Market Trends & Trade Developments - Trade developments are being taken in stride by the markets, with a focus shifting towards earnings, the Federal Reserve, and jobs reports [2][1] - Uncertainty remains a key characteristic of the market, but trade deals are progressing, earnings are strong, and consumer spending is holding up [3] - Overall earnings are broadening out, which is healthy for the marketplace [7] Investment Strategy & Opportunities - Investors need a strategy in an uncertain market [2][3] - Strategy should involve keeping cash and locking in higher rates before the Federal Reserve potentially lowers interest rates in the latter half of the year [4] - Healthcare sector has been lagging year-to-date, potentially representing a value play [6] - AMD is highlighted as a pick due to its upside potential in the AI trade [7][8] Company Performance & Analysis - UnitedHealth Group (UNH) reported earnings of $48 per share, which was $0.40 below estimates, with revenue slightly ahead of estimates at $1116 billion (111.6 * 10^9) [5] - Despite missing on EPS, UNH stock is moving higher, possibly indicating a bottoming in the healthcare sector [5][6] - AMD increased the pricing of its MI350 chip (rival to Nvidia's Blackwell) by 67%, from $15000 to $25000, indicating strength in the AI space [8][9]

How The President Can Fight The Federal Reservehttps://t.co/tYY68IkKEf https://t.co/j062TsU19h ...

💥BREAKING:TRUMP ON FEDERAL RESERVE: THEY HAVE TO CUT RATES. https://t.co/zAFj4JY3Zj ...

From @WSJopinion: What can the Federal Reserve do to help itself? The central bank should focus on its dual mandate and not try to solve all the economy’s problems, write Charles I. Plosser and Mickey D. Levy. https://t.co/JVudYRPCRo ...

While the Federal Reserve is widely expected to leave rates unchanged, the decision may not be unanimous. https://t.co/jUxEjPhmG7 ...

2.7% is now 3.1%. >> I'm not aware of that. >> Yeah, it just came out.>> Yeah, I haven't heard that from anybody at the Fed. >> You're including the Martin renovation. You just added >> our entire capital. >> Yeah, you just you just added in a third building is what that is. That's a third building.>> It's a building that's being built. >> No, it's been it was built 5 years ago. We finished Martin 5 years ago.>> It's part of the overall work. >> It's not new. Well, those tensions between President Trump and ...

♦️ Donald Trump’s trip to the Federal Reserve ends in a hard-hat spat.♦️ The Department of Justice sues New York City over sanctuary laws.♦️ The Federal Communications Commission approves Skydance Media’s $8bn acquisition of Paramount Global.Keep up with US politics ...

Even if the White House were right about interest rates, demanding the Fed’s submission would be wrong (via @opinion) https://t.co/pyz45yx9us ...

Spot the Fed.https://t.co/TqqI0Wx7CTBalaji (@balajis):THE FED IS FEELSWhen I say the Fed sets rates on feels, I mean it in the most literal sense. See the quote[1] below, where they admit setting rates based on what they "felt like" in the morning!That piece[1] gives a behind-the-scenes look into how Fed officials "reached their https://t.co/6jQdr5aELZ ...

Customers get mad at grocery store prices because they can't see the Fed.Investors get happy about rising stock prices because they can't see the Fed.And everyone is confused about housing prices because they can't see the Fed.But you can. https://t.co/ALqnbdXbAH ...