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The Morning Dose EP86 Neutral

Morning Dose: Market Alert Record Highs, Trade Tensions, and Earnings S… – Tuesday 7/29/2025

July 29, 2025 4:33
Tickers Mentioned
SPYQQQBAGLWPYPLUNHWHRUNPNSCBKR
Episode Summary
Markets cautiously higher after record highs, awaiting key economic data. Strong earnings from Boeing, Corning, and PayPal offset by UnitedHealth and Whirlpool misses. Trade tensions and 10 AM data releases will set direction.
Key Takeaways
  • Futures modestly higher after S&P and Nasdaq record highs
  • U.S.-China trade uncertainty causing market caution
  • Consumer Confidence and JOLTS data at 10 AM crucial
  • Boeing, Corning, PayPal beat; UnitedHealth and Whirlpool disappoint
  • Major M&A activity in railroad and energy sectors
0:00 / 4:33

Morning Dose: Market Alert Record Highs, Trade Tensions, and Earnings S…

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

Intro & Market Mood

Futures are pointing to a modestly higher open, trying to build on yesterday’s record highs for the S&P and Nasdaq. But it feels a bit like the market is holding its breath.

Overnight Headlines

  • France President’s comments on U.S. and E.U. trade deal.
  • Market cautious amid U.S.-China trade talk uncertainties.

Economic Announcements

Today is filled with key economic data releases:

  • 8:30 AM – Advance Economic Indicators
  • 9:00 AM – Home Price Data
  • 10:00 AM – Consumer Confidence & JOLTS Job Openings Report

Earnings Highlights

Major earnings updates:

  • Boeing (BA): Up over 2% with increased production rates for 737 and 787 programs.
  • Corning (GLW): Popping more than 5% on beating expectations and raised guidance.
  • PayPal (PYPL): Solid beat and increased full-year guidance.
  • UnitedHealth (UNH): Down over 3% on missed earnings and lowered guidance.

Top Movers

  • Whirlpool (WHR): Down about 15% after poor earnings, revenue miss, and dividend cut.
  • Union Pacific (UNP) and Norfolk Southern (NSC): Major acquisition news in the railroad industry.
  • Baker Hughes (BKR) and Chart Industries (GTLS): Energy sector M&A news worth $13.6B.

Quick Trade Ideas

For S&P 500 (SPY): Watch support at 636.50 and resistance around 641.50.

For Nasdaq (QQQ): Look at support near 569.80 and resistance around 573.40.

Key Takeaway

Today presents a battleground for traders with strong earnings but also major disappointments. Market awaits key economic data and earnings reactions to set the tone for the week.

Pay close attention to the 10 AM data releases for potential market direction cues.

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