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May ADP payrolls:In a surprising development, the May ADP payrolls report revealed that the U.S. labor market added only 37,000 private sector jobs, marking the lowest monthly gain since March 2023. This figure came in far below the consensus estimate of 110,000, raising concerns about the pace of hiring as economic uncertainty weighs on businesses. … Read more
Bond Market Getting More Sensitive to Rising Debt: Charles Schwab’s Kathy Jones warns that the bond market is becoming increasingly sensitive to the U.S.’s rising debt and budget deficits, demanding higher risk premiums. Alongside her, Allspring Global’s Brian Van Cronkhite explains why equities remain resilient despite macroeconomic uncertainties, inflation concerns, and tariff risks. The discussion … Read more
Is Trump 2.0 Threatening US-India Ties? Donald Trump’s second term is already shaking up US foreign policy, with India now under unexpected scrutiny. With a diplomatically inexperienced team and contradictory messages, Trump 2.0 threatens to unravel the progress built over decades in the Indo-US relationship. Is Trump 2.0 Threatening US-India Ties In diplomacy, two things … Read more
Elon Musk Slams Donald Trump: Just days after receiving praise at a White House farewell ceremony, Elon Musk launched a scathing attack on President Donald Trump’s latest budget proposal. Taking to his social media platform X, Musk labeled the bill “a disgusting abomination,” warning it would “massively increase the already gigantic budget deficit.” Elon Musk … Read more
Donald Trump Jr. Defends Trump-Linked Crypto Projects:In a recent interview, Donald Trump Jr. addressed growing questions and criticism surrounding the Trump family’s involvement in cryptocurrency, particularly a meme coin linked to his father, President Donald J. Trump, who began his second term in January 2025. As the administration continues to draw intense public attention, scrutiny … Read more
Steve Eisman, famed for The Big Short, warns investors not to chase stocks amid rising tariff risks and market complacency. He shares insights on AI, Nvidia, the bond market, and why he’s trimming exposure while staying long-only. Steve Eisman Says: Don’t Chase Stocks Right Now Steve Eisman, the investor famously portrayed in The Big Short, … Read more
President Trump Announces Steel and Aluminum Tariffs: On May 30, 2025, President Donald Trump delivered a high-profile speech in West Mifflin, Pennsylvania, announcing a major escalation in U.S. trade policy. The president declared that tariffs on imported steel and aluminum, which were previously set at 25%, will be increased to 50% starting June 4, 2025. … Read more
JPMorgan Chase CEO Jamie Dimon offered a candid and sobering view of the challenges facing the United States and the world during a conversation at the Reagan National Defense Forum. In a wide-ranging discussion, Dimon outlined his biggest concerns—from the state of U.S. governance to the fragility of global alliances—and warned of a massive realignment … Read more
Costco Wholesale Corporation has reported robust financial results for the third quarter (12 weeks) and the first 36 weeks of fiscal 2025, ended May 11, 2025. The retailer posted an 8.0% year-over-year increase in net sales for the quarter, reaching $61.96 billion, compared to $57.39 billion in the same period last year. Net sales for … Read more
Ulta Beauty, Inc. has reported better-than-expected earnings for the first quarter ended May 3, 2025, propelling its stock up 9% in pre-market trading and contributing to an 18% surge over the past week. The beauty retailer delivered a solid performance with notable beats on both revenue and earnings per share (EPS), reflecting continued strength in … Read more