Back to Insights

SPY|QQQ Wednesday 4PM 7/30/2025

July 30, 2025 3 min read

Market Sentiment Analysis

Overall Market Sentiment:

SPY (S&P 500 ETF):
Over the past 30 days, SPY has shown a steady upward trend on the 30-minute intraday chart. In particular, examining the recent 13 bars, there is evident positive momentum with notable price increases. Volume analysis indicates consistent activity, though the latter bars show a slight decline, signaling potential consolidation. The closing price of 637.28 at the latest bar suggests a bullish undertone, supported by moving averages that are likely trending upward due to the consistent gains in recent sessions.

QQQ (Nasdaq-100 ETF):
Similar to SPY, the QQQ ETF displays a positive trend. The recent 13 bars reflect strong upward momentum, particularly with a closing price of 572.52, which marks a significant high within this period. Volume analysis shows an initial surge, tapering off in later bars, indicating potential for continued upward movement albeit with caution for consolidation. The moving averages likely support this bullish scenario.

VXX (Volatility Index):
The VXX data suggests a decrease in perceived market volatility, with prices declining from recent highs. This decline in VXX signals a reduced fear or uncertainty in the market, typically a positive sign for SPY and QQQ as lower volatility often accompanies upward trends in equity markets. Each decrement in VXX typically enhances confidence in continued bullish scenarios for SPY and QQQ.

Sector Analysis

Sector performance over the past 30 days shows varied strength. Notably:

  • XLK (Technology): Demonstrates considerable strength, aligning with the uptrend in QQQ. Technology remains a sector to watch as it drives broader market gains.
  • XLC (Communication Services): Reflects an upward trend, indicating renewed interest, perhaps fueled by earnings or speculative interest.
  • XLY (Consumer Discretionary): Shows resilience, hinting at consumer confidence and spending.

Conversely:
XLP (Consumer Staples): Remains muted, suggesting rotation away from defensive positions.
XLU (Utilities): Underperformance indicates lower demand for defensive sectors amid bullish sentiment.

Key Levels to Watch

SPY:
Support: Monitor 632.00 as an immediate support level.
Resistance: Key resistance is poised at 638.00; crossing this level could signal further upward momentum.

QQQ:
Support: Watch the 570.00 level for support validation.
Resistance: 573.00 is a crucial resistance; breaching this could lead to additional gains.

Scenarios

Bullish Scenario:
For both SPY and QQQ, continued bullish momentum could be fueled by positive economic data indicating growth, alongside strong earnings reports from major constituents. Breaking through identified resistance levels with accompanying volume would bolster this scenario.

Bearish Scenario:
A downturn could arise from adverse economic reports or geopolitical tensions, prompting investors to seek safety. Pay attention to any breaches of the support levels that could trigger a more pronounced sell-off, particularly if accompanied by a spike in VXX, indicating rising fear.

Overall Commentary

Current market conditions exhibit bullish characteristics, supported by a decrease in volatility and strong sector performance, notably in technology and communications. The market appears to be favoring growth sectors, suggesting investor confidence in an ongoing economic recovery. Nonetheless, prudent attention to key levels and watching for any emergence of volatility or negative news remains essential. Overall, the market atmosphere appears optimistic but requires careful observation of critical levels and external news catalysts.

Charts

Here are the charts for each mentioned ticker:

For sectors:
XLC Chart
XLY Chart
XLP Chart
XLE Chart
XLF Chart
XLV Chart
XLI Chart
XLK Chart
XLB Chart
XLRE Chart
XLU Chart

Share: