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Next Day Prep EP102 Bearish

Next Day Prep: Market Alert Tariffs Shake, Energy Shines – Tuesday 9/02/2025

September 2, 2025 5:11
Tickers Mentioned
NVDAKHCAXPTRVNETCRM
Episode Summary
Markets closed red on tariff uncertainty with VIX spiking 14%. Energy led gains on crude's rise while cyclicals weakened. Traders should focus on relative strength plays like AXP and TRV, and monitor defensive sectors.
Key Takeaways
  • Tariff uncertainty triggered risk-off rotation and VIX spike
  • Energy sector outperformed as crude oil surged 2.5%
  • Defensive sectors like healthcare and staples showed resilience
  • AXP and TRV showing technical breakouts above resistance
  • Focus on relative strength stocks amid headline risks
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Next Day Prep: Market Alert Tariffs Shake, Energy Shines

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

Intro & Market Mood

Welcome to Next Day Prep – What We Are Watching Tomorrow. The market experienced a choppy start to September, ultimately closing in the red. Despite the late-day bounce, uncertainty surrounding tariffs created a legal limbo, reflected in a sharp VIX spike.

Overnight Headlines

Tariff uncertainty led to a risk-off rotation, with real estate, industrials, and tech sectors bearing the brunt while defensive plays like healthcare and consumer staples saw small gains. Energy emerged as the top-performing sector, lifted by a surge in crude oil prices.

Economic Announcements

  • VIX: Jumped 14% to over 17.5, indicating heightened fear in the market.
  • Crude Oil Price: Climbed 2.5% to over $65 a barrel, supporting the Energy sector.

Earnings Highlights

  • NVIDIA (NVDA): Experienced volatility, closing down nearly 2% below a key technical level.
  • Kraft Heinz (KHC): Dropped about 7% on news of a corporate split into two separate companies.

Top Movers

  • American Express (AXP): Broke out above resistance at $331, poised for a move towards $332.50.
  • Travelers (TRV): Showing strength with a potential uptrend breakout above $273.50 targeting $275.

Quick Trade Ideas

Consider continuation plays on AXP and TRV, while setups on Cloudflare (NET) and Salesforce (CRM) are building momentum for potential breakouts.

Key Takeaway

Traders should focus on stocks exhibiting relative strength, monitor key index levels for levels to watch, and remain nimble in navigating through headline risks and market uncertainties.

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