TACO Trade: ignore macro FUD, BTFD.

Markets are buying the news so far. SPX futures up 1,66% [send everything]

According to Goldman, Trump has other tools to enforce tariffs despite US court ruling [TACO, BTFD]

Bessent: US-China trade talks a bit stalled, may require Trump-Xi to weigh in [even the Chinese are ordering TACOs for lunch]

The next leg up of this market will not be BTC led: Ethereum compressing under resistance. The longer it coils, the bigger the breakout. BTFD!

BlackRock's onchain money market fund BUIDL reaches $2.92bn in AUM

BofA Hartnett: Markets whispering big breakout or breakdown for risk assets coming soon; best "tells" will be XBD index ($900), IXG ($105), Bitcoin ($110k)...double tops in risk leaders = very bearish, clean upside breaks = very bullish. [BTFD]

BofA: Crypto biggest weekly inflow since Jan 2025 ($2.6bn)

🚨US spot Bitcoin ETFs saw a $359M outflow on May 29, while ETH ETFs saw $91.93M in inflows, extending their 9-day streak. [Eth about to rip]

🚨Trump: China has totally violated its agreement with us [ignore this clown, BTFD]
*Greer: China behavior 'completely unacceptable'

US stocks in free fall [BTFD]

Stripe in early talks with banks to integrate stablecoins for global payments. -source

🚨Markets now price 68.7% chance of September rate cut after today's inflation data! April PCE Price Index rose just 0.1%, dropping annual rate to 2.1%, near Fed's 2% target. Core PCE also eased to 2.5%.

🚨US plans wider China tech sanctions with subsidiary crackdown
*The rule would cover subsidiaries of Chinese firms under US curbs [TACO, BTFD]

Dimon: China is a potential adversary, but what I really worry about is us. Can we get our own act together, our own values and capabilities. This time is different… we have to get our act together and quickly. [Ignore macro FUD, BTFD]

Dimon: We're going to see a crack in the bond market [maybe he is high on crack, just ignore Dimon's FUD and BTFD]

At 6.2%, stocks are on track for their best May since 1990.

Barclay's: the pain trade remains to the upside.

Gold down 0.7% on the day [the fake trade war has lost its grip on markets, nobody cares]

US Treasury yields down [Panicans BTFO]

June has been down only once in the past decade [higher we go]