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Ladies and gentlemen, let's go, we have a lot, a lot of meat to offer. Starting with Jaie Diamond, he believes that the United States will fall into a very clear stagflation. Futures are rebounding after yesterday's drop due to fears surrounding Donald Trump 's tax cut bill , which you can find here.
He has just passed through the House of Representatives. It will be ready in less than a month, before July 4th, before Independence Day. Yesterday we also had the 20-year bond auction, which was quite suboptimal and caused the gil to rise and the markets to shut down. This also gave Bitcoin a significant boost, reaching all-time highs.
We have very positive news from Amazon, and from Snowflake, Zoom, and Palo Alto; not so good news from Steeler, Build Your Dreams, Nike, and Gus Canada. We also have right now the quarterly results of Advance Auto Parts rising more than 20% and many other news items from these markets. YouTube, how are you all doing?
We're going as usual today with lots of juicy details, quite fast with the latest news. May 22. As always, if you like these kinds of videos, please give it that like button, I appreciate it from the bottom of my heart. You also know that you have the invitation to join the private Discord group for fundamental solutions and more in the links in the video description.
Today's greeting goes to Neimuso, who tells us, "Stop fooling yourself, Tesla is dead. Neo is going to set the rules with its battery swapping, proprietary chips, and unique self-driving AI. Neo blows everything else in the sector out of the water. Neimuso, seriously, I envy you because you're so sure of it.
Unfortunately, I'm not so sure, and I wish I were as sure as you are, but oh well, we'll see what happens. I hope your investment in Neo works out well for you. I can imagine you have more than, I don't know, 20 or 30% of your portfolio in Neo, and that obviously speaks to your confidence. As we're seeing, futures are showing positive signs, at least for now.
Bond yields are also rising in the short term, in the medium term, and in the long term they're rising again, it 's not as positive. 4.6 for the 10-year bond, 5.1 for the 30-year bond. Big bonds are falling slightly, as is..." Oil. The dollar is strengthening, Euro Punk in cryptocurrencies, as we were saying, Bitcoin B, new all-time highs, there it is at 110,000.
Oh, and we can explain why now, but it would make for a very long video, but mainly because it's believed that the Fed is going to print money again. So, as we were saying with the comments from Jamie Diamond. Jamie Diamond US Stark Flation, we're probably going to have it there. There it is , Jamie Diamond.
Oh, and we don't have, we have Bloomberg, we have, uh, we have Yahoo, we always like that. The head of JP Morgan, CEO Jamie Diamond, does not rule out that the US economy will fall into this inflation, as the country faces enormous geopolitical risks, deficits, and inflationary pressures. "I don't agree that we're at an optimal point," the CEO stated in an interview with Bloomberg from the Shanghai Bank's China Global Summit.
He added that the US Federal Reserve is doing the right thing by waiting and observing before deciding on its monetary policy. Officials The Fed, as we know, has kept interest rates stable this year amid a solid economic backdrop and uncertainty about changes in government policies such as tariffs and their potential impact on the economy.
Policymakers have indicated they see a greater risk of facing both higher inflation and higher unemployment. One big beautiful bill. Jesus, I spelled that right. House Bill. I guess we'll have it like that. 8 minutes ago. Walber just needs to pass the One Big Beautiful Bill. One Big Beautiful Bill is a big ugly mess.
Los Angeles Times, you know which party he's from. Oh, well, literally, well, here we have the beautiful bill. It just passed, or as you're seeing, or rather, there you're seeing it, okay? It just passed the House of Representatives. Ah, this bill, Gop, there it is. This One Big Beautiful Bill passed a procedural vote Wednesday night and the House debate has ended.
The House is expected to vote Thursday morning and if passed it will go to the Senate. After a session of almost 22 Hours later, the House Rules Committee voted 8 to 1 in favor of advancing the bill. House Speaker Mike Johnson, a Louisiana Republican, was confident the bill would pass as early as Thursday.
All House Democrats are expected to vote against it, and it's unclear whether Johnson will secure the necessary support from his party to pass the measure. This bill proposes approximately $3.8 trillion in tax cuts, including extending Trump's 2017 tax cuts and eliminating tax breaks for electric vehicles and renewable energy.
It also requests $150 billion for the Pentagon, which would also cover Trump's mass deportations and border security. This is another reason why the market is a bit nervous. Because, he says, we have a bigger deficit, and it doesn't look like we have any more money anywhere, at least not at the moment .
Bitcoin briefly broke above $11,000 for the first time, with traders growing increasingly optimistic about the prospects for the original cryptocurrency amid rising institutional demand and support from Trump. Bitcoin was up as much as 3.3% today, reaching an intraday record of 111,878, and was trading just below that level right now .
Smaller cryptocurrencies were also rising in a broad rally, with Ethereum leading the way. It was up around 7.3% at one point and is currently up 4%. A wave of optimism is driving Bitcoin after the advancement of a key stablecoin bill in the US Senate fueled hopes for greater regulatory clarity for digital asset companies under President Trump, who has declared himself a proponent of cryptocurrencies.
As we know, the growing demand for Michael Sailor's Strategy , which has accumulated more than $50 billion in Bitcoin and a growing list of token hoarders are another factor, obviously, in the recent surge. As we were looking at a few minutes ago, stock futures are registering little change, albeit positive, after a significant drop on Wall Street yesterday, as concerns about a widening deficit deepened.
The One Big Beautiful Bill could increase US government debt by trillions of dollars and raise the deficit at a time when fears of a spike in inflation due to Trump's tariffs are already weighing on bond prices and pushing yields higher. The measure was due to move to the House of Representatives between Wednesday night and Thursday morning, depending on where you're listening from, where its passage is expected.
Markets will be watching the weekly Jobless Claims data, which will be released this morning as usual, for clues about the overall health of the market. We have some news, and we're going to start with—I do n't think I mentioned it at the beginning of the video— Nike is a This is one of the most anticipated news stories, in my opinion, and I think it might finally start to make some sense.
Nike is returning to Amazon's online store after abandoning it in 2019 as part of the world's largest sportswear company's efforts to revitalize its growth and strengthen ties with key wholesale partners. Nike's stock was up by more than 4% at one point. There it is. Notice, this is Spike in the latest trading after an earlier report from Information; Amazon's stock remained virtually unchanged.
The return to Amazon is part of Nike CEO Elliot Hill's effort to revitalize relationships with retail partners since coming out of retirement to lead the company. Hill has pledged an unwavering commitment to Nike's wholesalers , which include stores like Di Sporting Goods, Foot Locker (which appears to be acquiring Nike), and others.
His predecessor abandoned some retail partners in an attempt to boost Nike's own sales channels , but that move backfired and contributed to a drop in sales and stock value. Let's go right now. With Build Your Dreams. I don't know why Boid Gaming is showing up . Well, maybe because it's the same ticket.
Ah, Build Your Dreams. Do we only have OTC or do we have equity on the Hong Kong Exchange? Well, let's go with the equity on the Hong Kong Exchange, which is the most liquid. It was selling more cars, more electric vehicles in Europe than Tesla for the first time, surpassing the American brand that has long led the electric vehicle segment on the continent.
China's leading automaker registered 7,231 new battery electric vehicles in April. According to market research firm Jato Dynamics, that represented an increase of more than 169% compared to last year, catapulting Build Your Dreams into the top 10 electric vehicle sales brands. In addition, Build Your Dreams just launched Seagle Build Your Dreams Spain.
I think we have it around here somewhere. Dolphin, Dolphin surf, or maybe it's Dolphin surf. Dolphin surf. Build Your Dreams. It could be Dolphin surf. There it is . 570 km of range, charger included, €11,000. And I don't know if this falls under the scrappage scheme or the new subsidies they have in Spain.
Um, it's the Dolphin Surf. I sent it to my cousin yesterday. My cousin works for a major Spanish car company, and we were discussing, like, how is Europe letting its hand down so much to China? Dolphin Surf. Yes, the Dolphin Surf is arriving in Spain with an attractive price, and there it is. It's...
I don't know if you can see it. I'll put it here. Excuse me, I don't know where the page is. Uh, you can see it. There it is. I don't know if you can see it. €22,000, €25,000, and €18,700. It just arrived. Well, as we were saying, Tesla dropped one place, since its registrations fell by almost 50%. Although the difference between total monthly sales and both car brands may be...
"Small, the applications are huge," declared Deato Dynamics analyst Felipe Muñoz in an emailed statement . "This is a pivotal moment for the European automotive market. I do n't know where the European companies stand , but Europe is definitely moving. Let's move quickly to Canada. I ca n't remember how to spell Canada, Gus.
Gus was spelled Gus." Indeed, he stated that the US tariffs have had only a minimal impact on the high-end winter outerwear manufacturer because of its Canadian-based supply chain. There we see it much better. There it is. The company, known for its $1,500 parkas, manufactures about 75% of its products in Canada, and almost all of those units meet the standards of the US- Mexico-Canada Agreement, which exempts those products from US tariffs.
According to the executives, " Our Canadian-made products, which represent the vast majority of our offering, are not currently affected by the recently announced tariffs on imports to the United States." CEO Dani Race told investors on a conference call . We're going to talk about a period of reduced travel during the pandemic, as Chinese consumers, unable to travel abroad, triggered a shopping boom in the southernmost province of Heinz, drawn by the abundance of duty-free shopping malls on the tropical island.
Heinz is, let's say, an island near Thailand. Today, the travel retail sector in Heinz is in a 14-month recession with few signs of recovery. Duty-free sales fell 18% during the first four quarters of 2025 compared to the previous year, according to the latest data from the local customs agency. Both the number of shoppers and the products purchased have decreased by more than 25% year-to-date, and global beauty industry heavyweights are also feeling the impact of China's travel retail slump.
Until recently, companies like Stetoder, Shadow, and L'Oréal had a significant presence in the region. The type of spending by Chinese travelers in duty-free shops is driving revenue growth. However, all three companies saw their retail sales from trips to Asia or China decline in the first quarter of 2025, and it's unclear when this spending will return.
As you can see, the Chinese consumer is pushing several companies into a somewhat suboptimal situation, from Louis Vuitton to makeup companies, and so on. But we 'll see when they eventually recover. If they recover at all, they will, right? We're going to Palo Alto right now, down 6%. It briefly registered its lowest level in more than a year yesterday, a day after the cybersecurity company presented an outlook that failed to completely dispel concerns about growth.
The Consta Clara, California-based company forecast between $ 5.5 billion and $5.57 billion in annual recurring revenue for the current quarter, compared to the Wall Street consensus. $5.57 billion. We're going to Zoom Communications right now. There it is. Currently trading at a forward price of 15, it reported enterprise customer revenue that exceeded analysts' estimates, suggesting stronger growth in sales across its broad range of products.
Fiscal first-quarter sales rose nearly 3% to $1.17 billion, the company said in a statement Wednesday. That matched analysts' estimates. Enterprise revenue increased nearly 6% to $704.7 million for the period ending April 30, compared with a Wall Street estimate of $695 million. Straight to Snowfleet, as you can see, we have a lot of meat.
It presented a strong quarterly sales forecast following the launch of a new series of products over the past year. Revenue from products that make up the bulk of the software company's business will increase approximately 25% to reach $10.04 billion in the quarter ending in July, the company reported yesterday.
Analysts had estimated $30 million based on the data. The company also raised its annual product revenue forecast from $4.28 billion to approximately $4.33 billion. Speaking directly to Amazon CEO Andy Yassi, the retailer stated that the company has not experienced a significant reduction in consumer spending or price increases as a result of the tariffs imposed by President Donald Trump earlier this year.
"We haven't seen any decrease in demand at this time," Yassi said yesterday during Amazon's annual shareholder meeting when asked about the tariffs. He also stated that the company has not experienced a significant price increase. Macroeconomically, we have the Jobless Claims Index, the Chicago Board of Trade's National Activity Index at 8:30 a.m., composed of the 10 a.m.
flash estimate of existing sales. And quarterly services survey 10:30, natural gas report 11:00, Kansas City Fed manufacturing index 2:00, Fed Williams speech 4:30, Fed balance sheet also obviously. A pretty quick look at our quarterly results. There they are on screen. Today we're going to wake up with Analogice Advance Europars, we already talked about them.
BJ's R Lauren is also very interesting. TD Bank also surprised on the upside; they were lowering, let's say, their loss forecast and were using this money, well, to make more money, increasing their net interest margin. Positive news, at least in the short term. We'll see what ends up happening. And then, as we're seeing, we have Deckers, Autodes Intuist, Rot, Work, Date, Copar.
We have a lot of interesting things if we want to take a look, as you know, you're in charge tonight on the live feed, closing the markets as every night. Futures are speaking positively, especially the NASDAQ, Dow Jones, and Sampfander is holding a bit flat. Small caps Russell 2000 is going into negative territory, and as we can see, our sectors are taking a hit.
Triple Q driver technologies with super staples are the biggest gainers, while India, gold miners, natural gas, and small caps are currently the biggest losers. The stocks suffering the most are Enface, down 13% to new lows in the 40s. Complete Solaria, HIMS is also down 7%, XPEN, Humana, UnitedHealth, Billy Billy, Alibaba Cross Strike, and Dio is doing so badly.
Oh, Jack Tripcom, and Buck Holdings. We already have some Chinese stocks, but little decline. And the stocks rising the most in this premarket are Advance Aur Parts. We haven't marked it as a favorite, but it's up 23%. Canopy Growth, Snowflake, Shift Group, Jumia, Cureback, Planet Fitness, Coinbase, and Nike are also performing well, especially with the news from Amazon, BC Commerce, and MicroStrategy.
Google. Hey, long time no see, Alphabet. There it is, as always, ladies and gentlemen. Uh, Bathy Works, where is it right now? Hm, maybe, maybe. Ladies and gentlemen, as always, I hope you enjoyed this video. If you did, don't forget to hit the subscribe button, the bell icon, the like button, and check out the links in the video description.
I hope you have a fantastic day, full of fun, and we, as always, say goodbye wishing you all the best. Until the next video.
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