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8/11/23 Inflation is History

News:

On Thursday, markets gapped up higher following the latest headline inflation data release.

  • Prices rose +0.2% month over month 
  • And +3.2% year over year

A decline in energy costs is keeping inflation in check—for now.

Charts from BLS

The indexes didn’t hold the initial gains and closed the day mixed…

  • Dow Jones +0.2%
  • Nasdaq +0.1% 
  • S&P 500 +0.0%
  • Russell 2000 -0.4%

Sector Round Up

Price action across the sectors showed little change. 5 of 11 sectors closed green—None changed more than half a percent.

At the top…

  • Communications (XLC) +0.3%
  • Consumer Discretionary (XLY) +0.2%
  • Financials (XLF) +0.1%

At the bottom…

  • Industrials (XLI) -0.3%
  • Utilities (XLU) -0.3%
  • Real Estate (XLRE) -0.3%

Technicals: 

The VIX closed below 16 for a third day in a row. It’s showing no signs of budging this morning…

VIX Daily Candles – Chart by thinkorswim

We’ll say it again … As long as the VIX is below 16, the bears don’t have a path forward.

Your latest readout…

Timing:

This morning at 8:30, another set of inflation data will be released.

The PPI report will tell us if manufacturers are still seeing stable prices.

Watchlist:

*Low Float
^Open Position

*DSP support at $5, resistance at $6
*CLEU on watch
*UIHC support at $7
EYPT support at $12
AAOI support at $12
EH support at $20, resistance at $23
EZGO support at $2.25
TDUP support at $3.50
TDS support at $16

Secondary watchlist—float 100+ million

HLLY support at $7
KTOS
support at $16
RKT support at $11
BGC support at $5, resistance at $5.20

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