Amit Kukreja
JOBS DATA, INVENTORIES DATA, CRYPTO DOWN, MARKETS TAKE A DIP | MARKET OPEN
9/25/2025, 3:24:26 PM
Economic Summary
- Jobless claims at 218K vs 232K expected
- PCE prices fell to 2.1% from 3.7%
- Consumer spending rose to 2.5% from 0.5%
- GDP report pending to confirm demand strength
- Tariffs having modest impact on inflation
Bullish
- Jobless claims beat expectations showing labor market stability
- PCE prices drop indicating limited tariff impact
- Consumer spending rose significantly in Q2
- Dip buying opportunities in quality stocks
- Strong AI and data center partnership announcements
Bearish
- S&P experiencing September drawdown after months of gains
- Geopolitical tensions with Russian bombers near Alaska
- Fed may not deliver expected 75 bps rate cuts
- Speculative plays giving back large recent gains
- Possible government shutdown causing market jitters
Bullish tickers
GOOGAMZNGRABHOODBMNRCIFRNVOPLTRNVDA
Bearish tickers
OKLOQBTSRGTIIONQSMRMSTRSBUX
People mentioned
Jerome PowellDonald TrumpEric SchmidtElon MuskMichael SaylorAnthony TanSteveDanKen GriffinSam Altman