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Bostic: US Downgrade Could Have A Ripple Through The Economy
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Use recent counter-trend rally in S&P 500 to buy defensive stocks
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Buy selloff in U.S. stocks after Moody’s cut: Morgan Stanley’s Wilson
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Global S&P Futures lower in premarket
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China urges U.S. to act ’responsibly’ after Moody’s downgrade
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Moody’s downgrades U.S. Sovereign Credit Rating amid fiscal pressures
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US And EU Break Impasse To Enable Tariff Talks - FT
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Some house members move to block 'Big, Beautiful Bill'
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Trump Tax Bill Fails In House Panel As GOP Splits On Cost - Bloomberg
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Citi on Uni. of Mich. Sentiment: 'consumer sentiment measures have been weak, but it still remains to be seen if this will be reflected in consumers actually pulling back spending in coming months'
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U of M 1 Yr Inflation (May P) 7.3% vs 6.5% Expected, 5-10 yr 4.6% vs 4.4%
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U of M Sentiment (May P) 50.8 vs 53.4 Expected
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Import Price Index (Apr MoM) 0.1% vs -0.3% Expected
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Housing Starts (Apr) 1.36M vs 1.36M Expected, Permits 1.41M vs 1.45M
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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
