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The Morning Dose EP4 Bearish

Morning Dose: Market Meltdown Tariff Turmoil Sparks Bloodbath – Friday 4/04/2025

April 4, 2025 2:42
Tickers Mentioned
SPYQQQXOMDISSTLA
Episode Summary
Markets face bloodbath as trade war escalates with China retaliating on tariffs. Futures down triple digits, yields falling. March jobs report in focus. Defensive positioning advised with close monitoring of key support levels.
Key Takeaways
  • Futures down sharply on escalating US-China tariff war
  • Treasury yields below 4% as investors seek safety
  • March jobs report could reveal economic weakness signs
  • Focus on defensive sectors like utilities and staples
  • Monitor SPY and QQQ support levels for breakdown risk
0:00 / 2:42

Morning Dose: Market Meltdown Tariff Turmoil Sparks Bloodbath

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. Buckle up, folks, ’cause it’s gonna be a wild ride! This market’s got more twists and turns than a rollercoaster designed by a sugar-rushed toddler. Tariff turmoil is back on the menu, leaving a sour taste in everyone’s mouth.

Overnight Headlines

  • Futures are pointing to a bloodbath with S&P down triple digits, Nasdaq even worse, and Dow not looking pretty, all due to the escalating trade war with China.
  • China firing back with their own tariffs, causing market concerns about global growth.
  • Ten-year Treasury yield dipped below 4%, signaling a move to safe-haven assets.

Economic Announcements

The March jobs report is set to be released, with expectations high after last month’s surprise. Traders will be watching for signs of weakness that could further impact the market.

Earnings Highlights

Stocks like Exxon Mobil, Stellantis, and Disney are in focus pre-market. Exxon has earnings considerations, Stellantis halts truck production due to engine shortages, and Disney delays a live-action ‘Tangled’ project.

Top Movers

Overseas markets are showing a sea of red, with Japan’s Nikkei and Europe’s markets hit hard. Japan’s Prime Minister calls US tariffs a ‘national crisis,’ adding to global political uncertainty.

Quick Trade Ideas

Traders are advised to proceed with caution in the volatile market, looking for opportunities in defensive sectors like utilities and consumer staples. Monitoring support levels on SPY and QQQ is crucial as potential breaks could lead to rapid downside.

Key Takeaway

Stay informed, stay agile. Traders should be cautious and strategic in current market conditions, preparing for potential volatility and considering defensive sector plays. Keeping a close eye on key support levels is essential for risk management.

Remember, trading is risky and requires careful consideration of individual risk tolerance and strategy. Good luck out there!

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