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Decoding Today’s Market Moves · The SPY Trader

• 0:00
  Hey there , it's your pal Wanda Wallstreet , and welcome back to Spy Trader !
• 0:05
  It's 12 pm on Tuesday , June 3rd , 2025 , Pacific time , and let's dive straight into what's moving the markets today .
• 0:14
  Seems like we've got a bit of a mixed bag so far .
• 0:17
  U.S.
• 0:18
  stock futures are hinting at a lower open , but don't forget yesterday's positive vibes where indexes shrugged off those trade tension jitters .
• 0:27
  Dow Jones futures are down about 100 points , while the S&P 500 and Nasdaq 100 are also showing slight dips .
• 0:37
  But hey , the S&P 500 is still up over 18% since early April , so let's keep things in perspective !
• 0:46
  Okay , what's making headlines ?
• 0:48
  Well , tariffs are back in the spotlight .
• 0:51
  The OECD just lowered its growth forecasts for the U.S.
• 0:55
  and globally because of concerns about these tariffs and general economic uncertainty .
• 1:00
  Apparently , President Trump is thinking about doubling tariffs on imported steel and aluminum .
• 1:06
  Also , the White House has set a deadline for trade proposals .
• 1:10
  So , trade , trade , trade is on everyone's mind .
• 1:14
  In company news , Dollar General is doing great , shares are up because they beat expectations and raised their guidance .
• 1:22
  Palantir hit a record high which is also pretty cool .
• 1:26
  Also , check this out : Constellation Energy is jumping after signing a 20 year nuclear power purchase agreement with Meta !
• 1:34
  And Toyota is planning to take Toyota Industries private in a massive 33 billion deal .
• 1:41
  So , what does it all mean , Wanda ?
• 1:43
  Well , trade tensions are a biggie .
• 1:46
  All this tariff talk makes everyone nervous about higher production costs and weaker profits for companies .
• 1:52
  The OECD's lowered growth forecasts aren't helping either .
• 1:56
  It feels like investors are being extra cautious , which explains why defensive sectors like health care and consumer staples did well last quarter , while consumer discretionary and tech took a hit .
• 2:09
  But hey , AI is still a major growth driver , especially for tech companies , and NVIDIA's earnings proved that .
• 2:16
  Energy also did well last quarter , thanks to natural gas prices .
• 2:22
  Now for the fun part : what should you do with your hardearned cash ?
• 2:26
  Despite the potential for more ups and downs , I think you should stay invested , but keep things diversified .
• 2:32
  Maybe lean towards U.S.
• 2:34
  largecap and midcap stocks – they could benefit from better earnings growth .
• 2:38
  Overweight value and core stocks .
• 2:41
  Keep a close eye on those trade developments , because any news there could swing the market .
• 2:46
  And maybe be a bit careful with growthheavy sectors for now .
• 2:50
  Remember , expect volatility , tariffs and trade uncertainty will continue to impact outlook , and keep a longterm perspective .
• 2:59
  That's it for today !
• 3:00
  Stay cool , stay invested , and I'll catch you on the next Spy Trader !