"Risk comes from not knowing what you’re doing."- Warren Buffett
This principle highlights that proper knowledge and preparation are essential to managing uncertainty. When investors thoroughly understand their assets, they can mitigate potential losses.
Always strive to deepen your expertise before taking financial risks.
Tariff Delay Boosts Markets:
President Trump announced over the holiday weekend that he will delay the implementation of his previously threatened 50% tariffs on European Union imports until July 9, reviving hopes for a smoother trade dialogue and triggering a rebound in U.S. stocks.
Consumer Confidence Rebounds:
The Conference Board’s Consumer Confidence Index jumped by over 12 points in May after five straight months of decline, driven largely by a temporary tariff truce with China that eased economic anxieties. While the present-situation reading improved sharply, the expectations sub-index remained below 80, suggesting that consumers still harbor recession concerns.
Debt-Ceiling Hurdle Surfaces:
Over the weekend, Senator Rand Paul publicly opposed the $5 trillion debt-ceiling increase embedded in the “One Big Beautiful Bill,” calling for a more limited, short-term hike tied to spending reforms—a stance that injected fresh uncertainty into Congress’s ability to avert a mid-summer funding impasse and kept bond-market volatility elevated.
Clean-Energy Credit Rollback Raises Concerns:
While passed by the House on Thursday, debate over the GOP’s reconciliation package—which rapidly phases out Biden-era clean-energy tax credits—intensified over the weekend, prompting analysts to warn that renewable-energy and utility stocks could underperform if the Senate follows through.
Home Prices Show First Monthly Drop in Two Years:
The S&P CoreLogic Case-Shiller 20-City Home Price Index fell 0.1% month-over-month in March—the first decline since January 2023—despite a 3.4% year-over-year gain, signaling a cooling spring housing market amid affordability headwinds.
Fed Researchers Urge Caution on Rate Moves:
In a research note released May 27, Fed staff warned they’re reluctant to adjust rates until they fully understand the impact of tariffs on price pressures and employment; minutes from the last FOMC meeting—which may shed more light—are due Wednesday.
Okta Inc. shares tumbled about 10% in after-hours trading despite beating Q1 earnings and revenue forecasts, as the identity-management firm maintained conservative guidance.
Deckers Outdoor Corp. shares jumped 7.8% as tariff-related uncertainty eased—following the company’s decision to withdraw its full-year outlook amid optimistic trade-talk developments.
Hologic Inc. shares surged 14.5% after reports it rejected a buyout offer from private-equity firms Blackstone and TPG, fueling speculation of continued deal talks.
Box Inc. shares surged over 10% after hours when the software company topped Q1 estimates and raised full-year sales guidance, driven by strong AI-tool demand.
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