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Market Rap 08/02/22 by CTG

SPY / QQQ / Vix

SPY 5 days, hourly candles S&P futures broke yesterdays lows, as daily consolidation of this recent move gets underway 407.17 the corresponding futures/pre mkt low

411.09 the after hours high from yesterday before futures opened

SPY 3 months, daily candles Daily consolidation looking to get underway as we start to push under yesterdays lows (support)

408.40 the low from yesterday, trading under there currently for the gap down open shaping up

406.77 the low from Friday

398.86 the daily 12ema (white line) -

391.67 the 50 day MA

389.95 the last daily "higher low" and spot for bulls to stay anywhere above to keep the uptrend on this timeframe (resistance)

413.41 the high from yesterday

415.82-417.44 area after that

QQQ 5 days, hourly candles Nasdaq futures similar story, broke under yesterdays lows but still above Fridays lows 311.71 the corresponding futures/pre mkt low

315.74 the after hours high from yesterday before futures opened

QQQ 3 months, daily candles Teasing daily consolidation here as well as we'll look to test yesterdays lows first thing (futures broke that level but currently are back above). (support)

312.53 the low from yesterday

309.93 Friday's low

304.01 the daily 12ema (white line)

302.75

298.46

293.96 the 50 day MA

293.54 the last daily "higher low" and spot for bulls to stay anywhere above once daily consolidation does begin, to keep the uptrend intact (resistance)

318.81 the high from yesterday

321.17

325.25

330.29

Aug Vix futures 3 months, daily candles Daily bounce underway here, as the broad market indices start daily consolidation

Spot Vix 3 months, daily candles Daily bounce underway, and heading up for the test of the last daily "lower high" from 7/26 at 25.31. Watching to see if mid 20s on Vix becomes the new ceiling, like the 30 level had become as the broad market rallied off the lows in June/July.

$DXY 3 months, daily candles Daily consolidation continues here as the 50 day MA gets tested

TLT 6 months, daily candles and 3yr weekly candles Daily uptrend continues here as it starts to break out over more resistance (and interest rates back down further), and now trading at the highest levels we've seen in the past 3 months. Weekly downtrend starting to break as well.


https://www.briefing.com/stock-market-update [BRIEFING.COM] S&P futures vs fair value: -26.80. Nasdaq futures vs fair value: -122.70.The S&P 500 futures are down 24 points and are trading 0.7% below fair value. The Nasdaq 100 futures are down 103 points and are trading 0.9% below fair value. The Dow Jones Industrial Average futures are down 165 points and are trading 0.4% below fair value. There's a weaker tone in the futures market that's mostly attributed to US-China tensions over House Speaker Pelosi's anticipated Taiwan visit. Also, there are some reservations that the market rally in July is not sustainable given the deteriorating economic fundamentals. Separately, the Reserve Bank of Australia raised its cash rate by 50 basis points to 1.85%, as expected. According to Reuters, Saudi Arabia is expected to support an oil production increase at the OPEC+ meeting Wednesday. WTI crude oil futures are up 0.8% to $94.63/bbl. Natural gas futures are down 2.7% to $8.08/mmbtu. Unleaded gasoline futures are down 0.5% to $2.98/gal. Treasury yields are falling this morning with the 2-yr note yield down five basis points to 2.86% while the 10-yr note yield is down five basis points to 2.56%. In corporate news:

  • Pinterest (PINS 23.64, +3.65, +18.2%): misses by $0.07, reports revs in-line; provides Q3 and FY22 guidance; upgraded to Positive from Neutral at Susquehanna

  • Caterpillar (CAT 187.98, -6.88, -3.5%): beats by $0.16, reports revs in-line

  • Uber (UBER 27.54, +2.94, +11.9%): misses by $1.06, beats on revs; Q2 gross bookings in line with guidance; provides Q3 gross bookings/adjusted EBITDA guidance; co became a free cash flow generator in Q2

  • BP (BP 29.92, +0.87, +2.9%): reports Q2 (Jun) results, beats on revs

  • Eaton (ETN 150.34, +2.84, +1.9%): beats by $0.05, reports revs in-line; guides Q3 EPS in-line; guides FY22 EPS in-line

  • Marriott (MAR 162.27, +2.70, +1.6%): beats by $0.23, beats on revs; guides Q3 EPS above consensus; guides FY22 EPS above consensus

  • DuPont (DD 59.00, -1.20, -1.9%): beats by $0.13, beats on revs; guides Q3 EPS below consensus, revs below consensus; guides FY22 EPS in-line, revs below consensus

  • JetBlue (JBLU 8.29, -0.30, -3.4%): misses by $0.36, reports revs in-line

  • Cowen Group (COWN 38.15, +2.66, +7.5%): Toronto-Dominion Bank (TD) to acquire COWN in all-cash deal valued at $1.3 bln, or $39/share; to be modestly accretive to 2023E EPS


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