🪔 What to expect this week

and EU-US tariff updates

Good morning investors! This will be a busy week with major earnings.

Today we cover:

  • What to expect this week

  • Trump pauses EU 50% tariffs

  • Where Americans wanna move

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📊 Economy and News 

What to expect this week

The market was closed yesterday but we have a lot happening the remaining days. Here’s what to keep an eye on:

Tuesday, May 27, 2025

  • Economic Data:

    • Durable Goods Orders (April), S&P CoreLogic Case-Shiller Home Price Index (March), Consumer Confidence (May)

  • Fed Speakers: Neel Kashkari (Minneapolis Fed)

  • Earnings: AutoZone (AZO), PDD Holdings (PDD), Okta (OKTA), Box (BOX)

Wednesday, May 28, 2025

  • Economic Data: FOMC Meeting Minutes (May)

  • Fed Speakers: Christopher Waller (Fed Governor) and John Williams (New York Fed)

  • Earnings: Nvidia (NVDA), Salesforce (CRM), HP (HPQ), Dick’s Sporting Goods (DKS)

Thursday, May 29, 2025

  • Economic Data: Initial Jobless Claims (Week ending May 24), Q1 GDP Revision, Pending Home Sales (April)

  • Fed Speakers: Mary Daly (San Francisco Fed), Austan Goolsbee (Chicago Fed)

  • Earnings: Costco (COST), Dell Technologies (DELL), Marvell Technology (MRVL)

Friday, May 30, 2025

  • Economic Data: Personal Consumption Expenditures (PCE) Price Index (April), Advance U.S. Trade Balance (April), Advance Retail Inventories (April), Advance Wholesale Inventories (April), Chicago Business Barometer (May), Consumer Sentiment – Final (May)

  • Fed Speakers: Raphael Bostic (Atlanta Fed) and Austan Goolsbee (Chicago Fed)

  • Earnings: Shoe Carnival (SCVL)

Global hits:

Shocking: Sweden’s Volvo Cars to cut 3,000 jobs as part of major cost-cutting drive.

Trump clears Nippon merger with U.S. Steel. In other news, France, Vietnam sign Airbus, satellite deals as Macron visits Hanoi, including a deal to sell 20 Airbus planes to VieJet.

Who’s raising prices?

Retailers like Walmart, Best Buy, Mattel, Shein, Temu, Ford, Subaru, Procter & Gamble, Stanley Black & Decker, and Adidas have warned of or implemented price hikes due to these tariffs.

Shein and Temu raised prices after Trump ended the $800 de minimis exemption.

Sponsored by Mode Mobile

Apple Just Traded Your Privacy for $20 Billion

Google paid Apple $20B to be the default search engine on iPhones.

The deal continues to fuel Google’s ad revenue engine, which made an eye-popping +$250B in 2024.

Mode Mobile wants smartphone users to get their piece of that money.

They’re flipping the data industry on its head, splitting the profits with their users by turning smartphones into income-generating assets. They’ve:

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And as companies desperately seek to extract more data, you can invest in Mode’s pre-IPO offering at $0.30/share.

Disclosures

*Mode Mobile recently received their ticker reservation with Nasdaq ($MODE), indicating an intent to IPO in the next 24 months. An intent to IPO is no guarantee that an actual IPO will occur.

*The Deloitte rankings are based on submitted applications and public company database research, with winners selected based on their fiscal-year revenue growth percentage over a three-year period.

*Please read the offering circular and related risks at invest.modemobile.com.

📈 Stocks

S&P 500 5,802.82 (-0.67%)
DJIA 41,603.07 (-0.61%)
NASDAQ 18,737.21 (-1.00%)
BRENT CRUDE 64.65 (-0.14%)
* Prices as of May 27th, 12:20 AM UTC

Trump Delays EU Tariffs to July, Sparks Trade Talks and Market Rally

The decision came after a productive call, with both leaders committing to fast-track trade negotiations.

This move follows Trump’s pattern of announcing and then postponing tariffs, as seen earlier with a three-month delay on reciprocal trade levies in April and a recent de-escalation with China.

The EU, already facing 25% U.S. tariffs on steel, aluminum, and cars, and 10% on other goods (set to rise to 20% in July), seeks a mutually beneficial deal, while the U.S. demands concessions.

After the call, the euro rose 0.55% to $1.1418, a one-month high, as markets reacted to the tariff delay, boosting European stocks and reducing gold’s safe-haven demand. However, uncertainty persists, with analysts questioning whether a deal can resolve fundamental issues by July 9.

European businesses, including German and Italian firms, expressed frustration over the unpredictable trade environment, complicating planning for industries like automotive and manufacturing.

EU trade chief Maros Sefcovic met with CEOs of major firms like Mercedes-Benz and Volkswagen to address concerns, as the threat of a 50% levy looms, potentially impacting prices of goods from cars to luxury products.

Check this: McDonald’s is closing down CosMc’s, its beverage-focused spinoff. Also, Xiaomi takes aim at Tesla’s bestselling car in China with its longer-range YU7.

Look here: X temporarily down for thousands of users over the weekend.

Chinese cars fall: BYD shares fell up to -8.25% Monday from last week’s peak after announcing price cuts on 22 EV and hybrid models until June. For example, the Seagull hatchback’s price dropped 20% to 55,800 yuan ($7,780), and the Seal hybrid sedan was cut 34% to 102,800 yuan.

This follows earlier price reductions on Han sedans and Tang SUVs by 10.35% and 14.3%.

Citi analysts noted a 30-40% surge in BYD dealership visits over the May 24-25 weekend. Other Chinese automakers like Geely (-7.29%), Great Wall Motor (-2.94%), Li Auto (-4.93%), and Xpeng (-4.19%) also saw declines amid fears of a price war.

Citi remains optimistic, expecting strong sales growth for affordable EVs, with mild competition for models under 200,000 yuan.

The key to a $1.3T opportunity

A new real estate trend called co-ownership is revolutionizing a $1.3T market. Leading it? Pacaso. Led by former Zillow execs, they already have $110M+ in gross profits with 41% growth last year. They even reserved the Nasdaq ticker PCSO. But the real opportunity’s now. Until 5/29, you can invest for just $2.80/share.

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💵 Personal Finance

Americans Eye Portugal as Top Destination for Relocation

U.S. interest in moving to Portugal has surged, making it the top country Americans want to relocate to, per a 2024 Expatsi survey of 116,363 people.

The survey, conducted by Expatsi, a relocation tour and resource company, uses a 20-question assessment to match lifestyle preferences, future plans, and finances with suitable countries. Portugal ranks highest, followed by these:

  • Spain

  • The UK

  • Canada

  • Italy

  • Ireland

  • France

  • Mexico

  • New Zealand

  • Costa Rica

Moreover, Portugal is also the most recommended based on user preferences.

Adventure, enrichment, and growth drive most respondents, with 56% citing the U.S.’s conservatism and 53% its divisiveness.

Half seek different freedoms or safety from gun violence, while 41% aim to save money.

Two-thirds plan to leave by 2026, with 12% targeting the next six months.

Many seek retirement, digital nomad, or skilled worker visas. Interest spiked post-2024 election, with Google searches for relocation terms rising since June.

Where would you rather live?

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💰 Be a Better Investor

“Expect the best. Prepare for the worst. Capitalize on what comes.”

Zig Ziglar

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👩🏽‍⚖️ Legal Stuff
Nothing in this newsletter is financial advice. Always do your own research and think for yourself.