the new meme "as expected"

The “jobs” report came in 3,000 below the consensus estimate of 318,000 that I posted about last night. So, not “better than expected”, which was feared to ignite more aggressive Fed interest rate increases, but can’t say “worse than expected” because that would stoke recession fears, so “as expected”.

Dow futures rise as August jobs report comes in as expected

Investors were comforted by the highly anticipated jobs report, which showed the economy added 315,000 jobs for the month, just under the Dow Jones estimate for 318,000. Steve Sosnick, chief strategist at Interactive Brokers, called it a “Goldilocks” report.

https://www.cnbc.com/2022/09/01/stock-futures-are-flat-ahead…

Surprise, surprise, Ford’s monthly auto sales are down m/m, but “as expected”, so no recession fears.

Ford’s new vehicle sales slow in August, in line with expectations

Ford Motor on Friday said its U.S. sales last month increased double-digits from a year earlier but were off about 4% from the prior month.

Sales of Ford’s profitable F-Series pickups were off 10.7% through August compared with the prior year.

Ford’s sales were in line with analyst expectations.

https://www.cnbc.com/2022/09/02/fords-new-vehicle-sales-slow…

No interest rate panic. No recession panic. So Mr Market parties on.

Steve

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No interest rate panic. No recession panic. So Mr Market parties on.

S&P down 5 of last 6 sessions, Nasdaq 6 in a row. 10 of 11 S&P sectors down today. YTD S&P down 18%, Nasdaq down 24%.

The bears and shorts are the ones partying, Mr. Market is not invited.

https://seekingalpha.com/news/3879731-sp-500-nasdaq-dow-jone…

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The bears and shorts are the ones partying, Mr. Market is not invited.

The lemmings stampeded both ways today. (too bad the Disney film was faked, it’s a good example of human behavior)

Dow 30 previous close: 31,656.42

climbing all morning

high reached around noon: 32,026.90

close: 31,318.44

So, we get a near 400 point gain in the morning, give all that back, and finish with a 300 point loss, for a 700 point intraday spread as the market moved strongly, both ways, on “as expected” data.

Steve

So, we get a near 400 point gain in the morning, give all that back, and finish with a 300 point loss, for a 700 point intraday spread as the market moved strongly, both ways, on “as expected” data.

You got to love volatility if you know how to harvest it!

Call options have enhanced volatility!

The Captain

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