⁠Wall St Engine
Today's Key Events (All EST) — 05/27/2025

04:00: Fed's Kashkari Speaks
08:30: US Durable Goods
09:00: US CaseShiller 20 YoY
09:00: US House Price Index
10:00: US CB Consumer Confidence
10:30: Dallas Fed Mfg. Bus. Index
13:00: US 2-Year Note Auction
20:00: Fed's Williams

Before Open 👇
B.O: Pinduoduo $PDD
B.O: Champion Homes $SKY
05:55: Bank of Nova Scotia $BNS
06:55: AutoZone $AZO

After Hours 👇
04:00: $OKTA
04:05: Box $BOX
04:10: Semtech $SMTC
04:20: Grupo Supervielle $SUPV
After Close: HEICO $HEI
After Close: Chemical & Mining Co. of Chile $SQM
After Close: Grupo Financiero Galicia $GGAL
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⁠Wall St Engine
BOJ'S UEDA: JAPAN IS GRAPPLING WITH LONG-STANDING CHALLENGE FOR 2% TARGET
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⁠Wall St Engine
JAPAN'S MOF IS SAID TO SOUND OUT MARKET ON BOND SALE AMOUNTS
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⁠Wall St Engine
Japan’s long-dated government bond yields are lower across the board https://t.co/D1FaEt6Fr6

JAPAN'S MOF IS SAID TO SOUND OUT MARKET ON BOND SALE AMOUNTS - Wall St Engine
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⁠Wall St Engine
UK FOOD INFLATION HITS 1-YEAR HIGH

Food prices in the UK rose 2.8% in May—the highest in a year—as grocers face £5B in added costs from higher payroll taxes and minimum wage hikes, per BRC. Fresh goods led the rise.
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⁠Wall St Engine
HSBC CUTS DOZENS OF ANALYSTS INCLUDING BOND EXPERT STEVEN MAJOR
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⁠Wall St Engine
In Jan 2023, 90% of college students were already using ChatGPT for assignments. Now, 1 in 4 teens use it—twice as many as last year.

Meanwhile, 59% of schools say cheating is on the rise, but 56% admit they’re still not ready for the AI era. https://t.co/usXmxEuGn7
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⁠Wall St Engine
$PONY.AI signed an MoU with Dubai’s Roads and Transport Authority to roll out robotaxis in the city. Supervised trials begin in 2025, with full driverless ops in 2026. It’s part of Dubai’s plan to make 25% of all trips autonomous by 2030. Mass production of its 7th-gen robotaxi starts later this year.
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⁠Wall St Engine
Volvo Cars is cutting 3,000 mostly white-collar jobs—about 15% of its office staff—as part of a $1.9B cost-cutting push. Restructuring plans are set to finalize by fall.
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⁠Hidden Value Gems
I was invited to speak at the Mello 2025 conference, one of the largest events for UK private investors, with an opportunity to meet over 50 companies and investment funds. Guest speakers include the legendary investor Lord Lee (the first ISA millionaire), Christopher Mills (founder of Harwood Capital), and many others.

If you have not bought the tickets yet, you can buy a 1-Day or 2-Day ticket at a 50% discount, using HVGems50 code at the checkout (case-sensitive).

#Stocks #Investing #Mello2025
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⁠Wall St Engine
Japan’s Ministry of Finance will meet with JGB primary dealers on June 20 and may consider trimming issuance of super-long bonds.
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⁠Wall St Engine
SWISS 🇨🇭 EXPORTS TO U.S. TANK 36% IN APRIL — the first full month under Trump’s tariffs. Imports from the U.S. also dropped 15%. After frontloading earlier this year, trade flow slowed sharply. Switzerland’s overall trade surplus hit a record 6.3B francs.
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⁠Wall St Engine
FRANCE PRELIM MAY HARMONIZED CPI RISES 0.6% Y/Y; EST. +0.9%
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⁠Wall St Engine
SOUTHWEST DROPS “BAGS FLY FREE”

Starting May 29, Southwest $LUV will charge $35 for the first checked bag and $45 for the second. Elite flyers and credit card holders still get bags free. The airline is also rolling out basic economy tickets with no changes or seat selection. https://t.co/xR2eLLjb1C
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