Black Friday
月のきれいだった昨夜、NYはあげて終了、いわゆるBlack Fridayと称される感謝祭の翌日、NY市場は連休の中日で取引は閑散、半日だけで目立った経済指標の発表もなかった、WSJが以下のごとくコメントしている、A Post-Thanksgiving RallyBy ANNELENA LOBB November 23, 2007 5:43 p.m. (抜粋)"This is a reflex rally from an oversold position," said Greg Church, president of Church Capital Management. "There's no volume today, so you can't gauge anything. [But] if, next week, the cavalry comes in -- the Fed, or an investment vehicle...or the mortgage insurers, this market could rally a lot."コメンテーターは、「売られ過ぎの反動が出ただけだろう、来週、FRBのいい政策が出て、米国への投資が増え、不動産セクターの見通しが明るくなるなら今日の上げが続くだろうね」と素っ気無い、さらに、Discounts may be substantial to combat the effects on consumption from declining housing markets and rising gasoline prices, analysts said. But shares of retailers rallied on Friday. Wal-Mart, the U.S.'s largest retailer, added 1.9%, while rival Target advanced 5.7%. Toymaker Mattel gained 2.6%. Retailer J.C. Penney advanced 3.1%.(何よりもこの日はクリスマスセールの開始日で、NYは下げられない、)市場の主役は不景気を吹き飛ばすべくディスカウントセールで臨んだウォルマート、JCペニーの小売銘柄で、まさにご祝儀相場、そして、Next week, various indicators about the state of the U.S. consumer are on tap, including personal income, personal spending, and consumer confidence. These should draw market attention, said Peter Cardillo, chief market economist at Avalon Partners. Housing woes are priced into stocks and will continue for some time, he said -- "but the market wants a clearer picture of how the consumer will be affected by this environment," he said.さまざまな経済指標が出る月末の来週が正念場だと、(参考)11/27 消費者信頼感指数-11月11/28 耐久財受注-10月、 中古住宅販売件数-10月11/29 実質GDP-3Q、 新規失業保険申請件数