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Wall Street slipped on Thursday after a major aftershock in Japan reignited fears about its nuclear power crisis, but greater faith in the US economy's steady path held losses in check. A rise in retail stocks after better-than-expected March chain-store sales limited broader market declines as the data added to evidence of a sustained economic recovery.
Investors sought protection against further market declines following the magnitude 7.4 aftershock in Japan, but a move to safer assets did not materialise. "It made people think that this is an ongoing crisis that could further hurt stocks, but one thing we didn't see is the flight to safety," said John Canally, economist at LPL Financial in Boston, Massachusetts.
The CBOE Volatility Index VIX, Wall Street's so-called fear gauge, closed up 1.2 percent at 17.11 after rising more than 2 percent earlier. Chris McKhann, analyst at stock and options website optionMonster.com in Chicago, said the VIX had little reaction to the earthquake news, "further supporting the fact that nothing seems to shake this market."
Stocks had been mostly flat in early trading. The S&P 500 encountered strong technical resistance that stymied gains after a larger-than-expected drop in weekly initial US jobless claims and data on the surprisingly strong March retail sales. Among retailers, Costco Wholesale Corp beat expectations, and its shares gained 3.8 percent to $77.82. Macy's Inc rose 0.8 percent to $25.40, while Target Corp fell 2.6 percent to $49.62.
The Dow Jones industrial average was down 17.26 points, or 0.14 percent, at 12,409.49. The Standard & Poor's 500 Index was down 2.03 points, or 0.15 percent, at 1,333.51. The Nasdaq Composite Index was down 3.68 points, or 0.13 percent, at 2,796.14. Volume was 7.06 billion shares on the New York Stock Exchange, NYSE Amex and Nasdaq, compared with last year's estimated daily average of 8.47 billion.
Bed Bath and Beyond Inc surged 10.5 percent to $54.55 a day after it forecast full-year earnings growth that would beat Wall Street expectations. US-listed shares of rare-earth stocks gained sharply, including Canada's Rare Element Resources, up 16.4 percent at $15.30 in New York. Shares of Avalon Rare Metals also of Canada, gained 9.6 percent to $9.52.
The aftershock in Japan did not cause a tsunami or any detectable damage at the Fukushima Daiichi nuclear plant, crippled from a massive March 11 quake. US Treasuries, the traditional safe-haven asset, rose only marginally after the earthquake. The iShares MSCI Japan Index ETF dropped 0.8 percent, rebounding off lows, while dollar-denominated Nikkei futures slid 1.6 percent.
New York-traded shares of Japanese stocks fell, but some strategists said they might buy on the weakness. "I'm looking at auto manufacturers, and I'm definitely looking to buy Honda if it gets cheap enough," said Tim Hartzell, chief investment officer for Houston-based Sequent Asset Management. Honda Motor Corp shares rose 0.1 percent to $34.20. Declining stocks outnumbered advancing ones on the NYSE by 1,872 to 1,116, while on the Nasdaq, decliners beat advancers by 1,658 to 935.

Copyright Reuters, 2011

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