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- May 5 We wait for the Fed, but earnings are mostl
Market
“It is unlikely the Fed is going to lower interest rates anytime soon, even with good jobs report and overall inflation showing signs of slowing. The key is that tariff news needs to be finalized for the Fed to act” 😊 😋
Lower markets even after a strong start early in the day
Palantir $PLTR ( ▼ 4.23% ) and Hims $HIMS ( ▼ 4.69% ) both reported good earnings and also raised forecast, while $F ( ▼ 2.15% ) Ford suspended its guidance on tariff issues. The technology sector is going to be mostly ok for the next quarter, but overall slowdown should result in tech lowering guidance as well.
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Insights from the portfolio
Video of the day
Today’s video is on Hubspot $HUBS ( ▼ 3.38% ) the CRM and SaaS leader.
