My 10 main things to see on Monday, May 19. 1. The bonds are crushing actions this morning, with the treasure performance to 30 years to the north of 5% and the 10 -year treasure performance that exceed 4.5%, in response to the degradation of Moody, degrading its rating on the American sovereign debt. The S&P 500 is on the way to open more at approximately 1%. 2. The S&P 500 fell 6.66% in a single session in August 2011 when Standard & Poor's reduced its qualification of US debt with AA+ of AAA. We lost 1.38% the day after Fitch reduction in August 2023. Now it is Moody's turn to take away its highest possible rating on US debt. 3. It is a raid of assets called in dollars again, as what we saw last month following the announcement of the “reciprocal” rate of President Donald Trump. The alternatives are too positive. The stock markets of Germany and Spain have shot this year, and money does not stop arriving. 4. Trump during the weekend lashed out at Walmart after the retailer said the price increases related to the rate would arrive. Trump said Walmart should “eat rates.” I think the administration is fighting the wrong retail war. 5. Name of the Nvidia Club announced a new network team called Nvlink Fusion at the Big Electronics Trashow Computex in Taiwan. The essence is that it will allow the main Nvidia AI chips to connect with the data centers of other companies, giving access to more markets that were closed previously. 6. JPMorgan reduced Netflix to a neutral overweight retention rating. Analysts said the action has worked too soon, making the risk/reward more balanced. However, Netflix still likes long -term. 7. Reddit's shares are falling more than 6% this morning after a reduction of Wells Fargo, which argued that user interruptions seem more permanent. The firm went to an equivalent rating of overweight and reduced its objective price at $ 115 per share of $ 168. 8. Evercore ISI added the name of the Home Depot Club to its “Higher Performance Tactical List”, while the rival Lowe's made his “Low performance tactical list”. However, I am not sure if these short -term calls are important, especially before this week's profits. Home Depot informs tomorrow. Lowe's is Wednesday. 9. Another club reported this week is the TJX companies, with numbers that come out before the bell on Wednesday. JPMorgan increased its target price in TJX to $ 130 per share of $ 127 and maintained its overweight purchase rating in the name. However, a little late call, with the shares already at $ 133. 10. TD Cowen reduced United Group to stay from Buy after a difficult section for the company and the price of shares. But in a sample of confidence, there have been many internal purchases among executives. Stephen Hemsley, again as CEO, bought shares worth $ 25 million, while CFO John Rex bought $ 5 million. Register for my 10 best morning thoughts in the market email bulletin for free (see here to obtain a complete list of actions in Jim Cramer's Charitable Trust). As a subscriber of the CNBC Investing Club with Jim Cramer, he will receive an exchange alert before Jim makes an exchange. Jim waits 45 minutes after sending a commercial alert before buying or selling an action in the portfolio of his charitable trust. If Jim has talked about an action on CNBC TV, wait 72 hours after issuing the trade alert before executing the operation. The information of the previous investment club is subject to our terms and conditions and privacy policy, together with our discharge of responsibility. There is no fiduciary obligation or duty, or is created, by virtue of receiving any information provided in relation to the investment club. No specific results or profits are guaranteed.
