Tuesday, 1 June 2021- The global economy seems to have taken the heaviest blow over the uncertainties surrounding the Covid-19 pandemic. However, this may no longer be the case for U.S investors as more are seen purchasing European stocks. Despite the global economic situation being at neck-to-neck with domestic earnings, U.S investors are reaping high in the European stock market. According to last Wednesday’s statistics, the top eight stock funds purchased by the U.S-based investors included the following three; · JPMorgan BetaBuilders Europe ETF BBEU (0.17%). · iShares MSCI Eurozone ETF EZU (0.16%). · Vanguard FTSE Europe ETF VGK (0.26%). Matthew Bartolini, the head of SPDR Americas research at State Street Global Advisors, also reports that European ETFs have so far seen an injection of about $4 billion in May. This remains to be the highest-earning month for the region since 2015. But the question is; What Could Have Caused an Increase in ETF Investments? According to Bartolini, Europe has a lot of things working in its favour right now that makes more investors attracted to it. For instance, Europe’s economic limitations and lockdowns are being removed in the first recovery phase. This has attracted more ETF investors who had earlier went into sector funds and other small-cap styles. Moreover, State Street’s numbers- a combination of price-to-earnings, price-to-sales, and price-to-book- also show that European stock valuations are still on the lower 1% compared to the S&P 500 and over the last 15 years. The region is also boosted by the still-unallocated European recovery fund and the opening global travels. Before the Covid-19 crisis, the European activity was at 85%, say the analysts at Jefferies. Though this may not be the same level in the post-Covid-19 economy, there is a positive change in the euro area economy. For example, the latest Institute of Economic Research (Ifo) and National Institute of Statistics and Economic Studies (INSEE) surveys show that there is improved business confidence in Germany and France, led by the service sector. The three companies triggering the economic recovery are; · Payments company Adyen (ADYEN, -1.08%). · Payments-focused bank Nexi (NEXI, +0.18%). · Automobile maker Stellantis (STLA, 3.96%). What About the Border Markets? The stock market improvement has not been limited to the European market alone. This is because, on both sides of the Atlantic, the Stoxx Europe 600 and S%P 500 have risen to 12% and 0.13% respectively in 2021. The border market, therefore, experienced an increase on Thursday, with Stoxx Europe 600 SXXP increasing by 0.27% to 0.5% as the U.S stock market opened higher. Other Forecasts It is evident that the economic bounce back is not only in the stock market. The international travels are also expected to increase their productions as indicated in the following analysis; · The Airbus AIR, share jumped from 9.22% to 10% as the planemaker plans to scale up the production. The Boeing BA, 3.67% rival is planning to increase the production from 45 A320 narrow-body aircraft a month in Q4 to 64 by the Q2 of 2023. There are possibilities to produce 75 aircraft by 2025. Airbus is also planning to increase the manufacture of two other models, the smallest A220 and the long-range jet A350. · Bayer, BAYN, experienced a 5.04% decrease in share after a U.S judge rejected its plans to set aside $2 billion for people suffering from cancer after using Roundup weedkiller. As a result, Bayer is planning to ultimately remove the product from the U.S for retail use. · Tate and Lyle, TATE, shares dropped by 4% after predicting adjusted earnings per share to fall because of lower profitability in its products and higher tax rate. The decreased earning is also caused by the presence of its artificial-sweetener making primary products on the market.

We round up the big numbers in business and finance over the week to May 28. Rosanna Philpott reports. From a multibillion-dollar deal to buy James Bond and Rocky, to Joe Biden's multitrillion-dollar spending spree. This is the Week in Numbers. First up... $6 trillion dollars is the expected size of President Joe Biden's first U.S. budget. The mountain of money will pay for infrastructure and other growth-boosting measures. Treasury Secretary Janet Yellen says the spending won't spark runaway inflation, but will make U.S. debts bigger than the size of its economy. $8.45 billion is what it costs to buy James Bond. Or at least the studio that makes the movies. Amazon is buying MGM to bulk up content for its Prime Video streaming service. Besides Bond, MGM also made classic movies like "Rocky", and TV series such as "The Handmaid's Tale". $34 billion dollars, or about four MGMs, is what you'd pay to buy some Chinese warehouses. That was the value put on JD Logistics after its shares surged on their debut. It's the delivery arm of e-commerce giant JD.com, and the strong showing suggests investors still want Chinese tech stocks, even as Beijing cracks down on its online titans. $28 million or so is the price tag for the world's most expensive car, according to media reports. Though Rolls-Royce wouldn't do anything so vulgar as to confirm that. Boss Torsten Muller-Oetvos showed off the built-in champagne cooler and cutlery dispenser: TORSTEN MULLER-OTVOS, ROLLS-ROYCE MOTOR CARS CEO: "What you see here in the back is probably, technically, the most refined picnic facility on earth.” Rolls is making three of the bespoke Boat Tail cars for unnamed clients. And 512% is the jump in demand for laptops and other work-at-home gear. Or at least that was the quarterly surge in profits at Lenovo, the world's biggest personal computer maker. The Chinese firm enjoyed its fastest growth in a decade as people snapped up all kinds of tech.

May 7, Friday Market Summary: Stocks SPY+0.8%, Bonds TLT-0.6%, Emerging Mkt EEM+1%, Small IWM+1.2%. NFP Jobs shock: +265k, expected 1m; Bonds spiked +1.5%, then sank, with Wages +0.7%, e0=; both monetary and fiscal stimulus less likely to taper anytime soon. Markets also look towards extended UI jobless benefits, ending in September. ECB member Kazaks said QE may be cut in June. IT,SP bonds fall, since March. Overnight strong CN PMI data, was offset by more hawkish US-CN rhetoric. Techs recovered losses; value and commod's melt up: Copper+3%, Lumber +3%. Sentiment: ARK's Wood talked cheerily on CNBC. Musk hosts SNL tomorrow. Earnings Movers by ~impact: Healthcare XLV+0.7%: ELAN+6%, CI+2%, MODV+7%, AVNS-4%, MD+20%, AMRX-10%, Ocugen OCGN-4%, Cronos CRON+1%. Tech XLK+0.9%, XLC+0.8%: LBRDA+3%, VTR+2%, QRTEA+15%, AXL+7%, PAYA-4%, TIXT+3%, TU+1%, LSXMA=, CLGX=. Energy XLE+1.8%, Oil=: ENB=, TRP=, CCJ+11%, CVE-1%, ERF+6%, STNG+9%, NOG+9%, GLP-7%. Consumer Cyclicals XLY+1.6%: Draft Kings DKNG-7%. Nikola NKLA+13%, LEA+2%, QRTEA+16%, JOUT-2%. Utilities XLU+0.3%: NFE+4%, HE+4%, SR-1%. Others: Cinemark CNK+5%, AMCX+4%, Icahn IEP+3%. SPB+3%, IBP-8%, GVA-7%, SSP-5%, ATH+2%, BPY+1%. ITT+1%. WFG=. Overnight A/H, today: SQ+4%. ROKU+11%. EOG+8%. CVNA-6%. APTV+5%. MSI+6%. W+7%. MCK+7%. ET+7%. EXPE+5%. DDOG+8%. IAC+5%. LYV+6%. NWSA+5%. HWM+4%. TPL+9%. TPR+5%. BLL+18%, BYND-7%, IIVI+6%, APPN-11%, TWST+12%, QDEL+11%, TDC-16%, RVLV+12%, SHAK-15%, FROG-15%%, CARG+14%, IHRT+14%, RETA-9%. Earnings flood (see daily stock value totals) starts to thin, over the next 2 weeks: World Stocks' Quarterly EARNINGS: May7Fri: R5 $1,600B MarketCap (value): SIE. CI, BMW. CRARY. HDB) MQBky) OCBC) UOB) ENB, TRP, VTR, Nkla, Mara, Ads. Lbrdk, Tu, Iep, Elan, Kao) Gmg) Clnx. Icagy. Rea) Ocpny) UltraC) Npscy) Ssumy) Ath, Lea, Fwonk, itt, tixt, Cron, Dkng, Ocgn, Amcx, Cnk, Pszky. Otp. hrnnf, ncSo) japsy) ccj, nfe, esnt, he, qrtea, ibp, unvr' acdvf) mnbey) asgly) ptgcf) yangMi) innolu) jfeef) sr spb flr, md, gsbd, li. sggkf) bkahf) gebhy) ricoy) rbi. inxsf) farEN) osagy. akaaf. dnopy. jun3. bzzuy. brthy) rgedf. waf. apemy. mgyoy. alpa4 jttry) u14) avns modv paya gva npo ssp road jout mmi lxp abr svc epix batrk krn. isctr. petkm. eao. sbs. sii axl nhc mrsn rdus ruth nog glp vivo amrx tile kop gato aud rmr dxpe gci ff tgls dske plym clmt cio anip ltrpa sify cnty zeus ds ttsh plxp imux eigr galt adma -TIMING KEY: )Asia .Eu ,UsAM ‘UsPM -RANK: MarketCap x ~%Adjustments Fri turnover leaders: $250B~ value: TSLA AMZN AAPL MSFT ROKU PTON FB SQ GOOGL NVDA BA AMD GOOG PYPL BABA JPM DKNG XOM NIO MRNA BRK.B SHOP BAC OCGN NFLX NKE FCX BIDU AMT PFE UBER CSCO C DIS GS PLTR CRM SNOW TLRY WFC TWTR INTC ORCL CVX TSM MA MU SNAP WMT EXPE ABNB CMCSA V BYND IBM RHE HD VIAC AMAT ETSY NOW TWLO MELI QCOM T PINS VZ MRK GM BKNG JNJ TXN CVNA MS PGWX CNC TMUS BNTX CAT ADBE ABBV UNH LOW VALE TTD FUTU ZM GE AAL COST CVS PODD TDOC DHR TMO NXPI LRCX UAL DOCU AMGN DE ATVI EBAY BDX PEP EOG CRWD BILL JD HUBS KO GOLD UPS FDX LIN SBUX NUAN COP MNST NEM DDOG FSLY CLF CCL NCLH CB AVGO SLB RTX DAL NET BMY KSU PLUG Z CHTR LLY TGT MPC MDT F LB ABT OXY PFPT RKT UNP LMT GME FIS TJX CI DUK FISV ET HON SCHW NVAX RNG MAR CCXI STX RUN ADI AON ISRG NEE ENPH ALGN SPGI AXP PDD PENN ACN SKLZ CTSH JAZZ USB BKR COF LYFT NUE GILD INTU NOK MCK ADP ASML MMM JCI CCI EL MDLZ MCHP RIOT MARA AMC DOW === May 6, Thursday Market Summary: Stocks SPY+0.8%, Bonds TLT+0.1%, Emerging Mkt EEM+1%, Small IWM+0.1%. Weekly Jobless fell below 500k, a pandemic low (530k expected) ahead of Friday NFP Jobs, e980k. Wages fell -0.3%/yr (expected -1.6%); Productivity +5.4%/y (e5%). Fed's Financial Stability Report, sees asset price and hedge fund position risks. GBP=: In it's monthly rate decision, the BoE spread existing QE over a longer period (buys £3.2B/wk, was £4.4B; unti Dec, was Oct), denying it was a taper. Frothier market segments are correcting: ARKK, SPAK, meme, crypto. Rotation to value continues (helped by inflation): causing Dow DIA+1% to push new highs. Crypto cool: BTC-2%, ETH-1%, DOGE-10: COIN-6%, RIOT-9%, MARA-6%, SI-7%. Meme stocks cool too: GME+1%, AMC-2%, BB-1%, OCGN-12%, MVIS-4%. IBM+1% has made the first 2nm chip: fingernail size, with 50B transistors. TSLA-1% has very strong demand, all sold out this quarter. Baillie Gifford funds cut stakes by 40% in Q1 (13-F). NCLH-7% says it can't launch US cruises by July. Earnings Movers: Healthcare XLV+0.2% (bounced on DE's Merkel rejecting giving away vax IP): ZTS-4% (livestock health spinoff from PFE), MRNA-1.5% (announced booster vax for BR, ZA variants), BDX-4%, REGN+3%, MCK-2%, CAH-7%, PODD-4%, MTD=, GH-4%, TECH-1%, XRAY=, NTRA-8%, MRTX-12%, EXEL-3%, XLRN=, VIR-4%, TWST-5%, SEM+2%, NTLA-7%, CERT-6%, PGNY-2%, QDEL-4%, IOVA-2%, AMN+6%, INSM+6%, OPCH-5%, KRTX+4%, AHCO-12%, BCRX+20% (rare disease drug sales growth), PBH+6%, HCAT-6%, CVET-2% HSKA+8%, FLGT+2%, CTRE+2%, AXNX-1%, IRWD-3%, DRNA-6%, JYNT-10%. Tech XLK+1.6%, XLC+1.2%: FIS+2%. CVNA+3%. W+6%. EPAM-1, DDOG-7, CGNX-1, BKI+4, AVLR-5%, BILL-6%, OLED=, APPN-3%, ANGI-3%, FOUR-12%, IIVI-7%, VNT+4%, TDC-1%, DOCN-6%, RPD-4%, FROG-3%, RVLV-2%, NSIT-6%,AVYA-12%. Energy XLE+0.5%: CNQ+3%, ET+3%, PBA+1%, TPL-5%, MP-7%, HL+16%, SSRM+8%. Materials XLB+0.7%: LIN-2%. MT+5%, WPM+3%, KL+3%, AMRS-16%, MTX+2%. Others: BUD-6%. MNST+1%. AIG+3%. BLL-2%. MGA+2%. K+7%. AES-4%%. LYV-5%. PENN-8%. TPR-3%. IRM+8%. BLDR+6%. NCLH-7%. NLSN+2%. HII+3%. AXON-7%. TMX-4%. WCC+9%. EXPI-9%. KTB+5%. PFSI-4%. PZZA+7%. WD-11%. SBH+20%. NMRK+11%. EPC+9%. SNCY-7%. VGR+5%. CLNE-7%. GOGO+8%. After Hours: ROKU-7%,+9%AH. SQ-3%,+2%AH. MCHP+1%,+4%AH. EOG=,+4%AH. AIG+3%,-2%AH. PTON+1%,+6%AH. EXPE-4%,+5%AH. NET-13%,+8%AH. BYND-2%,-7%AH. VIAC-2%,=AH. IAC-1%,+2%AH. MSI+1%,+3%AH. NWSA=,+3%AH. Overnight A/H, today: UBER-9%. PYPL+2%. BKNG-2.5% TWLO-9%. ETSY-15%. CTSH-8%. RKT-17%. FSLY-27%. ALB-9%. ANSS-6%. TXG-21%. RUN+12%. ZNGA+6%. LUNM5%. BFAM-7%. RDFN-16%. CCMP-11%. LOPE-16%. GKOS-9%. World Stocks' Quarterly EARNINGS: May6Thu: R8 $3,500B MktCap (value): SQ' MRNA, ZTS, VOW3. LIN. BUD. FIS, BDX, REGN, ROKU' MT. AIG' EOG' MCHP' MSI' EXPE' VIAC, PTON' MNST' NET' IAC' UCG. CABK. Nilsy. Zal. Gle. Hei. Mp' Ddog' Epam, Mck' Mtd' Bll, W, Evk. Eslf. Enel. Hen3. Ntdoy) Nab) Lr. Ing. Muv3. Aptv. Cnq, Mga, Nwsa' Wpm' All, Ed' Et' Fms. Cvna' Ppl, K, Lyv' Dbx' BYND'\ Tech, Xray, Cah, Pba' B3sa3 Ambev3 Cqp Ppod Aes Pwr Amh Tpr Cgnx Hwm Penn, Bip Evrg Fer. Nxt. Gblb. Colo. Ho. Kfh. Vedl) Bdev. Sbsw. Maruy) gxyyy) kykof) irm nclh reg gh lnt cnp otex bki un01. mndi. fnd bill avlr oled cabo bldr midd tpl fnf ver cold kl wfg y pcty nlsn stor axon aqn raa. rec. tlx. gn. scha. ake. esun) novatek) ana. rrtl. gfi. aibg. ntra bap\ Amc' Trip' Cwk rp hii nrg trgp mtz mrtx flir bld exel xlrn post angi stwd rga fvrr appn iivi plnt foxf bl hta tmx mms vir cdk al tdc vnt twst pk nomd sem four jobs syna nfg pgny ntla altr cert qdel wwc docn appf icui iova expi adnt ftdr msg kwr aciw rezi seas rpd shak frog hain ay njr becn amn ago rvlv env amrs ktb ale nsit stmp wd peo. icl. dln. af. adaniP) aaon hl comm nktr clny swx lnr fr ssrm pfsi aple opch golf ahco reta vg insm diod wbt pzza sfm sun tds prlb den yelp cwen carg mur csod mtx spxc ths bcc ihrt unit tse focs main cnce avya. nvmi ufs svmk axnx hcat laur sncy sbh pbh xhr irtc drrna sats epc himx idcc bke flgt clne vsto gtn vgr gsat eb nmrk dlx hska core ntct bv vctr bcrx praa sumo tpic oust irwd gnl drh ctre mfa bwmx gpro grpn kura adct cytk uis csii frg atec cmbm tvtx acmr usph oec cdxs endp hmpt evop cnxn ymab bkd sxi erii shyf hmhc trhc oksl agm karo uscr gogo chrs gden pahc dvac rc bfs brbr stng zgnx umh cris chuy cars ntus ten amph oprx prdo wrld tcx pae fnko jynt adap mye ueic coll vray gdyn mnrl epzm cmrx ctlp aldx rmax twi bbdc lxrx bxg lqdt agen hci ziop avd atrs ecom icpt cara loco xxii crai cdxc egle tmst anik albo cplg vntr mirm ctt gts siga ctmx glog atro insw dmlp srlp txmd cps sppi wldn true oyst infu gern ater rgs atnx scor natr pybi este spro gwrs fldm autl athx itic syrs inve nnbr ags ajx gpx immr chma airg lee sic -TIMING KEY: )Asia .Eu ,UsAM ‘UsPM -RANK: MarketCap x ~%Adjustments Thurs turnover leaders: $250B~ value: TSLA AMZN AAPL MSFT FB MRNA PYPL PTON UBER,, SQ, AMD ROKU, GOOGL NVDA BABA BA NIO ETSY,, GOOG SHOP JPM PFE TWLO,, NFLX PLTR, BRK.B VIAC BNTX SNOW, XOM BAC LEDS/// WFC BIDU PINS, C MELI, INTC MA CSCO V DKNG,, FSLY,,, SNAP PG ABNB, AMT UNH DIS W' ADBE HD GM MU QCOM CRM TMUS' ORCL GS IBM CAT NVAX NOW FCX TWTR CVX MS NCLH, PLUG, COST TSM ZM BKNG UPS AMAT MRK TLOW JNJ CRWD, CVNA, VALE' DOCU PENN,, VZ K' TXN GE CTSH,, GOLD OCGN,, FDX CVS DE TDOC, REGN WMT LIN ATVI CMCSA LYFT, ADI LRCX HUBS TMO BMY RUN/ RKT,, AMGN NET,, NKE TTD, BDX, ABBV FIS CCL Z PEP RNG,, RCM KO ENPH, SPGI JD EXPE, FUTU, AVGO LLY PM CLF F PDD OKTA, PFPT NEM BYND COF MDT UAL AAL ACN JMIA COP NXPI ZTS NEE X ABT TXG,,, GILD FISV RIOT,, ASO ANTM XPEV, DDOG, HOME// TLRY,, GIS MGM, TGT GME SBUX U, HON SLB DHR EBAY RCL MPC SKLZ CI AXP MARA, NUE DAL MCD LVS, UNP SPOT TJX LMT RTX ALGN AES, FOUR,, CMG CAH, EMR TBBK MO ASML NOC KR MDLZ ALB,, RBLX CBCCI OXY -Key: ^4%' ^9%/ ^20%// ^50%/// ^150%//// v3%, v8%,, v18%,,, v35%,,,, === May 5, Wednesday Market Summary: Stocks SPY+0.2%, Bonds TLT+0.2%, Emerging Mkt EEM+0.5%, Small IWM-0.4%. Weak ADP jobs (a sign for Friday's NFP Jobs) and ISM Services hit techs, but cyclicals keep rising: Materials XLB+1.3%, Financials XLF+0.2%. US Quarterly Treasury Refunding announcement (all bond auction sizes) came in as expected. Rotating hits on market sectors in sequence, often dent overall assets very little. Richly valued Techs are slipping back, despite blowout earnings: rate rises hurt. VNQ-1.5% REITs: rate-proxy sectors weak, on rate rise fears, via Yellen. Biotech IBB-1.3%: US backs vax IP waiver. Big disincentive, and key tech loss. Dow DIA+0.2% made new highs again. FTSE+1.5% similarly benefits more from a higher cylical weighting (and early UK reopen, on May 17.) Thursday's UK regional elections may help Scottish independence parties; also BoE decision. A G7 statement urged China (CN) to follow it's global agreements (TW/WHO; trade practices; Uighurs). CN's NDRC has suspended trade dialogues with AU. FB-1%: Facebook's independent oversight board kept up the Trump ban, for inciting violence with disinfo; and demanded clear rules. Trump has just set up his website, for a 2024 Presidential run. LYFT-6% beat but gig workers reclassifed as employees: hit DASH-5%, UBER too. Peleton PTON-14%: treadmill recall, after a child's fatal accident, and reopening. CME-1% will close all floor pits, except STIR Eurodollar options. HNST+44%: $2B MktCap IPO of Jessica Alba's baby/beauty Honest Company. BTC+4%, ETH+8%: COIN-3%, RIOT-3%, MARA-1%, SI+2%. SQ+2%. TSLA=. DOGEcoin+16% (#4 Crypto) seems the biggest meme-bubble ever: a crazy-spec indicator. Musk (pumps DOGE) hosting SNL this weekend, may lead to a climax. A PolkaDOT (#7 Crypto) Closed End Fund is likely to be listing soon. Earnings Movers: GM+4%. HLT-4%. CNHI+4%. ALB+3%. SMG+6%. FMC+2%. TT+2%. RUN-4%. NYT-4%. RDFN-5%. SPR-5%. PSN-4%. BBU+7%. DNB-5%. HAYW+24% Hayward pool equipment. Office Depot ODP+9%, also spinoff. Energy XLE+1.6%: (FundStrat's pick; Oil= on inventories) MPC+3%, XEC+5%,-6% AH, HFC-4%. Utilities XLU-1.7%: EXC-3%, PEG-3%, SRE-2%; CLH+6% waste. Healthcare XLV+0.2%: ABC-6%, WAT+3%, IONS-5%, NEO-12%, TNDM-3%. Tech XLK-0.3%: CDW-3%, FICO-2%, FLEX+4%, CYBR-12%, AEIS-9%, EAF-9%. After Hours: UBER-4%,-4%AH. PYPL-1%,+4%AH. BKNG-2%,=AH. TWLO-2%,-5%AH. ETSY-2%,-9%AH. CTSH=, -6%AH. BE-6%,+3%AH. QTWO-2%,+5%AH. A/H from Overnight: TMUS+4% ATVI+1%. MTCH+4%. DVN+8%. CZR+8% World Stocks' Quarterly EARNINGS: May5Wed: R10 $3,200B MktCap (value): PYPL' UBER' BKNG' TWLO' GM, MELI' ETSY' CTSH' NVO. MAERSK. ISP. EXC, ABX, ALB' FOX' HLT, Abc, Rsg' Tt, Cnhi, Mpc' Dpw. Anz) Mfc' Peg, Met' Emr, Anss' Cnswf' Slf' Cdw, Flt' Txg' Hubs' Hznp, Trmb' Wat, Cern, Fmc' Smg, Znga' Fnv' Ugi' Sampo. Wkl. Gmab. Dsm. Ele. Stla. Sre Wrk Lbtya Fico Eqh Lumn Gddy Cday Ato Bfam Bwa Dnb Ni Nbix Nyt Jll Fsly Gwo bdwby)fts wtrg lblcf mdu rdfn xec tou enr. hnr1. vie. solb. saga. itv. adaniE) ambuja) cpin) bbu lhcg reyn pri ions srpt hfc eqt qtwo nrvo Be Spwr gil bsmx bak flex site vst rgld vac fate pfg nvst run adt pfg frt staa tndm neo cw cybr mtg ccmp adpt ryn unm lnc pnw gfl lesl orcc src boo. bdwby) robor) saga. dcp stn nrz lope clh spr algm hayw psn seb trno hr arx allo rcii aeis ora arna cdna sbra qlys doc nuva pdce tptx cpa eaf aqua klic ktos inmd ava ghc cybg. hsx. bos. toy epr enbl lila rkt band cim rock acad brlxf kw flow fun srgy cent vcel root noos omi om sji accd mfi trkny. rlj gbt gdot xncr sbgi hubg edit simo crto odp ptve two mgy aaww blue ttgt alg qtrx evh ping ww prim aste whd skt cpe plmr nwn din esta ssys nblx mgpi ameh dpm dac ocul ecpg saft rdwr nmf plya tvty rgr tup dnow petq gel kids knsa bcsf smp dhc avid cxw hngr pasg parr talo gprk psnl np vnda aegn hcc gthx tpc mtw insg adtn aeri slrc axgn ufcs ll aosl vrtv bcor gnk osur rmni ryi sva mcs isee dgii blx imxi rigl bbsi cste sb pnnt arlo pkoh zixi kala hear mlr lpi ccrn amot snr vapo clw ke notv -TIMING KEY: )Asia .Eu ,UsAM ‘UsPM -RANK: MarketCap x ~%Adjustments Wed turnover leaders: $250B~ value: TSLA AMZN AAPL PTON,, MSFT FB NVDA AMD MRNA, BA GOOGL GOOG PFE UBER, BABA PYPL BNTX, NFLX RHE/// SQ BAC GM' V SHOP NVAX, LYFT, INTC UNH BIDU ATVI TMUS' MU ROKU, VIAC ADBE JPM HD XOM AMAT TXN BKNG OCGN,, SNAP, ATNX// VZ QCOM CMCSA CSCO GS AVGO TWTR MDT MRK CRM NIO CVS WFC C Z, COST ETSY PEP NXPI WMT MA AMGN TMO LOW JNJ PINS PLTR ZM EL ADI TWLO ABBV CVX MTCH FCX' PG NEE NMRD/// NOW DOCU, IBM BRK.B PLUG AMT GE DIS CLF COP' SLB' CCL CZR' UNP ORCL LRCX DE T RNG PFPT SCHW UAL DKNG ABNB, BMY AAL ASML MELI TDOC ABT NOC UPS EOG SBUX NET CAT DVN SKLZ,, FDX DOW MDLZ W NKE LUV FISV ADP LLY ACN OXY' NUAN TGT AXP BP REGN MS DUK MARA X, LIN MPC' ISRG ANTM ABC DAL CHTR ENPH NUE F MCD TSM GILD RIOT USB HLT SPGI EBAY INTU JD VRSK,, CRWD PXD GME SNOW COF PENN AIG BDX CERN KLAC EQIX CHMA// CVNA, NCLH NYT BKR EXC FANG CI ETN MRCY,,, MET CTSH AZN IT RTX MVIS, SWKS FUTU SEDG PM TJX FIS DHR EMR LMT AON MMM CNC RUN, TTD, PRPO, -Key: ^4%' ^9%/ ^20%// ^50%/// ^150%//// v3%, v8%,, v18%,,, v35%,,,, ==== May 4, Tuesday Market Summary: S&P SPY-0.7%, Bonds TLT+0.7%, Smallcaps IWM-1.2%, EEM-1.1% EMs weak. CN, JP on holiday. Infineon IFX-6% (missed earnings, on auto chip shortages) led DAX-3%; also dragged by general China/Taiwan fears. Greens' candidate for Chancellor, Baerbock, has the best ratings for replacing Merkel. This means tougher DE responses to CN on human rights, which can hurt DE supply chains. US Tech XLK-1.8%: AAPL-3.5% on a MS note. But supercap Dow DIA= climaxed and bounced all 1% early loss, after Yellen's suggestion (softened later) that small rate hikes could tame inflation: as Financials XLF+0.8% benefit from rate rises. AMZN-2%: Amazon's streaming video, with ads, now reaches 120m viewers. Microsoft MSFT-2%: Bill and Melinda Gates announce a divorce. No preNup. SDC-19%: SmileDirect (braces) disclosed a cybersecurity attack weeks ago. BTC-6%, ETH-1% ($3,500 high, on Fintech/ Smart Contract / NFT edges); SQ-5%, COIN-5%, RIOT-6%. TSLA-2% (still the core meme-linked boom stock). Oil+3%, yet Energy sector stocks flat XLE=. Grains boom on CN demand, BZ drought, Biden's biofuel. Lumber has hit limit up most days in the recent boom. Earnings Movers: Healthcare XLV=flat, yet CVS+4%, IDXX-4%, CTLT-7%, INCY-5%, HSIC+8% BHC-11%, RGEN-6%, RCM-12%. Thomson TRI+3%. Ferrari RACE-6%. SEDG-15% solar. CWH+10% RVs. MRCY-7%. WMG-6%. SEE+9%. Materials XLB+1%: VMC+5%, MLM+5%, DD+%2%, AMCR+5%, LPX+7%, ARNC+19%. Tech: RNG-6%, PAYC-6%, XYL+4%, MPWR-5%, IPGP-10%, ZBRA-2%, SABR-14%, IT+14%. After Hours bounces: T-Mobile TMUS-2%, +3% AH. Match MTCH-6%, +6% AH. LYFT-2%, +4% AH. Zillow Z+3%, +5% AH. Activision ATVI-3%, +5% AH. World Stocks' Quarterly EARNINGS: May4Tue: R10 $3,300B MktCap (value): PFE, TMUS' ATVI' IFX. Z' MTCH' CVS, GPN, COP, TRI, AXA. IDXX, KKR, XLNX' RNG' D, DD, LYFT' Syy, Pru' Pxd' Ctva' Vrsk' Zbra, Etn, Cmi, Zbh, Mpc, Anet' Ame, Vmc, Mlm, Payc' Exas' Xyl, Lng, Ctlt, Incy, Expd, Akam' It, Crl, BEN, Mplx, Czr' Apo, Vna. Alc. Eco' Telny. Gebn. Bharti) Cht) Tlk) AdaniP) Atgl) Amcr) Aden. Dvn' Br, Mpwr' Ldos, Pki' Bg, Hst' Rgen, Bhc, Ipgp, pen hsic dlb uaa see afg aiz jazz bery peak h wu iaa hfg. grf. cpr. demant. pndora. saudMi. lpx/ lamr nnn lsi rare rcm gmed cohr ingr nxst nvta insp cour stag dei upwk hlf ayx ttec rdn lgih sage wk alrm bkh pinc cdlx atc mrcy mcfe hasi wts lanc rhp jbgs arnc sign. orp. tmv. sjmhf. froto. twMob) algt lciii viav hi lpsn virt out kiimant mcy spt cvlt nsa door vsh crsr wtm etrn eqc kxs bnl mic ptct ese med pcrx dcph amrc cwh sklz rrr cyrx rpai fss iosp cmp hep nmih silk epay ns gluu kai gcp arcb infn pro dk cpk kar mcrb smci dkl mbu syke gnmk toi stlc pvb eqb ero dea spns sitm icfi lung hmn syx sgmo amk tslx lnth ichr ingn wdr tnc hsc kamn usac acls grbk crk hy nrc tbph hurn denn atra cdev veco pump gldd dht ospn inn chct cers ande wlkp vrex utl ahh tmdx nex espr fi xent hcci veri dco glt kopn trtx cldt ryam peri scu gilt kbal pvac bry bxc wti jnce bnft wttr acre rm drrx bgfv rcky -TIMING KEY: )Asia .Eu ,UsAM ‘UsPM -RANK: MarketCap x ~%Adjustments Tue turnover leaders: $300B~ value: TSLA AMZN AAPL, MSFT FB NVDA, GOOGL AMD BA GOOG BABA NIO, MRNA, SHOP PYPL, SNAP, BAC NFLX BNTX,, PFE SQ, JPM INTC AMAT, JNJ C BIDU T TWTR QCOM CVS' MU CRM CMCSA XOM PLTR V COCP// PINS ATVI COIN UNH HD DIS PG VZ BRK.B MA ADBE X' UPS GM, PRPO' ROKU, ORCL WFC NOW BLRX// TWLO, NVAX, ZM OCGN,,, PFPT TSM PLUG ABT MVIS/ AVGO FCX UBER, GE DKNG GS EL' TDOC, SEDG,, LRCX PEP DOCU, ASML, CAT TXN CLF/ ABBV IBM CVX CSCO CCL WMT PTON FISV AMGN MDT NXPI CRWD ENPH LOW VIAC F BKNG NKE LYFT COST Z TMO ABNB OKTA RTX SCHW AAL KO MRK FDX MS UAL, SBUX LLY NEE SPGI BMY CCXI,, COP JD MELI MTCH, ETSY DAL,, GILD LIN GME COF DE ALGN HON TMUS UNP VXRT/ IT/ SPOT, WYNN, MCD VALE NCLH ADI LMT SNOW SWKS RIOT, EBAY CHTR VIPS, ISRG MDLZ SKLZ FUTU, CCI ETN RNG, W PNC ACN STX, NUAN ANTM TEAM PENN WD AY DHR XLNX PDD PM ALXN TFC PPD KLAC DOW CI FIS INTU, MARA, EQIX USB CVNA HUM AXP TGT SHW MO NUE' BYND NET, AMT PH BTX,, CHGG MRVL WDC, CZR ADP RUN, AZN -Key: ^4%' ^9%/ ^20%// ^50%/// ^150%//// v3%, v8%,, v18%,,, v35%,,,, ==== May 3, Monday Market Summary: Stocks SPY+0.2%, Bonds TLT+0.2%: Very weak ISM Manufacturing (60.7 vs e65, 10ET) spiked Bonds to +0.7%. Prices (raw materials) jumped to the highest level since 2008. Also the Senior Loan Officer Survey (SLOOS, at 14ET) showed weak loan demand in Q1. NYC reopens on May 19; and May 7 in UK: today was a subdued Bank Holiday. CN, JP off too. EMs flat: EEM=. Smallcaps IWM+0.5%. Communication Services XLC-0.6%, Healthcare XLV+1%, Materials XLB+1.5%. AAPL+1%. has another lawsuit, from Epic Games, the Fortnite creator, about lowering fees. It is also being sued by SPOT, FB and TheTileApp, about preferential ads. Appleinsists it is more serious about consumers' privacy and security, than Adroid (GOOG) & FB. TSLA-4%: Berlin gigafactory delays. BTC+1%, ETH+17%, COIN-1%, but RIOT-5%, SI-5%. XRP's Ripple Labs will go public, to become the 2nd largest Blockchain stock, after COIN, ahead of RIOT. PYPL-1% Paypal may launch its own stablecoin; EBAY+4%: plans crypto, NFTs. Oil+2%; Oil Drillers OIH+5% on BARC upgrade of BKR+8%, HAL+6% Volatile small/mid bio's: VXRT+24% AH: recovered today's losses, on vax news. BTX+58%, acquired licence from MRNA+4% (who also finalised 500m vax supply to UN). Novovax NVAX-18%: bad vax news midcap. GME-6%, AMC-3%, OCGN+24%: meme-stock short squeezes have peaked. Earnings Movers: Calendar slows: Energy XLE+2.7%: FANG+2.7%, SU+2.5% RIG+4%, CVI+5%. REGI renewables -5%. Tech: Zoominfo ZI-4%, ON-4% chips. Estee Lauder EL-8%. IRBT-4%. CHGG-8% education. ATCO+4% ships, power. Berkshire BRK-B+2%: Buffet (& Munger's) e-AGM: tough views on Bitcoin, Robinhood, SPACs, inflation; Except for Apple, he missed tech growth. $145B cash pile, spends $30/B annualised on buybacks. Greg Abel to be successor. World Stocks' Quarterly EARNINGS: May3Mon: R5 $1,800B MktCap (value): BRK-B(Sat) EL. Shl. On, Epd, Su' Wmb' Wec, Ntr' Awk' Agr' Fang' Xpo' Sedg' Mos' Zi', L, O' Chgg' Bldp, Wbk) KotakM) Itub4 dmart) grasim) fAbDbBk. dSulai. sci qgen jkhy frpt wwd amg leg car bwxt rbc vrns cr shls fls cc ogs itri irbt rent3 bbse3 emaar. akel. 0zq. g07) lti) idbi) adc atco nsp kmt regi rig fn cbt awr maxr sho eprt sanm lthm ldi lgnd mygn mwa ue egov cvi rmbs pkiuf stljf cjt tri. bsm ottr rily argo adus qure alx gpre vnom kfrc sibn tcmd plow ever bcei hlit csr sohu smlr uan str pets strl kpti spne dtil frph ipi dzsi ta soi -TIMING KEY: )Asia .Eu ,UsAM ‘UsPM -RANK: MarketCap x ~%Adjustments Mon turnover leaders: $250B~ value: AMZN TSLA, AAPL FB AMD, MSFT OCGN// TWTR GOOG GOOGL NIO BABA NVDA MRNA' BTX/// BA NFLX PYPL V PFE JPM BAC NVAX,, SHOP, PRPO//// UPS' EL, FDX' MU DIS VIAC, BRK.B CRM SNAP, FISV SQ WMT INTC MA XOM HD ORCL BNTX/ NOW, T BIDU C JNJ PG QCOM ABBV UNH RHE/// TSM AMAT VZ COST PINS, LOW TXN MRK DKNG FCX AMGN GE GME, CVX IBM CMCSA PLUG, ROKU PEP TDOC, UBER PLTR, WFC SWKS ADBE VXRT,,, CAT CVS TMO F EBAY' PFPT LRCX ZM CSCO ETSY, AVGO PTON BMY GS NKE GM MARA GPS' PDD UNP W, X' GILD' CCL ATVI AAL TWLO LLY SPOT MCD CLX ABT RIOT, KO OKTA, MS TMUS UAL SBUX ABNB FUTU MELI LMT ENPH DISCA, HON ADI MTCH, NCLH PENN RTX JD MRO TGT NEE XLNX, KMI COP BKNG TJX CRWD VALE KLAC ASML MHK' AMT SNOW, DAL Z, TLRY, ISNS/// MDLZ NXPI ALXN ON, NET AXP BYND, MDT DOW AON FIS SPGI MPC TEAM, BILI, DOCU, COF ILMN GOLD' CHTR SCHW NUE' NEM ZS, NOC DHR MVIS,, MO LYFT ACN CB DDOG,, CVNA ALGN FSLR ANTM AHT// DUK NOK' AZN CTSH PM TTD, NUAN STX WDC ISRG INTU REGN WDAY M' VLO' SLB' -Key: ^4%' ^9%/ ^20%// ^50%/// ^150%//// v3%, v8%,, v18%,,, v35%,,,,

May 14, Friday: Market Summary: Stocks SPY+1.5%, Bond TLT+0.9%, EEM+1.8%, SmC IWM+2.4%, SpecT ARKK+4.7% Retail Sales flat (exp+0.8%), didn't dent bounce on reopening, wage rises, savings. So too bimonthly UoM Consumer Sentiment 82.8 (e90.2): hurt by inflation. With high savings, Consumption (2/3 of GDP) is expected to replace stimulus. CDC says masks not needed for those with vax (now open to all adults). Reopen booms: Airlines JETS+4%, CCL+8% cruises, CZR+4% casino, BKNG+3% travel. DOGE+35% (Musk says TSLA may accept it for car payments); ETH+8% BTC+5%; COIN-3% RIOT+17% GLXY+16% (Monday earnings) MARA+17%; SQ+5% TSLA+3%. World Stocks Quarterly EARNINGS: May14Fri: R4 $1,000B MarketCap (value): HNHPF) SMFG) MFG) ROSN. KDDIY) Jphlf) Smcay) Jpphy) Kubty) SemiMf) npcpf) lars) mtsfy) dnscf) kbx. dwahy) tosyy) unicy) asbrf) argx. sge. onex dsey rdy) snc sogo hsbk. samLi) 4jp) cipl) yamcy) tiscf) hktgf) dntuf) ip. mer.rey. uni. yklty) csan3 kajmy) aacay) cpn) kki) ftmx lorl mmx sohu free -TIMING KEY: )Asia .Eu ,UsAM ‘UsPM -RANK: MarketCap x ~%Adjustments Fri turnover leaders: $250B~ value: TSLA AAPL AMZN BABA FB MSFT DIS NVDA GOOGL GOOG COIN ABNB AMD AMC NIO SQ BA DASH PLUG MPC PTON BIDU JPM PYPL SNOW PLTR AZPN INTC AMAT MU NFLX ZM JD BAC HD DKNG XOM BRK.B QCOM UBER SHOP ROKU V C MA MRNA FUTU GS CVX JNJ CCL CRM KSU TSM LRCX CMCSA STX FCX ADBE PDD AAL ASML UNH PG NOW VZ TXN WFC UAL CSCO BKNG ABT FDX DE MXIM VLO DG WDAY AMT EXPE RTX BPLVS FSR FUBO LYFT REGN NUE CPNCHTR SBUX TMUS WMT LOW AVGO ABBV ADI PFE BILI COST TTD ORCL GME TWLO T MS GE VIAC NCLH FTCH SCHW KOVALE X MELI GMAJG PEP MRK TEAM SNAP STZ NKE SPGI DHR RIOT AMGN F BNTX CTSH NXPI PINS MARA CLF BNGO TGT NVAX SPOT RBLX DAL M CNI WDC EDU TWTR UPS LUV INTU CAT OXY BMY GILD CVS TJX TDOC HON TMO KLAC NEM MDT UPST COF MCD CRWD G EB AY NEE IBM ET WIX AVNS PBR CP SLB XPEV ETSY INFO DOCU W UNP ACN RCL U OCGN CSX DDOG LINCOP PANW BYND LLY ORLY ALL FIS CL EA RNG NLOK NUAN TAL ATVI === May 13, Thursday Market Summary: Stocks SPY+1.2%, Bonds TLT+0.2%, EEM=, Small IWM+1.8%, SpecT ARKK-2.6%. Oversold value bounce, after Weds' Tax day broad liquidation, touched supports. CDC announced no masks needed outdoor, a key step towards reopening. Weekly Jobless claims also helped stocks: 473k (expectations were 510k). Bonds bounced after hit by PPI+0.6%(e0.3); climaxed on $27B weak 30y auction. IronOre-9% on CN gov't talk. Grains JJG-5% after WASDE Ag report late Wed. BTC-9%: TSLA-3% stops accepting Bitcoin; Binance getting AML-investigated. ETH-5%. DOGE-10%. RIOT-16%. SQ-5%. FLR-20% on $500m capital raise. AMC+23% (meme stock) on $400m capital raise. PTON+6%: fund endorsement. Earnings Movers by impact: Tech XLK+0.8%, CommcSvc XLC+0.4%, CnmsrCyc XLY-0.3%: Alibaba BABA-6% paid $3B antitrust fine. Disney DIS=>-4%AH streaming sales/ subs miss. Airbnb ABNB-4%>=AH. Coinbase COIN-9%>=AH. Doordash DASH+1%>+7%AH revs beat, 2m delivery workers. Xpeng XPEV-5%. BILI-6%. NICE+1%. FTCH-1%>-2%AH. ARVL-6%. TUYA+1%. GOOS-9% Canada Goose. LAZR-5%>-2%AH. CRCT+3%>+4%AH. NEWR=>-4%AH. MAX-4%>-15%AH. DSP-12%. DCBO-6%. PLT-2%>-15%AH. DDS+5%>=AH. Earnings From Y'day: Coupeng CPNG-9%. APP-5%. DOX+5%. COMP-5%. WISH-29%. BMBL-14%. SONO+7%. POSH-22%. BOOT+9%. Healthcare XLV+0.5%: GDRX-4%>-2%AH. ABCL+11%>-7%AH. SHC-9%. OSCR-7%>+9%AH. HAE-13%. BFLY-16%. AVIR-3%>+8%AH. CCCC-3%. CMPS-6%. BNGO-7%. ACB-5%>-11%AH Aurora Cannabis revs miss. From Y'day: ONEM -14%, AMWL-22%, EAR-16%. Energy XLE-1%, Oil-3% (Colonial Pipeline back on): CRC+6%. Y'day: CPG-7%. Materials XLB=, Copper-0.7%, Lumber+1%: PBR+1%>+3%AH PetroBras stabilises. Vedanta VEDL=; From Y'day PAAS-11%, TRQ-18%. Consumer Staples XLP+1.1%: CELH+12%. UTZ-8%. Financials XLF+1.6%: BAM+2%. CIXX+11%. Utilities XLU+1.7%. XLRE+1% XLI+1.8 %. PGTI+5%. AZEK-1%. From Y'day: VIEW-7%. World Stocks' Quarterly EARNINGS: May13Thu: R7 $2,100B MktCap (value): BABA!) DIS' ABNB' COIN' DASH' BILI, BAM, XPEV, PBR' Ftch' Gdrx' Arvl, Nice, Vedl) Bt. iii. brby. hl. lazr' newr' quantaC) orxcf) rkuny) skInn) ptt) cpall) ctbc) xro) hhusf) glob. powr mglu3 lren3 tuya yeti crct azek shc acva oscr crct ulcc eye bfly mpln celh cixx rsi verx Acb goos bngo blnk vvnt hyfm utz max dds hae crvl crc avir aeva dcbo pgti amti plt cccc cmps dsp tgp arko xog rptx ngms kelya mass apr blfs orla gevo thry sbtx rmo dmtk itos foa holi fdmt trmd mcf sens -TIMING KEY: )Asia .Eu ,UsAM ‘UsPM -RANK: MarketCap x ~%Adjustments Thurs turnover leaders: $300B~ value: TSLA, AAPL AMZN BABA, MSFT FB SQ, NVDA AMC// GOOGL BA AMD NIO, CRL GOOG COIN, PTON' JPM JD, DIS ROKU BAC ABNB, PYPL LRCX' AMAT' HD SHOP, UBER PLTR INTC MU FCX BRK.B V GME/ XOM C JNJ QCOM ZM NFLX RBLX, BIDU PG TSM CRM FUTU, WFC UNH PDD, CVX PFE MELI TWLO, WMT DKNG GS ADBE AVGO MA TTD LOW CMCSA ASML ORCL SBUX T MRNA GE KO PLUG NKE CSCO X AMGN VALE MRK BILI, RIOT,, VIAC DASH TXN VZ COST NOW PINS ABBV AJG AAL MS GM SNOW SPGI TWTR PEP CCL TDOC, UAL UPS DOCU, EDU,, XPEV, WIX, SNAP IBM BKNG FLIR TGT MARA,, F HON MCD TDY NVAX NSA LVS CRWD LMND' ADI CHTR NCLH TMO INTU DE BMY TAL,, EXPE BNTX PENN WDAY SONO' FTCH, RNG, BMBL,, CAT DHI ABT SI/ SLB TMUS DAL REGN DG INFO CSX FISV KSU ENPH CLF GILD FLR,,, OXY, PXD PFPT ACN ETSY NXPI W UPST,, NUE' CPNG,, LIN COF MSTR,, KLAC PANW SCHW ATVI LYFT FDX OCGN. OKTA BDX TEAM, CVNA UNP U, LMT STZ LLY MDLZ FIS CME SPG DXCM DHR VRM COP MDT AZN TJX PMZ NEE ANTM RTX CVS CI FUBO, -Key: ^4%' ^9%/ ^20%// ^50%/// ^150%//// v3%, v8%,, v18%,,, v35%,,,, ==== May 12, Wednesday Market Summary: Stocks SPY-2%, Bonds TLT-1%, Emerging Mkt EEM-2.8%, Smallcap IWM-3.2%. Shock weak CPI (0.8%, e0.2) unplugged all-asset-class liquidation, on Tax day. That is 5% annualised. Main drivers: used car prices, airfares, rent. Core +3%YoY. Fear is, persistent inflation forces Fed to slow QE (like UK CA AU NO already). "Transitory" likely means until~Sept: UI benefits, and summer reopen, both end. 10year Breakevens are 2.5% (inflation expectations from 10yr TIPS). 30yr BE: 3%. Firm $41B 10year bond auction, halted Bonds' rout; main 30year auction tmro. SPY nears 50Day Moving Average. Only 5% off highs. 200DayMA is 10% lower. P/E ratios, especially Cyclically Adjusted CAPEs, are still near record ATHs. GeoPol risks: Middle East war potential: escalating Israeli<>Palestinian attacks. Biggest 1year bubble: DOGEcoin ballooned 500x! to $100B, with no tech merit. DOGE-23% BTC-17% (<50k A/H: TSLA-5% won't accept BTC for cars; but won't sell it's BTC: seems self-harming) ETH-13%; COIN-6% RIOT-11% MARA-12% SI-5%>+14%AH: to be exclusive issuer of FB's new planned Diem stablecoin. SQ-7%. Lucira LHDX+44%: CoV PCR test. EYES+22%: Visual aid. ARRY-46% fraud suit. Earnings Movers by impact: Tech XLK-2.8%: Coupeng KR ecommerce CPNG-2.5%. WIX-17% webhosting. APP-2%. DOX-3%. LITE-17% Lumentum fibreoptic. WISH-4%. COMP-6%. Bumble dating BMBL-6%. SONO-10%. COHR-2%. MSP-3%. Healthcare XLV-1%: ONEM-1%. AMWL+1%. Curis CRIS+65% cancer trials. Energy XLE+0.5%, Oil+0.7, flat on weekly inventories: CPG-1%. Materials XLB-2.5%, Copper -2%, LB-1%: PAAS-4%. TRQ-2%. LGO-5%. Others: VRM-4%. IFS+8%. WWW-13%. JACK-4%: CTOS-4%. DFH-10%. GRWG-9%. BOOT-6%. PLBY-6%. Overnight A/H, today: OPEN-13%. QS-7%. NARI-8%. LMND-19%. SLQT-20%. GO-19%. ALKT-8%. BIGC-8%. OLO-6%. KGC-4%. FUBO+10%. VZO-13%. COKE+6%. World Stocks' Quarterly EARNINGS: May12Wed: R5 $2,100B MktCap (value): TM) SFTBY) CPNG' ALV. Wix, Ibe. Zurn. Dte. Bayn. Mrk. Cpg. Hlag. Ntt) Ad. Edf. Plzl. Rwe. App' Dt, Lite, Dox' Wish' Wen, Dox, Bmbl' Lite, comp' cohr' vrm' sono' apg, Dwni. Alrs. asianP) oezvy. fojcy. trumy) ssody) fujiy) nexof) esaly) ssmxy) nec1) knbwy) hindA) asuuy) jbss3 suzb3 srg. trn. clldy) jxhgly) pidi) hphty) ntco3 wsp ema ccdbf paas grwg npi allk onem msp trq apg www tsem Cbk. cnp. cch. kgh. ags. ambu. bald. agn. o2d. hapv3 elet6 salm. hltoy. g24. lxs. mtlhy) stbfy) mejhy) gmoP) kt&g) smInv) scom. tui1. ast) jsl) upl) lipin) compal) sha. dlg. her. six2. pirc. var1. goco ifs jack amwl posh dfh ctos cpg boot btrs imcr ontf view ear cris ttcf plby cwyuf meg zeal stkl arco nvee lgo. sfl mnkd rna bvs radi osw kdny cir sft blbd eose rlmd mcft veru fosl -TIMING KEY: )Asia .Eu ,UsAM ‘UsPM -RANK: MarketCap x ~%Adjustments Wed turnover leaders: $300B~ value: TSLA, AMZN AAPL MSFT, FB GOOGL, BABA NVDA, BA, AMD, ROKU PTON NIO, PLTR, SQ, JPM AMAT, PYPL, XOM NFLX BAC HD, MU, FCX, V QCOM, TSM, INTC DIS RBLX WFC BRK.B SHOP C UBER, LRCX, WIX,,, AVGO, CVX PG WMT FUTU,, DKNG, MA UPST' GS UNH CRM CSCO JNJ ADBE FUBO/ BIDU, CMCSA, TTD SNOW, LOW, PLUG, MS PFE GM, X,, T MRK ZM, MELI, CRIS/// SNAP, TWLO, ORCL TXN, HON, CHTR BKNG, GE INTU PINS, SBUX, MRNA, COST TWTR, CAT VZKO IBM VIAC NOW, U PEP EA TGT, NKE DPZ VALE, EXPE, SLB' ABNB LMND,,, MCD DHI, AAL, ABBV CRWD, CVNA, EYES// NXPI, ADI, BMY OXY' W,, CLF, LITE,, ASML, WDAY, TMO NEE, UAL, CME LHDX// PDD F SPGI LMT JD AMGN DE NVAX, DG, BNTX, CCL, ACN MDT SCHW OCGN,, ARRY,,,, FDX, ATVI PFPT FISV UPS ANTM AMC' GILD OKTA, MRVL, ABT USB CVS UNP TMUS AXP ETSY, SHW AON DAL, LIN INFO BILI, EBAY PXD COF NLOK DASH,, RTX REGN LYFT, MDLZ LI' DOCU, TDOC, NCLH, DHR LLY ISRG, PENN,, FIS ENPH, AZN DUK CI Z, VLO. ETN NUE, MPC MMM WLTW PNC COP LEN, ON, ELTAL TEAM RH, ADP OPEN,, MARA,, SYK -Key: ^4%' ^9%/ ^20%// ^50%/// ^150%//// v3%, v8%,, v18%,,, v35%,,,, === May 11, Tuesday Market Summary: Stocks SPY-0.9%, Bonds TLT-0.6%, Emerging Mkt EEM-0.3%, Small IWM-0.4%. JOLTs: 8.1m jobs (e7.5m). Flat $58B 3year bond auction. Druckenmiller WSJ OpEd: low rates: beware inflation. Former NY Fed head Dudley, believes Fed will have to raise rates, more than expected. Big US CPI Inflation data Weds. Dip buying: ARKK+2%, was -5%. Semi's SMH=, from -3%, TSLA-1%, was-7%. DOGE+8%, BTC+1%; ETH+3%; COIN+3%, RIOT=, MARA-7%, SI-2%. SQ+2%. Broad fall: XLE-2.6%, Oil+1%. Fin XLF-1.8%. XLRE-1.2%. XLU-1.2%. XLY-1.1%. (A $50B MktCap, 7th biggest, new Crypto began today: ICP Internet Computer. This may move towards breaking the dominance of any one cyptocurrency. Most have asymptotically limited supply. But if a stream of ever better new coins is seen, investors may realize there is effectively infinite oversupply overall. If bubble delusions finally melt in crypto, the biggest craziest bull market ever, this likely impacts futuristic-value tech stocks too: overlapping ownership. Periphery markets, can be froth indicators (for core markets): Eg Crypto/NFTs, SPACs, ARKK, meme stocks; thin key comods like lumber, palladium, biofuels) Earnings Movers by impact: Tech XLK-0.3%: Palantir PLTR+9%, PSFE-12%, PLTK-3%, NOVT+4%, IGT+17% MIME+7%, JMIA+8%, PAR-9%, IMOS-5%. A/H: Electronic Arts EA=> +2%, U+4%> +1%, QS-4%> +4%, OLO-4%> +9%, VZIO+3%> -6%. Healthcare XLV-1%: RPRX=, PRGO+3%, BEAM+3%, BLI-5%, MYOV+8%, HRMY+3%, NNOX-19%; A/H: NARI+3> +4%, SGFY+6%> -4%, SNDL+1%> +7%. SNDX+3%> +6%. Others: TDG=, AEE-3%, ARMK-2%. HBI-12%, KRNT+3%, CGAU+11%, FOE+24%. A/H: DAR-2%. OPEN+4%. KGC-1%. UPST+1%. CHK-1%. LMND+4%. FUBO+8%. Overnight After Hours, today: Roblox RBLX+21%. SPG-3%. OXY-8%. NLOK+11%. Novovax NVAX-14%. Virgin Galactic SPCE+1%, was -20%. ELY+13%. SWAV+18%. HALO-7%. HHC-5%. SGMS+7%. EVBG+7%. Raxspace RXT-21%. DDD+35%. World Stocks' Quarterly EARNINGS: May11Tue: R4 $1,000B MktCap (value): EA' PLTR Plug Tdg, U' Qs' Dkily) Tak) Bpac3 Kbc. Alo. Eoan. Rprx. Nsany) bsy, dar' pltk, psfe, hbi, open' upst armk, upst' ocft' Jmia, Fubo' sndl' kgc' tmxxf' ccep. Hot. Tka. utdi. mrw. leg. mb. bmed. bc8. g1a. dri. globalW) pegat) ncbdf) shcay) wn lmnd nari chk novt hli lpro slqt sdgr sgfy krnt beam igt go jamf alkt arry bigc mac bli mime coke hbm semr vzio or cgau bgs myov cnr foe par atz roth. hrmy prld hyln kron tgh imos nnox exk prta ghld pcvx olma vitl tsha sndx xene repx abst oxlc allt newt rada vec -TIMING KEY: )Asia .Eu ,UsAM ‘UsPM -RANK: MarketCap x ~%Adjustments Tue turnover leaders: $300B~ value: TSLA AAPL AMZN MSFT FB PLTR NVDA NIO AMD GOOGL BA GOOG BABA SQ JPM RBLX ROKU PTON PYPL NFLX SHOP XOM INTC PLUG DIS BRK.B TTD AMAT MU HD FCX BAC V C BIDU QCOM PG DDD WFC JNJ CVX UBER GS CRM DKNG MRNA GM NOW UNH WMT ZM PFE ABNB NVAX LRCX MA SNAP TSM X ADBE NKE FUTU T CSCO VZ IBM PXD ORCL SNOW PINS MELI VALE CRWD TWLO BKNG TDOC BNTX LOW MRK GE CMCSA TWTR SBUX MS TXN PFPT AAL UAL AVGO NEE VIAC HON PDD PEP JD CAT OXY UFS DOCU TMO CCL SPGI FISV MCD KO COST U ADI SPG TGT EB AY GME ETSY EXPE COF CVS ABBV FDX UPS F OCGN CLF ABT SPCE DAL ATVI BMY DE MARA AXP RIOT OKTA NXPI EA AMGN CB JCI SPOT SLB KR PENN RTX ASML CVNA JMIA PNC FUBO RH DXCM COP AEP LMT NUE MMM W BYND NCLH TEAM CME AMC EL CMG LINZ FSLY RNG MDLZ WYNN CTSH ZS UNP ENPH CSX ALGN DUK BSX STX CHTR MAR NUAN ACN AMT TLRY MDT LB TMUS NEM GILD FOE DG XPEV RUN ON AON CL SWKS USB INFO EOG ALXN === May 10, Monday: Market Summary: Stocks SPY-1%, Bonds TLT-1%, Emerging Mkt EEM-1.8%, Small IWM-2.5%. Copper-0.5%, was +3%. Lumber-3% limit, briefly was +3%, after weeks of mostly +3% limit-up days. (Very thin market, even more due to frequent limits at these elevated prices; it's main price action is mostly soon after 9ET regular day open). Iron Ore+3%, also reversed sharply lower from early +8% from Asian time. Oil= was flat, despite Colonial Pipeline in emergency shutdown (due to a RU connected cyber attack by "Darkside", who apologised: they want more subtle big ransom op's). It is #1 in US, supplying nearly half of East coast oil. XLE=, XLF=. Bonds tried a bounce, but sank to new lows, hurting Techs QQQ-2.7% (Nasdaq NDX100 closely tracks XLK Tech sector; distant cash flow value falls with bonds). Musk hosting SNL Sat. Nite Live, was a meme sentiment climax, as we suggested here: DOGE-28%, BTC-5%; ETH+13%; COIN+11% (hot ETH, DOGE; RobinHood outage, Binance withdrawal curb); RIOT-18%, MARA-11%, SI-6%. SQ-7% TSLA-6%. Defensives stayed firm: Utilites XLU+1%, Property XLRE+0.5%, Staples XLP +0.7%. Tonight: CN census data (decennial; delayed; births fall); AU annual gov't budget. Earnings Movers by impact: Tech XLK-2.6%: TradeDesk TTD-26%, MGNI-20%: both AdTech, led the overvalued-growth selloff; RBLX-6%, AFRM-6%, BRKS-10%, WB+2%, NUAN=, NLOK=, JCOM-2%, G=, EVBG-3%, APPF-2%, MARA-11%, VLDR-4%, EGHT-3%, SAIL-3%, RXT+1%, DDD-8%, MODN-5%, VUZI-8%, CEVA-19%. Healthcare XLV+0.1%: Biontech BNTX+10% expects not to need to update their Vax for existing variants, NovoVax NVAX-9%, VTRS+7%, ZLAV-5%, OSH-2%, MRVI-5%, HALO-3%, TGTX-6%, ALLK-6%, SWAV-9%, VCYT-5%, SDC-5%, KOD-13%, NSTG-12%, ORGO-9%, SEER-14%, HRTX+6%, CSTL-11%, IMGN-11%. Others: Marriot MAR-4%, but Simon Property SPG+1%; SPCE-8%, COTY-13%, OXY-3%, APD+1%, DUK+3%, IFF-3%, J+2%, ES+2%, TREX-1%, UWMC-3%, WES+4%, ACM-1%, WYNN=, USFD-3%, VOYA-2%, ELY-4%, CNNE-3%, BALY-5%, SCPL-13%, REAL-11%, XPEL+8%, Workhorse WKHS-15%, CCO-14%, KOS-10%, PRTY+11%. World Stocks' Quarterly EARNINGS: May10Mon: R5 $1,200B MktCap (value): BNTX, RBLX' APD, SPG' MAR, TTD, DUK, SPCE' Oxy' Tsn, J, Iff' Vtrs, Zlab, Wynn' Nuan' Nvax' Wb, Curlf, Afrm' Itocy) Pcrfy) Nlok' coty, es, trex' voya' acm' uwmc' usfd, wes' g' osh' tsp' au gwph rxt' afx. ebk. 8tra. smmyy) mhvyf) ncSo) brks halo rba hhc chh sgms ely jcom mgni bch itsa4 nvei tgtx swav bhvn appf tgna evbg sail bhf gtes ftt mrvi adv enr sum cnne innv crnc nhi stay Mara Wkhs Vldr shmuy) rohcy) wanHa) sphxf ino sdc eght psec vcyt nstg nni itci orgo noah rckt gbdc baly ddd swch rvmd fsk hlio yala fold ipar seer ruby real fgen axsm scpl par rvnc fgen xpel spnt cstl krys imgn dac modn brmk qure modn snex rdnt vuzi fsm acel atri mx omer dbd kos dac plrx cco mrsn prty iiiv onst algs ceva aegn nwli mgic scsc capl btai prts arct geo lotz vff rmni cara clar dms nssc xent pros rev mux mbi apei gsl stxs nls apts egrx fph avdl akba cpsi plse cps fbrx sesn bhv kndi mtrx rlgt whf mhld amr blu strs fll iii -TIMING KEY: )Asia .Eu ,UsAM ‘UsPM -RANK: MarketCap x ~%Adjustments Mon turnover leaders: $300B~ value: TSLA AMZN AAPL FB MSFT TTD NVDA BABA GOOGL BA AMD PTON NIO GOOG SQ ROKU QCOM NFLX FCX JPM V PYPL MU XOM PDD INTC PLTR DKNG BAC HD BIDU DIS SHOP CVX C BNTX JNJ MRNA ORCL X TSM VZ T BRK.B WFC AMAT UBER CSCO GS WMT SNAP PFE PG OCGN JD MA CRM CMCSA AVGO SNOW UNH PINS LRCX AMGN TWLO IBM W NOW LOW ADBE VALE CAT TWTR MELI GE NVAX BKNG ABNB KO ETSY DUK GM TXN ABBV MRK MS TDOC EXPE PLUG CRWD PFPT NKE PEP UPS RTX COST QRVO CLF VIAC CHTR ZM FUTU AAL EBAY TMUS TMO BYND GME CVS CI BMY MMM TGT SBUX SPG CVNA DE NEM ADI LMT NUE F SWKS UAL BILI GILD MAR ATVI ASML HON NXPI FDX SLB LEDS AMT REGN DHR RBLX COF SPGI OXY VIPS LIN RNG COP BBY ADP U MDT MCD ALGN MARA AA CCL AXP RIOT KLAC TME ACN EOG GOLD ABT NEE BEKE BDX TLRY AZN VTRS DOCU PENN EA PM LLY NET SHW USB SPOT ISRG MOPXD UNP MPC DAL AON PTIX HUBS ALXN SCHW RIO STX CNC AMC MRVL PNC PODD FSLY MDLZ ANTM PRPO CERN

April 23, Friday: $3,600B total Market Cap (value): HON, AXP, DMLRY. PTR) IDCBY) Bachy) Acgby) Amperex)SLB, BEN, Rcl, Kmb, HclT) wYibin) haitianF) Pstvy) Cicof) Ciify) WillS) Schn. telia. hrshf) htsc) zijmy) mthry) luzhou) shiPud) ztcoy) ccohf) cmaky) bcmxy) znh) rf, alv, gntx, sev. sterv. yar. rco. lifco. 9gf) maxis) vingroup) tom. 0ec) emtk) sid, aak. icad. upl) sxt, saab. dom. entra. sow. ctb, gva, fd, azz, rasp. grvy, npk, cir, opy, peo, bwen, -TIMING KEY: )Asia .Eu ,UsAM ‘UsPM April 22 Thursday: $3,500B total Market Cap (value): INTC'! NSRGY. T, DHR, SAP, SNAP' BX, FCX, RMS. Unp, Hca, DHI, LUV, NUE, CS. Vlo, Tal, Iqv, Dow, Mktx, Biib, Odfl, Sivb Vrsn' Tsco, Stx' Aal, Ce' Gpc, Sna Volv. Angpy. Dg. Ri. Viv. eqt. relx. nlmk. Njdcy) lgChem) chugai) cnTou) caovy) saudTe. Kb) Shg) HindZn) sna, dgx, aep, fe' sam' pool, alle, hban, gbooy' Ifjpy. sgro. monc. kinv. bol. skf. eden. bvi. rto. rno. barn. gjf. gfc. pblof) disco) dpW. Tw. pnr wso rs csl clf alk mat skx son vicr wns gtls wwe Spxcy) kpcpy) save safe ori ewbc pbct faf ffin gbci ozk bku abcb asb bkt. tel2. sk. get. husq. ipn. tph trn hth sitc hri kn stc bjri oflx wrt1v. rxl. valmt. sxs. asr rws. thule. nent. axfo. itp. vitr. ajb. te. bfit. carm. dom. ips. wpk aub cade indb ari sasr sbcf eig bhe boom hzo arch iin clw usx ibst. camp clfd pds lyts tzoo -TIMING KEY: )Asia .Eu ,UsAM ‘UsPM April 21 Wed: $3,000B total Market Cap (value): ASML.! LRCX' BHP) NEE, VZ, RHHBY. Eric. Lvs' Cmg' Ndaq, Nvr, Antm, Cci Longi) Heia. Cp' Dboey. Sdmhf. Sartf. Anto. Akza. Wln. Tel, Kmi' Hal, Bkr, Lad, Efx' Whr' Seic' Rhi. Slm' Luxshare) Pkx) Shb. Rand. Ca. Ac. knx, rci, xm' ggg' gl' sbny, mru, chdn' bnzl. poly. magn. elisa. lstr caci rli rexr vmi ufpi awcmy) bokf fr nep slg umpq neu stl soi. cast. wdp. vpk. unicom) huadong) dbiBk. cns snbr plxs nwe qlt. rushb hcsg ntgr mtl arb. clb lob tbk tcbi bxs fcfs banr egbn bpfh veil. bedu csv -TIMING KEY: )Asia .Eu ,UsAM ‘UsPM April 20 Tue: $3,300B total Market Cap (value): NFLX'! JNJ, PG, ABT, LMT, ISRG, PM, RIO) IBKR' CSX' Ker. Ew' Pgr Trv, Edu Asm. Inve. Bn. Ntrs, Dov, Omc, Key, Fitb, Wrb' An, Man, Si, Abf. Sika. Sand. Temn. PingAnB) hengrui)\ zhifei) polyDv) emEtisalat. irdm, cma, snv, thc' wbs, xrx, nod. cov. geti. avst. aza. so. pom. rose. arcad. ihp. flow. jup. enav. mony. ald) cgf) lrn for alfff pacw hwc sfnc ucbi fult fmbi pfc. ttsh -TIMING KEY: )Asia .Eu ,UsAM ‘UsPM April 19 Mon: $700B total Market Cap (value): IBM' KO, PLD, UAL' HikVision) AlRajhi. Hog, Cck' Stld' mtb, zion, cnUtdNw) pnfp' eo. acc' hxl' jaSolar) tinci) icPru) jiangsuKi) gotion) perfectW) otgly. etEtisalat. els' fnb' wtfc' sfbs' onb, gtt. fangdaS) enog. mery. dsv acu apm -TIMING KEY: )Asia .Eu ,UsAM ‘UsPM

April 30, Friday: $6,500B total Market Cap (value): BABA!) XOM CVX ABBV. AZN CHTR PTR) BNPqy. ITW CP BARC. BBV. Midea) Toely) Foxcon) DBSdy) Kmtsuy Psx Wey Clx Gww Aon Jci Lhx Psx e. schn. sgre. sren, imo qsr Cicoy) foshanHa) cypc) hrhsf) hocpy) bcmxy) chcjy) snyyf) mitsy) japay) induBk boeT) saicM) araw) muyuan) laoj) pudo) bjShiR) weicy) ccohf) cmaky) cnicf) Htsc) lsrcy) wpc nwl impuy. ebkdy mtx. kpn. sk3. svcbf. swmay. bsac vtbr. polyD) crrc) bjKi) nariT) crwof) nwwcf) airyy) 4fg) wingtec) bkShi) aeccAv) shaanxiC) 2x2a) zlioy) gnzuf) znh) casbf) cbumy) monoy) gujing) shiPo) montageT) opein) sgH) bkBj) huaX) bkNan) avicS) jonhon) cea) cgl) cnShipC) 188h) sanhua) 6cz) hualan) liuhe) changan) founderS) 0ec) yzc) hrc vst psxp hun besi. light. shlx wch. nhmaf) avary) cnSat) baotou) junshi) sdicP) cnRsMc) avicX) guoxinM) 6mt) cnIndSc) orientSec) indusBk) mgp laz avnt por gt pnm bcpc moex. tkc. sso. ror. kog. hmsy usm geld hp tds b mog abr pipr imgn pbi aroc wetf msgn ofix slca asix pfs yesBk) April 29, Thursday: $11,000B total Market Cap (value): AMZN!! SMSN!) MA CAT TWTR CMCSA AIR. RDSA TOT. SPGI MOUTAI) TMO MRK BMY MCD AMT ICE CICHY) CIHKY) LFC) SNP) KYCCF) BAS. BIDU) NIO) GILD MO NOC TEAM NEM KLAC VRTX BXT PBR UN. GLEN. So Dlr Khc Kdp Eqnr Mindray) Fmg) Alxn Trow SPG CBRE Wltw Stm. Dxcm Ftnt Swks Ftnt Expe Nvcr Ctxs Zen Lyg. Rbs. Stan. Ceo) Dbsdy) Chvkf) Gwlly) Hymtf) Naver) GreeEl) Longi) Lglg) Ntioy sfHo) Lh Sgen Ajg Ftv 6ht) April 28, Wednesday: $6,000B total Market Cap (value): AAPL!! FB! QCOM BA SHOP TMUS NOW CME SNE MCO Hynix) Hkxcy) Mediatek) Bsx Hum Nsc Sny. Gsk. Adp F Ebay Spot Gd Aph Scco Dsy. San. Dnzoy yibin) shecy) DB. Kkr Tdoc Swk Orly psa algn nvtk. eqix gmbxf knebv. Crh. Rok afl yum grmn avb well siri assa. dher. luxshare) muyuan) mraay) olcly) yahoy) ahchy) miely) April 27, Tuesday: $9,000B total Market Cap (value): GOOG!! MSFT!! V TXN AMD PINS HSBC. UBS. RTX GE UPS MMM ABB. BP. AMGN LLY NVS SYK FSV MMC Cb Mdlz Shw Cof Ecl Ilmn Msci Adm Glw Mxim Cnc Amx Pcar Fanuy) Su. Atco. Enph Ter Pfg Evo. Eqr Yumc Iex Bxp Syf Dte Eix Phm Ffiv Jnpr Ivz chrw tru fqvlf acgl oke entg ess wynn udr has masi cree pii jblu April 26, Monday: $3,300B total Market Cap (value): TSLA!! VALE IBN)Sat] Amperex) Byddy) Nxpi. Cdns Phia. Amp Cni Lu Sabic CnTG) Ssnc Sbac Knin. Otis Ckpt Mgddy. Caj) indBC) greeEl) cypc) pbcry) kspi. ultraC) techM lii bro pkg mksi aci agnc uhs guotaiJS)

As different countries welcome the vaccination against the raging Covid-19 pandemic, many businesses are expected to bounce back to their feet. One of the highly profitable markets that are likely to resume is the rental market. This is after a successful vaccination program in the UK that has impacted an increase in demand for rental properties by the office executives, as reported by the International Property Consultant Knight Frank. However, is the impact similar in the supply curve? While the rental property demand is increasing, the case may not be the same in the property letting markets. London's prime locations have experienced an over-supply of rental properties as the letting sector continues to diminish. This is after the property owners switching to the sales markets in the fear of the uncertainties with the coronavirus. For instance, the UK has recorded another year of high transactions in the sales market last month, marking fifteen years in a row. The effects can be also be felt by the Premier League footballers as London’s rental market celebrates over £5000 in a week. What Is the Situation in The Corporate World? The UK economy is gradually opening after the third national lockdown that had rendered many businesses helpless. Consequently, more relocation agents representing senior international executives moving to the UK are now searching for houses costing between £2000 and £4000 per week. According to the statics, the number of agents looking for houses is now four times higher than what was recorded in April last year during the first lockdown. However, they face similar shortages as the supply sector is expected to experience more pressure over the traditionally busy months ahead. The most affected by the shortages of houses are the European and North American families whose parents work in finance and tech. sectors. Moreover, the locations with high demands include Hampstead, Notting Hill, Kensington, and parts of Home Counties. As a result, the number of house listings recorded in March 2021 dropped from 532 to 286; that is a 46.2% decrease compared to the same month last year across London and the Home Counties. Unfortunately, the Home Counties took the heaviest blow when the listings of houses between £2000 and £4000 dropped from 36 last year to 6 this year. What Does the Future Entail? John Humphris, who is in charge of relocations and corporate services at Knight Frank, predicts that property owners are likely to hike rents on most in-demand properties for the coming months. This is due to the decrease in the rental values by 14.3% as more short-let properties enter the sales market. Those looking for letting properties should expect more supply shortages and higher rents this summer due to stiff competition for the best properties. This means only one parent can live in a permanent house for the time being, while others may opt to broaden their search or rent properties below their budget. (Editor: Richard Oyamo)

U.S. stocks climbed on Monday as a retreat in U.S. Treasury yields helped lift expensive stocks in sectors like technology as investors attempt to gauge the path of inflation. Fred Katayama reports. Investors flocked to tech stocks Wednesday, driving Wall Street higher. Cooling inflation fears dragged down Treasury yields, and that fueled the rally in rate-sensitive growth stocks like Apple and Microsoft. The Dow finished a half percent higher. The S&P 500 gained 1%, and the Nasdaq jumped 1.4%. But Kramer Capital Research Chief Investment Officer Hilary Kramer says it’s too soon to put inflation worries to bed. “Now the demand is so great that companies cannot fulfill the orders. Smaller businesses are not getting access like they need, and we're going to see a spiraling inflation. And we're going to see wage inflation very, very soon.” Risk sentiment also improved as cryptocurrencies recovered some losses after further signs of a Chinese crackdown on the sector fueled a selloff. Shares of miners Riot Blockchain rose 14% and Marathon Digital 11%. Virgin Galactic shares skyrocketed 28%. British billionaire Sir Richard Branson’s spaceship company completed its first manned space flight over the weekend.

Tuesday, 25 May 2021 - In what Australia’s Clean Energy Council (CEC) described as a missed opportunity, the government has shown little faith in championing the global crusade for secure and clean energy-powered economies. The CEC’s sentiment comes in the wake of Wednesday’s budget in which the Morrison government delivered a budget that had no funding for renewable energy. Gas, globally, is fuelling the current climate crisis that the world finds itself in. However, billions of dollars have gone into subsidy and expansion efforts of Australia’s Gas industry. The CECs sentiments have been echoed by A. Fuller, who is the director of the Australian Youth Climate Coalition (AYCC). Fuller sounded his disapproval of the budget by saying that the government should focus on investing public finances towards realistic solutions that can guarantee a seamless transition to a clean energy-powered economy, as opposed to worsening the situation. The Government’s Stance The Morrison government is however convinced that channelling resources into the gas industry in the short term to long term solution to revitalizing the economy from the pandemic slump, and as well as being the quickest way to recovery. The budget further shows the government has its sight set on capital spending in fossil fuel infrastructures such as the relatively new Carbon Capture and Storage (CCS) concept. The State of Australia’s Clean Energy As a principal co-signee of the Paris Agreement (2015), Australia is having an emerging and rapidly flourishing clean energy sector. And instead of the federal government supporting this global initiative, they have chosen to double down on bankrolling the gas-powered agenda. And in so, have opted to pay the countries huge carbon emitters to curtail emissions. The Post-Covid-19 Budget With regards to the global push for clean energy, the Morrison leadership has shown tremendous contrast to what's happening with international peers. The European Union and the US have co-signed to a post-Covid-19 multi-billion-dollar infrastructure that embraces cleaner energy in the anticipated economic recoveries. However, this week’s budget indicates more taxpayer support going into the rejuvenation of fossil industries, while virtually nothing has been allocated to help initiatives that speed up the transition to clean energy. The slightest glimpse of support has seen a commitment of the federal budget going into measures that minimize emissions. The Numbers In its gas-powered agenda, Australia has committed $59 million in support of gas industries as a post-pandemic recovery stimulus, $264 million in CCS projects, and a further $276 million in the creation of hydrogen hubs across the country. And climate and energy experts aren’t exactly thrilled because the suspicion is that most of this funding had previously been earmarked to go into the Vales Point Power Station upgrades. Moreover, the budget has headlined a further $280 million that is going to subsidies involving major carbon emitters to minimize emissions in the next decade. The National Oil and the agricultural sector have also had $60 million in funding to curb emissions. However, no new funding schemes have been set up to improve the clean energy sector. (Edited by: The Decision Maker team)

Wednesday, 19 May 2021 - With sights set on the South Korean president's visits to Washington later this week, Moon Jae has already hinted to Biden that diplomatic engagement with Pyongyang is the way forward to denuclearization. In an interview with the New York Times, he appeared to urge the U.S president to engage North Korea because options are running out. And ahead of Moon's crucial meeting with Biden, we look at what's to come in the long-standing denuclearization row with North Korea. Pyongyang’s Nuclear Threat The nuclear threat posed by the North continues to grow. However, it is increasingly likely that the task of stripping Kim’s nukes will become even more difficult. And despite decades of threats, diplomacy, sanctions, and the Trump administration’s P.R summits, the North continues to commission more missiles and nukes that can hit the U.S mainland. And last week, for instance, an unnamed source from the Rand Corporation and the Asian Institute for Policy Studies (RCAIPS) said the world should expect the North to accumulate more than 200 nuclear weapons before the tip of this decade. The source further indicated that the chance of the North abandoning its nuclear program is almost zero. What Now for The Biden Administration? Going forward, and as already alluded to by Moon Jae (South Korea president), what is left for Washington to do is go back to the negotiating table with Kim. Biden, who has adopted a non-confrontational approach with North Korea thus far, has hinted to diplomacy in recent months. And that's despite the North's most recent missile tests, albeit short-range. And while diplomacy is arguably the best option right now, a source close to Washington has revealed the administration has somewhat accepted the reality that the ship to denuclearization has probably sailed. And what is left to salvage would be achieved by making deals on issues such as alternative weapon systems and proliferation. Having lived through sanctions and threats amid diplomatic efforts, there is a growing sense that engagement with North Korea is the perfect strategy. And the U.S foreign policy diplomats are calling for diplomacy with the North not to be delayed any further because denuclearization is a subject of survival. Kim’s Nuclear Capability For years now, the World has underestimated the North’s ability to develop the world’s most deadly nuclear arsenal. And while that is arguably true, some of Kim Jong Un’s weapons can target the continental U.S. And this continues to surprise many considering the country's long-standing sanctions. But experts have argued that global sanctions can only achieve more, which is why going back to the negotiating table seems the best and timely choice, especially now that the North is reopening and Kim has shown commitment to the North’s post-pandemic economic recovery. On the contrary, some experts have suggested a greater military pressure, coupled with international sanctions could be the best way to deal with North Korea.

Wednesday, 19 May 2021 - As the World awaits the United States move to avert the ongoing humanitarian crisis in the Gaza Strip, Russia and China are looking to capitalize on Washington’s go-slow, casting doubt on the U.S commitment to multilateralism and protection of human rights. The Gaza – East Jerusalem Crisis For the second week running, the Israeli military and the Hamas are exchanging rocket fire and airstrikes, and concerns have been raised on the probability of this crisis escalating to an all-out war. This is after Hezbollah forces from Lebanon fired six rockets that fall close to the Northern border with Israel, May 18. Linda Thomas, who is the United States ambassador to the U.N, hosted a United Nations session aimed at lobbying for the global condemnation of China based on its well-documented mistreatment of the Uyghur Muslims. China, on its part, has suggested that the US calls are efforts to divert scrutiny over its commitment to human rights in the wake of the ongoing Israeli – Palestinian crisis. The US Blocks Israeli Condemnation The 17 May event, hosted by Germany, Britain, and the United States, came on the backdrop of the Gaza crisis that had stirred countries such as Norway, China, Russia, and Tunisia to pass a statement through the United Nations Security Council (UNSC) criticizing Israel and calling on its forces to observe a ceasefire. However, the U.S blocked those calls, an action that has some diplomats (especially from China) raising doubts about the US commitment to the United Nations and multilateralism. The Casualties The Gaza Strip crisis has so far resulted in the deaths of over 200 Palestinians (mostly children and women) and 10 Israelis. The ongoing international discussion has seen global protests graze cities across the world from Paris, Bali, London, and more in support of the Palestinians. This imbroglio, which has torn apart the fabric of Israeli society, has put a spotlight on the U.S credentials as a global leader in humanitarian law. Washington has resisted calls to condemn Israel for its part in the crisis, actions which have seen the US face unprecedented domestic and international political pressure. This has seen countries like China, Tunisia, and Norway seek to condemn Israel through a joint statement through the U.N Security Council (UNSC). What This Means for Biden’s Administration Amid the growing global political pressure, U.S president Biden spearheaded calls for a ceasefire through a telephone conversion Monday with Netanyahu (Israeli prime minister). And with a swift turnaround, the U.S president blocked attempts by the U.N diplomats to adopt a joint statement criticizing Israel. However, Biden publicly urged the warring parties to stand down, saying a ceasefire was needed to avert civilian casualties. The Biden administration earlier pledged to re-join the UNHRC for the support of human rights, representing a turnaround from Trump's policy. Additionally, Washington has recently championed efforts to address human rights violations in China, Myanmar, and Ethiopia. However, a U.N Human Rights Watch diplomat, speaking on condition of anonymity, has said that Israel should be held accountable for its part in the Middle East crisis, just like everyone else. And Washington's resistance to condemn Israel continues to baffle many diplomats, citing that the U.S position will only undermine the credibility of the Biden administration. (Written and edited by: The Decision Maker team)