🚀 Bulls Maintain Control as Markets Hit Fresh Highs — July 7th, 2025 Outlook

In partnership with

Most political news lives in the extremes.

It’s either rage bait meant to rile you up, or echo chambers that only reinforce what you already believe. The result? More division, less understanding — and a lot of burnout.

Tangle does it differently.

We give you the full story on one major political issue a day, broken down with arguments from the left, right, and center — plus clear, independent analysis. No spin. No shouting. No bias disguised as truth.

In just 10 minutes a day, you’ll actually understand what’s happening — and how all sides see it.

Join 400,000+ readers who are skipping the noise and getting the full picture.

Start reading free today.

📊 EXECUTIVE SUMMARY - Key Insights for Monday

Market Momentum

• S&P 500 & Nasdaq set fresh record highs on July 3rd; VIX compressed further to 16.32 (-1.6%).

• Weekly Performance: S&P +1.72%, Nasdaq +1.62%, Dow +2.3%.

• Market breadth remained positive; NYSE advancers outnumbered decliners 1.29:1.

Critical News Driving Markets

• Fed's Bostic: The job market is basically at target, allowing the focus to remain on inflation

• Treasury Secretary Bessent: If the Fed doesn't cut here, maybe the September cut will be bigger

• Kremlin Aide: Putin and Trump spoke for nearly an hour and had a detailed discussion on Iran and the Middle East

• Bloomberg News citing Commerce Secretary Howard Lutnick that the framework of a trade deal between the United States and China has been reached

🏛️ WHITE HOUSE IMPACT & TRUMP MOMENTUM

Political Catalysts

• Trump team rapidly challenges policy injunctions post-Supreme Court ruling.

• Administration actively pursuing Ukraine ceasefire negotiations.

• House Republicans unify to advance Trump's sweeping domestic agenda bill.

Trade Deal Momentum

• Optimism on reaching trade agreements with 18 major trading partners.

• Upcoming July 9th tariff deadline.

• Geopolitical tension rising with China's rare earth export restrictions.

📈 SECTOR ANALYSIS & MARKET LEADERS

🔥 BULLISH SECTORS

• Solar Energy: FSLR (+8.5%), BE (+7%) leading.

• Software: Strong tech momentum continues (DDOG +14%, SYM +11.6%).

• Internet/Cloud: Strong institutional flows.

• Cruise Lines: Notable bullish options activity (CCL, NCLH).

• Industrials: PH, ETN bullish call roll momentum.

🐻 BEARISH SECTORS

• Housing: HOOD (-4.7%), LEN (-4.2%) weak.

• Gold/Metals: Struggling amidst risk-on environment.

• Banking: Relative weakness despite passing stress tests.

🚀 BITCOIN & CRYPTO SENTIMENT

Bitcoin Performance

• BTC surpasses $109,515, up 2.3%; supply in profit at 98%.

• Strong institutional adoption continues.

Crypto Market Outlook

• Total market cap exceeds $3.5 trillion.

• Continued strong institutional momentum into Monday.

🚀 BITCOIN & CRYPTO SENTIMENT

Bitcoin Performance

• Bitcoin is up 2.3%, surpassing the $108,000 territory and now standing at $109,515

• BTC supply in profit jumped from 87% to 98% between 22 June and 29 June

• Bitcoin is up 2.5% over the past 24 hours, currently trading just above $108,800 after briefly crossing $109,600

Crypto Market Outlook

• Total crypto market capitalization now exceeding $3.5 trillion as of July

• Sixty-one publicly-listed companies not primarily engaged in digital assets have adopted bitcoin treasury strategies

• Strong institutional adoption driving momentum into Monday

🎯 HIGH-CONFIDENCE TRADE IDEAS

Updated DDOG Technical Analysis

• Current Price: $155.50 (after +14% surge)

• Immediate Resistance: $156.00-$157.00 (overnight highs)

• Key Resistance: $160.00-$165.00 (next major level)

• Support Levels: $152.00, $150.00, $148.00

• Key Insight: Stock showing parabolic move with massive volume - classic momentum breakout pattern

Trade Idea #1: DDOG (Datadog) - REVISED

• Type: Momentum Continuation Play

• Setup: Parabolic breakout above $155 resistance

• Entry: $154-156 on any AM pullback OR breakout above $157

• Target: $165-170 (measured move target)

• Stop Loss: $150 (below key support)

• Trump Impact: Moderate - Tech sector benefits from deregulation

• Key Insight: Massive volume expansion confirms institutional accumulation

• Trade Rating: 9.0/10 (upgraded due to technical strength)

• Probability: 90%

📊 S&P FUTURES ($ES) KEY LEVELS (Updated)

• Resistance: 6,350 | 6,400 | 6,450

• Support: 6,275 | 6,200 | 6,100

• Insight: Bulls firmly in control with sustained momentum.

Options Flow Analysis

• SPY: Large hedging activity (Aug $620 puts).

• QQQ: Bullish continuation with July $565 calls.

• VIX: August volatility hedges active (Aug $18.50 calls).

🎯 EARNINGS SPOTLIGHT

Monday, July 7th Schedule

• Quiet earnings day; focus shifts to small-cap updates and guidance.

Sympathy Plays

• Solar: ENPH, SEDG.

• Software: CRM, NOW (DDOG sympathy).

• Travel: UAL, DAL benefiting from Cruise sector strength.

🚨 RISK MANAGEMENT & MARKET GUIDANCE

Key Risks for Monday

• Middle East geopolitical tensions.

• July 9th trade deadline decisions.

• Rate cut expectations adjusting based on economic data.

• Crypto volatility at resistance levels.

Market Themes

• Dominant risk-on sentiment.

• Accelerating sector rotation.

• Institutional buying driving market higher.

• Compressed volatility suggesting a potential breakout.

🎪 DCG MASTERMIND GUIDANCE

Key Takeaways for Week

1. Stay long momentum names - DDOG, FSLR, CCL leading

2. Watch for pullbacks in overextended names for entries

3. Crypto strength likely to continue with institutional flows

4. Options flow heavily bullish - follow the smart money

Trading Strategy

• 70% Long Bias - Market momentum strong

• 20% Hedges - VIX calls, put spreads

• 10% Cash - Waiting for better entries

🎯 Success Probability: 85-90% (bullish)
⚠️ Risk Level: Moderate – Manage position sizes carefully
💰 Expected Profitability: 3-5 trading days

Subscribe to Upgraded Premium Reports