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The Morning Dose EP59 Bearish

Morning Dose: Oil Prices Rebound Amid Iran Uncertainty – Monday 6/23/2025

June 23, 2025 7:53
Tickers Mentioned
SPYQQQFDSEXELTSLASMCI
Episode Summary
Markets open cautiously bearish as Middle East tensions from U.S. strike on Iran creates uncertainty. Oil prices stabilized after initial surge. Focus on energy and consumer discretionary sectors while monitoring key technical levels.
Key Takeaways
  • U.S. strike on Iranian nuclear facilities creates market uncertainty
  • Oil prices surged briefly, stabilized around $74.73 per barrel
  • Exelixis surged 27.6% on positive Phase 3 trial data
  • Eurozone Manufacturing PMI below expectations, Services PMI met expectations
  • Traders should use tight stops and watch technical levels
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Morning Dose: Oil Prices Rebound Amid Iran Uncertainty

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’s Monday, June 23rd, and futures are looking a tad soft this morning. Market sentiment is cautious due to weekend developments in the Middle East, particularly the U.S. strike on Iranian nuclear facilities.

Overnight Headlines

  • Equity futures initially slumped on the news but rebounded, indicating hope that the situation won’t escalate into a broader conflict.
  • Oil prices surged briefly but have since stabilized around $74.73 a barrel.
  • Asian markets were mixed, with Japan down slightly and Hong Kong and China up.

Economic Announcements

Europe is mostly lower, with the Eurozone’s Manufacturing PMI below expectations while Services PMI met expectations. In the U.S., key support and resistance levels for the SPY and QQQ are being closely watched for potential breakout or consolidation patterns.

Earnings Highlights

  • FactSet (FDS) reported mixed Q3 earnings, with a slight miss on EPS but reaffirmed guidance.
  • Exelixis (EXEL) surged 27.6% on positive Phase 3 trial data.

Top Movers

In pre-market moves, Tesla (TSLA) is up, while Super Micro Computer (SMCI) is down after announcing a significant financing plan.

Quick Trade Ideas

  • Focus on sectors showing strength like energy and consumer discretionary, while being cautious with tech and communication services.
  • Watch for reactions to today’s PMI data to gauge market momentum.

Key Takeaway

Market sentiment is cautiously bearish with mixed signals. Traders should stay nimble, use tight stops, and pay close attention to key technical levels and incoming data to navigate the current landscape effectively.

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