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The Morning Dose EP40 Bullish

Morning Dose: Futures Surge on Tariff Delay News – Tuesday 5/27/2025

May 27, 2025 6:33
Tickers Mentioned
AZOBNSPDDSKYNVDAAMCCRWVXLUVTSLA
Episode Summary
Futures surge 87 points as Trump delays EU tariffs until July 9. Key data releases include Durable Orders and Consumer Confidence. Nvidia earnings ahead with mixed corporate results from AZO, PDD, and AMC showing strength.
Key Takeaways
  • S&P futures up 87 points on Trump tariff delay
  • EU tariff delay pushed to July 9 boosting sentiment
  • Key economic data today: Durable Orders and Consumer Confidence
  • Nvidia earnings later this week generating high anticipation
  • AMC reports record Memorial Day revenue pre-market
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Morning Dose: Futures Surge on Tariff Delay News

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

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Intro & Market Mood

Welcome to The Morning Dose – Everything You Need to Know Before the Market Opens.

Person1: Good morning! And it looks like a buoyant start to the day, doesn’t it?

Person2: Absolutely! Futures are pointing sharply higher. The S&P 500 futures, for instance, are trading a hefty 87 points above fair value.

Person1: That’s a significant jump. And the catalyst seems to be the overnight news about a delay in those extra E.U. tariffs, now pushed to July 9th. The market loves a bit of certainty, or at least, a delay in uncertainty!

Deep Dive – Futures & Treasuries

Details on S&P, DJIA, Nasdaq futures. Treasury yield movements.

Overnight Headlines – Global Pulse

Asian and European market brief.

Economic Calendar – What to Watch

Key US economic reports for the day:

  • 8:30 ET: Durable Orders (April, consensus -8.1%)
  • 9:00 ET: FHFA Housing Price Index (March, consensus 0.2%), S&P Case-Shiller Home Price Index (March, consensus 4.4%)
  • 10:00 ET: Consumer Confidence (May, consensus 87.0)

Corporate Corner – Earnings & Movers

Earnings: AutoZone, Bank of Nova Scotia, PDD, Skyline Champion.

Notable Stock News: AMC, CoreWeave, Nvidia, Tesla.

M&A: U.S. Steel, E2open.

Analyst Actions: Key upgrades/downgrades.

Market Sentiment – SPY & QQQ Analysis

SPY: Current state, key levels, selling pressure.

QQQ: Cautious mood, selling pressure, key levels.

VXX: Volatility check.

Sector Rotation.

Scenarios & Trading Strategy

Bullish/Bearish scenarios, what traders should watch.

Wrap-Up & Final Thoughts

Key takeaways, final advice.

Person1: And that’s it for our morning briefing. Stay informed and trade wisely. Good luck out there!

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