10am update – starting positive

US equities have begun November on a positive note.  The gains are shaky though, with reversal candles all over the place. USD is -0.6% at 110.64.

sp’60min

VIX’60min

Summary

So… a new month… and we’re moderately higher. In theory, we should see increasing chop, a holding pattern ahead of the Wed’ 2pm Fed.


notable stock: AMD

As ever… the one to lead the way up! Earnings due in AH

notable weakness: LLY

Earnings were broadly fine, but the outlook is a little shaky, with the company citing the broadly strong dollar, which continues to dent all income from overseas.

notable health: PFE

Earnings were broadly fine. The outlook is positive.
The concern should be an eventual mainstream push back against the mRNA shots… but that is a ‘wild card’, and the mainstream hacks continue to keep a tight lid on that issue.

notable miner: FCX

Powering upward, with copper $3.48, the latter helped with the weaker dollar.