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Next Day Prep EP43 Bearish

Next Day Prep: Market Shockwave Tesla Tanks, Stimulus Sinks – Thursday 6/05/2025

June 5, 2025 6:55
Tickers Mentioned
TSLASPYQQQCIENFIVEMDB
Episode Summary
Markets turned risk-off as S&P 500 retreated from 6,000 and Tesla tanked 14.3%. Stagflation concerns emerged from weak productivity and rising labor costs. Trade deficit drop may provide Q2 GDP upside despite bearish sentiment.
Key Takeaways
  • S&P 500 touched 6,000 but closed lower at 5,921.20
  • Tesla plummeted 14.3%, dragging down major indices significantly
  • Productivity down 1.5%, labor costs up 6.6% signal stagflation
  • Trade deficit fell to $61.6B, may boost Q2 GDP
  • Market turned risk-off with Nasdaq negative YTD by 0.1%
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Next Day Prep: Market Shockwave Tesla Tanks, Stimulus Sinks

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

Next Day Prep: Market Briefing

Intro & Market Mood

Market Summary: The S&P 500 approached the 6,000 level but closed lower at 5,921.20. Nasdaq turned negative YTD by 0.1%, Dow down 0.5%, Russell 2000 down 6.0%.

Overnight Headlines

  • TSLA: Shares plummeted 14.3%.
  • Sectors: Communication Services slightly up, Consumer Discretionary down 2.5%.

Economic Announcements

  • Productivity: Q1 down by 1.5%, unit labor costs revised up to 6.6%, “stagflation undertones.”
  • Jobless Claims: Initial claims rose to 247,000.
  • Trade Deficit: April deficit fell to $61.6 billion, major impact on Q2 GDP expected.

Earnings Highlights

  • CIEN (Ciena): Revenue growth of 23.6%, Q3 guidance above expectations amid tariff impact concern.
  • FIVE (Five Below) & MDB (MongoDB): Beat estimates with strong future guidance.

Top Movers

CIEN: Dropped nearly 13% due to tariff impact despite strong revenue performance.

Quick Trade Ideas

Watch support at 590 and resistance at 595 for SPY. For QQQ, support at 520 and resistance above 527 are key levels.

Key Takeaway

Market sentiment turned risk-off with notable drops in major indices and sectors. Economic data hints at challenges ahead, with trade deficit numbers presenting a unique opportunity for Q2 GDP growth.

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