Back to Podcast
The Morning Dose EP128 Neutral

Morning Dose: Market Alert Govt Shutdown Sparks Futures Drop – Wednesday 10/01/2025

October 1, 2025 3:59
Tickers Mentioned
SPYQQQNKECALMLACNIOLIXPEVTSMDAL
Episode Summary
U.S. government shutdown triggers futures decline, but underlying market structure remains bullish. Nike beats earnings while Lithium Americas surges 30%. Traders advised to focus on momentum plays and key technical levels despite headline risks.
Key Takeaways
  • Government shutdown causes futures drop, S&P down 28 points
  • Economic data delays and potential government layoffs concern traders
  • Nike beats earnings expectations with North American sales up
  • Lithium Americas surges 30% on U.S. government support news
  • Follow bullish trend despite bearish headlines, watch key levels
0:00 / 3:59

Morning Dose: Market Alert Govt Shutdown Sparks Futures Drop

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







Market Briefing Transcript

Intro & Market Mood

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

Overnight Headlines

  • Government Shutdown: U.S. federal government officially shut down, leading to a lower open with S&P futures down 28 points and Dow off by over 150.
  • Economic Concerns: Potential for government layoffs impacting consumer spending and delay in key economic data such as the Employment Situation Report.

Economic Announcements

  • MBA Mortgage Applications: Declined by 12.7%, signaling a cooling in the housing market.
  • Upcoming Data: ISM Manufacturing Index set for release later today.

Earnings Highlights

  • Nike (NKE): Beat expectations on earnings and revenue, with North American sales up 4%.
  • Cal-Maine Foods (CALM): Reported a significant miss, causing the stock to drop 6% pre-market.

Top Movers

  • Lithium Americas (LAC): Surged over 30% as the U.S. government plans to support the company.
  • Chinese EV Makers: NIO, Li Auto, and XPeng rose on strong September delivery numbers.

Quick Trade Ideas

Focus on momentum plays like precious metals miners and semiconductors (e.g., TSM). Watch key levels for SPY (660 support) and QQQ (600 resistance).

Key Takeaway

Despite the bearish government shutdown, maintain caution but follow the underlying bullish trend. Monitor key levels for potential market direction.

Manage risk and stay sharp in today’s trading environment. Good luck, traders!


Share:

Find momentum stocks in milliseconds

Try WaveFinder