News Bulletin
Friday, May 01st, 2026
Morning Edition
Economic Numbers:
|
Time |
Event |
Actual |
Forecast |
Previous |
|
Friday May 1st, 2026 |
||||
|
9:45 |
S&P Global Manufacturing PMI (Apr) |
|
54 |
54 |
|
10:00 |
ISM Manufacturing PMI (Apr) |
|
53.1 |
52.7 |
|
10:00 |
ISM Manufacturing Prices (Apr) |
|
80 |
78.3 |
|
10:00 |
ISM Manufacturing Employment (Apr) |
|
49 |
48.7 |
|
10:00 |
ISM Manufacturing New Orders Index (Apr) |
|
|
53.5 |
|
11:30 |
Atlanta Fed GDPNow
(Q2) |
|
3.70% |
3.70% |
|
13:00 |
U.S. Baker Hughes Oil Rig Count |
|
|
407 |
|
13:00 |
U.S. Baker Hughes Total Rig Count |
|
|
544 |
|
15:30 |
CFTC S&P 500 speculative net positions |
|
|
-110.1K |
|
15:30 |
CFTC Nasdaq 100
speculative net positions |
|
|
9.4K |
|
15:30 |
CFTC Gold speculative net positions |
|
|
164.0K |
|
15:30 |
CFTC Crude Oil speculative net positions |
|
|
192.3K |
|
15:30 |
CFTC Aluminium
speculative net positions |
|
|
0.4K |
|
15:30 |
CFTC Copper speculative net positions |
|
|
59.2K |
|
15:30 |
CFTC Silver speculative net positions |
|
|
23.7K |
|
15:30 |
CFTC Natural Gas speculative net positions |
|
|
-168.3K |
|
15:30 |
CFTC Wheat speculative net positions |
|
|
-25.5K |
|
15:30 |
CFTC Corn speculative net positions |
|
|
263.7K |
|
15:30 |
CFTC Soybeans speculative net positions |
|
|
211.1K |
Indices
|
|
CLOSE |
50 DMA |
200 DMA |
|
DJIA |
49,652.14 |
47,857.99 |
47,181.95 |
|
NASDAQ |
24,892.31 |
22,876.75 |
22,686.95 |
|
S&P 500 |
7,209.01 |
6,808.97 |
6,725.21 |
Earnings Calendar:
(EPS: Earning Per Share / Rev: Revenue / Mkt Cap : market Capital/ BMO :
Before Market Opening /AMC : After Market Close)
|
NAME |
COMPANY |
Mkt CAP |
EPS (Forcast) |
EPS (Actual) |
Rev (Forcast) |
Rev (Actual) |
Time |
|
KGEI |
Kolibri Global Energy |
C$204.07M |
0.17 |
|
$19.21M |
|
|
|
IPMLF |
Imperial
Metals |
C$885.84M |
|
|
|
|
|
|
MARUY |
Marubeni |
$64.72B |
4.58 |
(-5.07%) +$4.345 |
$14.83B |
|
|
|
WTSHF |
Westshore Terminals |
C$1.62B |
0.14 |
|
$59.15M |
|
|
|
ANZGY |
Australia
& New Zealand Banking |
$79.44B |
0.88 |
(+2.06%) +$0.893 |
$4.05B |
|
|
|
NHC |
National
Healthcare |
$2.70B |
|
|
|
|
|
|
TXNM |
TXNM
Energy |
$6.43B |
0.3 |
(-90.1%) +$0.03 |
$506.24M |
(-0.25%) +$504.982M |
|
|
ITIC |
Investors
Title Company |
$447.04M |
|
|
|
|
|
|
INTT |
inTEST |
$233.54M |
0.09 |
|
$31.69M |
|
|
|
IMO |
Imperial
Oil |
$64.81B |
1.76 |
|
$8.76B |
|
|
|
CCEC |
Capital
Clean Energy Carriers |
$1.22B |
0.45 |
|
$102.06M |
|
|
|
BWEN |
Broadwind Energy |
$62.25M |
-0.07 |
|
$32.72M |
|
|
|
ACH |
Accendra Health |
$283.58M |
-0.1 |
|
$644.18M |
|
|
|
PAGP |
Plains
GP Holdings |
$18.63B |
0.46 |
|
$11.72B |
|
|
|
ONCY |
Oncolytics Biotech |
$102.19M |
-0.04 |
|
0 |
|
|
|
ABR |
Arbor
Realty |
$1.53B |
0.13 |
|
$109.86M |
|
|
|
TU |
Telus |
$19.56B |
0.16 |
|
$3.70B |
|
|
|
SEKEY |
Seiko
Epson |
$4.27B |
0.07 |
(-335.62%) -$0.172 |
$2.17B |
|
BMO |
|
LBTYB |
Liberty
Global B |
$3.89B |
-0.35 |
|
$1.27B |
|
BMO |
|
PWP |
Perella Weinberg Partners |
$2.10B |
0.17 |
(-87.88%) +$0.02 |
$158.82M |
(-6.18%) +$149M |
BMO |
|
ITOCY |
Itochu |
$95.92B |
0.18 |
(-3.78%) +$0.178 |
$28.52B |
|
BMO |
|
CVEO |
Civeo |
$349.09M |
-0.61 |
(+43.99%) -$0.34 |
$154.70M |
(+11.61%) +$172.667M |
BMO |
|
MITSY |
Mitsui
& Co |
$105.52B |
10.81 |
(-7.87%) +$9.96 |
$34.72B |
|
BMO |
|
XHR |
Xenia
Hotels & Resorts |
$1.50B |
0.18 |
(+16.67%) +$0.21 |
$291.33M |
(+1.4%) +$295.41M |
BMO |
|
GTES |
Gates
Industrial |
$6.52B |
0.33 |
|
$859.72M |
|
BMO |
|
VRTS |
Virtus Investment Partners |
$972.57M |
5.67 |
(-81.48%) +$1.05 |
$179.43M |
(+11.18%) +$199.5M |
BMO |
|
ATMU |
Atmus
Filtration Technologies, Inc. |
$5.18B |
0.67 |
(-11.41%) +$0.59 |
$474.41M |
(+0.65%) +$477.5M |
BMO |
|
IRMD |
Iradimed |
$1.07B |
0.45 |
|
$21.32M |
|
BMO |
|
TPG |
TPG |
$16.76B |
0.59 |
(-137.23%) -$0.22 |
$610.28M |
(-18.07%) +$500M |
BMO |
|
WNC |
Wabash
National |
$353.46M |
-1.01 |
(-10.01%) -$1.11 |
$319.03M |
(-4.96%) +$303.2M |
BMO |
|
PIPR |
Piper
Sandler |
$6.21B |
0.91 |
|
$436.30M |
|
BMO |
|
LBTYK |
Liberty
Global C |
$3.89B |
-0.35 |
|
$1.27B |
|
BMO |
|
SHEN |
Shenandoah
Telecommunications Co |
$869.89M |
|
0.31 |
$91.34M |
(+0.89%) +$92.15M |
BMO |
|
BTSG |
BrightSpring Health Services, Inc. |
$9.27B |
0.31 |
(+10.03%) +$0.34 |
$3.39B |
(+6.55%) +$3.614B |
BMO |
|
RLLMF |
Real
Matters Inc |
C$314.62M |
<$0.01 |
(+566.67%) +$0.02 |
$12.66M |
(+272.74%) +$47.2M |
BMO |
|
EAF |
GrafTech International |
$220.90M |
-1.3 |
(-27.4%) -$1.66 |
$120.60M |
(+3.73%) +$125.101M |
BMO |
|
POR |
Portland
GE |
$6.01B |
0.77 |
(-50.46%) +$0.38 |
$953.24M |
(-7.79%) +$879M |
BMO |
|
TEX |
Terex |
$7.07B |
0.78 |
(-225.16%) -$0.97 |
$1.70B |
(+2.05%) +$1.734B |
BMO |
|
IESC |
IES
Holdings |
$12.84B |
3.95 |
|
$1.01B |
|
BMO |
|
LBTYA |
Liberty
Global A |
$3.89B |
-0.35 |
|
$1.27B |
|
BMO |
|
AMG |
Affiliated
Managers |
$7.86B |
8.08 |
(-52.5%) +$3.84 |
$544.01M |
(+0.16%) +$544.9M |
BMO |
|
LEA |
Lear |
$6.44B |
3.5 |
(-4.71%) +$3.34 |
$5.84B |
(-0.25%) +$5.823B |
BMO |
|
NEXT |
NextDecade |
$2.07B |
-0.66 |
|
0 |
|
BMO |
|
AN |
AutoNation |
$7.29B |
4.51 |
(+29.77%) +$5.85 |
$6.65B |
(-1.4%) +$6.552B |
BMO |
|
WT |
WisdomTree |
$2.41B |
0.25 |
(-168%) -$0.17 |
$156.96M |
(+1.62%) +$159.5M |
BMO |
|
AMRX |
Amneal Pharmaceuticals |
$4.11B |
0.17 |
(+59.76%) +$0.27 |
$719.66M |
(+0.46%) +$723M |
BMO |
|
NWG |
NatWest
Group |
$63.40B |
0.46 |
|
$5.76B |
|
BMO |
|
LAZ |
Lazard |
$4.55B |
0.51 |
(+79.49%) +$0.91 |
$707.42M |
(+6.95%) +$756.582M |
BMO |
|
AON |
Aon |
$66.77B |
6.37 |
(-11.62%) +$5.63 |
$4.97B |
(+1.22%) +$5.034B |
BMO |
|
MGA |
Magna
International |
$17.75B |
1.01 |
(-102.89%) -$0.029 |
$10.31B |
(+0.64%) +$10.381B |
BMO |
|
CBOE |
Cboe
Global Markets |
$31.43B |
3.34 |
|
$703.35M |
|
BMO |
|
NVT |
nVent
Electric |
$23.11B |
0.94 |
(-8.61%) +$0.86 |
$1.11B |
(+11.99%) +$1.242B |
BMO |
|
ARES |
Ares
Management |
$38.68B |
1.33 |
(-65.49%) +$0.46 |
$1.28B |
|
BMO |
|
BEP |
Brookfield
Renewable Partners |
$22.59B |
-0.23 |
(-74.67%) -$0.4 |
$1.50B |
(+0.97%) +$1.514B |
BMO |
|
PRLB |
Proto Labs |
$1.54B |
0.4 |
(-16.88%) +$0.33 |
$135.31M |
(+2.98%) +$139.336M |
BMO |
|
CHD |
Church
& Dwight |
$22.99B |
0.93 |
(-2.15%) +$0.91 |
$1.46B |
(+0.93%) +$1.469B |
BMO |
|
DINO |
HF
Sinclair Corporation |
$12.12B |
-0.07 |
(+5,576.92%) +$3.56 |
$6.83B |
(+4.36%) +$7.123B |
BMO |
|
UPLD |
Upland
Software |
$18.35M |
0.13 |
|
$48.50M |
|
BMO |
|
CNK |
Cinemark
Holdings |
$3.45B |
-0.09 |
(+167.42%) +$0.06 |
$632.74M |
(+1.62%) +$643M |
BMO |
|
FRT |
Federal
Realty |
$9.64B |
0.69 |
|
$332.08M |
|
BMO |
|
NWL |
Newell
Brands |
$1.73B |
-0.09 |
(+8.05%) -$0.08 |
$1.51B |
(+2.36%) +$1.549B |
BMO |
|
TRP |
TC
Energy |
$69.85B |
0.71 |
(-11.25%) +$0.629 |
$3.05B |
(+26.46%) +$3.861B |
BMO |
|
FLGT |
Fulgent
Genetics |
$451.86M |
-0.35 |
(+203.45%) +$0.36 |
$68.09M |
(+4.42%) +$71.1M |
BMO |
|
LYB |
LyondellBasell |
$24.03B |
0.28 |
(+35.23%) +$0.38 |
$7.53B |
(-4.42%) +$7.197B |
BMO |
|
OMF |
OneMain Holdings |
$6.89B |
1.86 |
(+3.82%) +$1.93 |
$1.28B |
(+24.89%) +$1.6B |
BMO |
|
LIN |
Linde |
$232.23B |
4.27 |
(-6.79%) +$3.98 |
$8.60B |
(+2.13%) +$8.781B |
BMO |
|
CL |
Colgate-Palmolive |
$68.48B |
0.94 |
(-15.16%) +$0.8 |
$5.22B |
(+2.07%) +$5.324B |
BMO |
|
EL |
The Estée Lauder Companies |
$27.75B |
0.65 |
(-62.96%) +$0.24 |
$3.69B |
(+0.62%) +$3.712B |
BMO |
|
D |
Dominion
Energy |
$56.69B |
0.9 |
|
$4.43B |
|
BMO |
|
MRNA |
Moderna |
$18.22B |
-4.45 |
(+23.53%) -$3.4 |
$236.37M |
(+64.58%) +$389M |
BMO |
|
CVX |
Chevron |
$385.73B |
0.97 |
(+14.08%) +$1.11 |
$51.86B |
(-8.3%) +$47.556B |
BMO |
|
XOM |
Exxon
Mobil |
$641.48B |
0.98 |
(+1.63%) +$1 |
$81.13B |
(+2.5%) +$83.161B |
BMO |
|
PZRIF |
Pizza
Pizza Royalty |
$383.25M |
0.17 |
|
$110.33M |
|
AMC |
Market
News:
Brookfield
Renewable Partners L.P. (NYSE:BEP; TSX:BEP.UN) on Friday
reported first-quarter results Thursday, with shares rising 3.3% as investors
focused on record funds from operations despite an earnings miss. The company
posted a loss of -$0.40 per unit for the quarter ended March 31, missing the
analyst consensus estimate of -$0.23 by $0.17. Revenue came in at $1.51
billion, matching analyst expectations but declining from $1.58 billion in the
prior-year period.
AutoNation,
Inc. (NYSE:AN) reported first quarter results that exceeded
earnings expectations but fell short on revenue, with shares declining 1.9%
following the announcement on Friday. The automotive retailer posted adjusted
earnings per share of $4.69 for the first quarter, beating the analyst
consensus of $4.61 by $0.08. However, revenue of $6.6 billion missed
expectations of $6.66 billion and declined 2% YoY
from $6.69 billion in the prior-year period.
Morgan Stanley analysts now expect the Federal Reserve to hold interest
rates steady until early 2027, citing hawkish economic data and a shift in the
central bank’s stance toward neutrality. The April Federal Open Market
Committee meeting showed the Fed moving away from an easing bias, with
policymakers raising the bar for future rate cuts. The firm noted that solid
growth, resilient labor markets, and elevated
inflation during the first quarter support an extended pause in monetary policy
adjustments.
The Pentagon announced Friday that it has secured agreements with four
additional technology companies to deploy advanced artificial intelligence
tools on classified military networks, according to a Bloomberg report Friday. Nvidia Corp., Microsoft Corp., Reflection AI
Inc., and Amazon Web Services have all entered into agreements with the
U.S. Defence Department for operational use, according to a Defense
Department statement. Two defense officials familiar
with the matter confirmed the deals.
These companies join SpaceX, OpenAI,
and Google in recently agreeing to provide AI tools for Pentagon
classified networks. The statement marks the first official Pentagon
confirmation of a new deal with Google that was reported earlier this week.
Affiliated
Managers Group Inc. (NYSE:AMG) reported first quarter results that
exceeded profit expectations while revenue fell slightly short of analyst
estimates. The investment management firm posted adjusted earnings per share of
$8.23, beating the analyst consensus of $8.07 by $0.16. However, revenue of
$544.9 million missed the estimate of $547.32 million. Revenue increased 10% YoY from $496.6 million in the prior-year period. The
company reported record assets under management of $882 billion and record net
client cash flows exceeding $22 billion, driven by momentum in alternative
strategies. Economic EPS of $8.23 increased 58% YoY,
while adjusted EBITDA rose 39% to $317.3 million.
The S&P
500 Tech sector is set to close April with a 17% gain, marking its
strongest monthly performance since November 2002, according to BTIG. The SOX
semiconductor index rose 37% in April, which would rank as the second-largest
monthly gain on record, trailing only February 2000. The index currently trades
further above its 200-day moving average than at any point in the past 26
years.
Chinese equities showed strength in April, with the KraneShares
STAR 50 Market ETF (KSTR) climbing 26% for the month to reach its highest
level since 2022. The xTrackers CSI 300 ETF
(ASHR) hit a 52-week high on Friday, approaching a multi-year breakout. The
China Internet Fund (KWEB) is attempting to form a double bottom against
its March lows.
For
internal use only