Market Soapbox 04/17/07

TUE, split tape, DJIA +52 on low volume with midlin internals. All UP cept NAZ, DJTA, XOI, XAU, RUT, MID, SOXX.

Bonds up BIG 10 yr yield -5 bps 4.68, $ down vs 118.84Y & vs 1.3573E, WTI crude down $63.10, gold down $692.50.

FRI: "Short covering should push the market up next week, unless there's unfavorable quarterly reports or otherwise." And it has...

Manufacturing a shortage... In the first two months of Q1, Chevron said combined U.S. liquids and natural gas production fell 3% when compared with Q4, while combined international liquids and natural gas production fell 1%.

U.S. refinery crude-input volumes declined 20% in the first two months of Q1 due to downtime at Chevron's Richmond, Calif., refinery.

Coca-Cola (KO) and Johnson & Johnson (JNJ) topping Wall Street expectations carried the DJIA up as they accounted for half of today's gain.

WEN: Ebay, JP Morgan Chase, Kraft, Motorola, Allstate, United Technologies

THU: AMD, BofA, Dr. Horton, Google, Harley Davidson, Merck, Merrill Lynch, Nokia, Southwest Air. FRI: Caterpillar, McDonalds, Xerox.

NDX hit 1838, perhaps headed for 1861? SP500 hit 1474 perhaps headed for 1520? Perhaps a mid week pullback before more short covering?

See our earnings season update for afterhours reports. Often wrong, but never in doubt, this is the Nattering Naybob and your not!!!

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