More from Emerging Money

Morning coffee brief

By Emerging Money May 01, 2012, 09:00:47 AM EDT

U.S. futures are pointing to a mixed open once again on what should be light trading day, with most European and Asian markets closed today. With light trading we find Europe is mixed with the FTSE in the green while the DAX, CAC 40, and SMI are solidly in the red. Image courtesy Willie Cloete: http://www.sxc.hu/profile/Pulpdtp Trading volume is down in Europe and several major Asian markets due to the May Day holiday through Thursday's ECB's monthly policy meeting and the U.S. non-farm payroll data. The London Stock Exchange will remain open providing some liquidity in the markets as well as the forex market.

Gold spot price action took out the top of a falling channel  from early March. Traders will be watching to see if the bulls can muster enough strength to break and close above the next level of resistance at $1,680 on light volume. Gold is back in favor since the FOMC has announced it stands ready to step in if needed. Couple this with the Reserve Bank of Australia's rate cut and mixed global economic data, and traders are putting cash into safe haven assets.

The RBA cut interest rates by a surprisingly aggressive 50 basis points to 3.75%, a level set back in late 2009. The RBA also left the door open for further easing.

The Japanese yen hit fresh highs on Tuesday as a safe haven currency when the rebound in China's factory sector was announced, while the big rate cut from the RBA failed to offset concerns about the U.S. economy. The move could be little more dramatic with a vacuum being caused by the euro zone holiday.

The move in the yen sent Japan's stock market to a two and half month closing low. The MSCI index also moved lower by -0.15% to 328.26, and is down- 1.5% for the month of April.

BP ( BP , quote ) Oil reported an unexpected drop in profits overnight, even though crude oil prices are trading near the highs. BP said that production fell after the company was forced to sell fields to pay for the Deepwater Horizon Gulf oil spill. BP reported the replacement cost net profit was $4.93 billion in the quarter in comparison to $5.61 for the previous quarter.

Earning are quiet today for the Emerging Money Index, however, international pharmaceutical company Pfizer ( PFE , quote ) beat Q1 expectations, earning 58 cents per share vs. 56 per share excluding items. Revenue, however, was in line with analysts' expectations of $15.4 billion.

Global economic data releases will be relatively light due to the overseas holiday. Traders will get a glimpse  of how the housing market is doing with construction spending for March scheduled to be released at 10:00 a.m. EDT. Estimates forecast an 0.8% increase in construction spending compared to a drop of 1.1% in the prior month.

The Institute for Supply Management manufacturing index for April is scheduled for 10 a.m. EDT with analysts excepting to see a drop to 53.0 from a prior reading of 53.4.


Live Economic Calendar Powered by Forexpros - The Leading Financial Portal

Notable Pre-Market moves:

Solar company Yingli Green Energy Holding Co Ltd ( YGE , quote ) is up nearly 8% in pre-market trading. My personal opinion is to always sell your position when a solar company is up.

Bottom Line:  Trading volume could be light allowing the market to push around slightly. Currency market volume will also be light but traders are reacting to the Aussie rate cut and the euro is still on the move.  Traders will be positioning themselves ahead of the non-farm payroll report this Friday.




The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of The NASDAQ OMX Group, Inc.


This article appears in: Investing, International, Stocks

Referenced Stocks:



Latest News Video

In The Wake Of Devastation
In The Wake Of Devastation          
Death at Notre Dame
Death at Notre Dame                 


From Our Trusted News Source





Most Active by Volume:

Company Last Sale Change Net / %
BAC $ 13.44 0.07  0.52%
F $ 14.95 0.10  0.66%
CLWR $ 3.40 0.14  4.29%
SIRI $ 3.515 0.02  0.43%
MSFT $ 34.85 0.23  0.66%
CSCO $ 24.01 0.07  0.27%
MRK $ 47.33 2.12  4.69%
PFE $ 28.78 0.08  0.28%