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Next Day Prep EP80 Bearish

Next Day Prep: Powell’s Signals Roil Markets, Bonds at Breaking Point – Wednesday 7/30/2025

July 30, 2025 4:46
Tickers Mentioned
STXTSMSPGIAVGOGEAMDMSFTMETASPYQQQ
Episode Summary
Fed Chair Powell's hawkish press conference roiled markets, sending stocks down and bond yields higher. Strong Q2 GDP and ADP data support cautious Fed stance. Tomorrow's PCE data and big tech earnings will be critical for direction.
Key Takeaways
  • Powell's hawkish stance triggered market selloff and bond yield spike
  • Strong economic data supports Fed's cautious approach on rate cuts
  • PCE Price Index release tomorrow crucial for market direction
  • Watch SPY $632 and QQQ $570 support levels closely
  • Major tech earnings from Microsoft and Meta after close
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Next Day Prep: Powell’s Signals Roil Markets, Bonds at Breaking Point

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. It was a pivotal day in the market as Fed Chair Powell’s statements during the FOMC press conference led to significant shifts in market sentiment.

Overnight Headlines

  • The market reacted to Powell’s cautious stance on rate cuts, with stocks turning south and bond yields spiking.
  • Key economic data, including Q2 GDP and the ADP employment report, exceeded expectations, supporting Powell’s views on the economy.
  • Seagate (STX) reported strong earnings but fell due to high expectations and cautious guidance for the next quarter.

Economic Announcements

Tomorrow’s focus will be on the release of the PCE Price Index, a key inflation indicator favored by the Fed.

Earnings Highlights

Notable earnings reports include Microsoft and Meta after the close. Keep an eye on how these reports impact market sentiment.

Top Movers

  • TSM: Watching for a potential continuation play with a breakout above $243.80.
  • SPGI: Consolidating tightly, a move above $531 could signal a quick run.

Quick Trade Ideas

  • Continuation Setups:
    • AVGO: Showing relative strength, a breakout above $302 may signal further gains.
    • GE: Building a base, a move over $272 could initiate the next leg up.
  • Anticipation Setups:
    • AMD: Chart shows potential, but downgrade to ‘Sell’ introduces higher risk. Watch for decisive moves with tight stop-loss.

Key Takeaway

Exercise caution in trading as market sentiment remains uncertain following the Fed’s statements. Watch key support levels at $632 for SPY and $570 for QQQ. Tomorrow’s PCE data release will be crucial in determining market direction.

Trade smart and stay alert for opportunities amidst the current market volatility.

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