⁠Wall St Engine
TACO TRADE IS OVER!
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⁠Wall St Engine
USTR GREER:

US VERY CONCERNED WITH CHINA NON-COMPLIANCE ON TRADE

US VERY FOCUSED ON MONITORIING CHINA COMPLIANCE ON TRADE

CHINA BEHAVIOR 'COMPLETELY UNACCEPTABLE'
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⁠Wall St Engine
US TRADE REPRESENTATIVE JAMIESON GREER SAYS WE HAVE OTHER TOOLS IF THE TARIFF RULING "GOES THE OTHER WAY" AS WELL - CNBC
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⁠Wall St Engine
ECB Said To Raise Scrutiny Of Banks' Private Market Exposures; Said To Signal It's Sending Letters To Banks On Matter
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⁠Wall St Engine
USTR GREER:

CHINA SLOW ON REMOVING SOME TARIFFS COUNTERMEASURES; HAVEN'T SEEN EXPECTED FLOW OF CHINA CRITICAL MINERALS

CAN EXPAND SECTION 301 TARIFFS ACTIONS AS NEEDED

WHEN IT COMES TO THE TRADE DEFICIT, CHINA'S THE BIGGEST PROBLEM, BUT THE EU IS RIGHT BEHIND THEM
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⁠Wall St Engine
US GOODS IMPORTS FALL 19.8% M/M, BIGGEST DROP ON RECORD
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⁠Wall St Engine
CANADA 🇨🇦 ECONOMY EXPANDS 2.2% ANNUALIZED IN 1Q, BEATS 1.7% EST.
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⁠Wall St Engine
April U.S. PCE Inflation Data 👇

PCE 2.1% YoY, (Est. 2.2%)
PCE 0.1% MoM, (Est. 0.1%)

CORE PCE 2.5% YoY, (Est. 2.5%)
CORE PCE 0.1% MoM, (Est. 0.1%)

PERSONAL SPENDING +0.2%, (Est. 0.2%)
PERSONAL INCOME +0.8%, (Est. 0.3%)
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⁠Wall St Engine
Jefferies Upgrades $U to Buy from Hold, Raises PT to $29 from $22

Analyst comments: "We are upgrading Unity based on the view the improved Vector ad model can drive accelerating revenue growth in FY26 and beyond. While early, the green shoots we're seeing from Vector, upcoming feature upgrades, and new management give us confidence in at least high-single-digit percent revenue growth in FY26. With high incremental EBITDA margins in the Grow business, we believe the risk-reward is favorable as we see potential for significant EBITDA upside. Raising estimates 6% and our price target to $29 (from $22)."

Analyst: Brent Thill
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⁠Wall St Engine
Hope is not a risk management strategy
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⁠Wall St Engine
US CANCELS 24 PROJECTS RELATED TO CLEAN ENERGY
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⁠Wall St Engine
Pfizer's $PFE BRAFTOVI combo (with cetuximab + mFOLFOX6) cut the risk of death by 51% and slowed disease progression by 47% in patients with BRAF V600E-mutant metastatic colorectal cancer. Median survival hit 30.3 months, double the 15.1 months seen with standard chemo.
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⁠Investing visuals
$NVDA vs $AMD now that both have reported Q1 earnings: https://t.co/G5K0H30Mey
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⁠Wall St Engine
S&P 500 Opening Bell Heatmap (May 30, 2025)

$SPY -0.30% 🟥
$QQQ -0.23% 🟥
$DJI -0.22% 🟥
$IWM -0.72% 🟥 https://t.co/ZuXyqJ4kx2
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⁠Dimitry Nakhla | Babylon Capital®
Novo Nordisk stock still trades near its lowest valuation in the last decade $NVO 🧬

CAGR potential assuming $5.23 2027E & $69.50 buy price:

22x P/E: $115.06💵 | ~23% CAGR

21x P/E: $109.83💵 | ~21% CAGR

20x P/E: $104.60💵 | ~19% CAGR

19x P/E: $99.37💵 | ~17% CAGR https://t.co/ThyN86FR5i
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⁠Wall St Engine
UMICH FINAL MAY CONSUMER SENTIMENT UNCHANGED AT 52.2; EST 51.5

5-10 YR INFLATION EXPECTATIONS AT 4.2%, PRELIM. 4.6%

MAY 1-YR EXPECTED INFLATION AT 6.6% VS PRELIM. 7.3%
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