Sector Update: Financial Stocks Edge Down

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Samiat

Member
Nov 12, 2024
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Sector Update: Financial Stocks Edge Down

Financial stocks saw slight declines by late Monday afternoon. The NYSE Financial Index dipped 0.1%, while the Financial Select Sector SPDR Fund (XLF) dropped 0.3%. Similarly, the Philadelphia Housing Index and the Real Estate Select Sector SPDR Fund (XLRE) fell by 0.3% and 1.1%, respectively.

Key Market Updates:​

  • Bitcoin (BTC/USD): Rose 3.7%, reaching $102,030.
  • 10-Year US Treasury Yield: Increased by 2.9 basis points to 4.62%.

Economic Highlights:​

  • US Factory Orders: Fell 0.4% in November, aligning with expectations from a Bloomberg survey, following a revised 0.5% increase in October.
  • S&P Global US Services Index: Revised down to 56.8 for December, compared to the preliminary reading of 58.5. Analysts had anticipated no changes.

Regulatory News:​

  • Federal Reserve Announcement: Michael Barr, Vice Chair for Supervision, will step down on February 28, while continuing as a governor on the Federal Reserve Board.

Corporate News:​

  1. HSBC: Appointed Lisa McGeough as the new president and CEO of its US operations. HSBC shares increased by 0.4%.
  2. Goldman Sachs: UBS downgraded Goldman Sachs' rating from “buy” to “neutral,” citing its reliance on global banking and markets. However, UBS raised its price target to $610 from $600. Goldman Sachs shares rose by 0.8%.
  3. Navient: Shares climbed 2.5% following the company’s agreement to sell its government services division to Gallant Capital Partners.
  4. Berkshire Hathaway: Vanderbilt Mortgage & Finance, a Berkshire subsidiary, faces a lawsuit from the US Consumer Financial Protection Bureau over allegedly risky home loans. Berkshire Hathaway shares eased by 0.8%.

Summary:​

The financial sector faced mild pressure Monday, with broader economic and regulatory developments shaping market sentiment. Positive momentum in Bitcoin and select corporate stocks offered some offsetting gains amidst mixed financial and housing indices.