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Amazon Prime Day to gauge US consumer strain as focus shifts to basics
Reuters Videos57d agoneutralVIDEO
Amazon Prime Day to gauge US consumer strain as focus shifts to basics

<body><p>STORY: This week's Amazon Prime Day - which is actually a four-day shopping blitz - will be a litmus test for the spending power of American consumers, who have been squeezed by elevated inflation driven by high gas prices.</p><p>:: Amazon.com</p><p>With that in mind, what shoppers buy will be just as important as how much they spend.</p><p>This year, Amazon is featuring deals on groceries, household goods, travel and school items over carefree splurges on bigger-ticket items.</p><p>Or, as the CEO of small business lender Cardiff put it, quote, "People just don't have the cash right now. Prime Day isn't going to be about buying big TVs or fun stuff this year. It's for buying toilet paper and garbage bags on sale. Families are literally waiting for these discounts just to buy regular everyday things because their bank accounts are empty."</p><p>:: Amazon.com</p><p>The event, which kicks off Tuesday, was shifted to June from July for the first time in five years, in part to avoid competing with World Cup matches and the country's 250th birthday.</p><p>While rivals Walmart and Target have shadowed Prime Day for years, the overlap has turned it into a synchronized industry event, intensifying price competition.</p><p>Walmart's seven-day sale started Monday, while Target Circle Deal Days align exactly with Prime Day.</p><p>:: Amazon.com</p><p>But Amazon is expected to capture more than 60% of all U.S. online retail spending during the four-day Prime Day period, according to market research firm eMarketer.</p></body>

AMZN
Oil’s Plunge Below $80 Is Already Reshaping the Fed’s Rate Path, Says Apollo’s Torsten Slok
24/7 Wall St.57d agobearish
Oil’s Plunge Below $80 Is Already Reshaping the Fed’s Rate Path, Says Apollo’s Torsten Slok

Torsten Slok, the Apollo Global Management (NYSE:APO) chief economist who has spent the past year warning that the Fed would have less room to cut than markets wanted, went on CNBC last week and essentially argued that his own thesis had just been overturned by a barrel of oil. The Federal Open Market Committee had ... Oil’s Plunge Below $80 Is Already Reshaping the Fed’s Rate Path, Says Apollo’s Torsten Slok

JPM
AI Momentum Outweighs Iran Risks and Fed Concerns, Says Chief Economist
24/7 Wall St.57d agoneutral
AI Momentum Outweighs Iran Risks and Fed Concerns, Says Chief Economist

Stephanie Roth, chief economist at Wolfe Research, argued on a CNBC Morning Call that the AI capex cycle has runway, geopolitical risk is being absorbed by the stock market, and the Federal Reserve can stay patient despite sticky inflation. Her view sets the tone for a week hinging on Micron Technology (NASDAQ:MU) earnings, Iran negotiations, ... AI Momentum Outweighs Iran Risks and Fed Concerns, Says Chief Economist

MUSPCX
Iranian Oil Is About to Flood the Market. Has the Fed’s Biggest Pressure Valve Been Released?
24/7 Wall St.57d agoneutral
Iranian Oil Is About to Flood the Market. Has the Fed’s Biggest Pressure Valve Been Released?

Inflation has been the market’s dominant concern. While investors spent much of the past year focused on artificial intelligence, earnings growth, and record-high stock prices, the conversation has been overshadowed by rising consumer costs and the Federal Reserve’s response. Energy prices sit at the center of that debate. Oil surged above $100 a barrel after ... Iranian Oil Is About to Flood the Market. Has the Fed’s Biggest Pressure Valve Been Released?

NVDA
Treasury Yields, Dollar Rise as U.S.-Iran Talks Stumble Along
Barrons.com57d agobearish
Treasury Yields, Dollar Rise as U.S.-Iran Talks Stumble Along

Treasury yields and the dollar rise amid tense negotiations in the Middle East. Oil prices decline as mediators say U.S.-Iran talks will continue this week, following a rocky start. The long disruption in global oil supplies, however, keeps inflation fears elevated.

^TNX
Uber board sued over alleged 'serial' compliance failures, sexual abuse lawsuits
Reuters57d agobearish
Uber board sued over alleged 'serial' compliance failures, sexual abuse lawsuits

Uber Technologies' board was sued on Monday by shareholders who accused management and directors of letting the ride-sharing ‌company cut corners on compliance, leading to thousands of lawsuits from victims ‌of sexual assault and harassment. In a complaint filed in San Francisco federal court, shareholders led by ​a Detroit pension fund said board members ignored repeated internal and external warnings about Uber's alleged failure to address sexual abuse by drivers. Shareholders said oversight failures were also a factor in lawsuits filed last year by the federal government, which accused Uber ‌of routinely refusing to serve ⁠disabled passengers, including people with service animals or stowable wheelchairs, and engaging in deceptive billing and cancellation practices.

UBER
Massive Wave of Selling Is Coming, Says JPMorgan. Here’s Why It Probably Won’t Matter
24/7 Wall St.57d agobearish
Massive Wave of Selling Is Coming, Says JPMorgan. Here’s Why It Probably Won’t Matter

Despite pressure from inflation, Federal Reserve policy, and the Iran conflict, the stock market has shown remarkable resilience. That strength has created a new concern heading into the end of June: a potentially massive wave of institutional selling. According to a recent JPMorgan analysis, roughly $165 billion of equity selling pressure could wash over the ... Massive Wave of Selling Is Coming, Says JPMorgan. Here’s Why It Probably Won’t Matter

JPMNVDA
Dow Edges Higher at the Open
Barrons.com57d agoneutral
Dow Edges Higher at the Open

The Dow rose 270 points, or 0.6%. The Nasdaq was down 0.1%. The major indexes tumbled on Wednesday in the wake of Kevin Warsh’s first Federal Open Market Committee meeting as chairman of the Federal Reserve, but traders bought the dip on Thursday.

^DJI^GSPC^IXIC
Week ahead: Micron earnings to put AI rally to the test
Proactive57d agobullish
Week ahead: Micron earnings to put AI rally to the test

Wall Street enters the final full week of June with investors juggling inflation, artificial intelligence and the health of the banking sector. After last week's Federal Reserve meeting under new Chair Kevin Warsh, attention now shifts to a busy slate of economic data, corporate earnings and...

MU
The Portfolio That Quietly Pays For Your Gasoline Forever
24/7 Wall St.57d agoneutral
The Portfolio That Quietly Pays For Your Gasoline Forever

The average American household spent about $200 per month on gasoline according to the latest federal expenditure data. With gasoline prices remaining elevated in 2026, many families are paying considerably more. Most people treat their gas bill as a fact of life. Investors can treat it as an income target. The goal is simple: build ... The Portfolio That Quietly Pays For Your Gasoline Forever

JNJKONEE
Rising Bond Yields Are Becoming the Stock Market’s Biggest Problem
Barrons.com57d agoneutral
Rising Bond Yields Are Becoming the Stock Market’s Biggest Problem

The moves suggested a reset for U.S. Treasury yields tied to the surprisingly hawkish tone established by new Federal Reserve Chairman Kevin Warsh last week, who hinted toward near-term rate hikes to tame price pressures and break a long run of missed inflation targets. “We recognize that inflation has been running well ahead of the Fed’s long-stated inflation goal of 2% that’s been going on for more than five years,” Warsh told reporters in Washington last week after his first press event as Fed chairman. The Fed’s economic forecasts slashed 2026 GDP predictions to 2.2%, and added 90 basis points to its headline PCE inflation estimate, taking it to 3.6%.

^GSPC
Here Are Monday’s Best Wall Street Analyst Research Calls: Accenture, Apple, Boyd Gaming, BWX Technologies, Conoco-Phillips, Estee Lauder, Hut 8, Incyte, SpaceX, and More
24/7 Wall St.57d agoneutral
Here Are Monday’s Best Wall Street Analyst Research Calls: Accenture, Apple, Boyd Gaming, BWX Technologies, Conoco-Phillips, Estee Lauder, Hut 8, Incyte, SpaceX, and More

Pre-Market Stock Futures: Futures are trading mixed as we prepare to finish the last full week of the second quarter. We finished a wild holiday-shortened trading week last Thursday, as Friday was the federal Juneteenth holiday, and all major indices rebounded smartly from the Federal Reserve-induced sell-off on Wednesday. Details of the signed memorandum of ... Here Are Monday’s Best Wall Street Analyst Research Calls: Accenture, Apple, Boyd Gaming, BWX Technologies, Conoco-Phillips, Estee Laud

AAPLACNAPABWXTCLFCOPCRDOEL+6
Circle Your Calendars for July 29. JPMorgan Executive Says Fed Chair Kevin Warsh Could Raise Rates in As Little as Six Weeks.
24/7 Wall St.57d agoneutral
Circle Your Calendars for July 29. JPMorgan Executive Says Fed Chair Kevin Warsh Could Raise Rates in As Little as Six Weeks.

Mark July 29 on the calendar. That is the next scheduled FOMC decision, and according to JPMorgan Asset Management CIO Bob Michael, every Fed meeting is now live for a potential rate hike, including the one roughly six weeks away. Michael told CNBC’s Closing Bell Overtime that new Fed Chair Kevin Warsh‘s first meeting delivered ... Circle Your Calendars for July 29. JPMorgan Executive Says Fed Chair Kevin Warsh Could Raise Rates in As Little as Six Weeks.

NVDATLT
Investing.com57d agobearish
Goldman cuts U.S. recession risk to 15% after Iran deal

Investing.com -- Goldman Sachs has cut its 12-month U.S. recession probability to 15% following the U.S.-Iran agreement, with chief economist Jan Hatzius citing reduced downside risks to the economic outlook and an improvement in underlying labor market resilience.

GS
Goldman Cuts U.S. Recession Forecast
The Wall Street Journal57d agobearish
Goldman Cuts U.S. Recession Forecast

Goldman Sachs now sees a smaller chance of a recession in the U.S. thanks to the peace agreement with Iran. The bank cut its 12-month recession odds to 15% from 25%, citing falling energy prices. It now sees an even lower chance of recession than it did before the war, when it put the odds at 20%.

GS
Investing.com57d agobearish
BofA now sees no Fed rate cuts until 2028

Investing.com -- Bank of America has shifted its Federal Reserve outlook, now forecasting three interest rate hikes totaling 75 basis points this year before an extended pause, pushing any prospect of rate cuts well into the future.

BAC
Visa, Mastercard fend off fee foes
Payments Dive57d agoneutral
Visa, Mastercard fend off fee foes

Despite the passage of state legislation and a federal court settlement aimed at taming credit and debit card fees, the card networks and their issuers prevailed in the first half of this year.

MAV
Bonds Are Heeding Warsh’s Hawkish Tone and Making It Harder for the Stock Market
Barrons.com57d agoneutral
Bonds Are Heeding Warsh’s Hawkish Tone and Making It Harder for the Stock Market

The moves suggested a reset for U.S. Treasury yields tied to the surprisingly hawkish tone established by new Federal Reserve Chairman Kevin Warsh last week, who hinted toward near-term rate hikes to tame price pressures and break a long run of missed inflation targets. “We recognize that inflation has been running well ahead of the Fed’s long-stated inflation goal of 2% that’s been going on for more than five years,” Warsh told reporters in Washington last week after his first press event as Fed chairman. The Fed’s economic forecasts slashed 2026 GDP predictions to 2.2%, and added 90 basis points to its headline PCE inflation estimate, taking it to 3.6%.

^GSPC