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The Morning Dose EP15 Bullish

Morning Dose: Futures Soaring Trump’s Trade Talks Thrill Market – Wednesday 4/23/2025

April 23, 2025 2:49
Tickers Mentioned
TSLASAPBAPMENPHMCDSPYQQQ
Episode Summary
Futures soar on Trump's softer China trade stance, driving a massive relief rally. Mega-caps and tech lead with Tesla up 7% despite earnings miss. Exercise caution with gapping names and monitor key economic data releases.
Key Takeaways
  • Trump easing China trade stance sparks massive relief rally
  • S&P up 125, Nasdaq up 504, Dow up 685
  • Mega-caps and tech leading with Tesla up 7% pre-market
  • Treasury yields drop on Powell comments and trade easing
  • Watch economic data and practice caution with gapping stocks
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Morning Dose: Futures Soaring Trump’s Trade Talks Thrill Market

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. Futures are soaring this morning with Trump easing his stance on China trade talks, sparking a massive relief rally across the board. S&P futures are up 125 points, Nasdaq up 504 points, and the Dow up 685 points, showcasing infectious positive momentum.

Overnight Headlines

Mega-caps and tech are leading the charge, with Tesla seeing a 7% increase pre-market despite missing on earnings. Trump’s comments on not firing Powell and easing trade tensions are considered game-changing, reflected in the sharp drop in Treasury yields.

Economic Announcements

Companies like SAP, Boeing, GE Vernova, and Philip Morris have beaten expectations, contributing to the overall bullish sentiment. However, Enphase Energy and others are down pre-market. European PMI numbers, US Manufacturing and Services PMIs, New Home Sales, and Crude Oil Inventories are key data to watch for potential shifts.

Earnings Highlights

  • Tesla (TSLA): Up over 7% pre-market.
  • SAP: Beat expectations.
  • Boeing (BA): Beat expectations.
  • GE Vernova: Beat expectations.
  • Philip Morris (PM): Beat expectations.

Top Movers

  • Enphase Energy: Down over 11% pre-market.
  • Packaging Corp: Gapping down.
  • Bristol Myers Squibb: Gapping down.

Quick Trade Ideas

Consider looking for entries on dips in tech and mega-caps like SAP, Boeing, and Tesla. Exercise caution with gapping up names and monitor support levels closely to prevent potential breakdowns. Keep an eye on McDonald’s (MCD) as well.

Key Takeaway

Stay vigilant with risk management amidst the bullish sentiment. Watch closely for economic data releases and trade opportunities while maintaining a cautious approach in a dynamic market environment. Have a profitable day!

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