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The Morning Dose EP34 Bearish

Morning Dose: Bullish Futures Signal Strong Market Open – Friday 5/16/2025

May 19, 2025 13:48
Tickers Mentioned
SPYQQQUNHNVDABABAAAPLNVAXCOFDFSREGN
Episode Summary
Moody's downgrades U.S. credit rating to Aa1, pressuring futures and bond markets. Treasury yields rise as Asia and Europe trade lower. Focus on key support levels for SPY/QQQ amid cautious sentiment and selective trading opportunities.
Key Takeaways
  • Moody's downgraded U.S. credit rating causing market caution
  • Treasury yields rising with pressure on long end
  • April Leading Indicators expected to decline 0.7 percent
  • NVIDIA down post-Computex keynote, UnitedHealth shows strength
  • Focus on SPY and QQQ support levels
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Morning Dose: Bullish Futures Signal Strong Market Open

A quick analysis of today’s market outlook and key trading opportunities to start your day.

Intro & Market Mood

Good morning traders and welcome to The Morning Dose – Everything You Need to Know Before the Market Opens! Futures are signaling a positive start with the S&P 500, Nasdaq 100, and Dow futures all showing gains, indicating an early positive bias in trading.

Overnight Headlines

  • Apple (AAPL): Epic Games reports Apple blocking Fortnite submissions in the US and EU, causing Fortnite to be offline on iOS globally.
  • Novo Nordisk: CEO Lars Fruergaard Jørgensen to step down.
  • Boeing (BA) & GE Aerospace (GE): Secure a $14.5 billion deal with Etihad Airways for aircraft powered by GE engines.

Economic Announcements

Key releases today include April Housing Starts, Building Permits, and the preliminary May University of Michigan Consumer Sentiment survey. Treasury yields are down, supporting stock market gains.

Earnings Highlights

  • Applied Materials (AMAT): Beat earnings and revenue estimates with in-line guidance.
  • Take-Two Interactive (TTWO): Beat on net bookings with in-line Q1 guidance.
  • Cava Group (CAVA): Reports strong earnings but facing pre-market decline.

Top Movers

In Asia, equities closed mostly lower, impacted by Japan’s GDP contraction and concerns over tariff uncertainty. In Europe, major indices are aiming for a positive finish, with significant news from the European Parliament and positive company reports.

Quick Trade Ideas

Focus on technology and healthcare sectors for potential continuation plays. Watch for volume confirmation on breakouts and keep an eye on economic releases that could impact market sentiment.

Key Takeaway

Positive market momentum continues with caution warranted due to potential economic shifts. Tech and consumer discretionary sectors show strength, while energy and utilities exhibit weakness. Monitor key levels for SPY and QQQ for potential breakouts or breakdowns.

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