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10:00 AM |
Amid tariff agita, Wall Street is a bit more cautious than normal on second-quarter earnings |
https://www.marketwatch.com/story/amid-tariff-agita-wall-street-is-a-bit-more-cautious-than-normal-on-second-quarter-earnings-6e75cefd |
Market Watch |
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marketwatch.com |
Earnings Watch: Dollar General, Dollar Tree, Victoria's secret and other retailers report during the week |
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10:00 AM |
Hot May Data May Trigger Further Yield Curve Bear Steepening |
https://seekingalpha.com/article/4791465-hot-may-data-may-trigger-further-yield-curve-bear-steepening |
Seeking Alpha |
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seekingalpha.com |
Economic data for May is expected to show resilience, with improvements in ISM and PMI readings and healthy job creation, despite global tariff uncertainties. The Fed is unlikely to cut rates soon, as strong growth and positive economic surprises push back market expectations for easing into September or later. |
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08:05 AM |
Walmart, Amazon, Costco, And Home Depot Tackle The Tariff Whiplash |
https://www.forbes.com/sites/shelleykohan/2025/06/01/walmart-amazon-costco-and-home-depot-tackle-the-tariff-whiplash/ |
Forbes |
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forbes.com |
The five largest retailers in the U.S -- Walmart, Amazon, Costco, Kroger, and Home Depot-- have all reported their financial earnings for the first part of 2025. The combined force of these retailers equates to nearly 20% of total retail sales in the United States. |
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07:00 AM |
Wall Street Week Ahead |
https://seekingalpha.com/article/4791513-wall-street-week-ahead |
Seeking Alpha |
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seekingalpha.com |
Coming off its best monthly advance since November 2023, Wall Street will now turn its attention to June. Investors have plenty to look forward to next week. |
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07:00 AM |
Funds Promising Shelter From Wild Swings Are Booming. But Do They Deliver? |
https://www.wsj.com/finance/investing/funds-promising-shelter-from-wild-swings-are-booming-but-do-they-deliver-ab812856 |
WSJ |
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wsj.com |
Investors have poured $56 billion into so-called equity hedged funds and ETFs. |
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05:15 AM |
What To Expect in the Markets This Week |
https://www.investopedia.com/what-to-expect-in-the-markets-this-week-11744837 |
Investopedia |
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investopedia.com |
Updated employment data for May, comments from Federal Reserve Chair Jerome Powell, and several noteworthy tech and retail earnings reports highlight this week's economic calendar. |
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02:55 AM |
Inflation Has Bottomed |
https://seekingalpha.com/article/4791478-inflation-has-bottomed |
Seeking Alpha |
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seekingalpha.com |
Leading indicators now signal rising inflation after a period of disinflation, reversing my earlier soft landing outlook. Recent PCE and core inflation data are near Fed targets, but upcoming tariffs and tough year-over-year comparisons will push rates higher. |
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11:00 PM |
Economic data is finally coming in better than expected—but under the surface a puzzle remains |
https://www.wsj.com/economy/us-economy-trump-tariffs-forecast-27f5f6a0 |
WSJ |
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wsj.com |
This is assuming the government doesn't find a way to make the situation worse, writes columnist James Mackintosh. |
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08:26 PM |
South Korea's Exports Drop as Tariffs Take Toll |
https://www.wsj.com/economy/trade/south-koreas-exports-drop-as-tariffs-take-toll-fd52c515 |
WSJ |
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wsj.com |
South Korea's exports fell in May, with shipments to the U.S. shrinking for a second consecutive month as President Trump's sweeping tariffs hurt global trade. |
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08:00 PM |
The Wall Street Journal's first group chat on the economy, involving people from radically different backgrounds, was a heartwarming tale. In this second round, things took an unexpected turn. |
https://www.wsj.com/economy/trump-economy-group-chat-fcce9e5c |
WSJ |
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wsj.com |
Our first experiment, last year, was a heartwarming tale. In this second round, things took an unexpected turn. |
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03:04 PM |
Consolidation in the markets |
https://invezz.com/news/2025/05/31/consolidation-in-the-markets/ |
Invezz |
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invezz.com |
While there is still over a month to go before we reach the halfway mark, it has already been an eventful year for financial markets. President Trump can take credit/blame for a significantly large proportion of this eventfulness. |
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12:00 PM |
Stock Market: Companies Are Struggling With Inflation-Driven Consumers |
https://www.forbes.com/sites/johntobey/2025/05/31/stock-market-companies-are-struggling-with-inflation-driven-consumers/ |
Forbes |
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forbes.com |
Year-to-year inflation may look low, but prices continue to compound upwards. For example, "Food at home" pricing, accounting for 8% of the total CPI basket, was up 1.8% in 2024. |
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11:04 AM |
EU 'prepared to impose countermeasures' after Trump doubles steel tariffs to 50% |
https://www.cnbc.com/2025/05/31/eu-responds-trump-raising-steel-tariffs-to-50percent.html |
CNBC |
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cnbc.com |
The European Union criticized President Donald Trump's move to hike tariffs on steel imports, saying it "adds further uncertainty to the global economy." Trump announced Friday he was doubling tariffs on steel imports to 50% from 25%. |
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09:05 AM |
Benzinga's 'Stock Whisper' Index: 5 Stocks Investors Secretly Monitor But Don't Talk About Yet |
https://www.benzinga.com/trading-ideas/long-ideas/25/05/45710022/benzingas-stock-whisper-index-5-stocks-investors-secretly-monitor-but-dont-talk-about-yet-67 |
Benzinga |
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benzinga.com |
Each week, Benzinga's Stock Whisper Index uses a combination of proprietary data and pattern recognition to showcase five stocks that are just under the surface and deserve attention. |
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08:20 AM |
Putting a Downgrade in Perspective |
https://www.etftrends.com/model-portfolio-channel/putting-downgrade-perspective/ |
ETF Trends |
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etftrends.com |
By Kevin Flanagan, Head of Fixed Income Strategy Key Takeaways Moody's downgrade of U.S. Treasuries to Aa1 aligns with earlier moves by S&P and Fitch and had a relatively muted market impact, with 10-Year yields finishing little changed. |
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08:00 AM |
‘WHAT'S THE END GAME?': Kevin O'Leary predicts outcome of Trump's tariffs | Recap |
https://www.youtube.com/watch?v=HDvsKnAlyzw |
Fox Business |
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youtube.com |
From President Donald Trump's tariff drama to the nuclear talks with Iran and the administration's peace talks with Russia and Ukraine, FOX Business covered this week's major news events. |
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08:00 AM |
Here are the retailers raising prices as Trump tariffs take hold |
https://www.cnbc.com/2025/05/31/trump-tariffs-here-are-the-retailers-raising-prices.html |
CNBC |
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cnbc.com |
President Donald Trump has jolted retailers with his ever-changing tariff policies in recent months. Investors have raised one question again and again on quarterly earnings calls in recent weeks: Will consumers see price hikes this year in response to tariffs? |
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07:30 AM |
Saylor's bitcoin buying strategy is 'exploding' globally, but Wall Street is skeptical |
https://www.cnbc.com/2025/05/31/saylor-bitcoin-buying-strategy-exploding-but-wall-street-skeptical.html |
CNBC |
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cnbc.com |
Companies like GameStop and Trump Media have unveiled bitcoin buying strategies, but they're not getting the same kind of treatment as Michael Saylor's company. Saylor says there's been “an explosion of interest” in companies purchasing bitcoin. |
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06:45 AM |
What Moved Markets This Week |
https://seekingalpha.com/article/4791419-what-moved-markets-this-week |
Seeking Alpha |
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seekingalpha.com |
Wall Street on Friday posted its best monthly advance since November 2023. The benchmark S&P 500 index (SP500) soared +6.2% for May, as markets recovered from U.S. President Donald Trump's tariff shock delivered on "Liberation Day" in April. |
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06:30 AM |
Pension Funds Won't Save the Bond Market |
https://www.wsj.com/finance/investing/pension-funds-wont-save-the-bond-market-1fed3c2c |
WSJ |
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wsj.com |
Higher yields on long-term bonds have helped many pensions derisk. Now their appetite might be waning. |
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05:00 AM |
This package will reduce the debt to GDP, GOP lawmaker says |
https://www.youtube.com/watch?v=4qzyZNYu0x0 |
Fox Business |
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youtube.com |
Rep. Jodey Arrington, R-Texas, unpacks roadblocks over the 'big, beautiful bill' on 'Maria Bartiromo's Wall Street.' #foxbusiness #trump #economy #politics |
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03:49 AM |
Nothing is ‘coming to rescue' the unstable economy, warns economist |
https://finbold.com/nothing-is-coming-to-rescue-the-unstable-economy-warns-economist/ |
Finbold |
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finbold.com |
The United States economy is facing a precarious period with no apparent lifeline, according to a warning from top Wall Street economist David Rosenberg. |
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03:45 AM |
Weekly Commentary: TACO And Dumpling |
https://seekingalpha.com/article/4791398-weekly-commentary-taco-and-dumpling |
Seeking Alpha |
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seekingalpha.com |
The S&P 500 traded within 3% of February's record high in Thursday trading. Extraordinary late-cycle resilience is only fitting of history's greatest Bubble. |
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01:00 AM |
This is 'good relief' for American consumers: San Francisco Federal Reserve Bank president |
https://www.youtube.com/watch?v=I046qLPTaNI |
Fox Business |
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youtube.com |
San Francisco Federal Reserve Bank president Mary Daly discusses the state of the U.S. economy on 'Maria Bartiromo's Wall Street.' #foxbusiness #trump #economy #politics |
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12:50 AM |
If Tariffs Don't Stick, Try Taxes |
https://seekingalpha.com/article/4791366-if-tariffs-dont-stick-try-taxes |
Seeking Alpha |
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seekingalpha.com |
Despite Friday's fade, May ended on a high note. The S&P and Nasdaq logged their best month since November 2023 — up 6.2% and 9.6%, respectively. |
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11:14 PM |
Trump Says Steel and Aluminum Tariffs Will Double to 50% |
https://www.wsj.com/economy/trade/trump-is-praising-his-u-s-steel-deal-no-one-is-sure-what-it-means-a6cb15b5 |
WSJ |
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wsj.com |
The president said U.S. Steel, which is in a deal to be taken over by Tokyo-based Nippon Steel, will remain U.S.-controlled. |
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11:01 PM |
Kudlow: Trump is using reciprocity to ‘bring tariffs down' |
https://www.youtube.com/watch?v=wb13lsrezXA |
Fox Business |
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youtube.com |
FOX Business host Larry Kudlow discusses President Donald Trump's steel tariffs and more on ‘The Bottom Line.' |
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09:08 PM |
Trump to double tariffs on steel imports - as he threatens China |
https://news.sky.com/story/trump-to-double-tariffs-on-steel-imports-as-he-threatens-china-13377208 |
Skynews |
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news.sky.com |
Donald Trump said he plans to double tariffs on steel imports from next week, deepening his trade war which has hit global markets. |
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08:36 PM |
Jim Cramer separates the wheat from the chaff when it comes to the retail space |
https://www.youtube.com/watch?v=mDEEoLl0fmA |
CNBC Television |
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youtube.com |
'Mad Money' host Jim Cramer takes a look at the state of retail stocks. |
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08:30 PM |
At its current levels, I think its worth circling back to GAP, says Jim Cramer |
https://www.youtube.com/watch?v=phOQ21N_i28 |
CNBC Television |
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youtube.com |
'Mad Money' host Jim Cramer takes a look at the state of retail stocks. |
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08:09 PM |
Sometimes you have to take a breath and ask why things seem so momentous, says Jim Cramer |
https://www.youtube.com/watch?v=JMmhEq9mJZU |
CNBC Television |
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youtube.com |
'Mad Money' host Jim Cramer talks market moving moments he is looking ahead to next week. |
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08:03 PM |
Tariff Chaos and Market Turbulence. Why Low-Volatility Stocks Are Hot. |
https://www.barrons.com/articles/tariff-chaos-and-market-turbulence-why-low-volatility-stocks-are-hot-b6ef151d |
Barrons |
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barrons.com |
Shares of companies like Berkshire Hathaway, Coca-Cola, Mastercard, and Marsh & McLennan are outperforming in a year of uncertainty and turmoil. |
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08:01 PM |
It feels like Jerome Powell is a little timid, former NEC director says |
https://www.youtube.com/watch?v=ok8vVeBjHlM |
Fox Business |
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youtube.com |
Former NEC Director Gary Cohn and former Federal Reserve Governor Kevin Warsh analyze Federal Reserve policy on 'Kudlow.' #foxbusiness #trump #economy #politics |
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07:12 PM |
Tariffs, Trade Talks, and a Giant Tax Bill: No Wonder We're Confused |
https://www.barrons.com/articles/tariffs-trade-talks-giant-tax-bill-fd2d3eed |
Barrons |
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barrons.com |
Despite everything, the U.S. continues to perk along, and stocks have rebounded. But the true state of the economy is more fodder for confusion. |
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07:10 PM |
Trump says U.S. will double steel tariffs to 50% |
https://www.youtube.com/watch?v=nePRxbgZlZs |
CNBC Television |
 |
youtube.com |
President Donald Trump announced 50% steel tariffs at a rally at U.S. Steel, a week after signaling he would clear its merger with Japan's Nippon. |
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06:57 PM |
Ignore bond market alarmists, says Jefferies' David Zervos |
https://www.youtube.com/watch?v=qMpE0pfwsGQ |
CNBC Television |
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youtube.com |
Jefferies' David Zervos joins 'Fast Money' to talk tariffs, interest rates, and markets. |
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06:43 PM |
Trump says he is doubling tariffs on imported steel to 50% – US politics live |
https://www.theguardian.com/us-news/live/2025/may/30/donald-trump-tariffs-elon-musk-us-politics-live-news-updates |
The Guardian |
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theguardian.com |
President makes announcement that he is raising tariff from 25% at Pennsylvania rally celebrating US Steel and Nippon Steel ‘partnership' |
|
06:34 PM |
Trump announces plans to increase tariffs on steel imports from 25% to 50% |
https://www.businessinsider.com/steel-tariffs-double-following-trump-announcement-2025-5 |
Business Insider |
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businessinsider.com |
President Donald Trump said on Friday that he planned to increase tariffs on steel from 25% to 50%. The increase will "even further secure the steel industry in the United States," Trump said. |
|
06:32 PM |
'Fast Money' traders talk if alcohol is becoming the new tobacco stocks |
https://www.youtube.com/watch?v=jkTi-8Oq-0o |
CNBC Television |
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youtube.com |
The 'Fast Money' traders talk alcohol stocks struggling. |
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06:32 PM |
Jamie Dimon: Government Spending Will Cause ‘Crisis' in Bond Market |
https://www.pymnts.com/economy/2025/jamie-dimon-government-spending-will-cause-crisis-in-bond-market/ |
PYMNTS |
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pymnts.com |
JPMorgan Chase CEO Jamie Dimon reportedly said Friday (May 30) that after excessive spending by the U.S. government and quantitative easing by the Federal Reserve, a crack in the bond market is “going to happen. |
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06:31 PM |
Trump Says He'll Increase US Steel Import Tariffs to 50% |
https://www.youtube.com/watch?v=s2gpOnQ04Vk |
Bloomberg Markets and Finance |
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youtube.com |
President Donald Trump announces that he would increase tariffs on steel to 50% from 25% to help protect American steelworkers during a visit to a United States Steel Corp. plant. |
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06:26 PM |
'Fast Money' traders recap May's market action and what is ahead for Big Tech |
https://www.youtube.com/watch?v=jhfxJgFFtlQ |
CNBC Television |
 |
youtube.com |
The 'Fast Money' traders recap May's market action and what is ahead for Big Tech. |
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05:55 PM |
Soft Inflation and No More “Mr. NICE GUY” |
https://investorplace.com/2025/05/soft-inflation-and-no-more-mr-nice-guy/ |
InvestorPlace |
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investorplace.com |
PCE inflation comes in soft – will it prompt a rate cut? |
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05:37 PM |
Stock Market Fights Back After Early Losses; Nvidia Leads Chip Sell-Off, But Palantir, Costco Jump |
https://www.investors.com/market-trend/the-big-picture/stock-market-fights-back-nvidia-slumps-palantir-costco-rise/ |
Investors Business Daily |
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investors.com |
The stock market was strong again Friday after the Nasdaq pared a 1.7% intraday loss to 0.3%, even as chip stocks lagged badly. |
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05:30 PM |
Stocks Shrug Off Trade War to Post Best Month Since 2023 |
https://www.wsj.com/finance/stocks/stocks-shrug-off-trade-war-to-post-best-month-since-2023-da8c5255 |
WSJ |
 |
wsj.com |
The S&P 500 rose more than 6% in May, inching closer to record highs set before Trump unveiled plans for sweeping tariffs. |
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05:22 PM |
Wall Street embraces TACO trade as Trump tariffs continue to waffle |
https://www.youtube.com/watch?v=Qr0lMLvE79s |
Yahoo Finance |
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youtube.com |
No, it's not burrito bowls on investors' minds after a whirlwind week for President Trump's tariff policies. The TACO trade — which stands for "Trump always chickens out" — is taking Wall Street by storm, characterized by the administration's constant back-and-forth on its import taxes levied against trade partners and other countries. |
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05:09 PM |
Markets might get surprised if the tariff conflict continues, says Unlimited's Bob Elliott |
https://www.youtube.com/watch?v=Z8z48ngfF5I |
CNBC Television |
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youtube.com |
Bob Elliott, Unlimited CEO and Victoria Greene, G Squared Private Wealth CIO, joins 'Closing Bell Overtime' to talk the day's market action. |
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04:34 PM |
S&P, Nasdaq Log Best Month Since 2023 | Closing Bell |
https://www.youtube.com/watch?v=gA0sXC21J8M |
Bloomberg Markets and Finance |
 |
youtube.com |
Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Scarlet Fu, Carol Massar and Jess Menton. -------- More on Bloomberg Television and Markets Like this video? |
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04:31 PM |
Investors "Getting Used to Volatility," Next Week "All About Labor Market" |
https://www.youtube.com/watch?v=FrZlXngfEMk |
Schwab Network |
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youtube.com |
@CharlesSchwab's Kathy Jones sees the latest rounds of bond auctions as "good news" for markets as investors learn to navigate the recent rounds of volatility. As for next week, she urges investors to watch for any and all data surrounding employment. |
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04:29 PM |
You Should Have Bought in May. Should You Go Away in June? |
https://www.barrons.com/articles/stock-market-winner-may-sell-june-22dd1739 |
Barrons |
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barrons.com |
Wall Street seems to have breathed a sigh of relief and now expects the tariffs will be less draconian. But much remains in play. |