⁠Quiver Quantitative
JUST IN: Representative Robert Bresnahan has introduced a new bill to ban congressional stock trading. https://t.co/5rdAvb5xRs
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⁠Wall St Engine
BESSENT: NOTHING IN DATA INDICATES THE US IS IN A RECESSION
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⁠Wall St Engine
US Treasury Secretary Bessent says 80–90% of trade deals with key US partners should be completed by year-end, with a few being announced this week:

“I would think that perhaps as early as this week, we will be announcing trade deals with some of our largest trading partners.” https://t.co/M6hThifQdf
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⁠Wall St Engine
BESSENT: U.S. GOVERNMENT WILL NEVER DEFAULT, WE WILL RAISE DEBT CEILING
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⁠Wall St Engine
Rep. Mark Pocan: Who Pays Tariffs?

US Treasury Secretary Bessent: “It’s a very complicated question, History shows, It's a complicated mix of factors.”
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⁠Quiver Quantitative
Representative Mark Pocan: We are getting screwed right and left by the indiscriminate use of tariffs https://t.co/fJSKa4MRpS
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⁠Investing visuals
A little piece of advice. https://t.co/erIRlfSJWI
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⁠Wall St Engine
No doubt “Good afternoon” is a lock for Powell to say. But beyond that, here’s a look at some Polymarket odds on what other words he might drop during the May FOMC—“recession” is sitting at 88% and "tariff" at 99%. https://t.co/5W5ybSQISI
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⁠Wall St Engine
U.S. TREASURY'S BESSENT:

US DEBT TRAJECTORY IS UNSUSTAINABLE; WE ARE TRYING TO CONTROL ABSOLUTE LEVEL OF DEBT AND GROW GDP, AGREES WITH YELLEN THAT DEBT-TO-GDP RATION IS WHAT MATTERS

HARD TO KNOW WHEN MARKET WOULD REBEL AGAINST US DEBT
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⁠Quiver Quantitative
Representative Mark Pocan: Who pays tariffs? https://t.co/pkmBbmMyUh
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⁠Wall St Engine
Trump on Truth Social:

"I look forward to meeting the new Prime Minister of Canada, Mark Carney. I very much want to work with him, but cannot understand one simple TRUTH — Why is America subsidizing Canada by $200 Billion Dollars a year, in addition to giving them FREE Military Protection, and many other things? We don’t need their Cars, we don’t need their Energy, we don’t need their Lumber, we don’t need ANYTHING they have, other than their friendship, which hopefully we will always maintain. They, on the other hand, need EVERYTHING from us!"
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⁠App Economy Insights
RT @EconomyApp: $HIMS Hims & Hers Q1 FY25:

• Subs +38% Y/Y to 2.4M.
• Revenue +111% to $586M ($47M beat).
• Adj. EBITDA margin 16% (+4pp Y/Y).
• EPS $0.20 ($0.08 in beat).

FY25 Outlook
• Rev. ~$2.35B (unchanged).
• Adj. EBITDA margin 13%-14% (1pp raise). https://t.co/Vp05gXxq3p
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⁠App Economy Insights
RT @EconomyApp: $PLTR Palantir Q1 FY25:

• Customers +39% Y/Y to 769.
• Net dollar retention 124% (+13pp Y/Y).
• Revenue +39% Y/Y to $884M ($22M beat).
• Non-GAAP EPS $0.13 (in-line).

FY25 guidance:
• Revenue +36% Y/Y to ~$3.9B ($147M raise).
• Adj. operating margin 44% (+5pp Y/Y). https://t.co/u46vCAgoW1
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