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US stock market report – Boeing rallies on freight demand

US stock markets opened the week broadly flat, with the technology sector acting as a drag as bond yields in the US topped 1.6%.

The Nasdaq was flat despite a weak start on Monday. Both the S&P 500 and Dow Jones fared comparatively better, also finishing where they started as US earnings season enters its final few weeks.

The third quarter of 2021 has seen record dividend payments showing the swift recovery from the pandemic, according to Janus Henderson, with payouts topping US$1.46 billion.

Boeing orders jump

On the positive side was aircraft maker Boeing (NYSE: BA) which gained over 5% after announcing it had seen a surge in demand for its 737 freight planes from the likes of IceleaseDHL and Emirates. This comes as companies seek to ramp up investment ahead of surging demand.

Infrastructure bill set to pass

The long awaited but watered-down infrastructure bill is set to be passed into law on Monday afternoon. Shortly before President Biden meets virtually with Xi Jinping in a meeting that is expected to focus on China’s ‘economic coercion’ of trading partners like Australia.

The ECB flagged interest rates will remain low and that whilst prices may take longer to decline than expected, inflation will eventually moderate.

Chinese economy recovers

The Chinese economy appears to be navigating strict pandemic policies with both the industrial and retail sectors growing ahead of expectations in October.

Experts had predicted 3.1 and 3.5%, with industrial output jumping 3.5% and retail sales nearly 5% as confidence grows.

US stock market movers

These popular US stocks were among the biggest movers on Monday.

  • Rivian (NASDAQ: RIVN) up 14.9%
  • Dollar Tree (NASDAQ: DLTR) up 14.3%
  • Zoom (NASDAQ: ZM) up 3.4%
  • CrowdStrike (NASDAQ: CRWD) down 10.6%
  • Confluent (NASDAQ: CFLT) down 11.1%
  • Splunk (NASDAQ: SPLK) down 18.1%

Back home on the ASX, the S&P/ASX 200 (ASX: XJO) is tipped to open lower on Tuesday. For a round-up of the latest news, check out my ASX 200 morning report.

The Golden Rules of Investing

We might be experts in retirement, but with combined financial advice experience of 35+ years, we’ve nearly seen it all. 

In mid-2023, our senior team at Wattle Partners Financial Planning put the finishing touches on a brand-new report “The Golden Rules of Investing“.

In this free report, we outline the key principles that determine all of the portfolio construction and investment decisions of Wattle Partners. Collated over decades, this paper should be seen as a work-in-progress, constantly under review in light of the ever-evolving nature of markets. 

You’ll find the free report on my Author page. Simply click the button below to view the Golden Rules.

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At the time of publishing, the author of this article does not have a financial or commercial interest in any of the companies mentioned.

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Wattle Partners is a financial advice firm, servicing clients around Australia, specialising in retirement planning (pre and post retirement). 

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