My Investing Muse (01Jun2026) Layoffs, closures and Delinquencies More than 20 trucking-related companies filed either Chapter 7 liquidation or Chapter 11 restructuring cases during the past 30 days, according to bankruptcy filings compiled by FreightWaves. Low-cost holiday carrier Magnicharters filed for bankruptcy protection in Mexico City approximately a month after suspending all flights for what it initially hoped would be a period of two weeks. In China, northwestern regional carrier Joy Air filed for bankruptcy protection and entered the early stage of the restructuring process at the start of the week after canceling all flights back in April. Zenith Aviation in administration over “cashflow issues, unpaid debtors” - The Street My thoughts 1. The Realities of AI Implementation: Gov

Economic Preview: Key Data Releases (week of 01Jun2026) The following sections outline key macroeconomic forecasts and indicators spanning manufacturing, services, labor markets, and energy sectors, with particular emphasis on metrics influencing upcoming Federal Reserve monetary policy decisions. 1. Manufacturing Sector Indicators S&P Global Manufacturing PMI (May): The forecast is projected at 55.3, indicating continued expansion and growth within global manufacturing. ISM Manufacturing PMI (May): The index is forecasted at 53.3, signalling anticipated growth within the domestic American manufacturing sector. ISM Manufacturing Prices (May): A significant point of concern is the high forecast of 85.3. This elevated metric indicates rising producer costs, which are highl

Economic Preview: Key Data Releases (week of 25May2026) Market Holidays Hong Kong will be closed on 25 May in observance of Buddha’s Birthday. The United States will also be closed on Monday for Memorial Day. In addition, Singapore will be closed on 27 May for Hari Raya Haji. Inflation and Consumer Sentiment The Conference Board’s consumer confidence reading for May is due, with consensus expectations at 91.9. This would represent a decline from the previous reading and may point to softer consumer sentiment. Markets will be watching the Core PCE Index, the Federal Reserve’s preferred measurement of inflation. As a key input into interest-rate expectations, this release could have a meaningful impact on market direction and volatility. Growth and Business Activity US first-q

My Investing Muse (18May2026) Layoffs, closures and Delinquencies META is preparing to cut about 10% of staff on May 20, nearly 8,000 people, per YF. - X user Unusual Whales 4,000 Cisco employees lost their jobs this morning. Last night the company raised AI order guidance. From $5B to $9B. Stock jumped 17% after hours. 12 hours between the earnings and the layoff. The money is moving. The people are not. - X user George Pu Tech layoffs in 2026 so far: Jan - 27,223 Feb - 24,631 Mar - 49,452 Apr - 18,385 May - 9,249 128,940 people in five months. March 2026 was the worst month for tech layoffs in over a year. My thoughts Recent talks between the United States and China appeared to improve short-term stability, but they did not produce a clear resolution to the key issues between both sides.