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2026-W20

Finance Analyst Report: 2026-05-12 20:00:28 ET

Signal Alignment

SPY Direction: SPY -0.0% (3d) | Alignment: 33% (2 aligned, 4 divergent) Status: MODERATE DIVERGENCE — Moderate divergence — several structural signals disagree with price

Category Signal Says vs SPY Key Driver
Dark Pool 🟢 BULLISH ✗ DIVERGENT DIX 0.456 above 0.45 and rising — institutions accumulating
Gamma 🟢 BULLISH ✗ DIVERGENT GEX +7.8B strong suppression
Credit 🟢 BULLISH ✗ DIVERGENT HY OAS 2.79% benign, NFCI -0.510 loose
Breadth ⚪ NEUTRAL Breadth 51% — mixed participation
Energy 🔴 BEARISH ✓ ALIGNED Energy SHOCK — oil shock creates stagflation risk
growth_expectations ⚪ NEUTRAL Copper/Gold +11.1% growth optimism · real yield 1.93% firm
Correlations 🔴 BEARISH ✓ ALIGNED SPY/Oil -0.75 — oil shock transmitting directly into equity pricing
Volatility ⚪ NEUTRAL VIX 18.0 sub-20 in contango · SKEW 139 normal · VVIX/VIX 5.48 dealer stress
Inflation ⚪ NEUTRAL Stagflation score 41 — moderate, watching
carry_risk 🟢 BULLISH ✗ DIVERGENT USD/JPY 5d -0.1% stable, MOVE 72 calm
Liquidity ⚪ NEUTRAL Liquidity Adequate

Divergence read: SPY slipping but dark pool, gamma, and credit flash bullish against the risk-on tape — 4 structural signals refuse to confirm the dip. Watch for: breadth expansion above 55% (bullish resolution).

Market Status

Regime: RISK-ON | Score: 73/100 (Favorable) | Signal-price divergence detected: 4 signals disagree with SPY's 5d trend.

Leading indicators show energy SHOCK (WTI at $102, watch for margin compression); DIX rising to 0.456 (institutional accumulation increasing); GEX positive at 7.8B (vol-suppressing). Lagging confirmation: VIX at 18.0 (low-fear environment); sentiment reads Bullish; seasonal pattern historically neutral.

  • Sentiment: Bullish (Score: 0.26)

What Changed

  • No signal changes detected.

Key Levels

  • SPY: $737.64 | 50 SMA $685.35 | 200 SMA $673.95 | +0.1% from 50d | ZGL $730.91
  • QQQ: $706.45 | 50 SMA $623.03 | 200 SMA $608.05 | +0.1% from 50d | ZGL $683.92
  • IWM: $282.28 | 50 SMA $262.12 | 200 SMA $249.88 | +0.1% from 50d | ZGL $273.28
  • VIX: 17.99 — sub-20 (low vol)
  • 10Y Yield: 4.463%

Equity & Derivatives Board

Ticker Price RSI(14) IVR ZGL γ-Sent PCR
SPY $737.64 80.52 31.6 $730.91 Neutral 1.43
QQQ $706.45 86.72 49.0 $683.92 Neutral 1.19
IWM $282.28 65.57 31.6 $273.28 Bearish 1.59

Macro Board

Ticker Price RSI(14) IVR ZGL γ-Sent PCR
VIX 17.99 43.97 15.5 $11.22 Bearish 1.50
TNX 44.63 62.83 36.0 - - -
GLD $432.91 54.03 28.2 $417.56 Neutral 0.69
DXY 98.29 46.00 30.3 - - -
SLV $78.36 68.18 23.9 $70.14 Bearish 0.29

Dark Pool Activity

  • DIX (Dark Index): 0.456
  • DIX Signal: Moderate buying
  • GEX (Gamma Exposure): 7.83B

Credit Conditions

  • HY OAS Spread: 2.79% (Normal)
  • BBB Spread: 0.98%
  • 2s10s Spread: 0.46% (Flat-ish)

Market Breadth

  • Stocks Above 50-Day SMA: 51.0%
  • Stocks Above 200-Day SMA: 55.9%
  • Breadth Signal: Moderately Bullish
  • Total Stocks Analyzed: 498
  • Mag 7 Concentration: 32.6%
  • Top 10 Concentration: 43.2%

Sector Breadth

Sector % > 50d SMA Stocks
Real Estate 92.9% 26/28
Financials 64.7% 44/68
Technology 64.6% 42/65
Materials 60.9% 14/23
Energy 52.6% 10/19
Communication Services 50.0% 10/20
Industrials 50.0% 33/66
Consumer Staples 47.1% 16/34
Health Care 33.3% 18/54
Utilities 26.7% 8/30
Consumer Discretionary 25.4% 15/59

Energy & Commodities

  • Energy Regime: SHOCK
  • WTI Crude: $102.05 (5d: +7.3%)
  • Brent Crude: $107.42 | Spread: $5.37
  • RBOB Gasoline: $3.5200/gal
  • Heating Oil: $4.1300/gal
  • 3-2-1 Crack Spread: $54.33/bbl (Very wide)
  • XLE (Energy Sector): $57.57
  • UNG (Nat Gas): $10.91

Correlations

Pair 20d Corr Signal
SPY / VIX -0.558 elevated
SPY / DXY -0.898 extreme
SPY / TNX 0.383 normal
SPY / Oil -0.748 stretched

Volatility & Options

  • Volatility Regime: Contango (Normal)
  • MOVE Index (Bond Vol): 71.68
  • VIX/MOVE Ratio: 0.25 (Equity Vol Elevated vs Rates)
  • 0DTE Call Volume: 3,403,209.0
  • 0DTE Put Volume: 4,032,908.0
  • 0DTE Put/Call Ratio: 1.19 (Balanced 0DTE Flow)
  • 0DTE Notional Dollar Volume: $548.9B
  • Gamma Call Wall: $739 | Put Wall: $737 (Spot: $737.64)

CTA Trend Stack

  • SMA Stack Score: 4/4 above
  • Position: Above all 4 SMAs (full-stack long)

Positioning & Sentiment

  • CFTC E-mini Specs Net: -103,885 contracts (Z +0.76, as of 2026-05-05)
  • AAII Bull-Bear Spread: +5.3% (as of 2026-05-06)
  • Squeeze Setup: none (0/4 triggers · no triggers active)

Macro Fundamentals

  • 10Y Yield: 4.46%
  • Yield Curve (10Y-3M): 0.86 (Normal)
  • DXY: 98.29
  • Growth vs Value: 0.96
  • Fed Funds Rate: N/A | Next FOMC: 2026-06-10
  • Rate Probabilities: Hold None | Cut None

Inflation Expectations

  • 5Y Breakeven: 2.67% (Above Target)
  • 10Y Breakeven: 2.47%
  • 5Y5Y Forward: 2.27%
  • Stagflation Risk Score: 41/100

Fed & Global Liquidity

  • Fed Balance Sheet (WALCL): $6709.5B
  • Treasury General Account (TGA): $877.8B
  • Reverse Repo (RRP): $1.2B
  • US Net Liquidity (WALCL - TGA - RRP): $5,831B
  • Liquidity Regime: Adequate
  • ECB Balance Sheet: ~$7,278B
  • BOJ Balance Sheet: ~$4,211B
  • Global Net Liquidity: $17,319B
  • BTC-USD (Liquidity Proxy): $80,486 ▼ (Risk-on)

Active Alerts

  • [INFO] Full bullish alignment: DIX 0.456, GEX +7.8B, HY OAS 2.79%, breadth 51%.
  • [WARNING] SPY near gamma wall — expect increased resistance/support and potential pinning at key strike.
  • [CRITICAL] WTI crude at $102.05 — triple-digit oil, severe stagflation and margin pressure.
  • [WARNING] Oil market backwardation signal: energy regime SHOCK with crack spread at $54.33/bbl — supply disruption driving spot premium.
  • [WARNING] Oil-equity transmission active: SPY-Oil correlation at -0.749 with energy in SHOCK — crude shock propagating into equities.
  • [CRITICAL] WTI crude at $102.05 — energy shock territory, stagflation risk rising.
  • [WARNING] 5Y breakeven inflation at 2.67% — inflation expectations well above Fed target.
  • [WARNING] 3-2-1 crack spread at $54.33/bbl — refining margins extremely elevated, consumer fuel price pressure.
  • [WARNING] Sector breadth divergence: wide spread between strongest and weakest sectors — rotation or narrow leadership.
  • [WARNING] Oil spike alert: USO at $144.3 — potential geopolitical disruption or supply shock.

Seasonality

  • Current Month: May
  • Average Return: +1.05%
  • Median Return: +1.61%
  • Hit Rate: 80%
  • Signal: Historically Neutral

Today's Events

Economic Releases:

  • 10-Year Note Auction: 4.468% | Prev: 4.282%
  • CPI(MoM)(Apr): 0.6% vs Est. 0.6% (INLINE) | Prev: 0.9%
  • CPI(YoY)(Apr): 3.8% vs Est. 3.7% (BEAT) | Prev: 3.3%
  • Core CPI(MoM)(Apr): 0.4% vs Est. 0.3% (BEAT) | Prev: 0.2%
  • ADP Employment Change Weekly: 33.00 | Prev: 39.25
  • API Weekly Crude Oil Stock: -2.188 vs Est. -1.650 (MISS) | Prev: -8.100
  • Core CPI(YoY)(Apr): 2.8% vs Est. 2.7% (BEAT) | Prev: 2.6%
  • Federal Budget Balance(Apr): 215.0 vs Est. 157.2 (BEAT) | Prev: -164.0

Upcoming Calendar (30 Days)

Economic Releases:

  • Producer Price Index (PPI): 2026-05-13
  • Gross Domestic Product (GDP): 2026-05-28
  • Employment Situation (Payrolls): 2026-06-05
  • Consumer Price Index (CPI): 2026-06-10
  • Producer Price Index (PPI): 2026-06-11

Earnings & EPS Estimates:

  • NVDA (2026-05-20): EPS Est. $1.77 (↓0.0% vs 30d)
  • WMT (2026-05-21): EPS Est. $0.66 (↓0.7% vs 30d)
  • JPM (2026-07-14): EPS Est. $5.40 (↑1.0% vs 30d)
  • GS (2026-07-14): EPS Est. $13.74 (↓0.2% vs 30d)
  • TSLA (2026-07-22): EPS Est. $0.45 (↑1.8% vs 30d)
  • GOOGL (2026-07-23): EPS Est. $2.88 (↑4.1% vs 30d)
  • MSFT (2026-07-29): EPS Est. $4.25 (↓0.2% vs 30d)
  • META (2026-07-29): EPS Est. $7.22 (↑1.4% vs 30d)
  • AAPL (2026-07-30): EPS Est. $1.89 (↑9.4% vs 30d)
  • AMZN (2026-07-30): EPS Est. $1.82 (↑1.6% vs 30d)

FX News Wire

Unread articles (9):

[1] WTI Crude Oil rallies (again) as Trump rejects Iran peace proposal URL: https://www.fxstreet.com/news/wti-crude-oil-rallies-again-as-trump-rejects-iran-peace-proposal-202605122317 Published: Tue, 12 May 2026 23:17:47 Z

[2] Gold edges higher above $4,700 despite hotter US inflation, Trump-Xi summit in focus URL: https://www.fxstreet.com/news/gold-edges-higher-above-4-700-despite-hotter-us-inflation-trump-xi-summit-in-focus-202605122314 Published: Tue, 12 May 2026 23:14:18 Z

[3] South Korea Unemployment Rate climbed from previous 2.7% to 2.8% in April URL: https://www.fxstreet.com/news/south-korea-unemployment-rate-climbed-from-previous-27-to-28-in-april-202605122300 Published: Tue, 12 May 2026 23:00:01 Z

[4] Pound Sterling slipped after hot US CPI with PPI still ahead URL: https://www.fxstreet.com/news/pound-sterling-slipped-after-hot-us-cpi-with-ppi-still-ahead-202605122259 Published: Tue, 12 May 2026 22:59:56 Z

[5] US: AI impact to labor market stays limited - TD Securities URL: https://www.fxstreet.com/news/us-ai-impact-to-labor-market-stays-limited-td-securities-202605122234 Published: Tue, 12 May 2026 22:34:00 Z

[6] USD/JPY Price Forecast: Bulls move in as pair bounces toward 158.00 URL: https://www.fxstreet.com/news/usd-jpy-price-forecast-bulls-move-in-as-pair-bounces-toward-15800-202605122231 Published: Tue, 12 May 2026 22:31:03 Z

[7] New Zealand Dollar eased after hot US CPI with RBNZ inflation survey next on the slate URL: https://www.fxstreet.com/news/new-zealand-dollar-eased-after-hot-us-cpi-with-rbnz-inflation-survey-next-on-the-slate-202605122212 Published: Tue, 12 May 2026 22:12:06 Z

[8] Australian Dollar pared post-CPI losses as Chalmers budget answered the oil shock URL: https://www.fxstreet.com/news/australian-dollar-pared-post-cpi-losses-as-chalmers-budget-answered-the-oil-shock-202605122210 Published: Tue, 12 May 2026 22:10:42 Z

[9] Malaysian Ringgit: Range holds as Malaysia outperforms - Commerzbank URL: https://www.fxstreet.com/news/malaysian-ringgit-range-holds-as-malaysia-outperforms-commerzbank-202605122139 Published: Tue, 12 May 2026 21:39:00 Z

Iran War News

Updates (3):

[1] Australia to join France, UK-led mission to secure Strait of Hormuz shipping Time: 2026-05-12T23:25:09.671Z

[2] Iran says oil spill likely caused by tanker dumping, not facility leak Time: 2026-05-12T23:07:37.638Z

[3] Senate Republicans attack Democrats over Iran nuclear deal Time: 2026-05-12T22:07:22.204Z

Hormuz Strait Status

Hormuz Strait: no change since last report.

Strait of Hormuz Dashboard:

  • Ships Transiting: Near zero (normal: ~60/day)
  • Stranded Vessels: 150+ ships including tankers, bulk carriers, and other commercial vessels
  • Oil Prices: Brent crude surging due to supply disruption
  • War Risk Insurance: Premiums at extreme levels, over 16x normal rates
  • Throughput: Under 2% of normal daily deadweight tonnage
  • Global Impact: 21% of world oil supply at risk; 25% of global LNG trade at risk; est. $4 billion/day economic cost
  • Shipping: +14 days via Cape reroute; tanker rates tripled