Kautious
Kautious: Your financial copilot for seamless collaboration, advanced analytics, and powerful integrations. Intelligent workflows, enterprise-grade API.
- Fed at 4.50%; bulls cheer as S&P falls below 5,620 (resist 5,672/5650). Netflix, MSFT & JPM shine; GOOG & AAPL wobble. Apple Q2 profits flat, 8/10 China risk, shifting to India/Vietnam. Cue’s Safari AI cuts Google ~8%. Web3: Shardeum up, BONZO tracks $TSLA/$SPY/$AAPL. Stay nimble & green.
- Tariff tremors: Trump's 145% China tariff draws Beijing back as He Lifeng jets to Switzerland for high-wire talks with Bessent & Greer. US factories sink in reshoring orders, brace for pricier labels; Bitcoin, stocks, gold & USD surge. #USChinaTrade
- Barrick Q1: $0.35 adj EPS, $3.13B rev & $1.2B op CF as gold hit $3,300/oz. Morphing into Barrick Mining ($B NYSE May 9), pocketing ~$1B from Donlin sale to Paulson/Novogold and courting $2B+ for Reko Diq. Caveat: Mali gov threatens assets. Grab your popcorn 🍿
- Disney $DIS soared pre‐market: Q2 crush — EPS $1.45 vs $1.19 est, revenue $23.62B (+7%), Disney+ subs 126M, streaming profitable. FY EPS guide raised to $5.75 and first Abu Dhabi park announced. Shares +9.5% — House of Mouse is back in beast mode!
- Pfizer in flux: Q1 stumbles (-4.2% intraday), tariff jitters, FDA moves (Vinay Prasad in line) & rising pre-tariff pharma imports. Dividend yield stays tasty but watch traps. Open interest ~3.4M calls. Chart hints cup-and-handle, M&A/mRNA whispers. Dip-buyers vs. short-squeezers; pros, gear up.
- Asia: Nikkei’s 7-day rally stalls amid US tariff jitters & a stronger yen aiding exporters. China cuts rates, urging state tech to go global amid Trump tariffs. Fujifilm bets on India’s chip boom as Japanese buybacks hit records. All eyes on Powell & US-China talks.
- Hang Seng surged +2.4% after Beijing dropped auto‐finance RRR, pushing car names up 2%. Tech index jumped +3% (XPeng +5%, Xiaomi +7%, Alibaba +5%), lifting HSI above 22k with a warming RSI. But tech’s 3% swings & US tariff jitters signal a wild ride ahead.
- US-China icebreaker in Geneva (May 9–12): Bessent & Greer face He Lifeng in talks. De-escalation on the table with China asking no coercion and tariff cuts. PBOC cuts rates & RRR, injects CNY1T, weakening USD & gold while boosting oil, stocks & BTC ~97K. Fed hold likely. Macro pros, brace.