Rates Just Flipped the Market Again (Watch These 4 Sectors)
Non-farm payrolls came in hot Friday, the ten year pushed to 4.8%, and the market handed back its early-week gains. With CPI and PPI landing next week ahead of the Fed's decision, this is the last data stretch that matters.Mary Ellen McGonagle breaks down which four sectors are absorbing higher rates, which two are already in confirmed downtrends, and the semiconductor setups that got more interesting after Nvidia's Hugging Face acquisition.
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0:00 Two jobs reports, two different reactions
1:24 CPI, PPI, and the last data before the Fed
2:04 S&P 500: uptrend intact, momentum flat
2:47 The equal weight warning and the March precedent
4:00 Nasdaq Composite
4:28 Sector relative strength: who's absorbing higher rates
6:49 Consumer discretionary and industrials roll over
8:48 Brent crude back above 90
9:14 Biotech at a new high
9:45 The ten year at 4.8%
10:18 Regional banks and the bond buyback selloff
10:57 Semiconductors putting in a higher low
11:45 Russell 2000 struggling, VIX at 14
12:38 Nasdaq 100 equal weight down 2.4%
13:31 Software leadership after earnings
14:58 Nvidia's 6% week and the Hugging Face deal
17:19 Energy names leading the S&P
17:56 Nvidia's suppliers: Taiwan Semi and Micron
19:55 Dell's breakout and the memory supply squeeze
20:40 Wrap
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