Happy Friday! The U.S. dollar just hit a two-year low, but that’s only the tip of the iceberg. A quiet shift in global markets has some market experts sounding the alarm on a potential seismic reversal. Read on to see where the smart money may be moving next.

Also, Boeing’s recent rally halted sharply as a tragic accident in India sent shockwaves throughout the globe. Discover what it means for the aerospace and airline industry, and what’s next for the aerospace giant.

Plus, if you’re interested in a pharmaceutical company that just entered the consumer longevity market, check out today’s sponsor.

In Today's Edition

• MARKET RECAP

• FIVE ZINGERS

• MARKET HISTORY

• ONE FOR THE ROAD

The Dollar Is Crumbling, And Hedge Fund Analyst Says A New Global Trade Is Brewing

The U.S. dollar sank to a new low on Thursday and is now at levels not seen since 2022. In addition, something curious is unfolding in the global markets.

Emerging market stocks are rallying, natural resources are gaining ground and voices on Wall Street are starting to suggest that this isn’t just market noise, it’s the beginning of a major trend reversal. While U.S. stocks trade near historic highs, regions — like Brazil, Canada and India — are still undervalued.

One hedge fund analyst believes a new global trade is quietly taking shape thanks to ballooning U.S. interest costs, sky-high domestic valuations and a global appetite for hard assets. If he’s right, investors stuck in outdated strategies will be left behind.

Click to read the full breakdown and see where smart money might be headed next.

Jupiter Neurosciences Launches Direct-To-Consumer Longevity Line

Jupiter Neurosciences Inc. (Nasdaq: JUNS), a clinical-stage pharmaceutical company developing drugs to treat neuroinflammation, just entered the consumer longevity market with the launch of Nugevia™, its consumer longevity product line aimed at generating near-term revenue while maintaining momentum in its clinical pipeline.

Nugevia's first three formulations target mitochondrial support, mental clarity and "beauty from within," and will be sold via a direct-to-consumer (DTC) model starting in the third quarter. Longevity is an industry the company says is forecast to reach $8 trillion by 2030.

Each product integrates JOTROL, the company’s enhanced orally administered resveratrol formulation. Resveratrol is a naturally occurring compound found in plants that is known for its antioxidant and anti-inflammatory effects. To learn more about Nugevia and Jupiter Neurosciences, click here.

This is a paid ad. Please see 17b disclosure here for more information.

Yesterday: U.S. indexes finished higher Thursday, supported by steady jobless claims and softer-than-expected producer price inflation. Utilities and technology led gains, while communication and consumer discretionary sectors lagged. The 10-year Treasury yield declined to 4.36%, extending a recent pullback, as strong demand was seen in the 30-year bond auction. Initial jobless claims held at 248,000, slightly above expectations, while insured unemployment edged higher to 1.95 million, suggesting a gradually cooling labor market. The producer price index rose 0.1% in May, below forecasts (0.2%), with core PPI easing to 3.0% annually, pointing to continued disinflation. The U.S. dollar weakened and is now at its lowest level since 2022. Meanwhile, oil prices — which have soared — were little changed amid ongoing geopolitical tensions.

On Our Radar: Analysts will be paying attention to the consumer sentiment report — due later this morning — for insights into how Americans are feeling about the economic outlook. On the earnings front, ReNew Energy Global (RNW) will report results before the opening bell on Monday.

Creative Suite, Market Retreat: Adobe delivered an earnings beat and upped guidance; however, the market wasn’t as impressed as shares — which initially spiked on the news — finished down after hours. Read on to see why and if the drop presents a compelling buying opportunity.

Flight Plan: The White House unveiled a sweeping set of executive actions aimed at overhauling and bolstering America’s defense and aviation industry. From drones to supersonic travel, the U.S. is looking to enhance its global lead in a move that could redefine the skies. Discover which companies are cleared for takeoff and are poised to benefit.

Recession Fade: Recession fears continue to plunge after the recent U.S.-China trade deal, combined with softer inflation data. Click here to see just how low the odds are now, and what this means for the market going forward.

Curb Appeal: Shares of RH are soaring despite the company reporting a mixed earnings report with a top-line miss and a bottom-line beat. Read on to see why shares are soaring and how the company is growing despite it being one of the worst housing markets in 50 years.

Golden Cross: Shares of Microsoft just triggered a textbook Golden Cross, igniting a record-breaking rally backed by booming AI growth and strong earnings. With shares at 52-week highs and some indicators showing signs of fatigue, is it time to brace for a pullback?

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On This Day In 2001…

Kraft Foods went public in one of the largest U.S. IPOs at the time, raising approximately $8.7 billion. The offering marked Kraft’s transition to operating as an independent company, separating from its parent, Philip Morris. As a dominant force in the food industry with brands like Oreo, Kraft Mac & Cheese and Maxwell House, Kraft’s IPO drew significant investor attention and underscored the enduring strength of consumer staples amid broader market volatility.

QUOTE OF THE DAY

“Who speculates with money he doesn't own, will soon speculate without money.”

— André Kostolany

Boeing Stock Drops After Dreamliner Crash, Just Weeks Following 15-Month High

Boeing stock declined 5% after a tragic crash involving one of the company’s Dreamliner 787-8 planes occurred shortly after takeoff near Ahmedabad, India, with more than 200 passengers aboard.

This incident has undermined investor confidence and reignited safety concerns about Boeing, which had been recovering from past challenges, including supply chain issues and reputational damage after multiple crashes involving 737 MAX aircraft.

Just days before, shares of Boeing had risen to a 15-month high, bolstered by positive developments such as a rebound in 737 MAX production, major defense contracts and a significant deal with Qatar Airways. However, the Dreamliner crash has raised significant concerns, especially with ongoing FAA scrutiny of Boeing’s safety practices.

While analysts had been optimistic about the company’s positioning, the incident highlights the unpredictable nature of Boeing’s future. With risks still looming over the stock’s next moves, read on to find out what this means for the company’s outlook.

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