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JPMorgan: Companies missing estimates are being penalized more than typical
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What are the key similarities and differences between 2025 and 2000
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Global S&P Futures mixed in premarket
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What stocks and implied dividends may indicate when it comes to recession risk
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Barr: Supply Disruptions Could Lower Growth, Raise Inflation
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Trump: think AI project with UAE will be special, Nvidia's (NVDA) Huang was here
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U.S. and UAE Have Finalised a Technology Framework Agreement - Reuters
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NAHB Housing Market Index (May) 34 vs 40 Expected
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Business Inventories (Mar) 0.1% vs 0.2% Expected
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Industrial Production 0.0% vs 0.1% Expected
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Tech rally in U.S. and China stocks gaining traction as tariffs ease
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U.S. factory gate prices slumped 0.5% in April
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Powell Doesn’t Comment On Near-term Economic Outlook, Rate Path
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Philadelphia Fed (May) -4 vs -11 Expected
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Initial Jobless Claims 229K vs 228K Expected
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PPI Final Demand (Apr) -0.5% vs 0.2% Expected
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Retail Sales Advance (Apr MoM) 0.1% vs 0.0% Expected
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Empire Manufacturing (May) -9.2 vs -8 Expected
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Global S&P Futures down in premarket
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Trump says U.S. close to a nuclear deal with Iran, would go to Russia-Ukraine talks 'if it is appropriate'
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US Not Seeking To Weaken Dollar As Part Of Trade Deals - Bloomberg
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President Donald J. Trump Secures Historic $1.2 Trillion Economic Commitment in Qatar
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China Suspends, Scraps Unreliable List Policies On Some US Cos. - Bloomberg
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China Suspends Exports Control Over 28 US Entities - Bloomberg
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The U.S. market is expensive and unlikely to continue making new highs: BCA
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Be underweight U.S. equities, neutral on the Magnificent 7: Deutsche Bank
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MBA Mortgage Applications 1.1% vs 11% Prior
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Global S&P Futures mixed in premarket
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Trump: Fed Must Lower Rates
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U.S. Treasury: Imposing Sanctions to Target Global Network Shipping Iranian Oil, Funding Iran’s Military and 'Terrorist Activities'
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Trump: Hope Saudi Will Join Abraham Accords
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Trump: Tax Bill Would Be Rocket Ship For US Economy
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Change in Household Debt Balances Mixed; Student Loan Delinquencies Rise Sharply - NY Fed
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China Says Tariff Cut On US Goods To Take Effect 12:01 May 14 - Bloomberg
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U.S. consumer prices rise by 2.3% year-on-year in April
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Yardeni cuts U.S. recession odds to 25%, lifts S&P 500 target to 6,500
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CPI (Apr YoY) 2.3% vs 2.4% Expected; Ex-food and Energy 2.8% vs 2.8%
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CPI (Apr MoM) 0.2% vs 0.3% Expected; Ex-food and Energy 0.2% vs 0.3%
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HSBC says buy signal intact as positioning remains light despite rebound
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Global S&P Futures mixed in premarket
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SPDR S&P 500 ETF Trust (SPY) 30-day option implied volatility decreases
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Goldman: 'raising our 2025 growth forecast by 0.5pp to 1% Q4/Q4 and reducing our 12-month recession odds to 35%'
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Tax Bill Omits Trump Proposal For Millionaire Tax Bracket
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Goolsbee: Tariffs Will Still Have Stagflationary Impluse - NYT
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House Republicans release text of tax bill sought by Trump
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US budget surplus at $258 billion in April, Up 23% YoY
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Trump: China to Suspend Non-monetary Barriers
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Trump: China Agreed to Open Up, but Will Take a While
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Trump: Total Reset With China
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US Clients Should Get Chinese Rare Earth Permits More Easily After Trade Truce - Reuters
