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S&P Futures 1.3% Drop Largest Since August, 122 Day Streak Longest Since 1985

Published 02/01/2018, 01:10 AM
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Index Futures

Foreign Markets, Fair Value and Volume:

  • In Asia 6 out of 11 markets closed lower: Shanghai Comp -0.19%, Hang Seng +0.86%, Nikkei -0.83%
  • In Europe 8 out of 12 markets are trading higher: CAC +0.29%, DAX +0.19%, FTSE -0.07%
  • Fair Value: S&P +0.33, NASDAQ +8.32, Dow -25.82
  • Total Volume: 2.1mil ESH & 1.2k SPH traded in the pit

Today’s Economic and Earnings Calendar:

MBA Mortgage Applications, 7 a.m. Eastern; ADP Employment Report, 8:15 a.m.; Employment Cost Index, 8:30 a.m.; Treasury Refunding Announcement, 8:30 a.m.; Chicago PMI, 9:45 a.m.; Pending Home Sales Index, 10 a.m.; EIA Petroleum Status Report, 10:30 a.m.; FOMC Meeting Announcement, 2 p.m. Premarket earnings: Anthem, Thermo Fisher Scientific (NYSE:TMO), Eli Lilly, Enterprise Products Partners, Textron (NYSE:TXT), Avery Dennison (NYSE:AVY), Energizer Holdings, Automatic Data Processing, Xerox (NYSE:XRX), Simon Property Group (NYSE:SPG), Johnson Controls (NYSE:JCI) International, Sirius XM Holdings, D. R. Horton, Ingersoll-Rand, Nasdaq, Tupperware Brands, WEC Energy Group, Boeing (NYSE:BA). After-market earnings: Mondelez International, Symantec (NASDAQ:SYMC), Qualcomm (NASDAQ:QCOM), United States Steel, Facebook (NASDAQ:FB), Aflac, Tractor Supply, AT&T (NYSE:T), Vertex Pharmaceuticals (NASDAQ:VRTX), Citrix Systems (NASDAQ:CTXS), Microsoft (NASDAQ:MSFT), ServiceNow, Paypal Holdings, eBay, Lincoln National (NYSE:LNC), AvalonBay Communities (NYSE:AVB).

S&P 500 Futures: Pre-End Of The Month Puke

Buying Opportunity

Tuesday’s trade started with the European Stoxx 600 down -0.60%. The ES Globex range was 2858.00 to 2828.75, with a total of 390,000 contracts traded, down -0.70% before the open. On the 8:30 CT futures open, the ES traded 2831.75 and then shot up to 2839.50, 1 tick below the vwap, in the first 5 minutes of trade. From there, it started selling off, hitting sell stops and running several sell programs down to a new low at 2826.00, bounced up to the 2831.00 area and made a sequence of lower lows down 2818.50.

After a bounce up to 2825.00, the ES pulled back down to 2820.00, and then rallied 14 handles up to the vwap at 2834.00. The next move was back down to 2827.00, and then in came a 10 handle pop up to the 2837.00 level.

The yield on the 10-Year Treasury note breached 2.7% Monday, which is continuing to be a big concern for the high flying S&P. After a few lower highs the ES sold off down to 2824.75 going in to the N.Y. lunch hour, and then down to 2820.50. After another pop up, the ES sold back off down to 2822.00.

The MiM started out showing $395 million to sell, then went to $314 milion to sell, and then to $276 million to sell, and as it did the ES traded back up to 2831.50. The MiM then ‘flipped’ to buy $134 million, and as it did the ES sold back off down to 2827.25. On the 3:00 cash close the futures traded 2827.00, and went on to settle at 2824.75, down -29.25 handles or -1.03%.

In the end the 1.03% decline in the S&P is the first fall of more than 1% since mid-August. The 122 day stretch since the last drop of that size was in 1985. According to Bespoke Investment Group, the S&P has logged back-to-back declines of more than 0.5%, ending a 310-day period without such an occurrence, the longest on record. Prior to this week, the last time the index had consecutive declines like that was just before the presidential election in 2016.

Disclaimer: Trading Futures, Options on Futures, and retail off-exchange foreign currency transactions involves substantial risk of loss and is not suitable for all investors. You should carefully consider whether trading is suitable for you in light of your circumstances, knowledge, and financial resources. Any decision to purchase or sell as a result of the opinions expressed in the forum will be the full responsibility of the person(s) authorizing such transaction(s). BE ADVISED TO ALWAYS USE PROTECTIVE STOP LOSSES AND ALLOW FOR SLIPPAGE TO MANAGE YOUR TRADE(S) AS AN INVESTOR COULD LOSE ALL OR MORE THAN THEIR INITIAL INVESTMENT. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS.

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