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Next Day Prep EP35 Bearish

Next Day Prep: Trade Shockwave Tariff Tsunami Hits Markets – Friday 5/23/2025

May 23, 2025 13:39
Tickers Mentioned
AAPLADSKINTUDECKROSTSPYQQQCYBRQBTXVXX
Episode Summary
Markets tumbled on tariff fears targeting Apple and EU, sparking risk-off sentiment. Treasury yields plunged, VIX spiked to 25.53, and retail guidance disappointed. Traders advised to stay cautious with tight stops heading into Memorial Day weekend.
Key Takeaways
  • Tariff threats on Apple and EU rattled markets significantly
  • Treasury yields dropped sharply amid flight to safety
  • Retail guidance disappointed, pressuring consumer-related stocks
  • Defensive sectors outperformed while mega-caps sold off
  • Traders should use tight stops and monitor volume carefully
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Next Day Prep: Trade Shockwave Tariff Tsunami Hits Markets

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! Today’s market was a rollercoaster ride driven by trade tensions and disappointing retail guidance, leading to risk-off sentiment.

Overnight Headlines

  • Apple facing potential tariffs on U.S.-bound iPhones.
  • Proposed 50% tariff on the EU rattled markets.
  • 10-year & 30-year Treasury yields dropped sharply.
  • Equity futures turned risk-off, VIX spiked to 25.53.

Economic Announcements

New home sales surged in April, but March’s numbers were revised downwards. Overseas markets were mostly red, with commodities seeing mixed movements.

Earnings Highlights

  • Autodesk (ADSK) and Intuit (INTU) beat expectations.
  • Deckers Outdoor (DECK) and Ross Stores (ROST) dropped on weak guidance.
  • HOKA and UGG sales under pressure due to growth concerns and tariff impact.

Top Movers

Defensive sectors like utilities outperformed while mega-caps like Apple faced selling pressure. Market breadth favored decliners, and year-to-date performance showed mixed results.

Quick Trade Ideas

CYBR: Consider entry near $379, target $386.
QBTX: Look for entry near $123, target $133.

Key Takeaway

Traders should remain cautious with a mixed-to-bearish sentiment. Focus on confirmed momentum, tight stops, and monitor volume for sustained movements.

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