YAHOO [BRIEFING.COM]: Participants
shrugged off a worse-than-expected GDP reading to hand stocks their best
single-session gain in one week. Financial stocks led the charge and helped
keep the broader market in the green for the entire session.
The advance first quarter GDP
report indicated that the U.S. economy fell 6.1% between January and March. A
drop of 4.7% had been expected. Despite the ugly headline number, participants
weren't deterred from bidding stocks higher. Some took heart that economic
conditions may be turning since personal consumption climbed 2.2% after
dropping 4.3% in the fourth quarter. The swing in spending was also better than
expected as the consensus called for an increase of 0.9%.
However, the FOMC's latest
policy statement, released today, noted that household spending will continue
to be pressured by job losses, decreased housing wealth, and tight credit
conditions. The committee expects continued weak economic activity, but feels
its policy actions combined with fiscal stimulus should help contribute to a
gradual resumption of sustained economic growth. The FOMC kept the federal
funds rate unchanged at 0.00% to 0.25%, as expected. Its quantitative easing
targets were also unchanged.
Stocks showed some volatility
and climbed to a gain of 3.1% following the announcement, but eventually pulled
back. Meanwhile, Treasuries moved lower; the 10-year Note finished down roughly
23 ticks, which lifted its yield to almost 3.1%.
Still, hope for an economic
recovery in the second half of this year helped prop up oil prices. Oil prices
gained 2.2% to close at $51.00 per barrel, despite a massive build of 4.05
million barrels during the week ending April 24. A build of 1.8 million barrels
was expected.
The uptick in crude prices
combined with broad-based optimism helped lift energy stocks 2.8%. Exxon Mobil (XOM 68.44, +1.36) provided additional
support by increasing its quarterly dividend to $0.42 per share from $0.40 per
share.
Financials (+4.8%) were the
best performing sector, though. Their advance was led by diversified financial
services stocks (+5.8%) and diversified bank stocks (+3.7%). Their gains came
despite news from Bloomberg.com that at least six of the 19 largest U.S. banks
may require additional capital, reflecting participants' willingness to pick up
bank stocks after watching the shares slide in each of the past two sessions.
Leadership from financials
helped take nine of the 10 major sectors in the S&P 500 higher for the
session. Telecom (-0.5%) was the only sector to finish in the red.
Earnings news was upbeat
heading into Wednesday's trading, but participants generally looked past the
announcements. However, earnings will dominate headlines ahead of Thursday's
opening bell as approximately 150 companies are scheduled to announce their latest
results tomorrow morning. Initial jobless claims data and personal spending
data for March are also scheduled for early release.DJ30 +168.78 NASDAQ +38.13
NQ100 +1.5% R2K +3.9% SP400 +2.8% SP500 +18.48 NASDAQ Adv/Vol/Dec 2073/2.38
bln/604 NYSE Adv/Vol/Dec 2560/1.48 bln/484