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· SEEKINGALPHA_RSS 2228 · FJ 1733 · WSJ 1088 · SA_NEWS 902 · SA_PRESS_RELEASE 469 · SA_ARTICLE 134
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author:SA Transcripts
469
geopolitics
465
macro
216
earnings
213
section:markets
195
section:politics
170
section:business
165
trump
162
section:tech
141
section:economy
119
section:world
119
fed
87
china
62
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3h
FJ
earnings
US Treasury Secretary Bessent: 100% approve of the Fed getting rid of forward guidance.
3h
FJ
earnings
US Treasury Secretary Bessent: 100% approve of the Fed getting rid of forward guidance.
6h
FJ
earnings
US Baker Hughes Oil Rig Count Actual 429 (Forecast -, Previous 425)
6h
FJ
earnings
US Baker Hughes Total Rig Count Actual 562 (Forecast -, Previous 558)
6h
FJ
earnings
US Baker Hughes Total Rig Count Actual 562 (Forecast -, Previous 558)
6h
FJ
earnings
US Baker Hughes Oil Rig Count Actual 429 (Forecast -, Previous 425)
8h
FJ
earnings
Canadian Budget Balance Actual -29.73B (Forecast -, Previous 5.66B)
8h
FJ
earnings
Canadian Budget Balance Actual -29.73B (Forecast -, Previous 5.66B)
9h
FJ
earnings
macro
US Chicago PMI Actual 62.7 (Forecast 50.3, Previous 49.2)
9h
FJ
earnings
fed
Fed's Paulson: It is healthy for the markets to shift to a tighter monetary policy outlook.
9h
FJ
earnings
fed
Fed's Paulson: Monetary policy is well positioned for the outlook.
10h
FJ
earnings
Fed's Paulson: Households and firms are cautious about outlook amid uncertainty.
10h
FJ
earnings
macro
Fed's Bowman: I would consider shift in policy outlook if war-driven inflation broadens.
10h
FJ
earnings
US Retail Inventories Ex-Auto Adv. Actual 0.6% (Forecast -, Previous 0.4%)
10h
FJ
earnings
US Retail Inventories Ex-Auto Adv. Actual 0.6% (Forecast -, Previous 0.4%)
10h
FJ
earnings
macro
Canadian GDP QoQ Annualized Actual -0.1% (Forecast 1.5%, Previous -0.6%)
10h
FJ
earnings
macro
Canadian GDP MoM Actual -0.1% (Forecast 0%, Previous 0.2%)
10h
FJ
earnings
macro
Canadian GDP MoM Actual -0.1% (Forecast 0%, Previous 0.2%)
10h
FJ
earnings
macro
Canadian GDP QoQ Actual 0.0% (Forecast -, Previous -0.2%)
10h
FJ
earnings
macro
Canadian GDP QoQ Annualized Actual -0.1% (Forecast 1.5%, Previous -0.6%)
10h
FJ
earnings
macro
Canadian GDP QoQ Actual 0.0% (Forecast -, Previous -0.2%)
10h
FJ
earnings
US Advance Goods Trade Balance Actual -82.4B (Forecast -87B, Previous -87.45B)
10h
FJ
earnings
US Wholesale Inventories MoM Advance Actual 0.5% (Forecast 0.8%, Previous 1.3%)
10h
FJ
earnings
US Advance Goods Trade Balance Actual -82.4B (Forecast -87B, Previous -87.45B)
10h
FJ
earnings
US Wholesale Inventories MoM Advance Actual 0.5% (Forecast 0.8%, Previous 1.3%)
11h
FJ
earnings
German HICP YoY Prelim Actual 2.7% (Forecast 2.8%, Previous 2.90%)
11h
FJ
earnings
macro
German CPI YoY Prelim Actual 2.6% (Forecast 2.9%, Previous 2.90%)
11h
FJ
earnings
macro
German CPI YoY Prelim Actual 2.6% (Forecast 2.9%, Previous 2.90%)
11h
FJ
earnings
German HICP YoY Prelim Actual 2.7% (Forecast 2.8%, Previous 2.90%)
11h
FJ
earnings
German HICP MoM Prelim Actual -0.1% (Forecast 0%, Previous 0.50%)
11h
FJ
earnings
German HICP MoM Prelim Actual -0.1% (Forecast 0%, Previous 0.50%)
11h
FJ
earnings
macro
German CPI MoM Prelim Actual -0.2% (Forecast 0.1%, Previous 0.60%)
11h
FJ
earnings
macro
German CPI MoM Prelim Actual -0.2% (Forecast 0.1%, Previous 0.60%)
12h
FJ
earnings
US crude oil expected to average $84.63 per barrel in 2026 versus $80.07 forecast in April - Poll.
12h
FJ
earnings
US crude oil expected to average $84.63 per barrel in 2026 versus $80.07 forecast in April - Poll.
12h
FJ
earnings
Brent crude oil is expected to average $90.44 per barrel in 2026, versus $86.38 forecast in April
12h
FJ
earnings
Brent crude oil is expected to average $90.44 per barrel in 2026, versus $86.38 forecast in April
13h
FJ
earnings
macro
Italian GDP Final YoY Actual 0.8% (Forecast 0.7%, Previous 0.7%)
13h
FJ
earnings
macro
Italian GDP Final QoQ Actual 0.3% (Forecast 0.2%, Previous 0.2%)
14h
FJ
earnings
macro
Italian CPI YoY Prelim Actual 3.2% (Forecast 3.1%, Previous 2.7%)
14h
FJ
earnings
Italian HICP Prelim MoM Actual 0.4% (Forecast 0.3%, Previous 1.6%)
14h
FJ
earnings
Italian HICP Prelim YoY Actual 3.3% (Forecast 3.3%, Previous 2.8%)
14h
FJ
earnings
macro
Italian CPI MoM Prelim Actual 0.4% (Forecast 0.1%, Previous 1.1%)
14h
FJ
earnings
Credit Ágricole: FX and Gold Outlook - FJElite
15h
FJ
earnings
macro
Saxony CPI MoM Actual -0.1% (Forecast -, Previous 0.6%)
15h
FJ
earnings
macro
Saxony CPI YoY Actual 2.8% (Forecast -, Previous 2.9%)
15h
FJ
earnings
geopolitics
Taiwan projects 2026 exports rising 39.77%, up from prior 22.22% forecast
15h
FJ
earnings
macro
North Rhine CPI MoM Actual -0.2% (Forecast -, Previous 0.4%)
15h
FJ
earnings
macro
North-Rhine CPI YoY Actual 2.4% (Forecast -, Previous 2.7%)
15h
FJ
earnings
Spanish Current Account Balance Actual 4.611B (Forecast -, Previous 4.04B)
15h
FJ
earnings
macro
Italian Unemployment Rate Actual 5.1% (Forecast 5.3%, Previous 5.2%)
15h
FJ
earnings
macro
Bavaria CPI YoY Actual 2.6% (Forecast -, Previous 2.9%)
15h
FJ
earnings
macro
Bavaria CPI MoM Actual -0.2% (Forecast -, Previous 0.5%)
15h
FJ
earnings
macro
German Unemployment Total NSA Actual 2.950M (Forecast -, Previous 3.008M)
15h
FJ
earnings
macro
German Unemployment Total SA Actual 2.987M (Forecast -, Previous 3.006M)
15h
FJ
earnings
macro
German Unemployment Change SA Actual -12k (Forecast 10k, Previous 20k)
15h
FJ
earnings
macro
German Unemployment Rate Actual 6.3% (Forecast 6.4%, Previous 6.4%)
16h
FJ
earnings
Spanish HICP YoY Flash Actual 3.6% (Forecast 3.6%, Previous 3.5%)
16h
FJ
earnings
macro
Spanish CPI MoM Flash Actual 0.1% (Forecast 0.2%, Previous 0.40%)
16h
FJ
earnings
Swiss KOF Indicator Actual 98 (Forecast 98, Previous 97.9)
16h
FJ
earnings
macro
Spanish CPI YoY Flash Actual 3.2% (Forecast 3.3%, Previous 3.2%)
16h
FJ
earnings
Spanish HICP MoM Flash Actual 0.1% (Forecast 0.1%, Previous 0.7%)
16h
FJ
earnings
macro
French Non-Farm Payrolls Revised Actual 0.0% (Forecast -, Previous -0.1%)
16h
FJ
earnings
macro
French CPI MoM NSA Prelim Actual 0.1% (Forecast 0.2%, Previous 1.0%)
16h
FJ
earnings
French Consumer Spending MoM Actual -0.5% (Forecast -0.2%, Previous 0.7%)
16h
FJ
earnings
French HICP MoM Prelim Actual 0.1% (Forecast 0.2%, Previous 1.2%)
16h
FJ
earnings
French HICP YoY Prelim Actual 2.8% (Forecast 2.9%, Previous 2.5%)
16h
FJ
earnings
macro
French CPI YoY NSA Prelim Actual 2.4% (Forecast 2.5%, Previous 2.2%)
16h
FJ
earnings
macro
French GDP QoQ Final Actual -0.1% (Forecast 0%, Previous 0.0%)
17h
FJ
earnings
geopolitics
macro
Fed's Kashkari: Iran war is clouding inflation outlook
17h
FJ
earnings
macro
Swedish GDP Revised YoY Actual 2.0% (Forecast -, Previous 1.6%)
17h
FJ
earnings
macro
Swedish GDP Revised QoQ Actual -0.2% (Forecast -, Previous -0.2%)
17h
FJ
earnings
macro
Norwegian Unemployment Rate NSA Actual 1.9% (Forecast -, Previous 2.1%)
17h
FJ
earnings
German Imports Prices MoM Actual 1.2% (Forecast 1.1%, Previous 3.6%)
18h
FJ
earnings
Japanese Housing Starts YoY Actual 11.4% (Forecast 14.8%, Previous -29.3%)
18h
FJ
earnings
macro
Japanese Consumer Confidence Actual 33.6 (Forecast 32.4, Previous 32.2)
18h
FJ
china
earnings
geopolitics
Poll: China home prices forecast to drop 3.5% y/y in 2026, down from 4.0% previously
19h
FJ
earnings
India maintains forecast of below-average monsoon rains in 2026: weather office
19h
FJ
earnings
India’s monsoon rains forecast at 90% of long-term average in 2026: weather office
22h
FJ
earnings
New Zealand business own activity outlook at 25.6% in May vs 19.6% in previous survey: ANZ survey
22h
FJ
earnings
New Zealand business own activity outlook at 25.6% in May vs 19.6% in previous survey: ANZ survey
23h
FJ
earnings
macro
Japanese Large Scale Retail Sales YoY Actual 2% (Forecast -, Previous 2%)
23h
FJ
earnings
macro
Japanese Large Scale Retail Sales YoY Actual 2% (Forecast -, Previous 2%)
23h
FJ
earnings
macro
Japanese Retail Sales YoY Actual 2.1% (Forecast 1.3%, Previous 1.7%)
23h
FJ
earnings
macro
Japanese Retail Sales YoY Actual 2.1% (Forecast 1.3%, Previous 1.7%)
23h
FJ
earnings
Japanese Industrial Output Prelim MoM SA Actual 0.8% (Forecast -0.6%, Previous -0.4%)
23h
FJ
earnings
Japanese Industrial Output Prelim MoM SA Actual 0.8% (Forecast -0.6%, Previous -0.4%)
23h
FJ
earnings
macro
Japanese Unemployment Rate Actual 2.5% (Forecast 2.7%, Previous 2.7%)
23h
FJ
earnings
macro
Tokyo CPI Overall Actual 1.4% (Forecast 1.6%, Previous 1.5%)
23h
FJ
earnings
macro
Tokyo Core CPI YoY Actual 1.3% (Forecast 1.5%, Previous 1.5%)
23h
FJ
earnings
Japanese Jobs/Applicants Ratio Actual 1.18 (Forecast 1.18, Previous 1.18)
1d
FJ
earnings
COST
$COST Costco Wholesale Q3 Earnings
1d
FJ
earnings
COST
$COST Costco Wholesale Q3 Earnings
1d
FJ
earnings
Fed's Barkin: Strong earnings mean motivation to fire is not high.
1d
FJ
earnings
Fed's Barkin: Strong earnings mean motivation to fire is not high.
1d
FJ
earnings
Fed's Barkin: Strong earnings mean motivation to fire is not high.
1d
FJ
earnings
US 7-Year Bid-to-Cover Actual 2.520 (Forecast -, Previous 2.510)
1d
FJ
earnings
US 7-Year High Yield Actual 4.29% (Forecast -, Previous 4.175%)
1d
FJ
earnings
EIA Crude Cushing Inventories Actual -2.794M (Forecast -, Previous -1.604M)
1d
FJ
earnings
EIA Gasoline Inventories Actual -2.572M (Forecast -2.287M, Previous -1.548M)
1d
FJ
earnings
EIA Distillate Inventories Actual -2.106M (Forecast -1.431M, Previous 0.372M)
1d
FJ
earnings
EIA Crude Oil Inventories Actual -3.327M (Forecast -3M, Previous -7.863M)
1d
FJ
earnings
US 4-Week Bill High Yield Actual 3.63% (Forecast -, Previous 3.610%)
1d
FJ
earnings
US 4-Week Bill Bid-to-Cover Actual 2.76 (Forecast -, Previous 2.600)
1d
FJ
earnings
macro
Fed's Musalem: My baseline outlook is that inflation will take longer to come back down to target.
1d
FJ
earnings
macro
Fed's Musalem: My baseline outlook is that inflation will take longer to come back down to target.
1d
FJ
earnings
EIA Natural Gas Change BCF Actual 92B (Forecast 93B, Previous 101B)
1d
FJ
earnings
EIA Natural Gas Change BCF Actual 92B (Forecast 93B, Previous 101B)
1d
FJ
earnings
US New Home Sales - Units Actual 0.622M (Forecast 0.6601M, Previous 0.682M)
1d
FJ
earnings
US New Home Sales - Units Actual 0.622M (Forecast 0.6601M, Previous 0.682M)
1d
FJ
earnings
US New Home Sales Change MoM Actual -6.2% (Forecast -3.2%, Previous 7.4%)
1d
FJ
earnings
US New Home Sales Change MoM Actual -6.2% (Forecast -3.2%, Previous 7.4%)
1d
FJ
earnings
fed
Fed's Williams: The path for monetary policy depends on data, outlook, and risks.
1d
FJ
earnings
fed
Fed's Williams: The path for monetary policy depends on data, outlook, and risks.
1d
FJ
earnings
fed
Fed's Williams does not comment on near-term monetary policy outlook.
1d
FJ
earnings
BoJ's Himino Speaks Actual 1.6 (Forecast -, Previous -)
1d
FJ
earnings
macro
US GDP Deflator SA Prelim Actual 3.5% (Forecast -, Previous 3.6%)
1d
FJ
earnings
macro
Italian PPI MoM Actual 0.3% (Forecast -, Previous 4.4%)
1d
FJ
earnings
macro
Italian PPI YoY Actual 6.8% (Forecast -, Previous 4.2%)
1d
FJ
earnings
macro
Italian PPI MoM Actual 0.3% (Forecast -, Previous 4.4%)
1d
FJ
earnings
macro
Italian PPI YoY Actual 6.8% (Forecast -, Previous 4.2%)
1d
FJ
earnings
Italian Non-EU Flash Trade Balance Actual 3.85B (Forecast -, Previous 5.64B)
1d
FJ
earnings
Italian Non-EU Flash Trade Balance Actual 3.85B (Forecast -, Previous 5.64B)
1d
FJ
earnings
Italian Non-EU Flash Trade Balance Actual 3.85B (Forecast -, Previous 5.64B)
1d
FJ
earnings
Italian Mfg Business Confidence Actual 87.9 (Forecast 87.6, Previous 87.9 ,Revision 87.9)
1d
FJ
earnings
macro
Italian Consumer Confidence Actual 93.4 (Forecast 90, Previous 90.8)
1d
FJ
earnings
macro
Italian Consumer Confidence Actual 93.4 (Forecast 90, Previous 90.8)
1d
FJ
earnings
Italian Mfg Business Confidence Actual 87.9 (Forecast 87.6, Previous 87.9 ,Revision 87.9)
1d
FJ
earnings
macro
Italian Consumer Confidence Actual 93.4 (Forecast 90, Previous 90.8)
1d
FJ
earnings
Italian Mfg Business Confidence Actual 87.9 (Forecast 87.6, Previous 87.9 ,Revision 87.9)
1d
FJ
earnings
macro
Spanish Retail Sales SA YoY Actual 0.8% (Forecast 3.6%, Previous 4.1%)
1d
FJ
earnings
macro
Spanish Retail Sales SA YoY Actual 0.8% (Forecast 3.6%, Previous 4.1%)
1d
FJ
earnings
macro
Spanish Retail Sales SA YoY Actual 0.8% (Forecast 3.6%, Previous 4.1%)
1d
FJ
earnings
macro
French PPI YoY Actual 2.1% (Forecast -, Previous 0.2%)
1d
FJ
earnings
macro
French PPI YoY Actual 2.1% (Forecast -, Previous 0.2%)
1d
FJ
earnings
macro
French PPI MoM Actual -2.1% (Forecast -, Previous 2.0%)
1d
FJ
earnings
macro
French PPI MoM Actual -2.1% (Forecast -, Previous 2.0%)
1d
FJ
earnings
macro
Swiss Non-Farm Payrolls Actual 5.537M (Forecast -, Previous 5.544M)
1d
FJ
earnings
macro
Swiss Non-Farm Payrolls Actual 5.537M (Forecast -, Previous 5.544M)
1d
FJ
earnings
macro
Norwegian Mainland GDP MoM Actual 0.6% (Forecast -, Previous 0.0%)
1d
FJ
earnings
macro
Norwegian Mainland GDP MoM Actual 0.6% (Forecast -, Previous 0.0%)
1d
FJ
earnings
Swedish Trade Balance Actual -7.3B (Forecast -, Previous 9.3B)
1d
FJ
earnings
Swedish Trade Balance Actual -7.3B (Forecast -, Previous 9.3B)
1d
FJ
earnings
Dutch Manufacturing Confidence Actual -2.0 (Forecast -, Previous -0.7)
1d
FJ
earnings
Dutch Manufacturing Confidence Actual -2.0 (Forecast -, Previous -0.7)
1d
FJ
earnings
NZ DMO plans NZ$34 billion bond issuance in 2026/27, in line with December forecast
1d
FJ
earnings
NZ DMO plans gross bond issuance of NZ$124 billion through June 30, 2030, down from December forecast of NZ$130 billion
1d
FJ
earnings
Australian Building Capex Actual -3.8% (Forecast -, Previous 2.3%)
1d
FJ
earnings
Bok dot plot: 10 of 21 board members forecast policy rate at 3% for next six months
1d
FJ
earnings
macro
Fed’s Jefferson: inflation outlook risks lean toward upside
1d
FJ
earnings
Foreign Investment Japanese Bonds Actual 1,346.0B (Forecast -, Previous -1,033.4B)
1d
FJ
earnings
Japanese Foreign Stock Investment Actual -358.7B (Forecast -, Previous 41.4B)
1d
FJ
earnings
Foreign Investment Japanese Stocks Actual 1,080.4B (Forecast -, Previous 949.6B ,Revision 948.4B)
1d
FJ
earnings
Japanese Foreign Bond Investment Actual 10.3B (Forecast -, Previous 758.7B ,Revision 762.1B)
2d
FJ
earnings
US API Gasoline Stock Change Actual -3.199M (Forecast -, Previous -5.8M)
2d
FJ
earnings
US API Gasoline Stock Change Actual -3.199M (Forecast -, Previous -5.8M)
2d
FJ
earnings
US API Gasoline Stock Change Actual -3.199M (Forecast -, Previous -5.8M)
2d
FJ
earnings
US API Distillate Stock Change Actual 1.103M (Forecast -, Previous -1M)
2d
FJ
earnings
US API Distillate Stock Change Actual 1.103M (Forecast -, Previous -1M)
2d
FJ
earnings
US API Distillate Stock Change Actual 1.103M (Forecast -, Previous -1M)
2d
FJ
earnings
US API Crude Oil Stock Change Actual -2.819M (Forecast -, Previous -9.1M)
2d
FJ
earnings
US API Crude Oil Stock Change Actual -2.819M (Forecast -, Previous -9.1M)
2d
FJ
earnings
US API Crude Oil Stock Change Actual -2.819M (Forecast -, Previous -9.1M)
2d
FJ
earnings
US 5-Year Note Bid-to-Cover Actual 2.340 (Forecast -, Previous 2.330)
2d
FJ
earnings
US 5-Year Note High Yield Actual 4.182% (Forecast -, Previous 3.955%)
2d
FJ
earnings
Richmond Fed Comp. Index Actual 13 (Forecast 4, Previous 3)
2d
FJ
earnings
Richmond Fed Comp. Index Actual 13 (Forecast 4, Previous 3)
2d
FJ
earnings
Richmond Fed Comp. Index Actual 13 (Forecast 4, Previous 3)
2d
FJ
earnings
US Redbook YoY Actual 9.0% (Forecast -, Previous 8.1%)
2d
FJ
earnings
US Redbook YoY Actual 9.0% (Forecast -, Previous 8.1%)
2d
FJ
earnings
US Redbook YoY Actual 9.0% (Forecast -, Previous 8.1%)
2d
FJ
earnings
US ADP Wkly Employment Change Actual 35.75k (Forecast -, Previous 42.25k)
2d
FJ
earnings
US MBA 30-Yr Mortgage Rate Actual 6.65% (Forecast -, Previous 6.56%)
2d
FJ
earnings
US MBA Mortgage Applications Actual -8.5% (Forecast -, Previous -2.3%)
2d
FJ
earnings
German 15 Yr Bund Yield Actual 3.3% (Forecast -, Previous 3.34%)
2d
FJ
earnings
German 15 Yr Bid-to-Cover Actual 1.5 (Forecast -, Previous 2.7)
2d
FJ
earnings
German 30 Yr Bund Bid-to-cover Actual 1.848 (Forecast -, Previous 1.3)
2d
FJ
earnings
German 30 Yr Bund Yield Actual 3.5% (Forecast -, Previous 3.62%)
2d
FJ
earnings
German Council of Economic Experts forecast growth of 0.8% in 2027.
2d
FJ
earnings
Italian Industrial Sales MoM Actual 2% (Forecast -, Previous 0.6%)
2d
FJ
earnings
Swiss ZEW Expectations Actual -11.1 (Forecast -, Previous -30.3)
2d
FJ
earnings
macro
French Consumer Confidence Actual 82 (Forecast 83, Previous 84)
2d
FJ
earnings
New Zealand Cash Rate Actual 2.25% (Forecast 2.25%, Previous 2.25%)
2d
FJ
earnings
Chinese Industrial profit YTD Actual 18.2% (Forecast -, Previous 15.5%)
2d
FJ
earnings
Chinese Industrial profit YTD Actual 18.2% (Forecast -, Previous 15.5%)
2d
FJ
earnings
macro
Australian CPI Trimmed Mean YoY Actual 3.4% (Forecast 3.4%, Previous 3.3%)
2d
FJ
earnings
macro
Australian CPI Trimmed Mean YoY Actual 3.4% (Forecast 3.4%, Previous 3.3%)
2d
FJ
earnings
macro
Australian CPI YoY NSA Actual 4.2% (Forecast 4.4%, Previous 4.6%)
2d
FJ
earnings
Australian Construction Work Done QoQ Actual 3.4% (Forecast 0.8%, Previous -0.1%)
2d
FJ
earnings
macro
Australian CPI YoY NSA Actual 4.2% (Forecast 4.4%, Previous 4.6%)
2d
FJ
earnings
Australian Construction Work Done QoQ Actual 3.4% (Forecast 0.8%, Previous -0.1%)
2d
FJ
earnings
macro
Japanese Service PPI Actual 3% (Forecast 3.3%, Previous 3.1%)
2d
FJ
earnings
macro
Japanese Service PPI Actual 3% (Forecast 3.3%, Previous 3.1%)
3d
FJ
earnings
US 2-Year Note Bid-to-Cover Actual 2.640 (Forecast -, Previous 2.650)
3d
FJ
earnings
US 2-Year Note Bid-to-Cover Actual 2.640 (Forecast -, Previous 2.650)
3d
FJ
earnings
US 2-Year Note High Yield Actual 4.071% (Forecast -, Previous 3.812%)
3d
FJ
earnings
US 2-Year Note High Yield Actual 4.071% (Forecast -, Previous 3.812%)
3d
FJ
earnings
US 3-Month Bill High Yield Actual 3.595% (Forecast -, Previous 3.600%)
3d
FJ
earnings
US 3-Month Bill Bid-to-Cover Actual 3.08 (Forecast -, Previous 3.170)
3d
FJ
earnings
US 6-Month Bill Bid-to-Cover Actual 2.77 (Forecast -, Previous 3.070)