The Morning Dose

Morning Dose: Eyes on Tariff Talks & Prime Day Hype โ€“ Tuesday 7/08/2025


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**Episode Summary:**

Navigating the Market's Cautious Optimism Amid Tariff Talks and Analyst Actions.

**Episode Outline:**

(00:00) Introduction to the Market's Post-Sell-off Vibe
(00:42) Unpacking the Impact of New Tariffs on Market Sentiment
(01:08) Bond Market Update: Yields and Upcoming Treasury Auction
(01:47) Spotlight on Amazon's Prime Day Excitement
(02:17) Apple's Talent Loss to Meta and Its Market Implications
(02:45) Sector Focus: Banking Downgrades vs. Upgrades
(03:16) Analysts' Perspective on Banks: Rotation Amidst Divergence
(03:38) Pre-market Movers: Highs and Lows in Tech Stocks
(04:00) Market Analysis: Balancing Tariff Relief and Analyst Sentiments
(04:27) Technical Overview: Watching Key Resistance Levels for Breakouts

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The post Morning Dose: Eyes on Tariff Talks & Prime Day Hype โ€“ Tuesday 7/08/2025 first appeared on WaveRider Reads: Trading Books Unpacked.

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