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Job loss at private sector lost 169k vs 155k jobs in Nov., more than expected. Typically end of year is good for private sector jobs.
Retail: electronics/games strong, apparel/luxury goods weak. Online strong, malls weak. Overall Nov sales are down.
Autos: Overall tepid - GM/Ford/Toyota/Honda flat; Nissan up, Hyundai soared while Chrysler plunged again.
Gold - up straight
Oil - down a bit over weak recovery
So I don't see much more gain in equity market. Downside risk is greater if the retail sales disappointing during the rest of holiday (which I see as a high probability), |
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狗仔卡
发表于 2009-12-2 09:16 AM
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发表于 2009-12-2 10:06 AM
