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The Morning Dose EP20 Neutral

Morning Dose: Tech and Consumer Discretionary Lead; Energy and Financia… – Tuesday 4/29/2025

April 29, 2025 2:14
Tickers Mentioned
SPYQQQXLKXLYXLEXLFHONUPSKOSHW
Episode Summary
Mixed futures reflect investor indecision amid earnings and tariff talks. Tech and consumer discretionary lead while energy and financials lag. Key economic data at 10AM could drive direction; monitor SPY 553 and QQQ 474-475 levels.
Key Takeaways
  • Futures mixed as investors digest earnings and tariff uncertainty
  • Tech and consumer discretionary sectors showing relative strength today
  • Energy and financials lagging, suggesting possible sector rotation underway
  • Consumer Confidence and Job Openings data release at 10AM
  • Watch SPY 553 resistance and QQQ 474-475 for breakout
0:00 / 2:14

Morning Dose: Tech and Consumer Discretionary Lead; Energy and Financia…

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

Intro & Market Mood

The Morning Dose: Welcome traders! Futures are somewhat mixed today, reflecting some investor indecision as they process the latest earnings reports.

Overnight Headlines

Asian markets mostly higher with a slight dip in China. Europe shows mixed results. Trump’s tariff talks adding to market uncertainty.

Economic Announcements

  • April Consumer Confidence and March Job Openings data to be released at 10:00 AM Eastern, watch out for potential market impact.

Earnings Highlights

Winners: Honeywell, UPS, Coca-Cola, Sherwin-Williams.
Losers: NXP Semi, Kraft Heinz, General Motors, BP.

Top Movers

Resilient Sectors: Tech (XLK), Consumer Discretionary (XLY).
Lagging Sectors: Energy (XLE), Financials (XLF), indicating possible sector rotation.

Quick Trade Ideas

Keep an eye on key levels for SPY and QQQ:
SPY – Resistance: 553, Support: 549.
QQQ – Resistance: 474-475, Support: 470-471.
A breakout with strong volume could dictate market direction. Monitor economic data as potential catalysts.

Key Takeaway

Stay vigilant on market levels, sector movements, and incoming economic indicators for informed trading decisions. Trade smart and stay safe!

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