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Daily 2026-06-05
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All metrics are as of the latest market close.
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<table border="0" cellpadding="0" cellspacing="0" role="presentation" width="100%">
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<td class="s23">
<table border="0" cellpadding="0" cellspacing="0" role="presentation" style="" width="100%">
<tbody>
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<td align="left" class="s9">
<table border="0" cellpadding="0" cellspacing="0" style="color:#000000;font-family:Inter,sans-serif;font-size:13px;line-height:22px;table-layout:auto;width:100%;border:none;" width="100%">
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<td class="s25">
S&P 500
</td>
<td class="s26">
2.63% ▼
</td>
<td class="s27">
7,385
</td>
</tr>
<tr>
<td class="s25">
GOLD
</td>
<td class="s26">
3.66% ▼
</td>
<td class="s27">
$4,340
</td>
</tr>
<tr>
<td class="s25">
BITCOIN*
</td>
<td class="s26">
4.19% ▼
</td>
<td class="s27">
$60,907
</td>
</tr>
<tr>
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*24-hour change
</td>
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<table border="0" cellpadding="0" cellspacing="0" role="presentation" style="" width="100%">
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<tbody>
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<td class="s23">
<table border="0" cellpadding="0" cellspacing="0" role="presentation" style="" width="100%">
<tbody>
<tr>
<td align="left" class="s9">
<table border="0" cellpadding="0" cellspacing="0" style="color:#000000;font-family:Inter,sans-serif;font-size:13px;line-height:22px;table-layout:auto;width:100%;border:none;" width="100%">
<tbody>
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<td class="s25">
FTSE 100
</td>
<td style="font-size:12px;color:#16B166;font-weight:500;font-family:Trispace,monospace;width:30%;vertical-align:baseline;padding:10px 0 0 0">
0.13% ▲
</td>
<td class="s27">
10,374
</td>
</tr>
<tr>
<td class="s25">
BRENT OIL
</td>
<td class="s26">
2.03% ▼
</td>
<td class="s27">
$93.10
</td>
</tr>
<tr>
<td class="s25">
US BONDS*
</td>
<td class="s26">
0.08% ▲
</td>
<td class="s27">
4.55%
</td>
</tr>
<tr>
<td colspan="3" style="font-size:10px;font-family:Trispace,monospace;color:#7F879C;padding:0">
*10-year government yield
</td>
</tr>
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</td>
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</td>
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<table align="center" border="0" cellpadding="0" cellspacing="0" class="s1" role="presentation">
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<div style="font-family:Inter,sans-serif;font-size:14px;font-weight:700;line-height:1.5;text-align:left;color:#181c25;">
WALL STREET FEAR GAUGE INDEX
(
<a style="font-weight:400;font-family:Trispace,monospace">
VIX
</a>
)
</div>
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<img alt="Wall Street Fear Gauge Index" class="s12" height="auto" src="https://inboxflows.com/_/image/https%253A%252F%252Ffinimize-img.imgix.net%252Fhttps%253A%252F%252Fimages.bannerbear.com%252Fdirect%252F7Q4rjJzQn7vZo8qPOx%252Frequests%252F000%252F148%252F372%252F966%252FKZA1qL8r0zl19xep6epakDXbM%252Fa88a285bd89ff161a806b42d2c0030d4c07ec90f.png%253Fauto%253Dformat%2526fit%253Dclip%2526h%253DNone%2526ixlib%253Dpython-3.1.2%2526w%253D1200%2526s%253D36496b684d749871cbadc9cc173374c0/?inbox_flows_img_sig=eyJwYXRoIjoiaHR0cHMlM0ElMkYlMkZmaW5pbWl6ZS1pbSIsInRpbWUiOjE3ODA2OTY5MjUuOTY0OTg3OH0:1wVcc9:XGlEIYk0P7Ewmyv-LAYF6eJ4y5D0HA9O5idfgwT_lHk" width="536"/>
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<p data-block-key="10zqs">
💉 Weight-loss drugs are hitting clothing companies
</p>
<p data-block-key="58kn1">
<b>
📈 FOR PRO MEMBERS:
</b>
Our investing picks are up 35%. Here’s what’s working.
</p>
<p data-block-key="9jj8n">
💪 The US job market stayed strong in May
</p>
<p data-block-key="bvg40">
<b>
👇 Keep reading to find out more
</b>
</p>
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👀
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Today's headlines
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Side Effects May Vary
</span>
</mj-raw>
</div>
</td>
</tr>
<tr>
<td align="center" class="s5">
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<div class="s33">
<p data-block-key="1f23i">
<b>
What’s going on here?
</b>
</p>
<p data-block-key="7vium">
Americans are returning clothes at an unprecedented rate as weight loss drugs shrink bodies – and that’s got apparel companies worried.
</p>
<p data-block-key="cdhsg">
<b>
What does this mean?
</b>
</p>
<p data-block-key="bmqhe">
Retailers are clocking a steady uptick in returns on everything, from jeans and bras to rings and shoes, with one suit retailer saying
it’d seen a
<i>
50%
</i>
jump in returns over the last year. And the reason, they say, is the surging use of GLP-1 weight loss drugs.
</p>
<p data-block-key="a17lh">
⚠️ That’s a problem: returns are one of the quickest ways to shred clothing retailers’ margins, especially online ones. Shipping, labor, and warehousing costs stack up quickly – and returned items risk going out of fashion, forcing markdowns or write-offs. That drives up costs for retailers – which means either slimmer profits for them
or heftier prices for consumers.
</p>
<p data-block-key="brr0b">
<b>
Why should I care?
</b>
</p>
<p data-block-key="bsqbf">
<b>
<i>
For markets:
</i>
</b>
<i>
Fewer cravings, lower demand.
</i>
</p>
<p data-block-key="f2a6a">
It’s not just the clothing sector: shrinking waistlines have led to shrinking markets in other industries, too. With people eating and drinking less, sales across certain food companies, restaurants, and wine and spirits makers are under pressure. So companies are trying to adapt.
</p>
<p data-block-key="ein8g">
▶
<b>
Nestlé’s
</b>
launched a frozen meal line specifically tailored to GLP-1 users, while the likes of
<b>
Coca-Cola
</b>
and
<b>
General Mills
</b>
are downsizing and reformulating some of their offerings to appeal to changing appetites.
</p>
<p data-block-key="fj2sv">
<b>
<i>
The bigger picture:
</i>
</b>
<i>
A changing landscape.
</i>
</p>
<p data-block-key="903b8">
GLP-1s are getting easier to take, with pills available instead of injections in some cases – and they’re becoming less
expensive, too (at least in some places). At the same time, drugmakers are looking at a much wider range of conditions that they might be able to treat – we’re talking cardiovascular disease, autoimmune conditions, sleep apnea, depression… the list goes on. And as adoption grows, knock-on effects in other markets will too.
</p>
</div>
</td>
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<div style="font-family:Inter,sans-serif;font-size:14px;font-weight:bold;line-height:1.5;text-align:left;color:#000000;">
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How Our Research Picks Have Held Up: June 2026
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<p data-block-key="pr7ai">
Markets have a very direct way of telling you just how smart your
<a>
ideas are
</a>
(or aren’t).
</p>
<p data-block-key="fr3ae">
So once a month, we go back through our
<a>
Research investment ideas
</a>
and see how they’re actually holding up. Every trade is
<a>
tracked
</a>
, every number reviewed, and every update is there for you to inspect: the hits, the
misses, the slow burners, the character-builders.
</p>
<p data-block-key="2k75f">
Since their launch in October 2024, our ideas have
<a>
delivered
</a>
an average return of 35%, beaten their benchmarks by 19 percentage points, and posted a 74% “hit rate” – meaning most of our calls made money.
</p>
<p data-block-key="esc29">
But it’s a new month, so let’s go analyst by analyst, and get into
<a>
what worked
</a>
, what didn’t, and the changes we’re making from here.
</p>
<p data-block-key="32ij">
That’s today’s Research:
<a>
our investing picks are up 35% – and some of them are just getting started
</a>
.
</p>
<p data-block-key="e42h1">
<a>
<b>
Read or
listen to the Research here
</b>
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Or sign up for a free one-week trial of Finimize Pro
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Russell Burns
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👀
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Today's headlines
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<span class="s36">
J-O-B-S Spells Relief
</span>
</mj-raw>
</div>
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<p data-block-key="k0ieh">
<b>
What’s going on here?
</b>
</p>
<p data-block-key="c03qu">
And,
<i>
exhale
</i>
: the US added 172,000 jobs in May – more than double expectations of a mere 80,000 increase.
</p>
<p data-block-key="b2psv">
<b>
What does this mean?
</b>
</p>
<p data-block-key="ds465">
It’s not just May. April’s jobs numbers were revised upward by
<i>
64,000
</i>
to 179,000. And if you put that together with March’s (also upwardly revised)
214,000, you have the strongest three-month advance in two years. The icing on the cake: the unemployment rate held steady at 4.3%.
</p>
<p data-block-key="bi3pa">
This resilience couldn’t have come at a better time. With the war in Iran pushing up food and energy prices, households have been tightening their belts. But three straight months of solid hiring should help steady nerves and give the broader economy a welcome lift.
</p>
<p data-block-key="2srq4">
<b>
Why should I care?
</b>
</p>
<p data-block-key="5jejh">
<b>
<i>
Zooming in:
</i>
</b>
<i>
Inflation in focus.
</i>
</p>
<p data-block-key="898fi">
The Federal Reserve (Fed) was already expected to hold interest rates steady at its upcoming meeting, even with inflation
<a>
running
</a>
well above its 2% target. But future
meetings could look quite different after this report…
</p>
<p data-block-key="da9ob">
▶ See, the Fed has two mandates: to keep inflation in check and the job market healthy. So with the latter holding strong, the central bank is more likely to focus on reining in inflation by raising rates.
</p>
<p data-block-key="fjae6">
▶ Investors certainly think so: they now see a 93% chance of a rate hike later this year.
</p>
<p data-block-key="6inl9">
<b>
<i>
For markets:
</i>
</b>
<i>
Good news for some, not so much
for others.
</i>
</p>
<p data-block-key="fgt39">
Strong economic data isn’t always great news for markets – especially if it nudges interest rates higher. See, investors value stocks based on the money that companies are expected to make in the future. So when rates rise, that future cash is actually worth
<i>
less
</i>
in today’s terms.
</p>
<p data-block-key="deqk1">
🔻 Stocks then start to look less attractive than interest-paying assets like bonds: their payouts go
<i>
up
</i>
when rates rise, and
they’re generally less risky too.
</p>
</div>
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<span class="s22">
Sponsored by CoinShares
</span>
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<a target="_blank">
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<div class="s33">
<h3 data-block-key="xnoxs">
<b>
You’ve seen the charts, the hype, the crashes.
</b>
</h3>
<p data-block-key="d5jmn">
What you probably haven’t seen is how quietly
<a>
<b>
Ethereum
</b>
</a>
is being used to move actual dollars, store value, and run
financial apps in the background.
</p>
<p data-block-key="3qgl0">
<a>
<b>
This
guide
</b>
</a>
pulls back the curtain so you can judge for yourself: is ether just another coin to flip, or a way to get exposure to the infrastructure of digital money?
</p>
<p data-block-key="elc81">
If you’re even slightly curious what you’re missing beyond the ticker,
<a>
<b>
this is where you start
</b>
</a>
.
</p>
</div>
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<mj-raw>
<span class="s21">
✨
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Sarah's Digest
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</mj-raw>
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<div style="font-family:Trispace,monospace;font-size:12px;line-height:1.5;text-align:left;color:#5E6984;">
What others like you are reading today...
</div>
</td>
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<tr>
<td align="left" class="s39">
<div class="s33">
🛰️
<a>
SpaceX’s IPO Pitch Leans Hard On AI Growth
</a>
</div>
</td>
</tr>
<tr>
<td align="left" class="s5">
<div class="s40">
Morgan Stanley tells investors SpaceX could reach $330 billion in revenue by 2030, with AI contributing about $190 billion.
</div>
</td>
</tr>
<tr>
<td align="left" class="s39">
<div class="s33">
🍎
<a>
Apple’s WWDC May Put AI Siri Front And Center
</a>
</div>
</td>
</tr>
<tr>
<td align="left" class="s5">
<div class="s40">
Wedbush expects an AI overhaul of Siri and new services tools, with a potential $15 billion-a-year lift to services revenue.
</div>
</td>
</tr>
<tr>
<td align="left" class="s39">
<div class="s33">
🤖
<a>
JPMorgan Sees Tesla’s Next Act In Robots And Robotaxis
</a>
</div>
</td>
</tr>
<tr>
<td align="left" class="s5">
<div class="s40">
The bank upgraded Tesla to neutral and lifted its price target to $475, pointing to Optimus in factories and a long runway for Full Self-Driving network effects.
</div>
</td>
</tr>
<tr>
<td align="left" class="s39">
<div class="s33">
🇮🇳
<a>
India’s 7.8% GDP Print Beat Forecasts, But FY27 Looks Trickier
</a>
</div>
</td>
</tr>
<tr>
<td align="left" class="s5">
<div class="s40">
Strong January–March growth and a 7.7% FY26 finish are now giving way to worries about higher energy costs, weaker monsoons, and tighter financial conditions.
</div>
</td>
</tr>
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<h3 data-block-key="az84r">
<b>
There’s a lot more to us
</b>
</h3>
<p data-block-key="at4nd">
Our
<b>
Finimize Daily Brief
</b>
is a great way to stay on top of the markets. But if you’ve ever clicked on one of our brilliant headlines and run smack into a paywall, what’s behind it is
<a>
<i>
Finimize Pro
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.
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That’s where our weekly deep dives live, along with our model portfolios, updates on every open trade, and monthly online meetups with our analysts. In other words, the full Finimize
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As for those investing ideas: they’ve done really well. Since we launched, the
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,
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</b>
– so, yeah, most calls made money.
</p>
<p data-block-key="132lt">
That pretty much
<a>
pays for itself
</a>
.
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🖋️
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Quote of the day
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<div class="s33">
<strong>
"The wages of sin are death, but by the time taxes are taken out, it's just sort of a tired feeling."
</strong>
– Paula Poundstone (an American comedian)
</div>
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<td align="left" class="s34">
<div class="s20">
<mj-raw>
<span class="s21">
🎯
</span>
<span class="s22">
On Our Radar
</span>
</mj-raw>
</div>
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<table border="0" cellpadding="0" cellspacing="0" role="presentation" style="" width="100%">
<tbody>
<tr>
<td align="left" class="s32">
<div class="s33">
<p data-block-key="aaghi">
<b>
1. Still life with robots.
</b>
Is it,
<a>
though
</a>
?
</p>
<p data-block-key="bvnrr">
<b>
2. Exercise allergy is a real thing.
</b>
No, really – and it
<a>
could be serious
</a>
.
</p>
<p data-block-key="3e96b">
<b>
3. Pattie vs. Pata…
</b>
A trademark dispute decided in the
<a>
court of social media
</a>
helps no one.
</p>
</div>
</td>
</tr>
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</table>
</td>
</tr>
</tbody>
</table>
</div>
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<tr>
<td align="left" class="s5">
<div class="s33">
Stay classy, Sarah 😉 This issue of the Daily Brief was curated by
<a style="color:inherit;font-weight:inherit">
Russell
</a>
and
<a style="color:inherit;font-weight:inherit">
Linda
</a>
. Got an idea? A question?
<a>
Get in touch
</a>
.
</div>
</td>
</tr>
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<![endif]-->
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<![endif]-->
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<td style="direction:ltr;font-size:0px;padding:0 16px;text-align:center;">
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