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The Morning Dose EP55 Bullish

Morning Dose: Futures Signal Relief Rally Amid Middle East Calm – Monday 6/16/2025

June 16, 2025 9:59
Tickers Mentioned
LENSATSXAMDSRPTREGNCSCOMGMJBLWLY
Episode Summary
Markets set for relief rally as Middle East tensions ease and crude stabilizes at $72. Focus on energy and defense sectors while watching Empire State survey. Stay nimble amid geopolitical risks and mixed signals.
Key Takeaways
  • Futures signal relief rally after Middle East tension eases
  • Crude oil volatility subsides, hovering around $72 per barrel
  • Chinese retail sales grew 6.4% year-over-year
  • Energy and defense sectors show relative strength today
  • Monitor Empire State survey and S&P 500 technical levels
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Morning Dose: Futures Signal Relief Rally Amid Middle East Calm

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’s Monday, June 16th, 2025, and the market is poised for a higher start after shaking off some of Friday’s jitters. Futures, particularly the S&P 500, are indicating a relief rally.

Overnight Headlines

  • Geopolitical tension between Israel and Iran kept investors on edge over the weekend.
  • Crude oil prices experienced volatility, reaching highs but currently hovering around $72 per barrel.

Economic Announcements

In Asia, markets closed higher with notable Chinese retail sales growth at 6.4% YoY and cautious industrial production figures. In Europe, indices are trading positively. For the day ahead, watch out for the Empire State Manufacturing survey and ongoing developments at the G7 meetings in Canada.

Earnings Highlights

After the bell, watch out for Lennar (L.E.N)‘s earnings report and upcoming reports from J.B.L. and W.L.Y. Guidance updates from MGM Resorts and N.J. Resources can also impact stock movements.

Top Movers

  • EchoStar (S.A.T.S.) surged 48% on potential deals with the FCC.
  • U.S. Steel (X) rose 5% post-merger approval from President Trump.
  • AMD climbed over 2% following a collaboration announcement with DigitalOcean.
  • Sarepta Therapeutics (S.R.P.T.) plummeted 41% after safety update news on ELEVIDYS.

Quick Trade Ideas

Focus on energy and defense sectors for relative strength; exercise caution in extended longs in financials and tech amid mixed market signals and geopolitical risks. Watch Regeneron (R.E.G.N.) for continuation and Cisco (C.S.C.O.) for trade anticipation, which also received a Buy rating from Deutsche Bank.

Key Takeaway

As the market shows signs of cautious optimism, stay nimble, monitor volumes for confirmation, and prepare for potential intraday swings driven by news flow. Keep a close eye on the Empire State survey and technical levels for the S&P 500 and Nasdaq 100.

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