US STOCKS-Wall Street dips from record in 'Jason Bourne market'

Published 14/01/2020, 20:52
Updated 14/01/2020, 20:55
© Reuters.  US STOCKS-Wall Street dips from record in 'Jason Bourne market'

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* JPMorgan, Citi rise on fourth-quarter profit beat

* Wells Fargo slides as legal costs hit earnings

* Delta Air Lines gains on profit beat; peers rise

* Indexes: Dow +0.08%, S&P 500 -0.18%, Nasdaq -0.22%

(Updates to afternoon)

By Noel Randewich

Jan 14 (Reuters) - U.S. stocks hit intra-day record highs on

Tuesday before turning negative following a report that the

United States would likely maintain tariffs on Chinese goods

until after November's presidential election.

The eventual removal of tariffs by Washington would depend

on Beijing's compliance with the Phase 1 trade accord, which is

expected to be signed on Wednesday, Bloomberg reported, citing

sources. With the S&P 500 at record levels, equivalent to around 18

times expected earnings, algorithmic traders and human investors

immediately interpreted the Bloomberg report as a reason to

sell, said Joe Saluzzi, co-manager of Themis Trading, in

Chatham, New Jersey.

"We're in a Jason Bourne market. The first thing Jason

Bourne does when he walks into a room is look for the exit, just

in case," Saluzzi said, comparing investor sentiment to the

fictional action character.

The Dow Jones Industrial Average, S&P 500 and Nasdaq each

touched intra-day record highs before losing ground in afternoon

trade.

Wall Street has surged in recent weeks, fuelled by optimism

that a truce in U.S. President Trump's trade war with China

would boost corporate earnings.

China has pledged to buy nearly an additional $80 billion of

manufactured goods from the United States over the next two

years, and over $50 billion more in energy supplies, Reuters

reported, citing a source briefed on the Phase 1 trade deal.

Kicking off the fourth-quarter earnings season, JPMorgan

Chase & Co JPM.N , rose 1.4% after reporting a

better-than-expected profit on strength in its trading and

underwriting businesses. Wells Fargo & Co WFC.N tumbled 4.9% after reporting a

slump in profit as it set aside $1.5 billion for legal expenses.

Citigroup Inc C.N rose 2.1% as it topped Wall

Street profit estimates. The S&P 500 banks index .SPXBK was up 0.3%.

"It (bank earnings) is reflective of where we are in the

economic cycle," said Mike Loewengart, vice president of

investment strategy at E*TRADE Financial Corp.

"We're coming off a decade of consistent gains and banks,

especially JPMorgan producing record earnings, it's not

surprising given the strength of the U.S. economy."

Analysts expect profits at S&P 500 companies to drop 0.5%

for the second consecutive quarter, according to Refinitiv IBES

data, largely due to a drag in energy and industrial earnings

that have been hit by a prolonged Sino-U.S. trade war.

At 2:24 p.m. ET, the Dow Jones Industrial Average .DJI was

up 0.08% at 28,931.05 points, while the S&P 500 .SPX lost

0.18% to 3,282.23.

The Nasdaq Composite .IXIC dropped 0.22% to 9,253.13.

Delta Air Lines Inc DAL.N rose 3.3% after

better-than-expected quarterly profit, boosted by customers

gained from rival airlines' 737 MAX cancellations. The S&P 1500

airlines index .SPCOMAIR rose 1.5%. Advancing issues outnumbered declining ones on the NYSE by a

1.17-to-1 ratio; on Nasdaq, a 1.18-to-1 ratio favored advancers.

The S&P 500 posted 59 new 52-week highs and no new lows; the

Nasdaq Composite recorded 156 new highs and 24 new lows.

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