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The Morning Dose EP38 Bearish

Morning Dose: Treasury Yields Surge, Bearish Signals Abound – Thursday 5/22/2025

May 22, 2025 11:28
Tickers Mentioned
SPYQQQAAPURBNSNOWADIZMNVTSLUMNPBI+5 more
Episode Summary
Markets face bearish pressure from rising Treasury yields and selling pressure. AAP, NVTS, and URBN lead movers on earnings and collaborations. Traders should stay defensive while monitoring economic data and sector rotation for opportunities.
Key Takeaways
  • Treasury yields surging, creating investor caution and bearish sentiment
  • AAP soared 30.5% on strong Q1 earnings beat
  • NVTS surged 140% on NVIDIA collaboration announcement
  • Key economic data includes jobless claims and PMI readings
  • Traders advised to remain defensive amid heightened volatility
0:00 / 11:28

Morning Dose: Treasury Yields Surge, Bearish Signals Abound

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

Intro & Market Mood

Good morning, traders! Today’s market sentiment is cautious as we anticipate a flat to slightly lower open. Concerns over rising Treasury yields and recent selling pressure are keeping investors on edge.

Overnight Headlines

  • Global markets, including Asia and Europe, mostly retreated in response to Wall Street’s poor finish and escalating U.S. Treasury yields.
  • The House passed a significant reconciliation bill, setting the stage for changes in the Senate.

Economic Announcements

Key economic data today includes weekly jobless claims, flash PMI readings for May, and existing home sales for April. These releases could sway market direction as the Fed closely monitors these indicators.

Earnings Highlights

  • AAP (Advance Auto Parts) soared around 30.5% after beating Q1 expectations.
  • URBN (Urban Outfitters) and SNOW (Snowflake) also posted strong performance on positive earnings and guidance.

Top Movers

  • NVTS (Navitas Semiconductor) surged nearly 140% on a collaboration announcement with NVIDIA.
  • LUMN (Lumen Technologies) rose about 12.9% after AT&T’s acquisition news.

Quick Trade Ideas

Exercise caution in today’s market environment. Focus on high relative volume stocks like AAP, URBN, and SNOW for potential trading opportunities. Consider monitoring sectors like utilities (XLU) for safety and watch for key levels in major indices.

Key Takeaway

Traders should remain defensive given the bearish sentiment, heightened volatility, and uncertain market direction. Economic data and sector rotation can provide clues for short-term decision-making.

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