STOCK INDEX PERFORMANCE
Index Week YTD 12-mo. 2007 5-yr.
DOW JONES 30 (11371) -1.10% -13.08% -15.46% 8.88% 6.53%
S&P 500 (1258) -0.22% -13.35% -15.43% 5.49% 6.68%
NASDAQ 100 (1847) 1.28% -11.22% -7.72% 19.24% 8.06%
S&P 500/Citigroup Growth -0.17% -10.86% -10.57% 9.25% 5.67%
S&P 500/Citigroup Value -0.29% -16.01% -20.28% 2.03% 7.64%
S&P MidCap 400/Citigroup Growth -0.69% -4.65% -4.40% 13.55% 10.77%
S&P MidCap 400/Citigroup Value -0.50% -8.35% -14.10% 2.84% 11.92%
S&P SmallCap600/Citigroup Growth 1.17% -5.32% -8.85% 5.66% 11.53%
S&P SmallCap600/Citigroup Value 2.39% -6.14% -15.49% -5.19% 10.81%
MSCI EAFE 0.19% -13.47% -13.44% 11.76% 15.77%
MSCI World (ex US) 0.00% -12.67% -12.25% 13.04% 16.32%
MSCI World -0.13% -12.79% -13.41% 9.69% 11.33%
MSCI Emerging Markets 0.32% -16.59% -8.58% 39.23% 26.57%
Returns are total returns. The 5-yr. return is an average annual.
One-week, YTD, 12-mo. and 5-yr. performance returns calculated through 07/25/08.
S&P SECTOR PERFORMANCE
Index Week YTD 12-mo. 2007 5-yr.
Consumer Discretionary -0.42% -12.95% -25.62% -13.21% 1.61%
Consumer Staples 0.76% -5.14% 2.28% 14.36% 8.66%
Energy -2.78% -6.99% -0.32% 34.41% 26.01%
Financials -0.15% -27.19% -37.86% -18.52% -1.69%
Health Care 1.26% -8.19% -7.05% 7.32% 3.57%
Industrials 1.38% -11.98% -14.81% 12.04% 9.45%
Information Technology 0.20% -14.05% -11.92% 16.30% 5.77%
Materials -1.07% -5.55% -2.91% 22.53% 14.84%
Telecom Services -1.72% -20.87% -23.91% 11.88% 8.12%
Utilities -2.52% -9.88% -1.33% 19.38% 16.44%
Returns are total returns. The 5-yr. return is an average annual.
One-week, YTD, 12-mo. and 5-yr. performance returns calculated through 07/25/08.
BOND INDEX PERFORMANCE
Index Week YTD 12-mo. 2007 5-yr.
U.S. Treasury: Intermediate -0.05% 2.28% 8.76% 8.83% 3.83%
GNMA 30 Year 0.36% 0.92% 6.61% 6.97% 4.45%
U.S. Aggregate 0.12% 0.31% 5.72% 6.97% 4.08%
U.S. Corporate High Yield 0.25% -2.24% -0.88% 1.88% 6.58%
U.S. Corporate Investment Grade 0.04% -2.32% 1.05% 4.56% 3.29%
Municipal Bond: Long Bond (22+) -0.81% -3.43% -2.88% 0.46% 4.21%
Global Aggregate -0.50% 3.08% 10.45% 9.48% 5.98%
Returns include reinvested interest. The 5-yr.return is an average annual.
One-week, YTD, 12-mo. and 5-yr. performance returns calculated through 07/25/08.
KEY RATES
As of 07/25
Fed Funds 2.00% 5-YR CD 4.11%
LIBOR (1-month) 2.46% 2-YR Note 2.70%
CPI - Headline 5.00% 5-YR Note 3.44%
CPI - Core 2.40% 10-YR Note 4.11%
Money Market Accts. 2.46% 30-YR T-Bond 4.69%
Money Market Funds 1.86% 30-YR Mortgage 6.44%
6-mo. CD 3.10% Prime Rate 5.00%
1-YR CD 3.54% Bond Buyer 40 5.34%
WEEKLY FUND FLOWS
Week of 07/23 Previous
Equity Funds -$9.6 B $1.7 B
Including ETF activity, Domestic funds reporting net outflows of
-$10.522 B and Non-domestic funds reporting net inflows of $914 M.
Bond Funds $1.1 M -$972 M
Municipal Bond Funds $509 M $251 M
Money Markets $4.959 B $1.099 B
FACTOIDS FOR THE WEEK OF JULY 21ST - JULY 25TH
Monday, July 21, 2008
In 1990, the top 10 banks controlled 25% of the market, according to
SmartMoney. Today, they control 50%. Fees are a big boost to the bottom
line of any bank. In 2006, 54% of the revenue generated by the 10 largest
banks came from fees and service charges, compared to 28% for the 10
smallest banks. The average ATM service charge doubled from 1998 to
2007. Overdraft fees brought in $17.5 billion in revenue in 2006, up from
$10.3 billion in 2004.
Tuesday, July 22, 2008
States collected $155.3 billion in tax revenue in the first quarter of 2008,
according to the Rockefeller Institute of Government. Overall, tax revenues
increased a modest 1.7% (y-o-y), the slowest growth rate since 2003. The
breakdown was as follows: personal income taxes (41%); sales taxes (35%);
corporate income taxes (7%); and other sources (17%). Sales tax collections
were flat in Q1’08. Over the previous 37 quarters, sales tax collections had
grown an average of 4.4% per quarter.
Wednesday, July 23, 2008
So far in 2008, 37 IPOs were priced in the U.S., down 74.7% from this point
last year, according to data from Renaissance Capital's IPOHome.com.
There have only been 15 IPOs priced since the end of Q1. There have been
117 IPOs filed to date, down 37.8% from last year's pace. The good news is
this year's IPOs have posted an average gain of 11%. The S&P 500 and
Russell 2000 are down 12.0% and 5.8%, respectively.
Thursday, July 24, 2008
Worldwide sales of semiconductors totaled $21.8 billion in May, up 7.4%
over the $20.3 billion sold in May 2007, according to the Semiconductor
Industry Association. Sales in May were up 2.8% from April’s take. Year-todate
through May, sales totaled $103.4 billion, up 5.3% over the same period
last year. When you exclude memory products, chip sales were up 12.3%
versus a year ago. Global demand for tech products is driving sales growth.
Just a few years ago the U.S. accounted for 31% of PC unit sales, but that
figure now stands at 21%. Five years ago, the U.S. accounted for 21% of cell
phone unit sales, but that figure is expected to fall to 13% by the end of
2008.
Friday, July 25, 2008
Standard & Poor’s just announced it is reducing the expected 2008 dividend
payment for the S&P 500 from $30.30 to $28.85. The expected distribution
still represents a 4% increase over the $27.73 registered in 2007, according
to S&P. The aggregate payout is expected to total $251 billion. So far in
2008, 20 financial firms have decreased their dividends compared to just 12
over the past five years, according to Howard Silverblatt, Senior Index
Analyst at Standard & Poor’s.
The above was gathered by and posted from
FIRST TRUST ADVISORS L.P.• APPROVED FOR PUBLIC USE • 07/28/08
Web link to this and all previous weekly information is
here
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