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Dow Slumps as GameStop Squeeze, Volatility Sideline Bulls

Published 29/01/2021, 18:48
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By Yasin Ebrahim

Investing.com -   The Dow slumped Friday, paced by energy and technology stocks as the ongoing short-squeeze triggered a sharp jump in volatility and prompted investors to pause their bullish bets on the final trading day of the month.

The Dow Jones Industrial Average fell 2.03%, or 621 points, but was down more than 700 points intraday. The S&P 500 was down 2.05%, while the Nasdaq Compositefell 2.09%.

Easing trading restrictions on several platforms prompting retailer traders to put the squeeze on short-sellers once again. GameStop Corp (NYSE:GME) jumped 60% to lead the pack of  short-squeeze stocks including AMC Entertainment Holdings Inc (NYSE:AMC), Express Inc (NYSE:EXPR), Best Buy Co Inc (NYSE:BBY), and Bed Bath & Beyond Inc (NASDAQ:BBBY).

The CBOE Volatility Index – or so-called fear gauge – jumped more than 23% to a nearly three-month high, giving investors further reason to hit pause on stocks into month-end.

Johnson & Johnson (NYSE:JNJ), meanwhile, slumped 4% after its released vaccine data showing its single shot single-dose vaccine candidate demonstrated a 66% overall efficacy rate in preventing moderate to severe COVID-19.

The trials, however, included newly emerging coronavirus strains from South Africa and the U.K. The vaccine was also shown to be 85% effective in preventing hospitalization and severe illness.

Top U.S. infectious disease specialist Anthony Fauci said the Johnson & Johnson’s vaccine news was "very encouraging" in controlling Covid-19, though added that the highly transmissible variants were a "wake up call" for the public.

Cyclical stocks including financials and energy led the broader market slump, with the latter getting hit from sluggish oil prices on fears prolonged Covid-19 restrictions will continue to hamper demand.

The broader sentiment on risk was also hurt by signs of ongoing slack in the recovery as the consumer spending fell for the second-straight, while the pace of inflation inched higher.

Consumer spending, which accounts for more than two-thirds of U.S. economic activity, fell 0.2% last month, but economists suggest the spending will rebound as the reopening of the economy will boost services activity.

"[T]he recent soft patch in spending was driven by goods rather than services … the good news is that both sources of weakness - fiscal policy and COVID - are no longer an issue as we look ahead to Q1 and beyond," Jefferies (NYSE:JEF) said in a note.

Big tech also played a role in the day of selling on Wall Street as the Fab 5 sold off sharply. 

Amazon.com (NASDAQ:AMZN), Facebook (NASDAQ:FB), Google-parent Alphabet (NASDAQ:GOOGL) and Microsoft  (NASDAQ:MSFT) traded higher, while Apple (NASDAQ:AAPL) fell more than 1%.

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