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The Morning Dose EP76 Neutral

Morning Dose: Market Alert Retail Sales & Jobless Claims Data – Thursday 7/17/2025

July 17, 2025 5:45
Tickers Mentioned
GETSMABTUALPEPSRPTBRCUSBUNP
Episode Summary
Markets open flat ahead of key Retail Sales and Jobless Claims data. GE and TSM beat earnings while Abbott dropped on guidance. Sarepta surges 30% pre-market. Focus on 8:30 AM economic releases for direction.
Key Takeaways
  • Retail Sales and Jobless Claims data at 8:30 AM crucial
  • GE Aerospace and Taiwan Semiconductor beat earnings, raised guidance
  • Abbott Labs dropped 5% despite beat on lower guidance
  • Sarepta Therapeutics surged over 30% in pre-market trading
  • Market futures flat amid Fed uncertainty and economic data
0:00 / 5:45

Morning Dose: Market Alert Retail Sales & Jobless Claims Data

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

Intro & Market Mood

The Morning Dose – Everything You Need to Know Before the Market Opens:
Good morning traders! The market seems to be on edge today with futures pointing to a flat open. Yesterday, we saw some ups and downs driven by Fed-related news.

Overnight Headlines

There was a flurry of activity around the Fed Chairman potentially being fired, causing a temporary stir in the market. Economic news was somewhat stable with a noteworthy focus on the Producer Price Index data.

Economic Announcements

  • Retail Sales (June): Consensus expects a 0.2% gain, crucial for gauging consumer strength.
  • Initial Jobless Claims: Expected around 230,000, shedding light on the labor market’s health.

Earnings Highlights

  • GE Aerospace: Beat on earnings, raised guidance, positive for the industrial sector.
  • Taiwan Semiconductor (TSM): Beat expectations, strong revenue guidance bodes well for tech.
  • Abbott Labs: Beat on quarterly numbers but lower guidance led to a 5% drop.
  • United Airlines: Earnings beat but revenue miss affecting the stock.
  • PepsiCo: Solid quarter, stock up, Barclays upgraded to Equal Weight from Overweight.

Top Movers

Pre-market movers include Sarepta Therapeutics (SRPT) soaring over 30% and Black Rifle Coffee (BRC) down due to a stock offering.

Quick Trade Ideas

Watch US Bancorp for potential buying interest after solid reports. Consider monitoring Sarepta for momentum trading opportunities amidst the volatility.

Key Takeaway

Market sentiment hinges on how key economic data at 8:30 AM (Retail Sales & Jobless Claims) influence sector performance. Stay nimble and ready for early trading action.

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