The Morning Dose

Morning Dose: Market Eyes September Rate Cut Amid Retail Earnings Mix โ€“ Wednesday 8/27/2025


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**Episode Summary:**

In this episode of "The Morning Dose - Everything You Need to Know Before the Market Opens," the focus is on the anticipation and impact of NVIDIA's earnings release amidst a backdrop of crucial market events and stock movements.

**Episode Outline:**

(00:00) Introduction to today's market sentiment

(00:21) The market's hope for a rate cut at the September FOMC meeting
(01:00) Impact of the firing of Fed Governor Lisa Cook on market dynamics
(01:43) Importance of economic data, especially Friday's PCE data, in the rate-cut expectation
(02:20) Analysis of earnings reports from the retail sector
(02:55) Kohl's success contrasted with Foot Locker and Abercrombie and Fitch's challenges
(03:30) Anticipation surrounding NVIDIA's earnings and its significance for the tech sector
(03:58) Single-stock stories: Eli Lilly's positive news and Boeing's potential hurdles
(04:22) Spectrum ownership interests of T-Mobile and Elon Musk's Starlink in EchoStar
(04:49) Technical analysis and trading insights for SPY and QQQ
(05:15) Emphasizing the bullish momentum amidst cautious optimism and risk-on environment

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The post Morning Dose: Market Eyes September Rate Cut Amid Retail Earnings Mix โ€“ Wednesday 8/27/2025 first appeared on WaveRider Reads: Trading Books Unpacked.

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The Morning DoseBy WaveRider: Everything You Need to Know Before the Market Opens