🇺🇸 Institutions selling as retail buys. Liquidity relief right now—how long will it last?

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🇺🇸 Free cash flow eras in the Mag 7 (excluding Nvidia).

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🇺🇸 Strongest return in May in the $SPX since 1990.

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🇺🇸 Rate cut expectations remain low in 2025, but lately there is hope for 2026.

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🇺🇸 Cost & savings analysis of the “big, beautiful bill.”

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🇪🇺 Seasonality’s no good in June.

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Ray Dalio’s debt crash predictions.

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🇺🇸 Goldman Sachs’ GDP growth scenarios.

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🇺🇸 Electricity demand for major data centers.

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🇨🇦🇩🇰🇵🇱🇺🇦🇷🇺🇮🇳 Central bank rate decisions this week in Canada, Denmark, Poland, Ukraine, Russia, and India, among others…

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