Wednesday, August 31, 2022

The Morning Call---Too soon to buy the dip

 

The Morning Call

 

8/31/22

 

 

The Market

         

    Technical

 

            Tuesday in the charts.

            https://www.zerohedge.com/markets/bad-good-news-batters-big-tech-bitcoin-black-gold-bonds

 

            More technical analysis.

            https://www.zerohedge.com/markets/dow-theory-reasserts-its-cyclically-bearish-signal-bofas-biggest-support-level-looms

 

            The significance of the 200 DMA.

            https://theirrelevantinvestor.com/2022/08/30/its-different-this-time/

 

            NASDAQ now below its 50 DMA.

            https://www.zerohedge.com/the-market-ear/cxk3vlkq1r

 

            Global bonds tumble toward bear market.

            https://www.bloomberg.com/news/articles/2022-08-30/global-bonds-tumble-toward-bear-market-as-powell-pushes-back?sref=loFkkPMQ

 

    Fundamental

 

       Headlines

 

              The Economy

 

                        US

 

Weekly mortgage applications declined 3.7% while purchase applications were down 1.8%.

                       

Month to date retail chain store sales grew at a faster pace than in the prior week.

 

The June Case Shiller home price index rose 0.4% versus estimates of +1.3%.

                          https://www.calculatedriskblog.com/2022/08/comments-on-june-case-shiller-and-fhfa.html

 

  The July jobs opening report (JOLTS) showed available jobs at 11.2     million versus expectations of 10.4 million.

https://www.advisorperspectives.com/dshort/updates/2022/08/30/july-job-openings-labor-turnover

 

The August consumer confidence index was reported at 103.2 versus predictions of 97.7.

 

The August ADP private payroll report showed an increase of 132,000 employed versus projections of +180,000.

                          https://www.zerohedge.com/personal-finance/adp-reports-big-miss-jobs-data-ahead-friday-payrolls-print

 

                        International

 

                          The July German unemployment rate was 2.9%, in line.

 

July Japanese retail sales grew 0.8% versus forecasts of +0.5%; July preliminary industrial production was down 1.8% versus -3.5%; July YoY housing starts were off 5.4% versus -4.1% July YoY construction orders were up 2.8% versus +11.0%; August consumer confidence came in at 32.5 versus 31.0.

 

The August Chinese manufacturing PMI was 49.4 versus consensus of 49.2; the August nonmanufacturing PMI was 52.6 versus 52.0; the August composite PMI was 51.7 versus 50.6.

 

August EU CPI rose 0.5% versus estimates of +0.6%; the YoY core rate was +4.3% versus +4.1%.

 

                        Other

 

            Inflation

 

              An early look at August CPI.

              https://www.yardeniquicktakes.com/augusts-cpi-likely-to-confirm-inflation-peaking/

 

              Used car market cools.

              https://www.zerohedge.com/markets/used-car-market-cools-prices-plunge-year-low

 

            China

 

              China’s largest property developer says the real estate crisis is not over.

              https://www.bloomberg.com/news/articles/2022-08-30/china-s-biggest-developer-says-property-crisis-has-yet-to-bottom?srnd=premium&sref=loFkkPMQ

 

     Bottom line

 

            Too soon to buy the dip.

            https://www.morningstar.com/articles/1111480/why-buying-the-dips-could-hurt-your-portfolio-in-a-bear-market

 

    News on Stocks in Our Portfolios

 

 

 

What I am reading today

 

           

 

 

Visit Investing for Survival’s website (http://investingforsurvival.com/home) to learn more about our Investment Strategy, Prices Disciplines and Subscriber Service.

 

 

 

No comments:

Post a Comment