10am update – opening weakness

US equities open broadly lower, but its arguably just making for a retrace of yesterday’s powerful gains. WTIC printed $106.90, helped by the cooler dollar.

sp’60min

VIX’60min

Summary

First opp’ for a turn will be around 11am. Green gap 4380/90s looks pretty easy.


notable Dow component: AAPL

Earnings were good. The stock should lean back upward.

notable weakness: AMZN

Earnings were broadly fine, market just used guidance as an excuse for an initial washout. S/t recovery…  but m/t bearish. 2050/psy’2000

notable tech: INTC

Earnings were broadly fine. The stock remains m/t bearish.

notable steel: X

Earnings were good. Early gains fully reversed.