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The Morning Dose EP58 Bullish

Morning Dose: Market Signals Modest Green Open Ahead, VXX Down – Friday 6/20/2025

June 20, 2025 9:54
Tickers Mentioned
SPYQQQVXXACNDRIKMXSWBIGMSGRRRSMLR
Episode Summary
Markets poised for cautiously optimistic Friday open post-holiday with VXX down. Focus on Philly Fed data at 8:30 AM. Tech and consumer discretionary lead while energy lags. Watch SPY 594-597.50 and QQQ 528-531 key levels.
Key Takeaways
  • Market signals modest green open with volatility easing down
  • Philadelphia Fed and Leading Indicators data at focus today
  • Tech and consumer discretionary showing relative strength currently
  • CarMax beats earnings up 10.6%, GMS soars 27% on acquisition
  • SPY resistance 597.50 support 594, QQQ resistance 531 support 528
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Morning Dose: Market Signals Modest Green Open Ahead, VXX Down

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

Intro & Market Mood

Good morning traders! It’s Friday, June 20th, and the market is gearing up for a modest green open after the holiday closure. The vibe seems cautiously optimistic with volatility easing back, setting the stage for a stable and possibly slightly bullish start.

Overnight Headlines

Asian markets closed mixed, with Japan slightly down and Hong Kong up. European indices are looking brighter, hinting at a positive finish for the week. Geopolitical tensions, particularly around Iran, have eased slightly as President Trump considers the next steps over the next two weeks.

Economic Announcements

  • 8:30 AM Eastern: June Philadelphia Fed survey, expected at 0.3
  • 10:00 AM Eastern: May Leading Indicators, consensus forecast at -0.1%
  • Treasuries: 10-year yield up about three basis points, currently at 4.43%

Earnings Highlights

  • Accenture (ACN): Beat Q3 expectations and raised dividend but trading down pre-market.
  • Darden Restaurants (DRI): Missed Q4 earnings but raised dividend, stock up pre-market.
  • CarMax (KMX): Beat Q1 earnings, shares up 10.6% pre-market.
  • Smith & Wesson (SWBI): Missed on earnings and revenue, down 12% pre-market.

Top Movers

  • GMS (G.M.S): Soaring 27% after acquisition proposal.
  • Gorilla Technology (GRRR): Up 13% with strong quarterly revenue growth.
  • Semler Scientific (SMLR): Up 5% targeting significant Bitcoin ownership.

Quick Trade Ideas

Tech (XLK) and consumer discretionary (XLY) show relative strength. Watch for potential weakness in energy (XLE). SPY support at 594.00, resistance at 597.50. QQQ support at 528.00, resistance at 531.00.

Key Takeaway

Watch the Philly Fed data for early market direction. Stay vigilant on SPY and QQQ levels. Focus on tech and consumer discretionary strength, monitor energy weakness. M&A activity, especially in GMS, is worth noting today.

Final Thoughts

Approach trading with caution today due to potentially thinner volume. Stick to your plan, watch levels, and manage risk prudently. Remember, it’s not a sprint but a marathon in trading. Have a profitable day and a great weekend!

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