Alaric Securities

Long-dated US Treasuries: buy, sell, or hold? Our full May 2026 outlook by Nikolay Stoykov, Managing Partner @AlaricSec 👇 alaricsecurities.com/blog/us-bond-m…

US employment growth is flattening. Historically, that's a late-cycle signal, similar to 2000–2001 and 2007–2008. Future growth may increasingly depend on lower borrowing costs. That's constructive for bonds.

Yields up. Prices down. Case for bonds still intact? We think so and here are 4 charts behind that view 🧵👇

What does it mean for markets? No recession signal here, but no green light either. Consumer spending will hold up just in smaller amounts and smarter choices. Companies selling value will outperform those selling volume.

The bottom line: this isn't consumers shutting down. It's consumers being more careful. Spending plans for used cars, homes, and leisure are quietly picking up. Stretched, not broken.

US consumer confidence fell slightly in May to 93.1. But there's a split worth noting: Americans feel worse about their situation today than last month — yet slightly more optimistic about the next six months.

🇺🇸 Key U.S. economic data to watch this week ➡️ Mon: Memorial Day (Markets Closed) ➡️ Tues: House Price Index, Consumer Confidence ➡️ Thurs: Core PCE Inflation, Q1 GDP, Jobless Claims, Durable Goods Orders, New Home Sales $DIA $SPY $QQQ $VIX

SCANNER ALERT: $KIDZ ran from $0.37 to $0.58 today following news that the company entered a $100M equity purchase facility agreement and announced expansion plans into AI compute infrastructure and cloud services. $KIDZ started getting active on the Epic Movers proprietary scanner as the news hit. #HammerPro #EpicMovers #Scanner #Trading

📢SCANNER ALERT: $INFQ is up over 24% after Infleqtion signed a Letter of Intent with the U.S. Department of Commerce for a potential $100M agreement focused on accelerating U.S. leadership in quantum computing. 🗞️The LOI includes partial upfront funding, milestone-based awards, and a planned stock issuance at a 15% discount. $INFQ started breaking out deep in pre-market where the move first appeared on the real-time proprietary Epic Movers scanner inside Hammer Pro. #HammerPro #Scanner #EpicMovers #Trading

For now, $SPCX is less about rockets and more about how much investors are willing to pay for AI, infra and founder control at the top of the cycle

Musk keeps control via super-voting shares, while retail gets access through major brokers; governance is pure founder-led, even as the deal tests how much public markets will pay for AI-heavy, cash-burning “frontier tech.”

🚀 SpaceX just filed for what could be the largest IPO ever — aiming to raise up to $75B at a rumored $ 1.7T+ valuation.

📌SCANNER ALERT: $IMVT is up over 28%. IMVT-1402 continues gaining attention as a potential anti-FcRn therapy across multiple autoimmune diseases including Graves’ disease, MG, CIDP, RA, SjD, and CLE. 🗞️The company highlighted deep IgG reduction, favorable safety data, and multiple registrational trials currently underway. $IMVT started getting active on the Epic Movers proprietary scanner deep Pre-Market! #HammerPro #Scanner #EpicMovers #Trading