Last week ended on a positive note in the wake of easing tariff tensions and cooler-than-expected inflation reports.

As you probably know, the U.S. and China are hitting the “pause” button on tariffs while they work on making a deal, and the markets celebrated.

Meanwhile, we continue to get a growing body of evidence that the Federal Reserve is fighting a mythical inflation “boogeyman”. For example, economists were expecting both the headline and core Consumer Price Index (CPI) to rise 0.3% in April.

Both only rose 0.2%.

Meanwhile, the Producer Price Index (PPI) declined 0.5% in April, compared with expectations for a 0.3% rise.

This is good news, folks, but it being overshadowed by the fact that the U.S.’s credit rating was downgraded by Moody’s to Aa1 from the previous top rating of AAA. As a result, Treasury yields went higher. The 10-year yield is sitting at about 4.48%, up from 4.16% at the end of April.

Now, I’m not worried, as I’m fully confident that Treasury Secretary Scott Bessent will handle our Treasury auctions better than his predecessor, Janet Yellen.

Meanwhile, in this week’s Market Buzz, I’m joined by special guest Paul Hickey, co-founder of Bespoke Investment Group. I use Bespoke’s research all the time, so I’m very excited to have him join us. We’ll be talking about what a “triple play” means, seasonality trends, the historic nature of market rallies and much more. I think you’ll find this episode worthwhile, so don’t miss it!

Click the image below to watch now.

If you’re not subscribed to my YouTube channel, you can do that here. Also, if you want to learn more about Paul and Bespoke’s research, click here.

A Historical Transformation

Now, I don’t want things like tariffs or a credit rating downgrade to distract you.

Because the reality is something much bigger is at work in the market – and you need to be prepared.

The fact is, we’re witnessing the early stages of a historic market transformation.

It’s a market where some stocks will rocket 1,000% or more in a few months – while others are relegated to the dustbin of history.

It’s a transformation that will concentrate unprecedented economic wealth and power in fewer hands while systematically eliminating the very foundation of middle-class prosperity.

I know because I’m one of the beneficiaries of this change. I’ve seen it play out, and I’m deeply concerned.

That’s why I filmed a special video briefing.

Because this crisis could also be the greatest financial opportunity of our lifetime – if you play it right.

Go here to watch my presentation now.

Sincerely,

Louis Navellier

Editor, Market 360