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Strategies & Market Trends : General market lab and commentary
SPY 679.70+0.7%4:00 PM EST
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From: Robohogs2/29/2016 4:53:03 AM
   of 668
 
This is last post overall for pre mkt - not commentary but facts gleaned from sources not postable.

  1. Dollar yoy is now flat. No longer headwind. We have discussed before.
  2. Most indexes just below/above 50 day MAs. Qqq and iwm weakest
  3. Vix contango as discussed before.
  4. HYG move teally quite impressive - discussed a bit earlier. ST overbought
  5. Credit spreads still wide but tighter over last 1-2 weeks
  6. Loan growth very healthy near 10% across most categories - consumer, c&I, RE. Discussed before.
  7. Mfg was quite strong in Thur's advance report
  8. Durable goods good
  9. Inventories at mfrs declining without killing sales
  10. Mfg ISM looks to be a bit too low vs data that came out
  11. Home prices quite strong
  12. Home sales pretty good
  13. New home sales weaker though. Price issue?
  14. GDP hurt by imports, local govt. inventories a future issue but not in mfg. fed and local govt may soon help.
  15. Services reports quite bad actually. Check out Richmond Services. Mentioned earlier
  16. Consumer confidence off a bit, mainly for lower middle
  17. Spending quite strong at consumer level. I am nauseating folks with this one over and over.
  18. Surveys again may be too weak - thing PMI and consumer. Labor? Mentioned earlier
  19. Fed rate hikes coming into play again - mentioned earlier
  20. 3 in 5 companies beat earnings estimates. 1 in 2 revenues. Earnings data high for last few years. Revenue not.
  21. Healthcare stock prices did worst day post earnings.
  22. Sentiments toward stocks slightly improving as show ad nauseam today already
  23. Energy Short Interest very high
  24. Consumer staples way over bought
  25. Healthcare closed low relative to indices on weekly change - driven by collapse early in week being much worse, recovery being better
  26. Professionals in Commitment of Trading are woefully, woefully, woefully under-invested. Lately, that has sparked rallies. Net short is higher than almost all other recent periods. Same story told over several weeks.
  27. Midcaps and small caps SI highest this year. Midcaps lower than 2008/9
  28. Nazz also low of 2015/16
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