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The Morning Dose EP118 Bullish

Morning Dose: Fresh Faces at Fed Add Uncertainty – Tuesday 9/16/2025

September 16, 2025 4:47
Tickers Mentioned
SPYORCLBABANVDAPLAYSTLD
Episode Summary
Markets hit new highs above 6600 ahead of September FOMC meeting. Cautiously bullish tone with focus on mega-cap tech. Watch Retail Sales data at 8:30 AM and key SPY levels at 664 resistance and 659 support.
Key Takeaways
  • S&P 500 closed above 6600 for first time ever
  • September FOMC meeting with new Fed faces adds uncertainty
  • SEC considering semi-annual earnings reporting instead of quarterly
  • Retail Sales data at 8:30 AM key market test
  • Energy sector shows strength with rising commodity prices
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Morning Dose: Fresh Faces at Fed Add Uncertainty

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

Intro & Market Mood

Welcome to The Morning Dose – Everything You Need to Know Before the Market Opens. It is Tuesday, September sixteenth, and futures are pointing to a higher open, building on yesterday’s incredible momentum. The S&P 500 closed above 6600 for the first time ever. The market is gearing up for the September FOMC meeting, setting the tone for the week and beyond.

Overnight Headlines

Asian markets were mostly flat to higher, with South Korea’s Kospi on an eleven-day winning streak and Japan’s Nikkei reaching a new high. In Europe, markets show modest losses ahead of the U.S. open, despite positive economic data from Germany and the eurozone.

Economic Announcements

The SEC is considering a proposal to allow companies to report earnings every six months instead of every three, potentially altering market dynamics significantly. Watch for Retail Sales data at 8:30 AM as a key market test.

Earnings Highlights

  • PLAY (Dave & Buster’s): Down 17% pre-market after missing revenue expectations.
  • WBNT (WEBTOON Entertainment): Gapping up over 45% on a new deal with Disney.
  • Strength seen in Steel Dynamics with positive third-quarter guidance.

Top Movers

Oracle facilitating TikTok’s U.S. operations, and reports showing mixed AI developments in companies like Alibaba and NVIDIA. Notable strength in the Energy sector with rising commodity prices.

Quick Trade Ideas

Traders are cautiously bullish, with a focus on mega-cap tech and comms services. Watch for SPY resistance at 664 and support at 659. Manage risk tightly and monitor key levels closely.

Key Takeaway

Stay nimble, follow strong stocks, and be prepared for market shifts post-FOMC. Keep a close eye on economic data releases and manage your trades with vigilance in today’s dynamic market environment.

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