⁠Wall St Engine
Polymarket odds still don’t show a rate cut at any of the next three FOMC meetings, even with Trump continuing to pressure the Fed to lower rates.

On top of that, U.S. recession odds are holding near their February lows, sitting around 28%. https://t.co/acowImcAkm
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⁠Wall St Engine
BofA says $HOOD is a prime S&P 500 add ahead of Friday’s rebalancing (June 6, 5:15pm ET), with passive funds likely to scoop up 12-17% of float. $LNG, $FLUT, $VEEV, $CVNA, $ARES, and $APP are also on the radar. $IBKR, $DUOL, and $EME seen as top S&P 400-to-500 migration picks.
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⁠Wall St Engine
S&P 500 Opening Bell Heatmap (Jun 04, 2025)

$SPY +0.16% 🟩
$QQQ +0.13% 🟩
$DJI +0.10% 🟩
$IWM +0.08% 🟩
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⁠Investing visuals
$ASML https://t.co/iHhcCMBy9H
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⁠Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 10 Quality Compounders PEG <2.50x 📈

1. $msft 2.46x ☁️

2. $bkng 2.19x ✈️

3. $amzn 1.96x 📦

4. $meli 1.79x 🫱🏼‍🫲🏻

5. $nvda 1.47x 🤖

6. $goog 1.47x 🖱️

7. $lrcx 1.46x 🖨️

8. $asml 1.39x 💿

9. $nvo 1.14x 🧬

10. $tsm 1.12x 📀
___

data: finviz … peg (p/e ➗ eps growth est)
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⁠Wall St Engine
Canadian 🇨🇦 Swaps Market sees 46% chance of July rate cut and prices in 36 basis points of additional easing in total this year, down from 42 basis points before the policy decision.
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⁠Wall St Engine
US SAID TO REFUSE AIR COVER FOR EUROPE FORCE IN POSTWAR UKRAINE
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⁠Wall St Engine
U.S. May ISM Services PMI Report 👇

‣ ISM Services PMI: 49.9 (Est. 52.0, Prev. 51.6)
‣ ISM New Orders: 46.4 (Est. 51.6, Prev. 52.3)
‣ ISM Prices Paid: 68.7 (Est. 65.1, Prev. 65.1)
‣ ISM Employment: 50.7 (Est. 49.0, Prev. 49.0)
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⁠Wall St Engine
PUTIN SAYS HE DOUBTS SUMMIT WITH ZELENSKIY IS POSSIBLE: IFX
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⁠Wall St Engine
PUTIN: KYIV DOES NOT WANT PEACE AT ALL, AS IT WOULD MEAN LOSS OF POWER - TASS
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⁠Wall St Engine
LUTNICK: IMPROVING CHIPS COMMITMENTS TO MORE THAN $300B
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⁠Wall St Engine
US COMMERCE SECRETARY LUTNICK: WE WILL SET AIRCRAFT TARIFFS BY END OF MONTH.
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⁠Wall St Engine
SPEAKER JOHNSON: CALLED MUSK LAST NIGHT, HE DIDN'T ANSWER
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⁠Wall St Engine
GOOGLE WARNS Hackers tied to the “Com” group are posing as IT staff to breach company Salesforce $CRM portals and steal data, says Google’s threat intel team. At least 20 firms in the US and Europe hit. No Salesforce flaws exploited—just social engineering.
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⁠Wall St Engine
US Commerce Secretary Lutnick is asked what US would do if Vietnam drops all tariffs: We wouldn't remove tariffs or barriers reciprocally.
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⁠Quiver Quantitative
Representative Waters: Trump's crypto activities are worse than insider trading https://t.co/nqDqEstjY1
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