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The Morning Dose EP163 Bullish

Morning Dose: Market Buzz Fed Sparks 75% Rate Cut Certainty – Monday 11/24/2025

November 24, 2025 4:41
Tickers Mentioned
SPYQQQNVOMRKTSLAAAPL
Episode Summary
Futures rise on dovish Fed comments boosting December rate cut odds to 75%. Novo Nordisk falls on trial failure while Merck gains on FDA approval. Traders should stay cautious, favor defensive plays, and watch key resistance levels.
Key Takeaways
  • Fed rate cut probability jumps to seventy-five percent
  • Novo Nordisk drops ten percent on Alzheimer's trial failure
  • Merck gains on FDA approval for Keytruda treatment
  • Defensive sectors favored despite tech strength and rate optimism
  • Stay nimble and avoid chasing extended tech names
0:00 / 4:41

Morning Dose: Market Buzz Fed Sparks 75% Rate Cut Certainty

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

Intro & Market Mood

Good morning traders, and welcome to The Morning Dose – Everything You Need to Know Before the Market Opens. Futures are pointing firmly up across the board, continuing the positive momentum from Friday’s session.

Overnight Headlines

  • The market optimism is fueled by dovish comments from New York Fed President John Williams, with the probability of a December rate cut soaring to nearly seventy-five percent.
  • Treasury Secretary Scott Bessent’s statement on no recession risks and potential substantial tax refunds further boosts sentiment.

Economic Announcements

No major economic data releases scheduled for today; focus remains on corporate news and individual stock movements.

Earnings Highlights

  • Novo Nordisk (NVO) is down over ten percent in pre-market after its Alzheimer’s treatment trial failure.
  • Merck (MRK) receives FDA approval for Keytruda, leading to a significant stock boost.

Top Movers

  • Rumors suggest Paramount may win the bidding war for Warner Brothers, while BHP Group steps away from its proposal for Anglo American.
  • Tesla (TSLA) advances chip development, while Apple (AAPL) denies CEO succession rumors.

Quick Trade Ideas

Stay nimble with continuation setups in healthcare and tech sectors. Watch resistance levels at 663.50 for SPY and 595.86 for QQQ. YOU may offer trading opportunities, but exercise caution and protect capital.

Key Takeaway

Market sentiment is cautiously bullish due to rate-cut hopes, but smart money favors defensive sectors. Traders should stay vigilant, avoid chasing extended tech names, and pick trading spots carefully this holiday-shortened week.

Thank you for tuning into The Morning Dose. Have a great trading day, everyone!

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