Episódios

  • NewsWare's Trade Talk: Wednesday, August 27
    Aug 27 2025

    S&P Futures are trading slightly higher this morning as markets look to tech earnings as being a positive catalyst. President Trump's actions on his intended removal of Fed Gov Cook remains a hot news item for the media, however the markets are focused on earnings. New tariffs on India went into effect today, significantly increasing duties on many Indian imports by an additional 25%, bringing some tariffs up to as high as 50%. This tariff hike is a direct retaliation for India’s continued purchases of discounted Russian crude oil. Cracker Barell is moving higher this morning as the company will revert back to its old logo. Seeing strong gains in BOX, MDB, NCHO, OKTA & PVH after earnings releases. After the bell today NVDA, CRWD, SNOW, VEEV, TCOM, A, & NTAP will be reporting. Tomorrow morning, DG, DKS, BURL, HRL, BBY & OLLI are scheduled to report.

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    24 minutos
  • NewsWare's Trade Talk: Tuesday, August 26
    Aug 26 2025

    S&P Futures are weakening this morning following the news that President Trump removed Fed Gov Lisa Cook from her duties at the Fed. Political turmoil in France is also a source of concern as Prime Minister Bayrou called for a confidence vote on Sept 8th. Markets are also on watch for a potential ruling on Trump's tariff action. The U.S. Court of Appeals for the Federal Circuit is expected to make a ruling on President Trump's International Emergency Economic Powers Act (IEEPA) tariffs ruling within the next few weeks. The key economic data point for today will be the Home Price Index. IBKR will be added to the S&P 500 on Thursday. After the bell today MDB, OKTA, BOX & PVH will be reporting. Tomorrow morning, WSM, SJM, DCI & ANI are scheduled to report.

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    18 minutos
  • NewsWare's Trade Talk: Monday, August 25
    Aug 25 2025

    S&P Futures are weakening this morning following Friday’s strong gains that were sparked by dovish comments from Federal Reserve Chair Jerome Powell at the Jackson Hole event. Markets are pricing in a 25 basis point interest rate cut by the Federal Reserve in September 2025, with expectations for a similar 25 basis point cut in December. President Trump to meet with the President of South Korea today with trade agreement and regional security in focus. On Friday, President Trump said that he would be launching a major tariff investigation into furniture imports coming into the United States. Over the weekend he called on the Federal Communications Commission (FCC) to revoke the broadcast licenses of ABC and NBC, accusing them of biased coverage against him and labeling them as "fake news" networks. The week ahead features a host of key earnings announcements from major companies across various sectors including PVH, ANF, WSM, FIVE, SNOW, CRWD, NVDA, BBY, DKS, MRVL, DELL, ADSK & BABA.

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    15 minutos
  • NewsWare's Trade Talk: Friday, August 22
    Aug 22 2025

    S&P Futures are trending higher this morning as markets await comments from Fed Chair Jerome Powell. Powell is schedule to give the keynote speech at the Jackson Hole event this morning. He is expected to cautious on comments related to a Sept rate cut and indicate that the Fed remains data dependent. Talks on a proposed end to hostilities in the Russia Ukraine conflict appear to be stalling. ROST & ZM are higher after earnings releases, INTU, WDAY & BJ are lower. Next week earnings announcements are expected from PDD, NVDA DELL and others.

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    20 minutos
  • NewsWare's Trade Talk: Thursday, April 21
    Aug 21 2025

    focus. The Fed released their meeting minutes yesterday which were more hawkish than expected. President Trump called for the resignation of Fed Gov Lisa Cook due to questions over her personal finances. The move is seen as an attempt to stack the Fed with members who are inclined to lower short term rates. Lowering short-term interest rates in an environment of rising inflation tends to cause long-term rates to move higher, which can negatively impact the markets. The Fed's Jackson Hole event starts today; this event is expected to have significant policy implications for inflation, growth, and central bank strategy going forward. NDSN & YMM are higher after earnings releases, WMT & CODY are lower. After the bell today. INTU. WDAY, ROST & ZM are expected to release.

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    16 minutos
  • NewsWare's Trade Talk: Wednesday, August 20
    Aug 20 2025

    S&P Futures are trading lower this morning as tech shares remain weak. Yesterday we saw a rotation out of tech and into cyclical and value-oriented stocks. In the pre-market EL, TGT & LZB are lower after earnings releases, FUTU and Keys are higher. This afternoon the Fed will be releasing the meeting minutes from July Fed meeting and traders will be closely examining the minutes to see if any FOMC members, beyond Governor Bowman and Governor Waller, indicated support for a potential rate cut in upcoming meetings. Hertz announced that it will sell used vehicle online through Amazon. Tomorrow morning earnings results are due out from WMT, BILI & YMM.

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    15 minutos
  • NewsWare's Trade Talk: Tuesday, August 19
    Aug 19 2025

    S&P Futures are continuing to display muted price action this morning. The recent talks between President Trump and European leaders appear to have been positive which is reflected in the relative weakness in oil and defense stocks this morning. Shares of INTC are higher this morning as Softbank in making a $2B invest in the chip maker. SGBI is looking to merge its TV business with Tegna. Earnings announcements overnight were mainly positive as PANW & FN move higher. This morning HD is lower after its earnings miss. After the bill today KEYS & TOL will report and tomorrow morning TJX, ADI, LOW, TGT, EL & BIDU are scheduled to report.

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    15 minutos
  • NewsWare's Trade Talk: Monday, August 18
    Aug 18 2025

    S&P Futures are displaying some mild weakness this morning and are in need of a catalyst for direction. The key news event over the weekend was the Trump Putin summit. This afternoon, President Trump is expected to meet with European leaders including Ukrainian President Zelenskyy. The Fed's Jackson Hole event starts this week, Chairman Powell is scheduled to speak on Friday. Powell is likely to come across as dovish even though inflation and employment data have been sending mixed signals. Dayforce (DAY) shares are higher this morning due to takeover speculation. This is a key week for the retail sector with earnings announcements on tap from HD, WMT, TJX. TGT, ROST, LOW, BABA & BKE.

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    15 minutos