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Market Rap 12/01/22 by CTG

SPY / QQQ / Vix

SPY 5 days, hourly candles S&P futures spent the night consolidation the massive move sideways, cooling off hourly and 4hr overbought RSI conditions in the process 408.70 the corresponding futures high

406.58 the pre mkt low

SPY 6 months, daily candles Bulls played defense above the last daily "higher low" area, then saw a massive move to higher recent highs, on volume, following Powell's speech. Got through, and closed above the 200 day MA, which is the first time since March. (resistance)

407.68 the high from yesterday

408.46 fills the 9/12-9/13 gap

411.73

413-414ish some volume profile resistance, then gets thin up until

419.96 which is the 8/26 high (support)

404.14 the 200 day MA (purple)

397.18 the 12ema (white)

393.30-393.48 the new daily "higher low" area and spot for bulls to stay anywhere above whenever daily consolidation of this move begins, in order to maintain the uptrend

QQQ 5 days, hourly candles Same story with Nasdaq futures, cooled off the overbought hourly and 4hr RSI conditions with sideways action overnight 294.34 the corresponding futures high

292.19 the pre mkt low

QQQ 3 months, daily candles After flirting with a loss of the daily uptrend on Tuesday, bears saw no follow thru, then got run over following Powell's speech. Charged back thru the 12ema (white) and the recent highs, tested and closed right at the 150 day MA (orange), on volume. (resistance)

293.31 that 150 day MA

293.47 the high from yesterday

293.95 the 9/21 high

296.53-296.93

303.02

308.18 open gap

311.08 (support)

284.46 the 12ema

279.97 yesterdays low

279.17 the new daily "higher low"

Dec. Vix futures 3 months, daily candles The recent bounce attempt failed in a big way at the daily 12ema (white) following Powell's speech, and proved to be a daily bear flag; as lower lows were found again

Spot Vix 6 months, daily candles Right back to recent lows and a test of the 20 psychological level again.

19.12 the 6month lows from back in August.

$DXY 3 months, daily candles Right back to testing the 200 day MA (purple) and the recent lows

TLT 3months, daily candles Next daily "higher low" is set at 101.37, just above the 12ema; as we pivot to higher recent highs here in pre mkt.

104.86 the 9/30 high, with a thinning volume profile up to 106-107 after that.

https://www.briefing.com/stock-market-update [BRIEFING.COM] S&P futures vs fair value: -1.30. Nasdaq futures vs fair value: -4.30.The S&P 500 futures are up 2 points and are trading roughly in line with fair value. The Nasdaq 100 futures are down 1 point and are trading slightly below fair value. The Dow Jones Industrial Average futures are down 21 points and are trading 0.2% below fair value. Market participants are taking a pause this morning, waiting to see if there's follow through from yesterday's rally. Equity futures are mixed and little changed in front of key economic releases today, including the weekly initial jobless claims and continuing claims, the November ISM Manufacturing Index, and the Personal Spending and Income Report, which contains the PCE Price Index. China will ease some of its coronavirus protocols, including allowing isolation at home and reduction in mass testing, according to Reuters. Treasury yields still declining. The 2-yr note yield is down seven basis points to 4.31% and the 10-yr note yield is down 11 basis points to 3.59%. The U.S. Dollar Index is down 0.6% to 105.40. In corporate news:

  • Salesforce (CRM 148.46, -11.79, -7.4%): beats by $0.18, reports revs in-line; guides Q4 EPS in-line, revs below consensus; announces that Bret Taylor will step down as Vice Chair and Co-CEO, effective January 31, 2023; Marc Benioff will be Chair and CEO of the company

  • Splunk (SPLK 83.74, +6.06, +7.8%): beats by $0.58, beats on revs; guides Q4 revs in-line; slightly lowers FY23 Cloud ARR guidance

  • Box (BOX 27.44, -0.01, -0.04%): beats by $0.01, reports revs in-line; guides Q4 EPS above consensus, revs below consensus; guides FY23 EPS above consensus, revs below consensus

  • Snowflake (SNOW 136.28, -6.62, -4.6%): beats by $0.06, beats on revs; Sees Q4 Product revenue between $535-540 mln, up 49-50% yr/yr

  • Okta (OKTA 62.39, +9.07, +17.0%): beats by $0.24, beats on revs; guides Q4 EPS above consensus, revs in-line

  • Five Below (FIVE 176.00, +15.14, +9.4%): beats by $0.14, beats on revs, comps better than expected; guides Q4 EPS above consensus, revs above consensus

  • Elastic (ESTC 52.19, -9.00, -14.7%): beats by $0.10, beats on revs; guides Q3 EPS above consensus, revs below consensus; guides FY23 EPS above consensus, revs below consensus; also announces workforce reduction

  • Synopsys (SNPS 365.00, +25.46, +7.5%): beats by $0.07, reports revs in-line; guides Q1 EPS above consensus, revs above consensus; guides FY23 EPS above consensus, revs above consensus

  • Dollar General (DG 241.99, -13.69, -5.4%): misses by $0.22, reports revs in-line; guides Q4 EPS below consensus; reaffirms FY23 revs guidance

  • G-III Apparel (GIII 15.82, -5.81, -26.9%): misses by $0.49, reports revs in-line; guides FY23 EPS below consensus, reaffirms FY23 revs guidance; also extends license agreements for Calvin Klein and Tommy Hilfiger

  • General Electric (GE 86.20, +0.23, +0.3%): Board of Directors approves previously announced spin-off of its healthcare business; GE Healthcare expected to begin trading on Nasdaq on January 4, 2023, under the ticker “GEHC”

  • Costco (COST 524.24, -15.01, -2.9%): reports November adjusted comparable sales growth of 5.3%


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