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Market Rap 11/01/22 by CTG

SPY / QQQ / Vix

SPY 5 days, hourly candles S&P futures broke bull over yesterdays highs, currently testing the highest levels we saw from Friday 390.15 the pre mkt high so far 385.91 the after hours low from yesterday before futures opened


SPY 3 months, daily candles Inside bar day yesterday, with Fridays highs looking to get tested first thing ahead of FOMC tomorrow. Back above the 50 day MA with a daily uptrend/weekly downtrend in play.(resistance)

388.40 the high from yesterday - currently trading over that level for the gap up open set up

389.52 Fridays high

395.96-396.20 (support)

385.26 the high from yesterday

382.64 the 50 day MA

379.33 the most recent daily "higher low" and spot for bulls to stay above to keep the uptrend on this timeframe in play

378.06 the daily 12ema

QQQ 5 days, hourly candles Nasdaq futures with a similar look, testing the upper range from Friday 281.44 the pre mkt low so far

277.66 the after hours low from yesterday, before futures opened

QQQ 3 months, daily candles Yesterdays pullback held above the 12ema (white line), and today we're looking to test a bull break of Fridays high first thing. 50 day MA overhead with a daily uptrend/weekly downtrend in play. (resistance)

279.76 the high from yesterday - trading above there currently for the gap up open set up

281.70 the high from Friday

283.98-284.60

285.49 the 50 day MA (support)

275.99 the low from yesterday

275.78 the daily 12ema

272.06 the last daily "higher low", and spot for bulls to remain above to keep the uptrend on this timeframe intact

Nov Vix futures 3 months, daily candles More lows, continues to bleed, back to the lowest levels in over 3months

Spot Vix 3 months, daily candles Testing levels last seen in mid-September, and RSI levels where we historically see some type of bounce in this 36-32 range (36 currently) ahead of the FOMC tomorrow.

https://www.briefing.com/stock-market-update S&P futures vs fair value: +37.50. Nasdaq futures vs fair value: +137.30.The S&P 500 futures are up 36 points and are trading 1.0% above fair value. The Nasdaq 100 futures are up 135 points and are trading 1.2% above fair value. The Dow Jones Industrial Average futures are up 201 points and are trading 0.6% above fair value. Equity futures are higher this morning after yesterday's modest retreat. First-of-the-month inflows, falling Treasury yields, and speculation that China could soon exit its zero-Covid policy are among the early support factors along with some M&A buzz that has followed reports of Johnson & Johnson (JNJ) acquiring Abiomed (ABMD) for $16.6 billion in cash. Earnings news has generally been better than expected and Treasury yields are declining, which is helping to boost sentiment in the market. The 10-yr note yield dropped back below 4.00%, down 13 basis points to 3.94%. The 2-yr note yield is down six basis points to 4.43%. There has been a relief rally in Chinese stocks, and U.S. stocks with high exposure to the Chinese market, after speculation circulated on social media that China is preparing to gradually exit its zero COVID-19 policy, according to Bloomberg. This is unconfirmed by Chinese authorities. In other news, the Reserve Bank of Australia raised its cash rate by 25 bps to 2.85%, as expected. Market participants will receive the following economic data today:

  • 10:00 ET: September Construction Spending (Briefing.com consensus -0.5%; prior -0.7%) and October ISM Manufacturing Index (Briefing.com consensus 50.0%; prior 50.9%); September JOLTS Job Openings (prior 10.053 million)

In corporate news:

  • Uber (UBER 28.90 +2.33 (+8.77%): misses by $0.67, beats on revs, mobility gross bookings increased 45%, delivery gross bookings up 13%; guides Q4 adj. EBITDA of $600-$630 mln

  • BP (BP 33.35 +0.07 (+0.21%): beats by $0.64, misses on revs

  • Pfizer (PFE 48.40 +1.85 (+3.97%): beats by $0.38, beats on revs; raises FY22 guidance; announces positive top-line data from the Phase 3 clinical trial MATISSE investigating its bivalent RSV prefusion vaccine candidate, RSVpreF or PF-06928316, when administered to pregnant participants to help protect their infants from RSV disease after birth

  • Eli Lilly (LLY 353.84 -8.25 (-2.28%): beats by $0.05, reports revs in-line; guides FY22 EPS below consensus, revs in-line

  • Avis Budget (CAR 245.40 +8.94 (+3.78%): beats by $7.06, reports revs in-line

  • Abiomed (ABMD 382.26 +130.18 (+51.64%): by $0.27, misses on revs; to be acquired by Johnson & Johnson (JNJ) for $380/share in cash; expected to be accretive to adj. earnings beginning in 2024

  • Stryker (SYK 218.08 -11.16 (-4.87%): misses by $0.11, reports revs in-line; guides FY22 EPS below consensus; downgraded to Hold from Buy at Canaccord Genuity


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