Market Trends & Economic Factors - This week's events, including the Fed decision, PPE data, and jobs report, could be an inflection point for stocks trading near records [1] - Markets are pricing in potential weakness in the labor market, despite current strength [4] - Tariffs are now six times higher than when Trump took office, representing the highest levels in post-World War history, which could become an issue [3] - Confidence is returning, leading to increased spending, particularly in CapEx [15] Company Performance & Earnings - UPS stock has been a disaster for 3.5-4 years, cut in half, indicating company-specific problems [5] - Coinbase's upcoming report is crucial given its recent run; strong results are needed to justify valuation [6] - Tech earnings, particularly Google's, are in focus; while Google had a good quarter and guidance, CapEx spending is now viewed with caution [7][8] - Meta's spending on talent and CapEx, coupled with Llama 3's performance, raises concerns about profitability [9][10] - Microsoft's Azure is gaining traction in AI sales due to its OpenAI relationship [11] Bond Market & Yields - The bond market is stubborn, with yields starting to tick up, indicating a potential shift in market sentiment [6] - There will be a level where the market starts to care about bond yields [7]

RT Will Manidis (@WillManidis)your soul is built for labor, that there's a reason god required the garden to be tended toand that by removing that labor we've made everyone genuinely insane. no physical activity, no meaningful labor, is a one way path to mass violence and we're about to pay the cost ...

Danish companies will get easier access to foreign labor under a plan presented by the government that seeks to balance its harsh anti-immigration stance with the demands of the Nordic nation’s economy https://t.co/E5wtpjJ1d1 ...

Well, those protests against immigration raids have been spreading in the US, and as we just heard, they're expected to further galvanize more protests this weekend. Several industries are also facing the weight of President Trump's immigration crackdown. Undocumented immigrants make up an estimated 15 to 20% or more of the US workforce in industries like crop production, food processing, and construction.according to Goldman Sachs to discuss specifically the impact on housing construction. We're joined by ...