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Stock Market Consensus Of Immaculate Everything To Face New Economic Data And Fed Minutes, New Bitcoin Rumor

Published 03/01/2024, 16:14
Updated 03/01/2024, 17:40
Stock Market Consensus Of Immaculate Everything To Face New Economic Data And Fed Minutes, New Bitcoin Rumor
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QQQ
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AAPL
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NVDA
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Benzinga - To gain an edge, this is what you need to know today.

New Economic Data Please click here for a chart of Invesco QQQ Trust Series 1 (NASDAQ: QQQ).

Note the following:

  • The chart shows tech stocks have fallen back into the support zone.
  • RSI on the chart shows tech stocks are near oversold.
  • The stock market has a consensus now that everything is going to be immaculate – the landing, the Fed, interest rates, earnings, adoption of AI, Russia, China, and the Middle East.
  • The stock market is assuming a 90% probability of seven rate cuts.
  • The stock market is going to face new economic data today:
    • ISM Manufacturing Index will be released at 10am ET. The consensus is 47.1%.
    • JOLTS report will be released at 10am ET.
  • The stock market will also face minutes from the last FOMC meeting at 2pm ET. Powell was dovish in the press conference, flipping 180 degrees. At The Arora Report, we will be reading the Fed minutes to see if the 180 degree flip was unanimous or if there was dissension.
  • If the new data and the Fed minutes are supportive of immaculate everything, expect a rip roaring rally and new highs.
  • If the data is not supportive of immaculate everything, expect momo gurus to come up with a new narrative to try to run up the stock market.
  • Market mechanics are neutral as of this writing in the premarket but can easily swing in either direction after the data and Fed minutes.
  • Richmond Fed President Tom Barkin has made two key points this morning:
    • Rate hikes are not off the table.
    • The soft landing is at risk.
  • As an actionable item, the sum total of the foregoing is in the protection band, which strikes the optimum balance between various crosscurrents. Please scroll down to see the protection band.
  • There is selling in the early trade but money flows in indexes are positive. See below.

Magnificent Seven Money Flows In the early trade, money flows are positive in Apple Inc (NASDAQ: AAPL), Tesla Inc (NASDAQ: TSLA), and Amazon.com, Inc. (NASDAQ: AMZN).

In the early trade, money flows are neutral in NVIDIA Corp (NASDAQ: NVDA) and Microsoft Corp (NASDAQ: MSFT).

In the early trade, money flows are negative in Alphabet Inc Class C (NASDAQ: GOOG) and Meta Platforms Inc (NASDAQ: META).

In the early trade, money flows are positive in SPDR S&P 500 ETF Trust (ARCA:SPY) and Invesco QQQ Trust Series 1 (NASDAQ: QQQ).

Momo Crowd And Smart Money In Stocks The momo crowd is buying stocks in the early trade. Smart money is

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