The tastylive network Futures Power Hour - November 10, 2025 - Guess Who's Back and Better Than Ever?
Nov 10, 2025
Market trends take center stage as the end of the government shutdown sparks optimism, especially in AI stocks. Discussions dive into the curious disconnect between strong earnings and sour investor sentiment. Semiconductors and tech giants play pivotal roles in market movements, with caution around small caps. Precious metals like silver and gold show promising breakouts amid fiscal shifts. Oil's range-bound behavior and natural gas volatility become key discussion points while FX strategies focus on dollar strength against the euro.
AI Snips
Chapters
Transcript
Episode notes
Bullish Earnings, Sour Sentiment
- Earnings are accelerating with MAG-7 blended growth at 23.5% and S&P 493 at 11.8% as of 84.8% reported. Chris Vecchio asks why sentiment remains sour despite accelerating earnings and Fed rate cuts in view.
- "Why is sentiment so sour?" captures the puzzle of bullish fundamentals vs. weak sentiment.
Tariff Ruling Is A Market Overhang
- Trade-policy uncertainty, especially possible Supreme Court rulings on tariffs, is an overhang that could force refunds and reshape policy. Tom Sosnoff warns this legal risk clouds market outlook despite other positives.
- "I think that's one thing that's overhanging the market right now."
Buy Dips At EMA/SMA Support
- Buy dips near the S&P/NASDAQ support zone around the 21 EMA and 50-day SMA where dip-buyers have historically succeeded. Chris Vecchio says he stayed long after the recent pullback and favors fading short-term weakness.
- "It's been an area where, well, dip buyers have been rewarded."