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2B
Oil Says Hike. Core Says Wait.Last month we talked about the jobs market collapsed, the September hike killed. Guess what — the collapse never happened. July's -23,000 payrolls has since been revised ...
1B 2B 3B
Oil Says Hike. Core Says Wait.Last month we talked about the jobs market collapsed, the September hike killed. Guess what — the collapse never happened. July's -23,000 payrolls has since been revised ...
1B 2C 3B
Oil Says Hike. Core Says Wait.Last month we talked about the jobs market collapsed, the September hike killed. Guess what — the collapse never happened. July's -23,000 payrolls has since been revised ...
1A 2A 3B
Oil Says Hike. Core Says Wait.Last month we talked about the jobs market collapsed, the September hike killed. Guess what — the collapse never happened. July's -23,000 payrolls has since been revised ...
Hopefully less volatile on stock market today after news
Oil Says Hike. Core Says Wait.Last month we talked about the jobs market collapsed, the September hike killed. Guess what — the collapse never happened. July's -23,000 payrolls has since been revised ...
Oil Says Hike. Core Says Wait.Last month we talked about the jobs market collapsed, the September hike killed. Guess what — the collapse never happened. July's -23,000 payrolls has since been revised ...
Hmm Mr T next trade
U.S. stocks were poised to open July cautiously (SPX -0.3%, NDX -0.6%) as investors await Fed Chair Kevin Warsh’s comments today at the ECB forum in Portugal for rate path clues amid rising price pressures and a strengthening economy. Brent crude -1%, 10yr yields -0.6bp to 4.46%, gold/silver were lower. S&P 2026 EPS estimates have risen to $342 (+23% YoY), implying a 21.8x P/E. $Tesla(TSLA.US) likely to beat WS 2Q delivery estimates tomorrow. We remain cautious on TSLA long-term due to declining earnings estimates, increased competition in unsupervised autonomy, and an extended valuation. $Nike(NKE.US) fell 3.4% pre-mkt after management again reduced 2027 rev guidance. The June U.S. employment report will be posted tomorrow before the market opens (+120K exp).
Act 1: NVIDIA crowned with $3.34 trillion market cap, surpassing Microsoft and Apple to become world's No. 1. From a graphics card maker to an AI overlord, this is probably one of the most dramatic comebacks in tech history. Act 2: SpaceX cools off. After its IPO, it once soared nearly 50%, with its market cap approaching $3 trillion, but today it plunged over 10%. The market has switched from chasing frenzy to profit-taking mode. Act 3: Geopolitical risks recede. The US-Iran peace agreement is officially signed, the Strait of Hormuz reopens, and Brent crude has given back about 80% of its gains since the conflict. Act 4: A new test emerges. Wash's Fed debut 130...
if this Hormuz framework holds and commercial shipping resumes in June, Brent tests USD 65 by end of the month. shipping risk premiums deflate, airline cost base improves, chemical sector gets breathing room. calling it now 🏹
