9 Jun 2026
In case you missed it... Citi U.S. Economic Surprise Index has risen to its highest since October 2023
Source: Kevin Gordon Bloomberg
9 Jun 2026
The US is exporting its SPR releases.
Source: Lukas Ekwueme
5 Jun 2026
The US Treasury just bought back $12,500,000,000 of its own debt to improve liquidity.
Source: Bull Theory
4 Jun 2026
The U.S. is proposing new tariffs of at least 10% on imports from 60 trading partners after a forced-labor-related trade investigation.
Canada, Mexico, the EU, Taiwan, and the UK would face a 10% tariff. China, India, Japan, South Korea, Brazil, Switzerland, and other major economies would face a 12.5% tariff. The tariffs are not immediate. Written comments are due July 6, with public hearings starting July 7, so the final rules could still change before implementation. Source: Wall St Engine
4 Jun 2026
In case you missed it... Better than expected ADP jobs data combined with Services PMI strength and soaring factory orders sent the US Macro Surprise Index ripping to its strongest since Sept 2023...
Source: zerohedge
3 Jun 2026
The S&P 500 averages +4.6% in midterm years dating back to 1950.
It's already up 11% halfway through 2026. Stocks are outpacing their own history by a mile this year. Source: Phil Rosen
3 Jun 2026
The U.S. technology sector has surged 42% in the last two months, marking its biggest two-month rally in 24 years as AI and semiconductor stocks lead the market higher.
Source: Bloomberg
2 Jun 2026
ISM manufacturing PMI accelerates to 4-year high with improving production, new orders, and employment.
Prices remain 2nd highest since 2022. Source Bloomberg
