency.
Wednesday, May 14, 2008
In the U.S., industry consumes as much water as agriculture, according to
Forbes. The industrial sector (including energy) uses an estimated 45% of
fresh water, while agriculture and drinking/sanitation account for 42% and
13%, respectively. Agriculture accounts for 70% of consumption worldwide.
Hydroelectric power consumes nearly 39% of all fresh water in the U.S. New
sources of fuel are water-intensive as well. To produce a liter of corn ethanol
requires close to 2,000 liters of fresh water.
Thursday, May 15, 2008
The global speculative-grade default rate stood at 1.7% in April, up from
1.5% in March, according to Moody's. The rate was 1.6% a year ago. The
U.S. speculative-grade default rate stood at 2.1% in April, up from 1.8% in
March. The rate was 1.5% a year ago. The default rate on senior loans rose
from 1.83% in March to 1.95% in April, according to Standard & Poor's LCD.
The rate was 0.44% a year ago.
Friday, May 16, 2008
Dealogic puts the total value of announced M&A deals so far in 2008 at
$430.4 billion in the U.S. and $1.9 trillion globally, according to
BusinessWeek. U.S. activity is down 39% from the same period a year ago,
while global activity is off 34%. Activity has accelerated markedly since the
end of March. Goldman Sachs estimates that private equity firms have
around $400 billion available for buyouts.
The above was gathered by and posted from
FIRST TRUST ADVISORS L.P. • APPROVED FOR PUBLIC USE • 05/19/08
Web link to this and all previous weekly information is
here
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