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Market Rap 02/09/23 by CTG

SPY / QQQ / Vix

SPY 5 days, hourly candles S&P futures held the low from yesterday and bounced into the upper end of the wide range from Tuesdays Powell speech 414.92 the pre mkt high

410.40 the after hours low from yesterday before futures opened

SPY 3 months, daily candles Inside bar day yesterday, watching which way that breaks today/tomorrow (resistance)

414.53 the high from yesterday

416.49

418.31 (support)

409.93 the low from yesterday

407.76 the daily 12ema(white)

407.57 the last daily "higher low" and spot bulls are hoping to stay above in order to maintain the daily uptrend

QQQ 5 days, hourly candles Nasdaq futures also broke the lows from yesterday and went up to test the upper end of this tightening hourly range, within the Tues Powell speech range 304.10 the after hours low from yesterday before futures opened

308.79 the pre mkt high

QQQ 3 months, daily candles Inside bar day here yesterday as well, which way that breaks over the next day or 2 will be important for short term direction (resistance)

309.50 the high from yesterday

311.03

312.39-313.68 (support)

303.67 the low from yesterday

302.22 the last daily "higher low" and spot for bulls to stay above to maintain the uptrend on this timeframe

299.17 the daily 12ema(white)

Starting to peek over that 12ema(white) which has stopped previous advances. Back under it this morning again, so we'll see if yesterday was a fake out, or a sign of a bigger Vix spike to come.

Spot Vix 3 months, daily candles Unable to get above 20 yesterday. Inside bar so far today right in the middle of yesterdays range.

$DXY 3 months, daily candles Another rejection at the 50 day MA(blue) seeing more follow thru down, under that 103 low that's held the whole week until today

DXY daily

https://www.briefing.com/stock-market-update [BRIEFING.COM] S&P futures vs fair value: +31.50. Nasdaq futures vs fair value: +144.00.The S&P 500 futures are up 29 points and are trading 0.8% above fair value. The Nasdaq 100 futures are up 136 points and are trading 1.1% above fair value. The Dow Jones Industrial Average futures are up 197 points and are trading 0.6% above fair value. Futures for the major indices are moving higher this morning as investors continue to show a willingness to buy on weakness. Sentiment is also boosted by a decidedly positive response to Disney's earnings news. Investors are also reacting to relatively pleasing inflation data from Germany. Specifically, Germany's preliminary January CPI was better than feared on a year-over-year basis and showed deceleration from peak inflation. A decent pullback in Treasury yields has been another supportive factor to the equity futures market this morning. The 2-yr note yield is down two basis points to 4.43% and the 10-yr note yield is down six basis points to 3.59%. The U.S. Dollar Index is down 0.5% to 102.88. Market participants will receive the following economic data today:

  • 8:30 ET: Weekly Initial Claims (Briefing.com consensus 194,000; prior 183,000) and Continuing Claims (prior 1.655 mln)

  • 10:30 ET: Weekly natural gas inventories (prior -151 bcf) In corporate news:

  • Disney (DIS 118.78, +7.00, +6.3%): beats by $0.20, reports revs in-line, Disney+ subscribers down 1% sequentially to 161.8 mln; Reaffirms guidance for revenue and operating income growth in high-single-digit range for FY23; Targeting $5.5 bln in cost savings and announces workforce reduction of 7,000 roles; intends to reinstate dividend by year end, and announces new corporate structure

  • Mattel (MAT 18.34, -2.16, -10.5%): misses by $0.11, misses on revs; guides FY23 EPS below consensus

  • Wynn Resorts (WYNN 109.05, +5.43, +5.2%): misses by $0.07, beats on revs

  • PepsiCo (PEP 174.20, +3.04, +1.8%): beats by $0.02, beats on revs; guides FY23 EPS below consensus; raises dividend

  • Duke Energy (DUK 100.51, +1.33, +1.3%): beats by $0.04, beats on revs; reaffirms FY23 EPS guidance

  • AppLovin (APP 16.54, +3.86, +30.4%): reports Q4 (Dec) results, beats on revs; guides Q1 revs above consensus

  • Sonos (SONO 20.47, +2.61, +14.6%): beats by $0.20, beats on revs; reaffirms FY23 revs guidance

  • Affirm (AFRM 13.16, -2.86, -17.9%): misses by $0.11, misses on revs; guides Q3 revs below consensus; guides FY23 revs below consensus; also announces 19% workforce reduction; downgraded to Sector Perform from Outperform at RBC Capital Mkts

  • Robinhood Markets (HOOD 10.92, +0.45, +4.3%): misses by $0.07 on GAAP EPS, misses on revs; Q1 likely to be another quarter of net interest revenue growth

  • O'Reilly Auto (ORLY 802.00, +14.64, +1.9%): beats by $0.63, beats on revs, Q4 comps +9.0%; guides FY23 EPS below consensus, revs above consensus

  • Digital Turbine (APPS 13.28, -2.93, -18.1%): misses by $0.08, misses on revs; guides FY23 EPS below consensus, revs below consensus; downgraded to Perform from Outperform at Oppenheimer


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