Market Signals

WHAT'S IN THE HOUSING AFFORDABILITY BILL THAT TRUMP REFUSED TO SIGN — via PBS

CAPSTONE GREEN ENERGY Q4 2026 EARNINGS PREVIEW — via SEEKINGALPHA

DARDEN RESTAURANTS Q4 2026 EARNINGS PREVIEW — via SEEKINGALPHA

📊 10Y-3M Spread Depth: 1bp

NANO-X IMAGING Q1 2026 EARNINGS PREVIEW — via SEEKINGALPHA

OPENAI AND BROADCOM UNVEIL FIRST CHIP — via THEINFORMATION

📊 HY Spreads: 3bp (tightened 0bp over 13 weeks)

Good morning.

JAPAN SHARE BUYBACKS SOAR PAST $100BN, DRIVEN BY SONY, HITACHI — via NIKKEI

The markets have taken the approach all along that this conflict would mimic the 1990 Gulf War, which ended almost as quickly as it began. That has no

CFTC COT: Managed Money $GC net long at 24th percentile (3Y) — short_building

ASTERA LABS’ (ALAB) GROWTH RATE WEAKENS DESPITE EARNINGS GROWTH — via YAHOO

MILLERKNOLL Q4 2026 EARNINGS PREVIEW — via SEEKINGALPHA

NANO NUCLEAR ENERGY: THE STS ACQUISITION DE-RISKS THE STORY, YET VALUATION REMAINS CHALLENGING — via SEEKINGALPHA

📊 10Y-3M Spread Depth: 66bp

TOYOTA TO SLASH EVEN MORE OUTPUT ABROAD AS IRAN WAR CRIMPS DEMAND — via NIKKEI

MP MATERIALS' LAWSUIT AGAINST USA RARE EARTH HIGHLIGHTS BATTLE FOR AMERICA'S FUTURE IN MINERALS — via ZEROHEDGE

DIREXION DAILY SEMICONDUCTORS TOP 5 BEAR 2X ETF DECLARES QUARTERLY DISTRIBUTION OF $0.0453 — via SEEKINGALPHA

📊 HY Spreads: 266bp (tightened 9bp over 13 weeks)

SUPER MICRO’S STOCK IS SEEING ITS BEST RUN IN A YEAR THANKS TO NVIDIA PARTNERSHIP — via MARKETWATCH

BIG TECH HAS SPLIT INTO TWO ARTIFICIAL-INTELLIGENCE CAMPS — BUT THE SMART MONEY ISN’T CHASING THE NEXT OPENAI — via MARKETWATCH

WORTHINGTON ENTERPRISES Q4 2026 EARNINGS PREVIEW — via SEEKINGALPHA

ICON Q1 2026 EARNINGS PREVIEW — via SEEKINGALPHA

📊 10Y-3M Spread Depth: 1bp

📊 HY Spreads: 3bp (tightened 0bp over 13 weeks)

📊 HY Spreads: 3bp (tightened 0bp over 13 weeks)

SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF DECLARES QUARTERLY DISTRIBUTION OF $0.7483 — via SEEKINGALPHA

CFTC COT: Managed Money $CL net short at 19th percentile (3Y) — short_building

The narratives around the Fed are as wrong as I can ever recall

NVIDIA RTX SPARK: WHAT I LEARNED FROM APPLE'S IMAC — via SEEKINGALPHA

ISRAELI STRIKE KILLS CHILDREN IN GAZA DESPITE CEASEFIRE CLAIMS — via ALJAZEERA

BYD is actively increasing its localization in Brazilian plant. It will be doing more battery assembly this yr as battery cell imports get assembled i

Kevin Warsh gave little information regarding the Fed’s reaction function partly bc he wanted to lean against “forward guidance” (the public’s misinte

🧵 S&P 500 Q2 2026 Earnings — Deep Dive

FUNDSTRAT'S NEWTON: WHY NOT REPLACE THE FOMC WITH AI? — via ZEROHEDGE

VANECK MID-JUNE 2026 BITCOIN CHAINCHECK — via SEEKINGALPHA

AMID GEOPOLITICAL UNCERTAINTY, CHINA TRIMS US TREASURY HOLDINGS TO 18-YEAR LOW — via SCMP

📊 10Y-3M Spread Depth: 1bp

📊 HY Spreads: 3bp (tightened 0bp over 13 weeks)

THESE ARE THE PALESTINIANS THAT ISRAEL HAS KILLED DURING GAZA’S ‘CEASEFIRE’ — via ALJAZEERA

Listening to yesterday and today's commentary on the Federal Reserve meeting, I suspect that quite a few observers are attempting to decode yesterday’

BANGLADESH ROLLS OUT EV INCENTIVES, BOOSTING BYD — via NIKKEI

RUMBLE GETS 22,000 NVIDIA CHIPS, BUT THE VIDEO COMPANY’S CEO INSISTS THIS ISN’T A FAD-LIKE PIVOT — via MARKETWATCH

GLOBAL INVESTORS REMAIN IN CHINA’S ORBIT DESPITE SPACEX BLOCKBUSTER IPO: HKEX CHIEF — via SCMP

MARVELL TO USE TSMC'S NEXT-GEN 1.4-NM CHIP TECH TO STAY IN AI DATA RACE — via NIKKEI

TRUMP SAYS ANTHROPIC NEGOTIATIONS CONTINUE AS AI LEADERS HUDDLE AT G-7 — via WSJ

📊 10Y-3M Spread Depth: 1bp

FED HOLDS STEADY BUT DOT PLOT TURNS HAWKISH AS OFFICIALS SIGNAL RATE HIKE AHEAD

SEMICONDUCTOR STOCKS TUMBLE AFTER MICROSOFT BALKS AT $3B ORACLE CLOUD DEAL — via ZEROHEDGE

SMITH & WESSON BRANDS Q4 2026 EARNINGS PREVIEW — via SEEKINGALPHA