Quite a day and quite a week... and quite an ugly close...
The S&P - closing down 0.5% - had the worst first week of the year since 2009.
Stocks ended the day red (but don't blame the dreadful labor data under the surface because headlines were great - instead blame France!)... with an ugly close
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Intraday from the Payrolls data...
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and the week...
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Homebuilders (thank you Obama) and Healthcare (Biotechs) led the week with Energy and Financials the laggards... (financials worst start to the year since 2009)
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As financial stocks start to catch down to credit...
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It appears stocks began to creep back down to reality in bonds... and USDJPY...
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and crude...
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Treasury yields tumbled 5-12bps (some notable steepening on the week)... not ethat bonds rallied every day from 8ET
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The USDollar lost ground today (led by EUR and JPY strength) but closed the week at fresh 9 year highs...
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Despite USD strength, gold and silver rose on the week, copper small loss and crude another big drop...
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Commodities post-payrolls
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Crude is down 14 of the last 15 weeks (and 7 in a row)...
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Silver and Bonds lead 2015, stocks and oil lag...
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Charts: Bloomberg
Bonus Chart: Some Y2K Food for Thought...
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