10am update – opening reversal

US equities open significantly lower, but there is already a pretty strong upside reversal.

sp’60min

VIX’60min

Summary

Early price action bodes pretty good for the bulls.


notable stock: TSLA

Q1 deliveries, Q1, y/y -13.0% to 336681 vs 390343 est, and vs 459445 prior yr.

China deliveries, March, y/y -21.8% to 172754
Data via ‘China passenger car association’.

notable car: RIVN

Q1 deliveries, y/y -36.0% to 8640

notable semicon: NVDA

Just lower with the main market.

notable steel: CLF

A rather powerful upside reversal.
S/t bullish…. m/t bearish.