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The Morning Dose EP52 Neutral

Morning Dose: Futures Point to Trade Uncertainty – Wednesday 6/11/2025

June 11, 2025 9:53
Tickers Mentioned
CHWYPLAYGTLBGMNVDATSLAXLYXLESPYQQQ
Episode Summary
Markets open cautiously lower on U.S.-China trade uncertainty ahead of May CPI data. Mixed earnings reactions from CHWY, PLAY, and GTLB highlight volatility. Focus on economic data releases and sector rotation for trading opportunities.
Key Takeaways
  • Futures down slightly amid U.S.-China trade framework uncertainty
  • May CPI data release at 8:30 AM critical
  • Chewy beat earnings but down 8% premarket
  • GitLab beat expectations yet dropped 12% premarket
  • Watch consumer discretionary and energy sectors for strength
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Morning Dose: Futures Point to Trade 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. Good morning! It looks like we’re gearing up for a slightly hesitant start today. Futures are looking a bit soft this morning, with S&P futures down about nine points, Nasdaq 100 futures off by thirty, and the Dow Jones Industrial Average futures indicating an 82-point dip, roughly 0.2% below fair value.

Overnight Headlines

The U.S.-China trade news is influencing market sentiment with a framework agreement announcement, pending further details and sign-off from President Trump and President Xi. May Consumer Price Index (CPI) data scheduled for release at 8:30 AM Eastern is anticipated to impact discussions on inflation trends and economic implications.

Economic Announcements

The 2-year and 10-year Treasury note yields are slightly up ahead of a $39 billion 10-year note auction today around 1:00 p.m. Eastern.

Earnings Highlights

  • CHWY (Chewy) beat earnings but is down over 8% in pre-market trading.
  • PLAY (Dave & Buster’s) is up nearly 6% despite missing earnings, citing positive recent trends.
  • GTLB (GitLab) beat expectations but is down approximately 12%.

Top Movers

GM (General Motors) is up around 0.6% following a significant investment announcement, while NVDA (NVIDIA) and TSLA (Tesla) are showing notable movements based on recent statements.

Quick Trade Ideas

  • Keep an eye on XLY (Consumer Discretionary) and XLE (Energy) for strength, especially significant trends like NVIDIA’s exploration of quantum computing.
  • Watch individual earnings movers like PLAY and CHWY for opportunities, but exercise caution as seen with GTLB‘s unexpected drop.

Key Takeaway

The market reflects cautious optimism amidst ongoing uncertainties. Traders should closely monitor economic data, technical levels, and sector rotations for potential trading opportunities.

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