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Holiday-Shortened Week Ekes Out a Rally

President Joe Biden urged Congress to temporarily suspend the federal gas tax

Digital Content Manager
Jun 24, 2022 at 2:36 PM
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The holiday-shortened week brought rare gains to Wall Street. Stocks returned from the Juneteenth holiday on Tuesday determined to stage a comeback, with the Dow Jones Industrial Average (DJI) rising 641 points to score its best win since May 4. Meanwhile, energy and mega-cap stocks led the S&P 500 Index (SPX) and Nasdaq Composite (IXIC) higher as well. The major indexes fell on Wednesday, though, despite Federal Reserve Chairman Jerome Powell's testimony before the Senate Banking Committee, which reaffirmed the central bank's hawkish stance. Plus, U.S. President Joe Biden called on Congress to suspend the federal gas tax for three months, as consumers continue to face high prices at the pump.

A drop in weekly jobless claims and recession fears were at the top of investors' minds on Thursday. The Dow settled 194 points higher despite trading on both sides of the aisle, with consumer staple stocks leading the way as the energy sector took a hit due to demand concerns. In addition, the Cboe Volatility Index (VIX) logged its first win in five sessions. The blue-chip index's rally gained steam on Friday, with all three benchmarks set to snap a three-week losing streak at last check, as 12-month consumer inflation expectations dropped to 5.3%.

Top Analyst Calls

Brokerage firms have been active over the last few days. More specifically, Wedbush upgraded Chewy (CHWY) to "outperform" from "neutral," and hiked its price target to $35, citing "little downside risk." Solar stocks also garnered attention, with Goldman Sachs calling Sunrun (RUN) the best investment for those looking to to capitalize on U.S. residential solar growth, while downgrading its rival SunPower (SPWR) to "sell" from "neutral." Meanwhile, J.P. Morgan Securities lowered Airbnb's (ABNB) rating, noting increased post-pandemic travel demand is already priced into its value.
 
Real estate investment trust (REIT) Equity Residential (EQR) received analyst praise, on the other hand, thanks to its focus on affluent renters. WeWork (WE) also made a positive impression, with Credit Suisse initiating coverage with an "outperform" rating. Elsewhere, Goldman Sachs changed its stance on semiconductor concern Wolfspeed (WOLF) to "buy," while a number of brokerages blasted Blackberry (BB) with bear notes despite its first-quarter revenue beat.
 

Biggest Corporate Headlines

It was a big week of corporate news, too. Kellogg (K) popped after announcing it was splitting into three independent companies, while Acadia Pharmaceuticals (ACAD) plummeted after the U.S. Food and Drug Administration (FDA) said its drug to treat psychosis related to Alzheimer's was ineffective. Elsewhere, tech concern DocuSign (DOCU) revealed Dan Springer has stepped down as CEO, and e-commerce giant eBay (EBAY) tapped into the non-fungible token (NFT) market with its acquisition of KnownOrigin.

In other news, Altria (MO) sank after reports that the FDA was preparing to ban Juul Labs' e-cigarettes in the U.S., a move that became official on Friday. United Airlines (UAL) was lower as well, after the airline cut 12% of flights out of the Newark Liberty International Airport to reduce delays. Finally, a group of private equity firms bought Zendesk (ZEN) for $10.2 billion deal and will take the company private.

End of June Packed With Economic Data

June comes to an end next week with a slew of economic data. In fact, first-quarter gross domestic product (GDP) revisions, a host of personal consumption expenditures (PCE) inflation updates, and the Chicago's Purchasing Managers' Index (PMI) are due out. In addition, Bed Bath & Beyond (BBBY)Constellation Brands (STZ), General Mills (GIS), McCormick (MKC), Micron (MU), Paychex (PAYX), as well as Walgreens Boots Alliance (WBA) will report earnings. Before then, check out the next S&P 500 resistance areas, and see how the Dow prices out in alternative assets.

 
 

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