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The Morning Dose EP184 Bullish

Morning Dose: Surging GDP Sparks Stock Surge – Wednesday 12/24/2025

December 24, 2025 4:34
Tickers Mentioned
SPYQQQVXXXLFXLKBXBPSNOWNKE
Episode Summary
Markets hit record highs as Q3 GDP surged to 4.3%, beating expectations. Risk-on rotation favors Financials and Tech. Traders should exercise caution due to shortened holiday session and low volume conditions.
Key Takeaways
  • Q3 GDP surged to 4.3%, beating 3.0% expectations significantly
  • S&P 500 hit record high at 6,909 points
  • Market closes early at 1:00 p.m. ET today
  • Risk-on rotation favors Financials and Tech over Utilities
  • Low volume conditions warrant cautious trading approach
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Morning Dose: Surging GDP Sparks Stock Surge

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 officially Christmas Eve, December 24th, 2025. The markets are open, but the clock is ticking on a shortened session.

Overnight Headlines

  • S&P 500 closed at a record 6,909.
  • Futures are pointing to a flat open with early market closure at 1:00 p.m. ET.

Economic Announcements

Q3 GDP reading reported at 4.3 percent, beating expectations of 3.0 percent, possibly impacting near-term rate cut expectations.

Weekly Initial Claims data expected to drop at 8:30 a.m. ET; watch for surprises.

Earnings Highlights

  • Blackstone expects Q4 revenues and investment income to exceed 10 billion dollars.
  • BP nearing a deal to sell a majority stake in Castrol to Stonepeak.
  • Snowflake in talks to acquire Observe.
  • Nike sees insider buying from Tim Cook, leading to a 2.3 percent gap up.

Top Movers

Risk-on rotation observed with strength in Financials (XLF) and Tech (XLK), lagging Utilities and Energy sectors.

Quick Trade Ideas

SPY technicals show a consolidating pattern with key support at 680 and resistance at 695. Watch for volatility spikes with VXX.

Avoid forcing trades due to low volume; watch out for quick profits and potential resistance level at 695.

Key Takeaway

Market sentiment appears calm but underpinned by strong economic data; traders advised to be cautious with low volume conditions. Focus on tech and financial sectors, and watch for any surprises in economic data.

Remember, market closes early at 1:00 p.m. ET – trade wisely to avoid being caught in illiquid conditions.

Thank you for tuning in to The Morning Dose. Merry Christmas and Happy Holidays, everyone!

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