News

Time	Headlines	URL	Source	site	text
10:36 AM	Top 2 Utilities Stocks You May Want To Dump In May	https://www.benzinga.com/trading-ideas/short-ideas/25/05/45441088/top-2-utilities-stocks-you-may-want-to-dump-in-may	Benzinga	benzinga.com	As of May 15, 2025, two stocks in the utilities sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.
10:21 AM	5900 Continues to Be Resistance Focus, Broader Participation Key	https://www.youtube.com/watch?v=fqIxB1e4C-o	Schwab Network	youtube.com	Kevin Green says today's weakness is not the full picture as he highlights a broader participation across the entire market as opposed to Wednesday's larger concentration in the Mag 7 and Comm. Services stocks. KG believes there is a little bit of "exhaustion" in this week's rally, but adds that bears don't have a "real reason to aggressively sell off this market." Later, Kevin examines the longer-term E-Mini S&P 500 Futures (/ES) chart, comparing the current rally to a 2022 scenario. And, he looks at the inverted head & shoulder pattern taking place in the 10-year treasury yield futures (/10Y).
10:14 AM	A Credit Crunch Is Coming Soon	https://seekingalpha.com/article/4787093-credit-crunch-coming-soon	Seeking Alpha	seekingalpha.com	America faces a four-pronged credit crunch: commercial real estate, corporate, consumer, and government debt all peaking simultaneously, risking severe market disruption. CRE debt maturities in 2025 threaten regional banks, with 'extend and pretend' tactics delaying inevitable losses and raising the risk of more bank failures.
10:05 AM	Taking Stock: Market Views From BlackRock Fundamental Equities (Q1 2025)	https://seekingalpha.com/article/4787119-taking-stock-market-views-from-blackrock-fundamental-equities-q1-2025	Seeking Alpha	seekingalpha.com	We remain optimistic for equities in 2025, but expect more normalized returns and greater market breadth after two years of outsized gains. Market tailwinds include eased political uncertainty, a resilient U.S. economy, and accelerating corporate change, all supporting a constructive, risk-on stance.
10:00 AM	The Week Ahead: PMI Data, Fed Speeches, Retail Earnings	https://www.schaeffersresearch.com/content/news/2025/05/15/the-week-ahead-pmi-data-fed-speeches-retail-earnings	Schaeffers Research	schaeffersresearch.com	The third full week of May features a lighter economic calendar, but several key events could still move markets.
09:58 AM	US manufacturing output falls in April on weak auto production	https://www.reuters.com/business/autos-transportation/us-manufacturing-output-falls-april-weak-auto-production-2025-05-15/	Reuters	reuters.com	Factory output dropped 0.4% last month after an upwardly revised 0.4% gain in March, the Federal Reserve said on Thursday. Economists polled by Reuters had forecast production would slip 0.2% after a previously reported 0.3% rise.
09:57 AM	JPMorgan Chase CEO Jamie Dimon says recession is still on the table for U.S.	https://www.cnbc.com/2025/05/15/jpmorgan-chase-ceo-jamie-dimon-says-recession-is-still-on-the-table-for-us-.html	CNBC	cnbc.com	JPMorgan CEO Jamie Dimon said there is still "uncertainty" on the tariff front but the pauses are a positive for the economy and market. Michael Feroli, the firm's chief U.S. economist, said in a note to clients on Tuesday that the recession outlook is "still elevated, but now below 50%.
09:42 AM	US stocks open in the red: S&P down 0.4%, Nasdaq slips 0.6%	https://invezz.com/news/2025/05/15/us-stocks-open-in-the-red-sp-down-0-4-nasdaq-slips-0-6/	Invezz	invezz.com	US stocks declined on Thursday, threatening to snap a three-day rally that had been fueled by renewed optimism over a temporary pause in the US-China trade dispute. The S&P 500 slipped 0.4%, while the Nasdaq Composite fell 0.6%.
09:30 AM	UBS' Michael Lasser reveals his high-quality 'COW' retail stocks	https://www.youtube.com/watch?v=JXNywja82Js	CNBC Television	youtube.com	Michael Lasser, UBS equity research analyst, joins 'Squawk Box' to break down Walmart's quarterly earnings results, impact of tariffs, and more.
09:30 AM	Retail Sales & PPI: What Investors Learned	https://www.youtube.com/watch?v=NMgashTHgFs	Schwab Network	youtube.com	Kevin Hincks dives into this morning's economic data prints. The April PPI showed a dip in inflation levels while a relatively flat Retail Sales is something Kevin thinks is "a little softer" than expected.
09:20 AM	To cut, or not to cut? Economists debate Fed policy and interest rate path	https://www.youtube.com/watch?v=0P5Rxae3o8g	CNBC Television	youtube.com	John Ryding, Brean Capital chief economic advisor, and Andrew Hollenhorst, Citi chief U.S. economist, join 'Squawk Box' to discuss the state of the economy, whether the Fed should cut interest rates, and more.
09:19 AM	Industrial output was flat in April with growing stress from tariffs	https://www.marketwatch.com/story/industrial-output-was-flat-in-april-with-growing-stress-from-tariffs-74625bf2	Market Watch	marketwatch.com	Industrial production was flat in April, the Federal Reserve reported Thursday. This is the second straight weak report as uncertainty from tariffs starts to slow activity.
09:17 AM	Wholesale prices unexpectedly fell in April amid slide in services	https://www.youtube.com/watch?v=GmYvl8SoZKs	CNBC Television	youtube.com	CNBC's Rick Santelli joins 'Squawk box' to break down the latest economic data to cross the tape.
09:10 AM	From Oversold To Overbought In Record Time	https://seekingalpha.com/article/4787054-from-oversold-to-overbought-in-record-time	Seeking Alpha	seekingalpha.com	The S&P 500 has surged 22% since April, creating an overbought market ripe for a 10% pullback this summer. Negative shifts in economic data, driven by trade policy headwinds, are likely to hit before any positive effects from deregulation or Fed easing.
08:53 AM	Retail sales peter out in April as tariffs kicked in	https://www.marketwatch.com/story/retail-sales-peter-out-in-april-as-tariffs-kicked-in-60dcbaf4	Market Watch	marketwatch.com	After rushing to buy new cars and other imported goods in March before tariffs took effect and raised prices, Americans reduced their spending at retail stores in April in a sign of caution about how the trade wars would play out.
08:51 AM	We could see a new low relative to the April low, says Fairlead's Katie Stockton	https://www.youtube.com/watch?v=ZvHAiIZ2UOk	CNBC Television	youtube.com	Katie Stockton, Fairlead Strategies founder and managing partner, joins 'Squawk Box' to discuss the latest market trends, why she believes we're in the midst of a bear market cycle, long term outlook, bitcoin price trends, and more.
08:43 AM	Jobless claims hold steady in latest week, continuing to signal healthy labor market	https://www.marketwatch.com/story/jobless-claims-hold-steady-in-latest-week-continuing-to-signal-healthy-labor-market-db1f0f84	Market Watch	marketwatch.com	Initial jobless claims held steady at 229,000 in the week ending May 10, the Labor Department said Thursday.
08:42 AM	Powell Steers New Strategy for a World Where Very Low Rates Are No Sure Thing	https://www.wsj.com/economy/central-banking/jerome-powell-fed-interest-rate-strategy-19b77dbf	WSJ	wsj.com	Forthcoming changes to the Federal Reserve's rate-setting framework are unlikely to influence officials' current decisions. But the expected changes acknowledge that the ‘lower-for-longer' interest-rate era may be over.
08:41 AM	Wholesale inflation shows biggest drop since 2020, but it's unlikely to last	https://www.marketwatch.com/story/wholesale-inflation-shows-biggest-drop-since-2020-but-its-unlikely-to-last-f063a765	Market Watch	marketwatch.com	Wholesale prices posted the biggest drop in April since the pandemic in 2020, but the decline in inflation appeared to be a one-off tied to falling egg and gasoline prices and a quirky category that measures certain business profit margins.
08:40 AM	Fed's Powell cautions about higher long-term rates as 'supply shocks' provide policy challenges	https://www.cnbc.com/2025/05/15/feds-powell-cautions-about-higher-long-term-rates-as-supply-shocks-provide-policy-challenges.html	CNBC	cnbc.com	Fed Chair Jerome Powell said Thursday that longer-term interest rates are likely to be higher as the economy changes and policy is in flux. "We may be entering a period of more frequent, and potentially more persistent, supply shocks — a difficult challenge for the economy and for central banks," the central bank leader said at a policy conference.
08:40 AM	Powell says inflation could be more volatile in the future	https://www.marketwatch.com/story/powell-says-inflation-could-be-more-volatile-in-the-future-86d136b5	Market Watch	marketwatch.com	Recent economic trends point to the possibility that the Federal Reserve will have to grapple with sudden shocks to the supply of goods and commodities in the coming years.
08:38 AM	US retail sales barely rise in April	https://www.reuters.com/world/us/us-retail-sales-barely-rise-april-2025-05-15/	Reuters	reuters.com	U.S. retail sales growth slowed in April as the boost from households front-loading motor vehicle purchases ahead of tariffs faded and households pulled back on other spending against the backdrop of an uncertain economic outlook.
08:35 AM	Wall Street's Most Accurate Analysts Give Their Take On 3 Consumer Stocks Delivering High-Dividend Yields	https://www.benzinga.com/analyst-ratings/price-target/25/05/45435278/wall-streets-most-accurate-analysts-give-their-take-on-3-consumer-stocks-delivering-high-dividend-yields-7	Benzinga	benzinga.com	During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high dividend payout.
08:33 AM	Top 3 Real Estate Stocks You'll Regret Missing This Quarter	https://www.benzinga.com/trading-ideas/long-ideas/25/05/45435237/top-3-real-estate-stocks-youll-regret-missing-this-quarter	Benzinga	benzinga.com	The most oversold stocks in the real estate sector presents an opportunity to buy into undervalued companies.
08:29 AM	21 economies warn of growth slowdown over trade tensions	https://www.youtube.com/watch?v=UsjzSlvnHAI	CNBC International TV	youtube.com	"If the world breaks up into two global trading blocs, we could lose 7% in global GDP in the longer term, which is worse than what happened during the 2008-2009 financial crisis," Ngozi Okonjo-Iweala, Director-General of the World Trade Organization told CNBC's Lin Lin.
08:20 AM	Artificial Intelligence: A Few High-Level Thoughts	https://seekingalpha.com/article/4787058-artificial-intelligence-a-few-high-level-thoughts	Seeking Alpha	seekingalpha.com	AI remains the most significant secular growth driver since the internet, despite near-term valuation pressures from geopolitical uncertainty and trade restrictions. We see robust AI capital investment continuing through 2025 and 2026, with leading companies like TSMC, xAI, and OpenAI expanding aggressively.
08:13 AM	Trump Says India Offers No Tariffs, EU Wants Better Deal Than U.K.	https://www.barrons.com/articles/tariffs-trump-apple-india-europe-54698964	Barrons	barrons.com	Trump imposed a 26% tariff on Indian imports to the U.S. when he announced widespread levies back on April 2.
07:25 AM	Otto: Markets are grappling with how to price AI-related stocks	https://www.youtube.com/watch?v=AHCSBxzVGuc	CNBC Television	youtube.com	Melissa Otto, Head of Research at S&P Global Visible Alpha, discussed Cisco's strength amid tariffs, AI-driven opportunities, and how markets are struggling to value big tech and AI-related growth.
07:25 AM	Why the stock market's meteoric rise should crush any FOMO you might have	https://www.marketwatch.com/story/why-the-stock-markets-meteoric-rise-should-crush-any-fomo-you-might-have-fd06753c	Market Watch	marketwatch.com	Momentum can swing both ways. Don't get hit.
07:05 AM	Stagflation or Recession: With Tariffs on Pause, Is the Economy Really OK?	https://www.cnet.com/personal-finance/banking/stagflation-or-recession-with-tariffs-on-pause-is-the-economy-really-ok/	CNET	cnet.com	Trump's trade war is changing economic forecasts every day.
07:00 AM	Market narrative is pivoting to elements more friendly to equities: JPMorgan's Gabriela Santos	https://www.youtube.com/watch?v=SRYbl5pxV5A	CNBC Television	youtube.com	Gabriela Santos, JPMorgan Asset Management chief market strategist for the Americas, joins 'Squawk Box' to discuss latest market trends, state of the fixed income market, why yields are still under pressure, and more.
06:58 AM	Steve Cohen: Stocks could retest their April lows, see 45% chance of a recession	https://www.youtube.com/watch?v=X5SVwycwh4k	CNBC Television	youtube.com	CNBC's Joe Kernen reports on the latest news.
06:32 AM	AMERICAS Another won bites the dust	https://www.reuters.com/markets/us/global-markets-view-usa-2025-05-15/	Reuters	reuters.com	A look at the day ahead in U.S. and global markets by EMEA markets breaking news editor Amanda Cooper.
06:10 AM	How Is The U.S. Retail Industry Doing?	https://seekingalpha.com/article/4786963-how-is-the-u-s-retail-industry-doing	Seeking Alpha	seekingalpha.com	Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m.
06:05 AM	Powell's lean to job market under microscope as Fed revisits strategy	https://www.reuters.com/business/finance/powells-lean-job-market-under-microscope-fed-revisits-strategy-2025-05-15/	Reuters	reuters.com	With mounting evidence that tight labor markets do not necessarily boost inflation and facing massive job losses in 2020, Federal Reserve Chair Jerome Powell oversaw a shift in U.S. central bank strategy that put more weight on the goal of full employment and pledged not to use a low jobless rate as a reason in itself to raise interest rates.
06:04 AM	JPMorgan investors look for clarity on tariff impact, succession plan	https://www.reuters.com/business/finance/jpmorgan-investors-look-clarity-tariff-impact-succession-plan-2025-05-15/	Reuters	reuters.com	JPMorgan Chase investors will be keen to learn how the largest U.S. lender and the world's biggest economy are likely to be impacted by U.S. tariffs on its trading partners at the bank's investor day on Monday as economic uncertainty remains.
05:30 AM	Tariff Trouble: Impact Of Tariffs On Data Centers	https://seekingalpha.com/article/4786978-tariff-trouble-impact-tariffs-on-data-centers	Seeking Alpha	seekingalpha.com	The US data center sector faces a variety of trade protectionism issues as it looks to build out and deliver the promise of artificial intelligence. From a construction perspective, the impact of tariffs on data centers includes imported steel and aluminum products used in data center buildings and has been widened and increased to include a wider range of these products.
05:12 AM	European defense stocks are flying again. Germany backs 5% NATO spending target.	https://www.marketwatch.com/story/european-defense-stocks-are-flying-again-germany-backs-5-nato-spending-target-67432962	Market Watch	marketwatch.com	European defense stocks were rallying on Thursday, as Germany's foreign minister said the country accepted the 5% of GDP defense-spending target for NATO countries.
04:50 AM	U.S. Investor Pessimism Enters 4th Straight Month In May	https://seekingalpha.com/article/4786973-us-investor-pessimism-enters-4th-straight-month-may	Seeking Alpha	seekingalpha.com	Risk-averse sentiment among US equity investors persisted for a fourth straight month, according to the monthly S&P Global Investment Manager Index US equity investor sentiment survey results released May 13. The survey has yielded negative index results since February, and registered its second-lowest reading in the survey's history in March at negative 32%.
04:35 AM	Global Markets Lower as Trade Deal Optimism Loses Steam; U.S. Data Eyed	https://www.wsj.com/finance/stocks/global-markets-lower-as-trade-deal-optimism-loses-steam-u-s-data-eyed-5d3c1912	WSJ	wsj.com	U.S. stock futures pointed to a lower open Thursday, and the dollar continued to fall while Treasury yields stabilized ahead of retail sales and producer price data.
04:29 AM	The Wide Range Of Possibilities For Nuclear Energy	https://seekingalpha.com/article/4786953-the-wide-range-of-possibilities-for-nuclear-energy	Seeking Alpha	seekingalpha.com	What does the future hold for nuclear and solar energy? Will nuclear struggle to become more relevant with potential capital costs of $26 trillion, or will next-gen reactors make nuclear more competitive than solar power?
04:27 AM	U.S. Markets Edition - 16-May-25	https://www.youtube.com/watch?v=RddA2tlye2o	CNBC International TV	youtube.com	CNBC's U.S. Markets Edition (06:00 – 07:00 SIN/HK), delivers key takeaways from the most impactful interviews and insights from CNBC's programming in the U.S. As global markets become more interconnected, this program ensures audiences internationally stay informed on major developments shaping the business world overnight. Please note this feed is only available in the U.S. and India.
03:52 AM	Trump in Qatar: Says India Offered to Remove All Tariffs on US Goods	https://www.youtube.com/watch?v=q7gldKHkrMI	Bloomberg Markets and Finance	youtube.com	President Donald Trump said India has made an offer to drop tariffs on US goods, as the Asian nation seeks an agreement on import taxes. He made the comments Thursday during a news conference in Doha, Qatar.
03:42 AM	DAX Index News: Forecast Hinges on Fed Signals Trade News, and US Data	https://www.fxempire.com/forecasts/article/dax-index-news-forecast-hinges-on-fed-signals-trade-news-and-us-data-1519186	FXEmpire	fxempire.com	DAX dips 0.54% on tariff concerns and Fed policy uncertainty. Market awaits fresh cues from US PPI, retail sales, and ECB employment data.
03:39 AM	Trump says India offered to drop tariffs on U.S. to zero	https://www.marketwatch.com/story/trump-says-india-offered-to-drop-tariffs-on-u-s-to-zero-2b2c5afb	Market Watch	marketwatch.com	President Donald Trump has suggested that India has offered to drop tariffs on U.S. goods to zero, something not immediately acknowledged by New Delhi.
03:33 AM	Bear Market Rally Pause	https://seekingalpha.com/article/4786944-bear-market-rally-pause	Seeking Alpha	seekingalpha.com	The recent seven-week stock market rally is at an unsustainable extreme. Prices will likely flat-line or decline for a few weeks.
01:40 AM	AI Is The New Oil	https://seekingalpha.com/article/4786936-ai-is-new-oil	Seeking Alpha	seekingalpha.com	Wall Street split the difference Wednesday, as AI rode a sovereign wave and small caps got swept out to sea. In Riyadh, President Trump, Nvidia's Jensen Huang, and a caravan of Silicon Valley titans unveiled a mega-deal with Humain, the Saudi Public Investment Fund's AI darling.
01:11 AM	Denmark's economy is booming on drug exports — Trump's tariffs threat won't slow it down	https://www.cnbc.com/2025/05/15/trumps-pharma-tariffs-threat-wont-slow-denmark-down.html	CNBC	cnbc.com	Denmark's economic growth, which was driven by what economists described as an "exceptional surge" in pharmaceutical exports, is expected to weaken this year. The looming threat of U.S. tariffs on the pharma industry won't be much of a factor on that moderation, however, the International Monetary Fund said Tuesday.
01:05 AM	Chinese imports to US plummet to lowest levels since pandemic amid Trump tariffs	https://www.foxbusiness.com/fox-news-economy/chinese-imports-us-plummet-lowest-levels-since-pandemic-amid-trump-tariffs	Fox Business	foxbusiness.com	U.S. sees record imports from Mexico and Vietnam as Chinese goods face 145% tariffs, marking a significant shift in trade patterns since the pandemic.
01:00 AM	European Bank Stocks Have Thrived. But Shadows Loom.	https://www.barrons.com/articles/european-bank-stocks-thrived-shadows-fcc0124d	Barrons	barrons.com	Shares are up by a third this year, aided by the advance of the euro against the dollar. But with the ECB loosening and U.S. tariffs a major uncertainty, the way ahead could be more difficult.

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