Chuck Mikolajczak
@chuckmik.bsky.social
📤 632
📥 1991
📝 629
Reuters U.S. markets correspondent/U.S. stocks team leader.
http://seedisclaimer.com/
June CPI M/M -0.4% vs -0.1% est, Y/Y +3.5% vs +3.8%; Core CPI M/M 0.0% vs +0.2% est, Y/Y +2.6% vs +2.8% est
about 12 hours ago
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Oil hits four-week high as US-Iran conflict escalates
Oil prices rose on Tuesday to their highest in four weeks, after the U.S. reimposed a naval blockade of Iran and as renewed attacks between Washington and Tehran heightened concerns over energy flows...
https://www.reuters.com/business/energy/oil-climbs-one-month-high-us-iran-step-up-attacks-strait-hormuz-2026-07-14/
about 12 hours ago
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US consumer inflation likely increased at a slow pace in June as gasoline prices retreated
U.S. consumer inflation likely slowed in June, but that would probably offer little comfort to households or rule out an interest rate increase from the Federal Reserve this year, with the conflict in...
https://www.reuters.com/business/us-consumer-inflation-likely-increased-slow-pace-june-gasoline-prices-retreated-2026-07-14/
about 12 hours ago
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Fed's Warsh heads to Congress after tentative steps away from Trump
Federal Reserve Chairman Kevin Warsh's early policy and governance steps have been seen as him setting an independent course.
https://www.reuters.com/business/feds-warsh-heads-congress-after-tentative-steps-away-trump-2026-07-14/
about 12 hours ago
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#$BAC
-1.7% premarket
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BofA beats profit estimates on record trading, investment banking strength
Bank of America beat estimates for second-quarter profit on Tuesday, benefiting from record trading activity and a surge in dealmaking.
https://www.reuters.com/business/finance/bank-america-profit-rises-trading-boost-2026-07-14/
about 12 hours ago
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#$WFC
-2.4% premarket
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Wells Fargo tops profit estimates on interest income boost, trading boom
Wells Fargo beat Wall Street estimates for second-quarter profit as volatile markets kept its trading desks busy, while strong loan growth boosted interest income.
https://www.reuters.com/business/finance/wells-fargo-profit-jumps-interest-income-boost-2026-07-14/
about 12 hours ago
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#$JPM
-2.6% premarket
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JPMorgan posts record profit on big gains from dealmaking, stock trading
A wave of big-ticket IPOs and dealmaking helped drive investment banking fees to their highest levels since 2021, while stock traders capitalized on volatile markets.
https://www.reuters.com/business/finance/jpmorgan-profit-rises-investment-banking-boom-2026-07-14/
about 12 hours ago
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#$GS
+2.1% premarket
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Goldman's profit tops estimates on trading surge, corporate deal spree
The equities business fetched revenue of $7.42 billion, surging 72% from a year ago.
https://www.reuters.com/legal/transactional/goldmans-profit-jumps-trading-surge-corporate-deal-spree-2026-07-14/
about 13 hours ago
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#$IBM
-23.% premarket
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IBM forecasts preliminary Q2 revenue below estimates as spending shifts to AI
IBM's preliminary second-quarter revenue forecast came below Wall Street estimate on Tuesday, as customers prioritized spending on AI infrastructure, including servers, storage and memory purchases...
https://www.reuters.com/business/ibm-expects-second-quarter-revenue-below-estimates-2026-07-14/
about 13 hours ago
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Brent up >3%
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Iran and US launch new attacks, battle over control of Strait of Hormuz
Iran fired ballistic missiles at a U.S. air base in Jordan.
https://www.reuters.com/world/middle-east/iran-says-it-struck-us-air-base-jordan-us-military-ends-five-hours-attacks-2026-07-14/
about 13 hours ago
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Inside RFK Jr.’s push to dismantle decades of U.S. vaccine policy
Insider accounts reveal the scale of the health secretary's ambitions to curb childhood immunizations and unearth a link between vaccines and autism.
https://www.reuters.com/world/americas/inside-rfk-jrs-push-dismantle-decades-us-vaccine-policy-2026-07-14/
about 13 hours ago
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Yen climbs as Japan lures pension funds into domestic assets
The yen bounced on Friday on news that Japan plans to encourage pension funds to increase their holdings of domestic financial assets, a move analysts said could offer more support to the battered cu...
https://www.reuters.com/world/asia-pacific/fragile-yen-set-weekly-decline-intervention-risks-mount-2026-07-10/
4 days ago
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#$DAL
-0.8% premarket
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Delta signals fare hikes will stay as resilient demand cushions fuel-cost hit
Delta Air Lines reaffirmed its full-year profit forecast and provided a stronger-than-expected third-quarter outlook on Friday, signaling confidence that recent fare gains can hold even as fuel price...
https://www.reuters.com/business/aerospace-defense/delta-outlook-signals-airline-fare-gains-can-hold-despite-easing-fuel-costs-2026-07-10/
4 days ago
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SK Hynix's marquee US debut to test AI appetite
SK Hynix's U.S. trading debut on Friday following a $26.5 billion share sale will be a key test of investors' belief in the durability of the AI boom, coming after a recent pullback in semiconductor ...
https://www.reuters.com/world/asia-pacific/sk-hynix-set-marquee-us-debut-test-ai-appetite-2026-07-10/
4 days ago
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Initial claims +215k vs +218k est
6 days ago
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S&P 500, Nasdaq futures edge up as chip stocks gain; US-Iran tensions in focus
S&P 500 and Nasdaq futures edged higher on Thursday as gains in chip stocks helped offset renewed geopolitical jitters after fresh U.S. strikes on Iran threatened to prolong a four-month conflict an...
https://www.reuters.com/business/wall-st-futures-rebound-oil-retreats-investors-weigh-us-iran-tensions-2026-07-09/
6 days ago
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#$PEP
-2% premarket
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PepsiCo tops revenue estimates as zero-sugar drinks help offset North America weakness
PepsiCo beat estimates for second-quarter revenue on Thursday as demand for prebiotic sodas, zero-sugar drinks and protein-rich snacks helped counter weaker North American food sales amid mounting pr...
https://www.reuters.com/business/pepsico-beats-revenue-estimates-flags-pressure-tighter-consumer-budgets-2026-07-09/
6 days ago
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US military carries out fresh strikes on Iran, prompting Iran attacks on Kuwait and Bahrain
The U.S. strikes rattled cities along Iran's southern coast and left some areas without power.
https://www.reuters.com/world/middle-east/iran-targets-sites-bahrain-kuwait-after-wave-us-strikes-2026-07-08/
6 days ago
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May wholesale inventories +0.1% vs +0.3% est
6 days ago
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Trump orders halt to US trade with Spain over NATO spending, Iran
U.S. President Donald Trump on Wednesday ordered an immediate halt to all trade with NATO ally Spain, escalating tensions over defence spending and the Iran war, despite European Union rules requirin...
https://www.reuters.com/world/trump-says-he-ordered-cutting-off-all-trade-with-spain-2026-07-08/
7 days ago
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Fed minutes due as analysts debate whether Warsh will curtail them
A critical readout on Wednesday of the first Federal Reserve policy meeting overseen by Chairman Kevin Warsh may offer greater insight into the "family fight" the new central bank leader said unfold...
https://www.reuters.com/business/fed-minutes-due-analysts-debate-whether-warsh-will-curtail-them-2026-07-08/
7 days ago
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US stock futures tumble as Trump says Iran deal is 'over', oil climbs
U.S. stock index futures slid on Wednesday, with Nasdaq futures touching a four-week low, after President Donald Trump said the interim deal aimed at ending the war with Iran was "over," sending oil ...
https://www.reuters.com/business/us-stock-futures-tumble-trump-says-iran-deal-is-over-oil-climbs-2026-07-08/
7 days ago
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Oil jumps over 6% to two-week high after Trump says deal with Iran 'over'
Oil prices jumped more than 6% on Wednesday, hitting a two-week high after U.S. President Donald Trump said the memorandum of understanding to end the conflict with Iran was "over", renewing fears o...
https://www.reuters.com/business/energy/us-oil-prices-jump-after-us-military-launches-strikes-against-iran-2026-07-07/
7 days ago
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May Int'l trade -77.6 bln vs -78.5 bln est
7 days ago
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June nonfarm
#payrolls
+57k vs +110k est; unemployment rate +4.2% vs +4.3% est; initial jobless claims +215k vs +220k est
#NFP
12 days ago
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June ISM Mfg +53.3 +54.0 est; May construction spending +0.1% vs +0.1%
13 days ago
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A little late on this, but June ADP employment +98k vs +118k est
13 days ago
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#$GIS
+3.6% premarket
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General Mills beats fourth-quarter profit and sales estimates
General Mills beat fourth-quarter profit and sales estimates on Wednesday, as an increase in consumers choosing to eat at home over dining out boosted demand for the Cheerios maker's pantry staple...
https://www.reuters.com/business/general-mills-beat-fourth-quarter-profit-estimates-2026-07-01/
14 days ago
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#$NKE
-2.6% premarket
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Nike flags prolonged turnaround as China slump, weak outlook eclipse quarterly beat
Nike signaled on Tuesday that CEO Elliott Hill's turnaround strategy still faces significant obstacles, as persistent weakness in China and a cautious outlook overshadowed a modest fourth-quarter reve...
https://www.reuters.com/legal/transactional/nike-edges-past-quarterly-revenue-estimates-2026-06-30/
14 days ago
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May JOLTS +7.549 mln vs +7.300 mln est; June consumer confidence +91.2 vs +94.8 est
14 days ago
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June Chicago PMI +56.7 vs +56.0 est
14 days ago
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April Case-Shiller M/M 0.0% vs -0.1% est, Y/Y +1.1% vs +0.9% est; April FHFA home price M/M -0.1% vs prior revised +0.2% est
14 days ago
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June final UMich sentiment +49.5 vs +50.0 est
18 days ago
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May Adv goods trade balance -105.8 bln vs -85.0 bln est; May wholesale inventories +0.3% vs prior revised +0.7%; May retail inventories ex-auto +0.4% vs prior revised +0.7%
18 days ago
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May PCE M/M 0.4% vs +0.5% est, Y/Y +4.1 vs +4.1% est; Core PCE M/M +0.3% vs +0.3% est, Y/Y +3.4% vs +3.4% est; May personal income +0.7% vs +0.4% est, spending +0.7% vs +0.6% est; May durable goods -4.5% vs -4.5% est; final Q1 GDP +2.1% vs +1.6% est; initial claims +215k vs +225k est
19 days ago
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May new home sales +0.580 mln vs +0.639 mln est
20 days ago
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June S&P Mfg flash PMI +55.7 vs +54.8 est; Svcs +51.3 vs +51.0 est
21 days ago
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Nasdaq futures drop over 2% on concerns over AI buildout costs, Fed rate outlook
Futures tracking the tech-heavy Nasdaq fell more than 2% on Tuesday, leading declines on Wall Street, as concerns about looming U.S. rate hikes and debt-backed corporate spending on AI weighed on inv...
https://www.reuters.com/business/nasdaq-futures-fall-2-tech-worries-fed-hike-bets-2026-06-23/
22 days ago
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Buckle up...
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Nasdaq 100 set to shed over $1 trillion as tech selloff deepens; SpaceX slides
The Nasdaq 100 index was on pace to erase more than $1 trillion in market value on Tuesday as technology heavyweights and chip stocks tumbled, while Elon Musk's SpaceX dropped below $2 trillion in m...
https://www.reuters.com/business/media-telecom/nasdaq-100-set-shed-over-1-trillion-tech-selloff-deepens-spacex-slides-2026-06-23/
22 days ago
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Now I know how Brooklyn Dodger fans felt after they won a championship after moving to LA
about 1 month ago
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And since the one game the Knicks lost was when Trump showed up, ruined everything for the local establishments and commuters, we have even more definitive evidence that everything he touches turns to shit, no?
about 1 month ago
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Congrats to my friends who have been long-suffering Knicks fans and deserve this more than anything. And screw you to Jim Dolan, who kept me from enjoying this.
about 1 month ago
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Initial claims +225k vs +213k est; Q1 productivity +0.3% vs +0.5% est, unit labor costs +1.8% vs +2.5% est
about 1 month ago
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May ISM Svcs +54.5 vs +53.8 est; April factory orders M/M +4.8% vs +4.6% est
about 1 month ago
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May S&P final Svcs PMI +50.7 vs prior +50.9
about 1 month ago
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May ADP employment +122k vs +117k est
about 1 month ago
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April JOLTS +7.618 mln vs +6.880 mln est
about 1 month ago
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April construction spendibng +0.4% vs +0.2% est; May ISM Mfg +54.0 vs +53.0 est
about 1 month ago
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May Chicago PMI +62.7 vs +50.5 est
about 2 months ago
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April new home sales +0.622 mln vs +0.665 mln est
about 2 months ago
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