Monday, February 5, 2024

SPX, NDX, DJI Close Lower after Friday's New High...Health Care, Technology Lead Sectors...EL Leads SPX on Positive EPS Reaction...


© 2024


The SPX -15.80, NDX and DJI pulled back in a pause day on Monday after making new all-time closing highs on Friday.  ISM Services Index 53.4 vs. 52.1 consensus, better than expected.

Powell was on 60 Minutes on Sunday and reiterated that it was unlikely that the Fed would drop rates in March.  Fed comments from Goolsbee on a TV interview and Bostic did little to provide any additional insights.  It should be clear the Fed is not likely cut rates until they are confident that inflation will drop to their 2% target.

EL +16.16, +12.05%, leads SPX on a positive EPS reaction, APD -40.15, -15.05%, leads decliners on the SPX on a negative EPS reaction.


Tuesday, day 17 of Q4 earnings season continues with 14 SPX companies AME, CARR, CMI, CNC, DD, FI, GEHC, IT, J, LIN, LLY, WAT, WTW, XYL reporting BMO and 20 AIZ, AMCR, AMGN, ATO, CINF, CMG, CTSH, ENPH, ESS, EW, F, FTNT, GILD, IEX, JKHY, OMC, PRU, UDR, VFC, VLTO reporting AMC.  104 SPX companies report this week.

First day reaction: Q4
PositiveEL, ON, IDXX, TSN, CAT, META, AMZN, CLX, GWW, CI, HIG, CVX, CPT, CTVA, PH, ETN, TT, BALL, QRVO, MRK, TSCO, DOV, MO, CMS, ALGN, RVTY, BDX, WEC, SYK, COR, BA, FTV, ADP, BSX, MTCH, EQR, PSX, MSCI. GM, SYY, NUE, GLW, MPC, HCA, DHR, HUBB, AXP, COF, LHX, CL, URI, AAL, IBM, RMD, WRB, CCI, MKC, PKG, DOW, CMCSA, VLO, BX, LRCX, STX, CSX, NEE, RJF, XEL, LVS, NFLX, TXT, TEL, GD, FCX, APH, VZ, RTX, UAL, BRO, PG, PCAR, HAL, TRV, RF, HBAN, FITB, SLB, STT, FAST, JBHT, MTB, CFG, BK, C = 94

Neutral:  L, ABBV, BMY, XOM, AAPL, RCL, AVB, PTC, DGX, MA, CB, SWKS, EA, JNPR, AVY, FFIV, NVR, PHM, PNR, BEN, TMUS, WY, SHW, AMP, NOW, UNP, STLD, ELV, ISRG, SYF, GE, CMA, TFC, GS, PNC, BLK, JPM = 37

Negative: APD, MCD,  CHTR, GEN, EMN, HOLX, AON, CHD, LYB, MCHP, REGN, CBOE, CHRW, AFL, MET, QCOM, IP, CAH, WRK, TECH, HON, ITW, SWK, BR,  MKTX, ROK, TER, GOOGL, APTV, BXP, TMO, ROP, MSFT, AMD, RHI, HES, OTIS, MDLZ, ODFL, NDAQ, SBUX, UPS, WHR, ARE, JCI, AOS, PFE, INTC, FICO, KLAC, WDC, AJG, V, NSC, TSLA, HUM, NOC, MMC, LUV, KMB, TDY, BKR, T, ABT, TXN, MMM, DHI, IVZ, LMT, JNJ, ZION, PPG, DFS, KEY, NTRS, KMI, PLD, USB, SCHW, MS, DAL, UNH, WFC, BAC, = 84


Mega caps NVDA, AAPL, GOOGL rose and AMZN, MSFT, META, TSLA fell on Monday.


SPY down 1.80 at 492.55 on 75.7 million shares, average volume, closed lower on lower volume. 
VIX down .18 at 13.67
QQQ down .56 at 428.45

CAT, AAPL, CRM, INTC led the DJIA, 6 advancers, -7
EL, CTLT, LLY, WST led the SPX, 88 advancers 
ON, IDXX, NVDA, NXPI led the NDX, 33 advancers.

The two-year trend term is sideways.  The one-year trend is up.

Up:  
DownQQQ, SPY, DIA, IWM,


Two of eleven sectors were higher on Monday, led by XLV, XLK and XLE.

The SPY MFC green line turned down at 87.0 and is counter-trend defensive. 


Uptrend sectors:   XLC, XLK, XLF, XLV, XLY, XLI, XLRE, XLB, XLP,
Neutral sectors:  XLU,
Down trend sectors:  XLE,

The 6-month intermediate trend is up.  The ten-day trend is up.

3-month Intermediate Term Market Trend: Up
3-day Short Term Market TrendUp


33 of 100 NDX stocks closed higher on Monday.

63 NDX stocks are above their 30 DMA:  CRWD, CTAS, ROST, TMUS, AMD, COST, ZS, MAR, ISRG, REGN, AMGN, ILMN, AVGO, MRVL, MU, FTNT, META, VRTX, CCEP, SPLK, ADP, MDLZ, ADSK, NVDA, AMZN, CTSH, DASH, DDOG, LRCX, MSFT, NFLX, WDAY, PANW, TTWO, MELI, CDNS, ORLY, VRSK, AMAT, ASML, CDW, FAST, INTU, KLAC, PCAR, ABNB, ADBE, CMCSA, SNPS, CEG, CSX, MDB, PEP, BKNG, CPRT, DLTR, ROP, ODFL, GOOGL, IDXX, NXPI, ON,

NDX Stocks to Watch on Tuesday:
Moving Above 30 DMA = 4
GOOGL, IDXX, NXPI, ON, 


Moving Below 30 DMA = 4
KHC, PAYX, PYPL, TTD,




Add Comments here:

No comments: