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US stock markets rally on oil price fall, earnings season underway

US stock markets continued a strong start to the post-Easter week with quarterly earnings season dominating investment flows.

Another 5% fall in the oil price, which remains above $US100 per barrel, was enough to trigger a 1.5% jump in the Dow Jones, a 1.6% gain in the S&P 500 and a 2.2% rally in the Nasdaq.

Transport surges

Yet the standout by far came from the transport sector, which added close to 3% as a combination of airlines, car hire and other related companies surged on signs that demand for travel is higher than ever.

Housing starts also improved, up 0.3%, despite concerns about higher construction and material costs.

Netflix whacked, Johnson & Johnson reports

Johnson & Johnson (NYSE: JNJ) shares gained more than 3%, overcoming a 15% fall in profit and 11% fall in revenue, with pharmaceutical and vaccine sales the highlight.

Netflix (NASDAQ: NFLX) shares were down heavily in after-hours trading, falling close to 20% after the company reported it had lost 200,000 subscribers for the first time. This came after price increases in the US and Canada, and caps off a very difficult period.

Twitter, Musk bout continues

Twitter’s (NYSE: TWTR) board have effectively forced Elon Musk to convince them of the value of his deal, with Twitter shares falling 4.7% after Apollo Global flagged the potential to lend to any potential buyer of the company. This would be a rare ‘take private’ for a technology company.

Back home on the ASX, the S&P/ASX 200 (ASX: XJO) is set to follow this positive lead from US stock markets to open higher on Wednesday. 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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