Pre-market update (updated 9am eastern):
- European markets are trading 1.8% lower.
- Asian markets traded 0.8% lower.
- US futures are down significantly – nearly 1% ahead of the opening bell.
Economic reports due out (all times are eastern): NFIB Small Business Optimism Index (7:30am), ICSC-Goldman Store Sales (7:45am), Redbook (8:55am), Wholesale Trade (8:55am)
Technical Outlook (SPX):
- Consolidation yesterday ushers in a heavy dose of selling today.
- SPX traded right up to the 20-day moving average and then failed to break through.
- With the weakness transpiring in the US markets and the look of what seems nothing more than a dead cat bounce now, the weakness of late in Japan is very much starting to affect our markets and strike fear in it.
- Also becoming a major concern for the bulls is the notion that banks world wide are going to have to start easing out their centralize planning and propping up of financial markets.
- Despite all of this, it is still important to remember that the global markets have a lot of difficulty with holding down a significant gap down and tends to lead to a bounce off of the morning lows and a push higher as a result.
- Watch the VIX this morning to see if it confirms the move in the markets early on.
- The 30 minute chart on SPX is demonstrating a well defined inverse head and shoulders pattern with confirmation occurring right at the close on Friday. But that may very well get destroyed today.
- Failure to continue the rally, would result in a significant head fake in the markets, and would cast a heavy dose of bearishness on this market going forward.
- Key support rests at 1601.
- Markets don’t care about the economy. That is not what is driving them. The markets only care about what the Fed is doing to keep equities propped up.
My Opinions & Trades:
- Sold HLIT at 6.27 for a 3.3% gain.
- Sold CME at 73.40 for a 4.8% gain.
- Added KSS at 51.99 (long)
- Shorted LEG at 31.84.
- Will tighten my stops this morning.
- May add additional shorts to the portfolio this morning.
- Long HUM at $80.60, CF at $191.35, APA at $84.95,
- Join me each day for all my real-time trades and alerts in the SharePlanner Splash Zone