من اسباب هبوط السوق يوم الجمعة

الموضوع في 'السوق الأمريكي للأوراق الماليه' بواسطة الاســــتا ذ, بتاريخ ‏16 فبراير 2002.

  1. الاســــتا ذ

    الاســــتا ذ عضو محترف

    التسجيل:
    ‏31 أغسطس 2001
    المشاركات:
    1,466
    عدد الإعجابات:
    0
    مكان الإقامة:
    السعودية
    هذا التحليل يشرح اسباب هبوط السوق بسبب نشر الارقام الاقتصادية التي كانت مخيبة لامال قرب الانتعاش الاقتصادي

    ولاننسى ان مؤشر ثقة المستهلك مهم جدا كاحد المقاييس للانتعاش
    Output slips in January
    But U.S. plants see best results since July

    By Rachel Koning, CBS.MarketWatch.com
    Last Update: 10:38 AM ET Feb. 15, 2002


    WASHINGTON (CBS.MW) -- U.S. industrial production fell 0.1 percent in January, in line with expectations. Despite the drop, it was the best reading for output in six months and may indicate the worst days for the factory sector in this recession have come and gone.

    Still, production has contracted in 15 of the last 16 months. December output was revised to show a larger 0.3-percent drop compared to the 0.1-percent fall first reported.

    "Weakness remains, but there are signs that things are getting better as several sectors post increases in production, including the high-tech sector," said Drew Matus, economist with Lehman Brothers. "In short, we may be at the turning point for the manufacturing sector but we are not out of the woods yet."

    The capacity use rate at plants fell to 74.2 percent in January, about in line with forecasts, but the weakest level of plant use since 1983, another period of recession for the nation.

    "This report is modestly disappointing; we had hoped that rising vehicle production would lift the aggregate numbers," said Ian Shepherdson, chief U.S. economist with High Frequency Economics. "Instead, vehicle production fell by 1.2 percent and the increases in other sectors were not quite enough to pull the total into positive territory."

    Manufacturing output was flat in January, after falling in 13 of the past 14 months.

    "One factor preventing another drop in manufacturing was a substantial rebound in steel production after a large drop in December," the Fed said.

    Output at utilities decreased 0.7 percent, owed to relatively mild temperatures for much of the United States. Mining output fell 0.5 percent.

    "Because investment is expected to remain weak, capacity is projected to expand only 1 percent in 2002, the slowest rate of increase for this statistic since it began in 1967," the Fed said.

    Total production excluding high-tech industries fell a larger 0.2 percent in January. Selected high-tech output by itself rose 0.6 percent last month, led by a jump for semiconductors.

    Production ex-autos was flat, while manufacturing output without autos rose for the first time since October 2000, the Fed's report showed.

    "Goods output should accelerate in the months ahead," said John Youngdahl, economist with Goldman Sachs.

    Other areas showed improvement as well. Business equipment production rose by 0.4 percent, the first gain since August 2000. Output of consumer goods fell again last month.

    Consumers show caution

    In a separate release, the preliminary February reading on consumer sentiment issued by University of Michigan economists showed a decline from January. The index stood at 90.9, down from 93 in January. The expectations index fell to 86.8 from 91.3.

    From the Labor Department Friday, the producer price index last month rose 0.1 percent, which was tamer than the 0.2-percent rise expected by economists. The core rate, which strips out the volatile food and energy categories, slipped 0.1 percent. Wall Street looked for a 0.1-percent rise in the core rate
     
  2. الاســــتا ذ

    الاســــتا ذ عضو محترف

    التسجيل:
    ‏31 أغسطس 2001
    المشاركات:
    1,466
    عدد الإعجابات:
    0
    مكان الإقامة:
    السعودية
    Stocks Fall on Accounting Worry
    February 15, 2002 4:21:00 PM ET


    NEW YORK (Reuters) - Stocks fell on Friday as concern grew about rising debt at telecommunications companies and investors continued to fret about the trustworthiness and transparency of corporate accounting.

    Buying also was thwarted by a surprising drop in a monthly measure of consumer sentiment. The market was expecting four straight gains to stretch to a fifth month, but the University of Michigan's preliminary figure fell to 90.9 from 93.0 in January.


    ``This accounting cloud is going to hang over the market for a while,'' said Milton Ezrati, senior economic strategist at Lord Abbett & Co. Investors have learned ``you have to do your own homework ... you can't trust anyone but yourself, including corporate management.''

    For the week, the Dow rose 1.6 percent, the best week so far this year, and the S&P 500 added 0.7 percent. But the Nasdaq composite dropped 0.75 percent, its third successive down week.

    Year-to-date, the Dow is down 1.2 percent, the S&P 500 is off 3.8 percent and the Nasdaq has fallen 7.5 percent.

    Computer giant International Business Machines (IBM) took a hit after a news report raised questions about accounting issues. The shares fell $5, or 4.6 percent, to $102.89. The New York Times on Friday reported that the computer maker hadn't disclosed a $300 million gain on the sale of an optical unit, but that it was this gain that enabled the company to meet fourth-quarter earnings estimates.

    IBM spokeswoman Carol Makovich said that IBM had adequately disclosed the sale of the unit through two press releases from Canada's JDS Uniphase Corp. (JDSU) (JDU), which purchased the unit for $340 million in cash and stock in December.

    © 2002 Reuters
     
  3. nazbull2002

    nazbull2002 عضو جديد

    التسجيل:
    ‏31 أغسطس 2001
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    after the close

    S&P: NVIDIA RATED AT B+ AND WATCH NEGATIVE

    NVDA @56

    this big nono is one of my favorites, I wish I can buy it at around 45$ but with no serious accounting problems