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Dealers caught writing good size put option contracts in the S&P 500 ETF SPY with zero days to expiration today are adding to the selloff in stocks on Tuesday. The contracts written with expiry today at strikes of 507 and 508. For equity bulls, this may be a one time affair with market attention returning to the Fed’s Powell testimony before Congress on Wednesday. Traders note a bottoming in the tech selloff seems to be building which may see equities catch a bid into the afternoon session.
Stocks are down for a second day but long-term investors remain at bay. That can slow the descent in equities.
Fast money has sold equity futures today, according to dealing desks that see the flow. Both hedge funds and some Commodity Trading Advisors have also dabbled with sales, dealers add. Sales from that latter have been contained, however, as larger sell triggers from CTAs are well below current levels — 4895 in E-mini S&P 500 futures and 17531 in E-mini Nasdaq futures. Those futures indexes are hovering around 5092 and 17930, respectively.
Apple woes are weighing on stock broadly today. Even so, stocks appear to be struggling to make lower daily lows. Investors that take a longer-term, systematic approach to stock investing are not selling into today weakness. Perhaps they are taking to heart a blog post by Atlanta Federal Reserve President Raphael Bostic who worries about pent-up exuberance. Until larger investors are operating in full force, stocks likely have a floor under them.