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Stocks Show Resilience After Early ISM Shock

By Schaeffer's Investment Research July 02, 2012, 04:35:38 PM EDT

The Dow Jones Industrial Average (DJI) bumped higher this morning, but lost steam as Wall Street contemplated the domestic and global economy. "On the one hand, we had very weak manufacturing data, which confirmed that the U.S. economy is slowing," said Schaeffer's Senior Technical Strategist Ryan Detrick. "Yet, on the other hand, construction spending was very strong, again suggesting the very sensitive housing market continues to buck the trend and go higher."

Keep reading to see what else was on our radar today:

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And now, a look at the numbers...

CLOSING SUMMARY - INDICES

CLOSING SUMMARY - NYSE AND NASDAQ

The Dow Jones Industrial Average (DJI - 12,871.39) endured a near 107-point swing today, touching a session high of 12,902.12 just after the open, and falling to a session low of 12,795.48 before lunchtime. But ultimately, the Dow closed lower by only 8.7 points, or 0.07%. Fifteen of the 30 blue chips enjoyed gains, as JPMorgan Chase & Co. ( JPM ) and AT&T ( T ) led the outperforming issues with rises of 1.5% apiece. DuPont ( DD ) paced the fourteen laggards with a 2.3% drop, while Pfizer Inc. ( PFE ) ended unchanged.

The S&P 500 Index (SPX - 1,365.51) eked out a win in the last minutes of trading, inching 3.4 points, or 0.3%, higher. Meanwhile, the Nasdaq Composite (COMP - 2,951.23) turned in the best performance of its fellow benchmarks, jumping 16.2 points, or 0.6%.

The CBOE Market Volatility Index (VIX - 16.80) leapt as high as 18.19 this morning, but spent the rest of the session on a slow decline. By the close, the VIX slipped 1.6%, and notched its lowest daily settlement since May 2.

Today's highlight : "When you consider that the Dow gained nearly 300 points on Friday, I think today's action is rather encouraging," suggested Detrick. "There was a time not that long ago when a big move up nearly promised a big (if not bigger) move down the very next day. Today's action is a big step in the right direction for further higher prices .

Turning to today's major market stories...

For today's activity in commodities, options, and more, head to page 2.

After enjoying their largest percentage daily gain since March 2009 on Friday, oil futures were pressured lower by disappointing manufacturing reports for the U.S. and abroad, as well as profit-taking investors. As the dollar edged higher, August-dated crude declined $1.21, or 1.4%, to land at $83.75 per barrel.

Likewise, lagging global manufacturing activity and a strengthened greenback weighed on gold futures. By the close, gold for August delivery clipped off $6.50, or 0.4%, to settle at $1,597.70 an ounce.

Levels to watch in trading...

  • Dow Jones Industrial Average (DJI - 12,871.39) - support at 11,500; resistance at 14,000
  • S&P 500 Index (SPX - 1,365.51) - support at 1,100; resistance at 1,500
  • Nasdaq Composite (COMP - 2,951.23) - support at 2,400; resistance at 3,400

OUTPERFORMING AND UNDERPERFORMING SECTORS

STOCKS - MOVERS

STOCKS - EARNINGS

STOCKS - NOTABLE CALL ACTIVITY

STOCKS - NOTABLE PUT ACTIVITY

Click the links for coverage on today's notable annual highs and notable annual lows .

SCHAEFFER'S MARKET POSTURE

At the end of every market day, the staff at Schaeffer's Investment Research reviews the trading day in detail, covering major events and key market developments. Don't miss this critical, timely and insightful report. If you enjoyed today's edition of Market Recap, sign up here for free daily delivery straight to your inbox.




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, Options

Referenced Stocks: DD, DELL, JPM, PFE, T



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