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The Morning Dose EP117 Neutral

Morning Dose: Fed Watch Trading Signals Ahead of FOMC Meeting – Monday 9/15/2025

September 15, 2025 4:25
Tickers Mentioned
SPYTSLANVDAVXXMU
Episode Summary
Markets open modestly higher with cautious optimism ahead of the Federal Reserve meeting. Tesla rallies on CEO buying while NVIDIA drops on China concerns. Focus on mega-cap tech with key SPY levels at 660 resistance and 650 support.
Key Takeaways
  • Markets cautiously bullish ahead of September FOMC rate decision
  • Tesla surges 5% premarket on Musk share purchases
  • NVIDIA falls 2% on China antitrust violation reports
  • SPY resistance at 660, support at 650 and 645
  • Favor mega-cap tech and consumer discretionary with tight stops
0:00 / 4:25

Morning Dose: Fed Watch Trading Signals Ahead of FOMC Meeting

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

Market Briefing: Morning Dose – September 15th

Intro & Market Mood

Good morning traders! The market opens with a positive tilt as equity futures point to a modestly higher start. The sentiment is cautiously bullish, with all eyes on the upcoming Federal Reserve meeting.

Overnight Headlines

  • China: Industrial production growth slows, Shanghai Composite down.
  • Trade Friction: China launches new investigations into U.S. trade policy amid ongoing negotiations.
  • Europe: Most major indices trading in the green.

Economic Announcements

No major economic announcements for today.

Earnings Highlights

  • Tesla (TSLA): Up over 5% in pre-market with CEO Elon Musk buying shares and production plans in Germany revised upwards.
  • NVIDIA (NVDA): Trading down 2% on reports of violation of China’s anti-monopoly law.

Top Movers

  • BlackRock: Planning a significant investment in British data centers.
  • V.F. Corp: Selling Dickies brand.
  • TikTok: Speculation of a deal for its U.S. operations.

Quick Trade Ideas

SPY (S&P 500 ETF): Resistance at 660, support at 650 and 645. VXX (Volatility): Low volatility continues, providing support for equities.

Favor mega-cap tech and consumer discretionary names for potential gains. Watch Micron for strength, but maintain tight stops given mixed breadth and the upcoming Fed meeting.

Key Takeaway

Market sentiment cautiously bullish with focus on the Fed meeting. Stick with strong sectors and maintain caution at market highs.

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