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The Morning Dose EP200 Bullish

Morning Dose: Greenland Deal Boosts Futures Higher – Thursday 1/22/2026

January 22, 2026 3:23
Tickers Mentioned
GEPGBABAAMDWDC
Episode Summary
Futures surge on easing Greenland tensions with S&P up 35 and Nasdaq up 206. Focus on PCE at 8:30 ET and semiconductor strength while avoiding crypto. Stay cautiously bullish with tight risk management.
Key Takeaways
  • Greenland geopolitical tensions easing boosted futures significantly higher
  • PCE Price Index at 8:30 ET consensus 0.2% increase
  • Semiconductors showing strength, AMD and WDC continuation plays
  • Avoid crypto proxies due to weak momentum
  • GE Aerospace beat earnings, Alibaba chip IPO rumor excitement
0:00 / 3:23

Morning Dose: Greenland Deal Boosts Futures Higher

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

Market Briefing: The Morning Dose – January 22, 2026

Intro & Market Mood

Good morning traders! Today is Thursday, January 22, 2026, and the market sentiment is signaling “Risk mode back on.” Futures are higher with the S&P up by 35 points and Nasdaq surging by 206 points. The key catalyst driving this positive mood is the easing of geopolitical tension, especially related to Greenland and NATO.

Overnight Headlines

  • Global: Asia/Europe markets are in the green, with Nikkei up by 1.7%.

Economic Announcements

  • PCE Price Index: The Fed’s favored inflation gauge will be released at 8:30 ET with a consensus of 0.2% increase.

Earnings Highlights

  • GE Aerospace: Beat earnings expectations and revenue.
  • P&G: Mixed results with a beat on EPS but in-line revenue.
  • Alibaba: Rumor about chip unit IPO causing excitement in the stock.

Top Movers

  • Semiconductors: AMD, WDC showing strength with potential for continuation plays.
  • Crypto Proxies: Weak momentum, exercise caution.

Quick Trade Ideas

  • Watch for the PCE Price Index release at 8:30 AM.
  • Favor semiconductor sector for potential trades.
  • Avoid crypto proxies, consider high-volume leaders in Tech and Industrials.

Key Takeaway

Stay cautious but bullish in today’s trading. Monitor the PCE number, focus on semiconductor opportunities, and beware of volatility. Manage your risks tightly and good luck in the market today!

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