Micro Today Ahead Of Macro Tomorrow

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MARKET UPDATE

Incremental Chinese stimulus

10yr       3.1%  (Climbing)

More clarity today on how hawkish the Fed intends to be

Balanced Portfolios are down in 2022

The only years that have seen both stocks and bonds at a loss by end of August

Crude    95           flat

Tesla TSLA

  • 3-for-1 stock split today

  • California set to vote on the ban of gasoline powered cars by 2035

  • California is the largest auto market in the U.S.

Earnings

Nvidia NVDA -3%, guide lower for gaming

Salesforce CRM -5%, guide was light

Snowflake SNOW +16%, beat and raise, short squeeze

Autodesk ADSK +6%

Splunk SPLK  -1%

Williams-Sonoma WSM +3%, EPS beat

Dollar General DG -2%, EPS beat, not raising guide

Dollar Tree DLTR -8%, reported in-line but cutting guide

Peloton PTON -16%


Under the Radar

CRYPTO UPDATE

Depository Trust & Clearing Corp (DTCC): Project Ion

  • Huge institutional adoption piece

  • DTCC process virtually every trade in $40 trillion US stock market

  • Joining crypto-revolution

  • Testing private blockchain – Project Ion

  • Processing +100,000 trades per day

  • Big implications for settlement times



Global crypto traffic

These are the tickers dominating the news headlines:

data from Swaggy Stocks

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Image and article originally from www.benzinga.com. Read the original article here.