InvestorBuzz®
@investorbuzz.com
A daily market newsletter breaking down trends & money moves—no fluff, just insights. In a world where everything’s paywalled, we’re still free to join.
Mortgage Rates: Flatlined for the Next 5 Years?
We’re not heading back to 3% mortgages anytime soon...
#MortgageRates
We’re not heading back to 3% mortgages anytime soon...
#MortgageRates
October 20, 2025 at 1:52 PM
Mortgage Rates: Flatlined for the Next 5 Years?
We’re not heading back to 3% mortgages anytime soon...
#MortgageRates
We’re not heading back to 3% mortgages anytime soon...
#MortgageRates
Sweet Tooth, Bitter Bill
Nestlé will raise prices on US chocolate products starting June 23, citing stubbornly high cocoa costs.
› Cocoa prices spiked near $13K/ton last year — still elevated
› Nestlé aims to cut $843M in costs this year
Nestlé will raise prices on US chocolate products starting June 23, citing stubbornly high cocoa costs.
› Cocoa prices spiked near $13K/ton last year — still elevated
› Nestlé aims to cut $843M in costs this year
May 9, 2025 at 7:03 PM
Sweet Tooth, Bitter Bill
Nestlé will raise prices on US chocolate products starting June 23, citing stubbornly high cocoa costs.
› Cocoa prices spiked near $13K/ton last year — still elevated
› Nestlé aims to cut $843M in costs this year
Nestlé will raise prices on US chocolate products starting June 23, citing stubbornly high cocoa costs.
› Cocoa prices spiked near $13K/ton last year — still elevated
› Nestlé aims to cut $843M in costs this year
#Amazon Adds Another NYC Trophy
› Amazon acquires 522 Fifth Ave office tower (near Grand Central)
› Seller: RFR Holding → Price undisclosed
› Adds to real estate stack: owns Lord & Taylor HQ (424 Fifth), leases 452 Fifth (10 Bryant Park)
› Signals long-term bet on NYC office market
› Amazon acquires 522 Fifth Ave office tower (near Grand Central)
› Seller: RFR Holding → Price undisclosed
› Adds to real estate stack: owns Lord & Taylor HQ (424 Fifth), leases 452 Fifth (10 Bryant Park)
› Signals long-term bet on NYC office market
May 2, 2025 at 5:40 PM
#Amazon Adds Another NYC Trophy
› Amazon acquires 522 Fifth Ave office tower (near Grand Central)
› Seller: RFR Holding → Price undisclosed
› Adds to real estate stack: owns Lord & Taylor HQ (424 Fifth), leases 452 Fifth (10 Bryant Park)
› Signals long-term bet on NYC office market
› Amazon acquires 522 Fifth Ave office tower (near Grand Central)
› Seller: RFR Holding → Price undisclosed
› Adds to real estate stack: owns Lord & Taylor HQ (424 Fifth), leases 452 Fifth (10 Bryant Park)
› Signals long-term bet on NYC office market
Resilient for now now...
› April nonfarm payrolls: ▲ +177K vs +138K est.
› Unemployment rate: 4.2%
› Wages: +0.2% MoM, +3.8% YoY
› Transportation jobs: ▲ +29K
Translation: Resilient jobs report just bought Powell more bench time.
› April nonfarm payrolls: ▲ +177K vs +138K est.
› Unemployment rate: 4.2%
› Wages: +0.2% MoM, +3.8% YoY
› Transportation jobs: ▲ +29K
Translation: Resilient jobs report just bought Powell more bench time.
May 2, 2025 at 1:27 PM
Resilient for now now...
› April nonfarm payrolls: ▲ +177K vs +138K est.
› Unemployment rate: 4.2%
› Wages: +0.2% MoM, +3.8% YoY
› Transportation jobs: ▲ +29K
Translation: Resilient jobs report just bought Powell more bench time.
› April nonfarm payrolls: ▲ +177K vs +138K est.
› Unemployment rate: 4.2%
› Wages: +0.2% MoM, +3.8% YoY
› Transportation jobs: ▲ +29K
Translation: Resilient jobs report just bought Powell more bench time.
› Buybacks: $100B added to the pile
➤ China sales slightly missed
➤ AI launch delayed
➤ Stock: ▼ 2.6% AH
Translation: Solid print, but not enough to shake off macro worries, China softness, and AI delays.
#AAPL #Earnings #Apple #iPhone #InvestorBuzz #TechStocks
➤ China sales slightly missed
➤ AI launch delayed
➤ Stock: ▼ 2.6% AH
Translation: Solid print, but not enough to shake off macro worries, China softness, and AI delays.
#AAPL #Earnings #Apple #iPhone #InvestorBuzz #TechStocks
May 1, 2025 at 9:17 PM
› Buybacks: $100B added to the pile
➤ China sales slightly missed
➤ AI launch delayed
➤ Stock: ▼ 2.6% AH
Translation: Solid print, but not enough to shake off macro worries, China softness, and AI delays.
#AAPL #Earnings #Apple #iPhone #InvestorBuzz #TechStocks
➤ China sales slightly missed
➤ AI launch delayed
➤ Stock: ▼ 2.6% AH
Translation: Solid print, but not enough to shake off macro worries, China softness, and AI delays.
#AAPL #Earnings #Apple #iPhone #InvestorBuzz #TechStocks
Jobless Spike Raises Flags
› Initial claims: 241K — highest since Feb, way above estimates
› Continuing claims: 1.92M — most since Nov 2021
› NY school break played a role, but the trend’s not great
› Follows yesterday’s -0.3% GDP print
#JoblessClaims #GDP
› Initial claims: 241K — highest since Feb, way above estimates
› Continuing claims: 1.92M — most since Nov 2021
› NY school break played a role, but the trend’s not great
› Follows yesterday’s -0.3% GDP print
#JoblessClaims #GDP
May 1, 2025 at 3:41 PM
Jobless Spike Raises Flags
› Initial claims: 241K — highest since Feb, way above estimates
› Continuing claims: 1.92M — most since Nov 2021
› NY school break played a role, but the trend’s not great
› Follows yesterday’s -0.3% GDP print
#JoblessClaims #GDP
› Initial claims: 241K — highest since Feb, way above estimates
› Continuing claims: 1.92M — most since Nov 2021
› NY school break played a role, but the trend’s not great
› Follows yesterday’s -0.3% GDP print
#JoblessClaims #GDP
Yields Are Talking.
› 2Y yield: ~3.75%
› Fed funds: 4.25%–4.5%
› Inversion alert: Short-term bonds are pricing in cuts.
Treasury Sec. Bessent says the market’s sending a message — and it’s not subtle.
Add tariff tension? The pressure on Powell is heating up.
#Powell #Rates #RecessionRisk
› 2Y yield: ~3.75%
› Fed funds: 4.25%–4.5%
› Inversion alert: Short-term bonds are pricing in cuts.
Treasury Sec. Bessent says the market’s sending a message — and it’s not subtle.
Add tariff tension? The pressure on Powell is heating up.
#Powell #Rates #RecessionRisk
May 1, 2025 at 2:30 PM
Yields Are Talking.
› 2Y yield: ~3.75%
› Fed funds: 4.25%–4.5%
› Inversion alert: Short-term bonds are pricing in cuts.
Treasury Sec. Bessent says the market’s sending a message — and it’s not subtle.
Add tariff tension? The pressure on Powell is heating up.
#Powell #Rates #RecessionRisk
› 2Y yield: ~3.75%
› Fed funds: 4.25%–4.5%
› Inversion alert: Short-term bonds are pricing in cuts.
Treasury Sec. Bessent says the market’s sending a message — and it’s not subtle.
Add tariff tension? The pressure on Powell is heating up.
#Powell #Rates #RecessionRisk
Microsoft Powers Up on Cloud & AI
MSFT popped +6% AH after crushing Q3 estimates across the board.
› EPS: $3.46 vs $3.21 est.
› Revenue: $70B vs $68.4B est.
› Cloud rev: $42.4B vs $42.2B est. (+20% YoY)
› Azure AI boost: +16pts growth — above est.
› Devices & OEM: +3% YoY despite tariff fog
MSFT popped +6% AH after crushing Q3 estimates across the board.
› EPS: $3.46 vs $3.21 est.
› Revenue: $70B vs $68.4B est.
› Cloud rev: $42.4B vs $42.2B est. (+20% YoY)
› Azure AI boost: +16pts growth — above est.
› Devices & OEM: +3% YoY despite tariff fog
April 30, 2025 at 9:38 PM
Microsoft Powers Up on Cloud & AI
MSFT popped +6% AH after crushing Q3 estimates across the board.
› EPS: $3.46 vs $3.21 est.
› Revenue: $70B vs $68.4B est.
› Cloud rev: $42.4B vs $42.2B est. (+20% YoY)
› Azure AI boost: +16pts growth — above est.
› Devices & OEM: +3% YoY despite tariff fog
MSFT popped +6% AH after crushing Q3 estimates across the board.
› EPS: $3.46 vs $3.21 est.
› Revenue: $70B vs $68.4B est.
› Cloud rev: $42.4B vs $42.2B est. (+20% YoY)
› Azure AI boost: +16pts growth — above est.
› Devices & OEM: +3% YoY despite tariff fog
Shrinking #GDP + sticky inflation = #Powell’s policy nightmare.
› Q1 GDP: −0.3% — first contraction in 3 years
› Core PCE: +3.5% vs +3.2% est. — inflation heating up
› March core PCE cooled to +2.6% YoY — but tariffs just hit
› Fed stuck: cut to save growth, or hike to fight inflation?
› Q1 GDP: −0.3% — first contraction in 3 years
› Core PCE: +3.5% vs +3.2% est. — inflation heating up
› March core PCE cooled to +2.6% YoY — but tariffs just hit
› Fed stuck: cut to save growth, or hike to fight inflation?
April 30, 2025 at 4:30 PM
Snap Cracks on Ad Uncertainty
#SNAP tanked −15% after skipping Q2 guidance — citing macro jitters and ad spending risk.
› Revenue: $1.36B (+14% YoY)
› Net loss: $140M (narrowed from $305M)
› DAUs: 460M vs 453M prior
› CFO flags tariff-driven ad slowdown as $800 de minimis rule ends
#SNAP tanked −15% after skipping Q2 guidance — citing macro jitters and ad spending risk.
› Revenue: $1.36B (+14% YoY)
› Net loss: $140M (narrowed from $305M)
› DAUs: 460M vs 453M prior
› CFO flags tariff-driven ad slowdown as $800 de minimis rule ends
April 30, 2025 at 3:24 PM
Snap Cracks on Ad Uncertainty
#SNAP tanked −15% after skipping Q2 guidance — citing macro jitters and ad spending risk.
› Revenue: $1.36B (+14% YoY)
› Net loss: $140M (narrowed from $305M)
› DAUs: 460M vs 453M prior
› CFO flags tariff-driven ad slowdown as $800 de minimis rule ends
#SNAP tanked −15% after skipping Q2 guidance — citing macro jitters and ad spending risk.
› Revenue: $1.36B (+14% YoY)
› Net loss: $140M (narrowed from $305M)
› DAUs: 460M vs 453M prior
› CFO flags tariff-driven ad slowdown as $800 de minimis rule ends
#GDP Goes Red, Pre-Tariffed
We’re contracting before the tariffs even kick in.
#Tariffs #Inflation #recession
We’re contracting before the tariffs even kick in.
#Tariffs #Inflation #recession
April 30, 2025 at 1:43 PM
#GDP Goes Red, Pre-Tariffed
We’re contracting before the tariffs even kick in.
#Tariffs #Inflation #recession
We’re contracting before the tariffs even kick in.
#Tariffs #Inflation #recession
Consumer Confidence Hits COVID-Era Lows
› April: 86 vs 92.9 prior — worst since early pandemic
› Expectations Index sinks to 54.4 — recession signal
› Inflation expectations rise to 7%, highest since Nov 2022
› 32.1% of consumers expect fewer jobs — worst since April 2009
#ConsumerConfidence
› April: 86 vs 92.9 prior — worst since early pandemic
› Expectations Index sinks to 54.4 — recession signal
› Inflation expectations rise to 7%, highest since Nov 2022
› 32.1% of consumers expect fewer jobs — worst since April 2009
#ConsumerConfidence
April 29, 2025 at 3:29 PM
Consumer Confidence Hits COVID-Era Lows
› April: 86 vs 92.9 prior — worst since early pandemic
› Expectations Index sinks to 54.4 — recession signal
› Inflation expectations rise to 7%, highest since Nov 2022
› 32.1% of consumers expect fewer jobs — worst since April 2009
#ConsumerConfidence
› April: 86 vs 92.9 prior — worst since early pandemic
› Expectations Index sinks to 54.4 — recession signal
› Inflation expectations rise to 7%, highest since Nov 2022
› 32.1% of consumers expect fewer jobs — worst since April 2009
#ConsumerConfidence
UPS to Cut 20,000 Jobs and Shutter 73 Facilities as Amazon Volumes Shrink
› Layoffs follow sharp pullback in Amazon shipments & China e-commerce volumes
› Q1 EPS: $1.49 vs $1.38 est.
› Revenue: $21.5B vs $21.05B est.
› No 2025 guidance — too much macro fog
#UPS #Amazon #Tariffs #TradeWar
› Layoffs follow sharp pullback in Amazon shipments & China e-commerce volumes
› Q1 EPS: $1.49 vs $1.38 est.
› Revenue: $21.5B vs $21.05B est.
› No 2025 guidance — too much macro fog
#UPS #Amazon #Tariffs #TradeWar
April 29, 2025 at 2:57 PM
Tariffs are already biting.
› Incoming shipments at the Port of LA are projected to drop 36% YoY mid-May.
› Economists say it's an early red flag for slower US-China trade and cooling US growth.
› Less goods = higher prices = less spending.
› Real GDP could stall or even turn negative by late 2025.
› Incoming shipments at the Port of LA are projected to drop 36% YoY mid-May.
› Economists say it's an early red flag for slower US-China trade and cooling US growth.
› Less goods = higher prices = less spending.
› Real GDP could stall or even turn negative by late 2025.
April 28, 2025 at 8:09 PM
Tariffs are already biting.
› Incoming shipments at the Port of LA are projected to drop 36% YoY mid-May.
› Economists say it's an early red flag for slower US-China trade and cooling US growth.
› Less goods = higher prices = less spending.
› Real GDP could stall or even turn negative by late 2025.
› Incoming shipments at the Port of LA are projected to drop 36% YoY mid-May.
› Economists say it's an early red flag for slower US-China trade and cooling US growth.
› Less goods = higher prices = less spending.
› Real GDP could stall or even turn negative by late 2025.
April 7, 2025 at 2:18 PM
Bottom line: This approach aims to “level the playing field” — but it comes with price hikes, trade distortions, and potential retaliation.
Below is the formula:
#tariffs #TrumpTariffs #Markets #liberationday2025
Below is the formula:
#tariffs #TrumpTariffs #Markets #liberationday2025
April 3, 2025 at 3:34 PM
Bottom line: This approach aims to “level the playing field” — but it comes with price hikes, trade distortions, and potential retaliation.
Below is the formula:
#tariffs #TrumpTariffs #Markets #liberationday2025
Below is the formula:
#tariffs #TrumpTariffs #Markets #liberationday2025
Nike Just Did… Not Do It.
› $NKE down 11% today.
› Now off 30% in the last 6 months.
From swoosh to slump — rough stretch for the brand that used to outrun the market.
#Nike #NKE #Stocks #Earnings #RetailWatch #InvestorBuzz
› $NKE down 11% today.
› Now off 30% in the last 6 months.
From swoosh to slump — rough stretch for the brand that used to outrun the market.
#Nike #NKE #Stocks #Earnings #RetailWatch #InvestorBuzz
April 3, 2025 at 2:39 PM
Nike Just Did… Not Do It.
› $NKE down 11% today.
› Now off 30% in the last 6 months.
From swoosh to slump — rough stretch for the brand that used to outrun the market.
#Nike #NKE #Stocks #Earnings #RetailWatch #InvestorBuzz
› $NKE down 11% today.
› Now off 30% in the last 6 months.
From swoosh to slump — rough stretch for the brand that used to outrun the market.
#Nike #NKE #Stocks #Earnings #RetailWatch #InvestorBuzz
It's just a typical Friday!
March 28, 2025 at 4:03 PM
It's just a typical Friday!