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The Morning Dose EP136 Bullish

Morning Dose: Market Surges China Optimism Ignites Futures – Monday 10/13/2025

October 13, 2025 6:01
Tickers Mentioned
SPYQQQAAPLWBD
Episode Summary
Futures soar after weekend shift to optimistic China tone from President. S&P up 70+ points in snapback from Friday's selloff. Gaza ceasefire adds relief. Banks report earnings Tuesday. Watch SPY 662 and QQQ 600 resistance. Trade selective setups, not broad gap-up.
Key Takeaways
  • S&P futures surge 70 points on optimistic China rhetoric
  • Gaza ceasefire removes significant global uncertainty for markets
  • Big bank earnings start Tuesday, today is positioning day
  • Key resistance levels: SPY 662 and QQQ 600
  • Trade defensively, focus on relative strength not broad chase
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Morning Dose: Market Surges China Optimism Ignites Futures

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

Intro & Market Mood

Welcome to The Morning Dose – Everything You Need to Know Before the Market Opens. It is Monday, October 13th, and we are looking at a big, big rebound attempt this morning.

A huge rebound. Futures are just soaring. After the beating we took late last week, this is exactly the kind of snapback the bulls wanted to see. S&P futures are up over 70 points!

It’s a complete one-eighty from Friday’s mood. And it seems to be all thanks to a weekend of more optimistic social media posts from the President regarding China.

Overnight Headlines

It’s classic market whiplash. On Friday, the message was “very hostile,” warning of massive new tariffs. The market hated that, especially tech. Then, over the weekend, the tone shifted completely to “Don’t worry about China, it will all be fine!”

China tensions are easing. Also, reports confirm a ceasefire in Gaza, removing significant global uncertainty.

Economic Announcements

No major economic data scheduled today. The bond market is closed for the holiday.

Earnings Highlights

Tomorrow kicks off earnings season with the big banks, so today is positioning ahead of that.

Top Movers

  • AAPL – Apple in discussions to acquire talent and technology from Prompt AI.
  • WBD – Warner Brothers rejects Paramount’s takeover approach, but a hostile bid could be on the table.

Quick Trade Ideas

Focus on key levels like SPY resistance at 662 and QQQ resistance just above 600. Pay attention to semiconductor sector dynamics and upgrades/downgrades.

Key Takeaway

The overall sentiment is cautiously optimistic today, but the market is under pressure. Be defensive and nimble, focus on specific setups showing relative strength rather than chasing the broad market gap-up blindly.

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