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The Morning Dose EP26 Neutral

Morning Dose: Trade Talks Boost Futures Amid FOMC Wait – Wednesday 5/07/2025

May 7, 2025 3:07
Tickers Mentioned
DISAMDSMCIUBERMNPRVSTS
Episode Summary
Futures rise on renewed China trade talks, though expectations remain tempered. FOMC decision looms with rates expected unchanged at 4.25-4.5%. Disney beats while Super Micro misses. Traders advised to stay nimble amid volatility.
Key Takeaways
  • Trade talks with China boost futures across major indices
  • FOMC decision expected to hold rates at 4.25-4.5%
  • Disney beats earnings and raises guidance for FY25
  • Tempered optimism on trade talks focuses on de-escalation
  • High volatility expected, caution advised around FOMC decision
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Morning Dose: Trade Talks Boost Futures Amid FOMC Wait

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

Intro & Market Mood:

The Morning Dose: Market Briefing
Futures are pointing higher today, driven by renewed trade talks with China. Investors are cautiously optimistic, but tempered expectations suggest a focus on de-escalation rather than a comprehensive deal.

Overnight Headlines:

  • S&P 500: Up 0.6%
  • Nasdaq 100: Up 0.6%
  • Dow: Up 0.7%

Economic Announcements:

The FOMC decision later today is expected to maintain the fed funds rate at 4.25-4.5%. Traders will closely watch Powell’s remarks for insights into inflation and tariff risks.

Earnings Highlights:

  • Disney (DIS): Beat on earnings and revenue, raised FY25 EPS guidance.
  • AMD (AMD): Beat expectations, but Q2 revenue guidance in line.
  • Super Micro Computer (SMCI): Missed on earnings and revenue, slashed guidance.
  • Uber (UBER): Beat on earnings, revenue in line, providing Q2 guidance.

Top Movers:

  • Watch List: MNPR (+25%), VSTS (-25%)

Quick Trade Ideas:

Stay nimble and cautious amid market volatility. Be mindful of key support and resistance levels. Avoid chasing breakouts without confirmation, especially with potential FOMC decision impact.

Key Takeaway:

Market optimism on trade talks drives futures higher, but caution prevails. Stay informed, adapt to changing conditions, and trade wisely.

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