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디즈니 대규모 감원과 스트리밍 구독 축소 우려, 금·은 강세 및 달러 약세 가능성(JP모건 디이몬 인용 발언), 미국 경기 둔화 시 달러 자산 이탈 위험을 언급. 무역 협상 기대로 S&P500·나스닥 상승. 테슬라 하락, 소비 둔화·재정 적자로 추가 부양 어려움을 강조하며 변동성 대비를 권고.
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Welcome. Please be sure to hit that subscribe button as we get into it. First of all, Disney is laying off several hundred film and TV and finance according to routers.com here. Disney Bob Iger, CEO of the Walt Disney Company. Um, and entertainment is going to be hit. You know, we've talked about retail a lot, but entertainment is going to be hit because people are going to be cutting back on streaming services, these Plus, Disney Plus, Paramount Plus services a little bit.
Not completely. There'll still be Roku and all of that, but people will be cutting back. Most Americans will be cutting back on that as we head into the summer months here and the kids and the college students graduate because they're going to be busy looking for jobs and doing a bunch of other stuff.
So, the layoffs affect multiple teams around the world. So, it's not just the US teams. It's multiple Disney teams around the world, including film, TV marketing, TV publicity, casting, and development, the source said. So, they're going to cut about 7,000 jobs to save $5.5 billion in cost. They laid off 6% um at 200 fewer than 200 people in the ABC News Group and Disney Entertainment Networks in March.
So, this just continuing the cutbacks here, as well as um you know, other companies that are cutting back. Um, according to the earnings report that we seen in May, they exceeded Wall Street expectations, but you know, the Disney Plus stream with the Disney Plus streaming service, but they, you know, the service have risen.
So, they're making the necessary adjustments, and other companies are going to be doing that as well. Gold today went above fxmpire.com. Gold went above 3350 again. And gold and silver is going to be volatile. You know, silver has went above $34 for the first time. It's continuing its rise. So the the poor man's gold, silver's up and platinum continues to be above 1055 level.
So for those gold heads and silver heads is still continuing to sore here as people try to find find themselves with sound currency, sound actual money here. Gold, silver, platinum, etc. The precious metals are doing well in this environment considering um it should be up more, but like I said, we know that it's being manipulated right now, but these markets are continuing to make the impact there.
But CEO Jaime Diamond, JP Morgan CEO Jaime Diamond, according to reports from dailyholder.com, says investors may decide that quote the US dollar is not the place to be if the American economy weakens. And so right now the dollar is strong overseas um in a lot of these countries um you know dollar goes far outside of the Western Hemisphere countries in Europe.
But if the dollar was to weaken, if the American economy was to weaken, then you don't want to be holding a bunch of dollars because it takes more dollars to get more goods and services. So other currencies or even precious metals, gold, silver, or even crypto may be a safer bet. I'm not saying that's everything, you know, but I'm saying it may be a safer bet if the US economy begins to weaken significantly.
Now, right now, it hasn't weakened that much at all. You know, it's weakened, but you know, we're seeing higher inflation. We're seeing, you know, things that things in the bond market and the 10-year market, but hasn't gotten to the point where the ready where the media and and general public is ready to declare that we're in a quote unquote recession.
So, we're waiting on those terms. We have to wait and see. But Jamie Diamond believes that warns if the country's economy weakens due to its debt level, which were $37 trillion in debt in counting and other factors. Investors may continue to flee US dollar assets, meaning that they're going to flee the commercial mortgage back securities, all these buildings that they own, all these investment apartments and condos and town houses.
If they begin to back out of that, foreign investment begins to back out of that, they own $35 trillion of American securities, then we're going to have a big problem on our hands. because if they back out of the dollar, that's not the place you want to be at. JB D is absolutely correct when he says that on Fox Business News.
So, the S&P 500 closes higher. Routers.com reports on trade hopes, meaning the trade deal, and that the tariffs will be softened below there. But, Nvidia lifts NASDAQ. So, Nvidia stocks was up, Dow Jones was flat, S&P 500 up about 04% and NASDAQ was up 07% on the day here in the US markets. So, you know, investors are still hopeful right now that they can get these trade talks.
They're going to last through July 4th weekend. So, we will wait and see how that plays out. Tesla continues to fall here, ladies and gentlemen. Tesla continues to fall at the reporting lower May sales for some EU nations here. ISM manufacturing uh at 48.5 versus the 49.3. So, it's a little bit lower here.
The PSM PMI manufacturing here with manufacturing less in America. So, we'll have to wait and see how all this is going to play out. But the bottom line is continue to prepare as we expect more conditions to be volatile here on Dow Jones and on Main Street. And uh the thing is that many people have turned less bullish on this economy than we had in January where people are more bullish on the economy, especially since we're not getting any stimulus checks.
Stimulus checks days are over. We're on a deficit for the budget, federal, state, local, and city budget. So there will be no stimulus checks coming. at the amendment that over the summer months and uh there will be no more investment. There will be more investment that will be continuing into the uh expenditures and defense overseas.
Let's put it that way. So that's what we have going on right now. Continue to prepare. Thank you for listening and be sure to sub and I'll see you on the next episode. Take care.
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