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Market Rap 08/04/22 by CTG

SPY / QQQ / Vix

SPY 5 days, hourly candles Trading sideways in the upper end of yesterdays range, with a brief push thru the highs the last hour 416.10 the corresponding futures/pre mkt high

413.70 the corresponding futures low

SPY 3 months, daily candles and 3yr, weekly candles The march up to the last weekly "lower high" of 417.44 continues, as bulls look to break the downtrend on that timeframe. Daily bull flag follow thru yesterday, after mild consolidation the previous day; Next new daily "higher low" set at 406.82, in the context of the daily uptrend. (weekly downtrend being tested) (resistance)

415.68 the high from yesterday

417.44 that weekly "lower high" from early June.

425

429.66 (support)

410 the low from yesterday

406.82 the new daily "higher low"


QQQ 5 days, hourly candles Nasdaq futures also traded sideways in the upper end of yesterdays range, with a more decisive push over the past hour 324.90 the corresponding futures/pre mkt high

321.80 the corresponding futures low

QQQ 3 months, daily candles Big continuation of the daily uptrend yesterday, as we start to push over a thinner volume profile area. 150 day MA coming into view.

Daily uptrend in play, weekly downtrend broken (will need a weekly higher low/then higher high pivot whenever this move tops out, to confirm a new weekly uptrend) (resistance)

323.73 the high from yesterday

325.25

328.84 the 150 day MA

330.29 (support)

315.99 the low from yesterday

311.84

308.26 the daily 12ema

August Vix futures 3 months, daily candles The daily bounce from Monday/Tuesday topped out yesterday and was quickly followed by lower lows. Currently hanging out in yesterdays lower range.

Spot Vix 3 months, daily candles Daily bounce topped out here yesterday as well, as we head back down to test the recent lows/the lowest levels of vol seen since April

Crude oil 3 months, daily candles Testing/Flirting with breaking recent lows

https://www.briefing.com/stock-market-update [BRIEFING.COM] S&P futures vs fair value: +1.30. Nasdaq futures vs fair value: -5.90. The S&P 500 futures are up 2 points and are trading slightly above fair value. The Nasdaq 100 futures are up 9 points and are trading slightly below fair value. The Dow Jones Industrial Average futures are up 8 points and are trading 0.1% above fair value. Futures for the major indices are little bit higher off the heels of yesterday's big moves. The continued positive bias is helped out by the resilience to selling. There's been a huge swath of earnings news since yesterday's close in play for market participants today. There's also been some central bank news. In its largest rate hike since 1995, the Bank of England raised its key rate 50 basis points to 1.75%, as expected. Brazil's central bank raised its key rate 50 basis points to 13.75%, as expected. Also, a senior Japanese Ministry of Finance official said that preparations should be made for a return to normal trading in Japanese bonds. Treasury yields are falling this morning. The 2-yr note yield is down four basis points to 3.07% while the 10-yr note yield is down four basis points to 2.71%. Energy complex futures are mostly higher. WTI crude oil futures are up 0.6% to $91.21/bbl. Natural gas futures are up 1.4% to $8.39/mmbtu. Unleaded gasoline futures are down 0.3% to $2.90/gal. In corporate news:

  • Walmart (WMT 130.32, -0.18, -0.14%): to eliminate hundreds of jobs at corporate office, according to WSJ

  • Booking Holdings (BKNG 1,909.00, -57.48, -2.92%): beats by $1.41, misses on revs; expects record Q3 revenue

  • Clorox (CLX 138.01, -6.56, -4.54%): reports EPS in-line, misses on revs; guides FY23 EPS below consensus, revs below consensus

  • Cigna (CI 280.41, +8.67, +3.19%): beats by $0.73, beats on revs; guides FY22 EPS above consensus, revs in-line

  • Fortinet (FTNT 57.60, -5.28, -8.40%): beats by $0.02, reports revs in-line; guides Q3 EPS in-line, revs in-line; guides FY22 EPS above consensus, reaffirms FY22 revs guidance

  • Qorvo (QRVO 102.70, -4.17, -3.90%): beats by $0.13, reports revs in-line; guides SepQ EPS in-line, revs in-line

  • Albemarle (ALB 253.00, +13.46, +5.62%): beats by $0.20, reports revs in-line; raises FY22 guidance

  • Eli Lilly (LLY 306.16, -7.67, -2.44%): misses by $0.46, misses on revs; lowers FY22 EPS below consensus, reaffirms FY22 revs guidance

  • MGM Resorts (MGM 35.22, +1.02, +2.98%): misses by $0.30, beats on revs

  • Crocs (CROX 76.00, -1.38, -1.78%): beats on revs; guides Q3 revs below consensus; lowers FY22 EPS below consensus; sees FY22 revs in line

  • YETI Holdings (YETI 45.76, -8.60, -15.82%): misses by $0.05, reports revs in-line; lowers FY22 EPS below consensus, revs below consensus

  • Alibaba (BABA 99.64, +3.92, +4.10%): beats by rmb1.23, reports revs in-line

  • Lucid Group (LCID 17.86, -2.70, -13.13%): misses by $0.02, misses on revs; revised its 2022 production volume outlook to a range of 6,000 to 7,000 vehicles.


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