[video_player type=”embed” style=”1″ dimensions=”640×360″ width=”640″ height=”360″ align=”center” margin_top=”0″ margin_bottom=”20″ ipad_color=”black”][/video_player] A big week for data ahead as the FOMC policy statement and Advance 2Q GDP are released. With energy prices rebounding, and agricultural stocks surge, it appears that the stagflationary story is almost complete. (MOS, TLT, GE, SLV, PBR, RIOT, BITO)

[video_player type=”embed” style=”1″ dimensions=”640×360″ width=”640″ height=”360″ align=”center” margin_top=”0″ margin_bottom=”20″ ipad_color=”black”][/video_player] –FMOC is BACK, markets say 75bps –sector recap –respect the move in SNAP –fear the moves in T and VZ –big week for tech earnings / calendar packed –dollar weak, bonds strong, equites weak –metals to make a comeback! –Vol trade, low VVIX won’t last SPX Expected Move — –last week —  87.83   (expected move) –next week–  97.38   (expected move)

[video_player type=”embed” style=”1″ dimensions=”640×360″ width=”640″ height=”360″ align=”center” margin_top=”0″ margin_bottom=”20″ ipad_color=”black”][/video_player] Equities crept higher yet again today as traders took in the earnings from Tesla (TSLA) and other major stocks. In tonight’s video, we pinpoint the “bear market rally” potential targets and what it was like earlier in 2022 in a similar rally. Finally, we highlight stocks playing either direction from earnings in today’s session and what to expect on Friday with a handful of stocks reporting earnings ahead of another active week…

[video_player type=”embed” style=”1″ dimensions=”640×360″ width=”640″ height=”360″ align=”center” margin_top=”0″ margin_bottom=”20″ ipad_color=”black”][/video_player] The market has rallied nicely over the past week and it may be setting up for the fall in the coming weeks to months. Is it a good time to buy with the hopes that the Fed will navigate this bear market into the next bull in 2023? (MRO, BG, TLRY, XLB)…

[video_player type=”embed” style=”1″ dimensions=”640×360″ width=”640″ height=”360″ align=”center” margin_top=”0″ margin_bottom=”20″ ipad_color=”black”][/video_player] Netflix (NFLX) reported earnings right after the bell Tuesday and shares surged right on the announcement – but will they hold going into Wednesday morning? And what price levels did the option market price in? And finally, what levels are the market pricing in for Tesla (TSLA) shares on its earnings after the bell Wednesday? Find out and get a broader market perspective as well in tonight’s video update…

[video_player type=”embed” style=”1″ dimensions=”640×360″ width=”640″ height=”360″ align=”center” margin_top=”0″ margin_bottom=”20″ ipad_color=”black”][/video_player] Rally reverses on news that AAPL plans to slowdown hiring and spending. If the largest most profitable company on the planet is struggling that does not bode well for any other company and the economy at large. There will be lots of earnings announcements coming up and here’s how I would trade NFLX’s earnings.

[video_player type=”embed” style=”1″ dimensions=”640×360″ width=”640″ height=”360″ align=”center” margin_top=”0″ margin_bottom=”20″ ipad_color=”black”][/video_player] –data dependent and sketchy! –FOMC July 27th –earnings mixed but do numbers matter? — JPM, WFC, C, MS, Tech on deck –Chinese GDP did not impact markets –inverted curve –dollar/commodity crisis SPX Expected Move — –last week —  94.70   (expected move) –next week–  87.83   (expected move)

[video_player type=”embed” style=”1″ dimensions=”640×360″ width=”640″ height=”360″ align=”center” margin_top=”0″ margin_bottom=”20″ ipad_color=”black”][/video_player] Morgan Stanley (MS) and JP Morgan (JPM) lead the group of financial stocks in the XLF with earnings this morning, and both companies missed revenue and estimates. Tomorrow morning treats us additional leading financial stocks as they report their earnings and any guidance from their upcoming conference calls. We pinpoint the expected moves and what to expect within the ongoing sell-off in financial shares…

[video_player type=”embed” style=”1″ dimensions=”640×360″ width=”640″ height=”360″ align=”center” margin_top=”0″ margin_bottom=”20″ ipad_color=”black”][/video_player] Blow out CPI numbers for June sends a strong message to the FED they need to get more aggressive with the rate hikes. The SPX once again is dangling off the cliff of the Weekly expected move. There’s a tug of war between the bear and bull case. Here’s what to expect the next 2 trading days…

[video_player type=”embed” style=”1″ dimensions=”640×360″ width=”640″ height=”360″ align=”center” margin_top=”0″ margin_bottom=”20″ ipad_color=”black”][/video_player] With small business confidence drifting to record lows and home sales cancellations spiking to COID highs, the market appears to be taking it in stride. As we wrap up a historically bullish 2-week period, we’re now looking ahead to another earnings season this week with banks and don’t forget Amazon Prime Day, which is sure to strain already extended credit limits. With all this news, we may need to swap this Fed-powered speedboat for a Canoo. (GOEV, KBH, TEVA, DAL, FXI, AMC, AMZN)