May 26–31: What Could Move the Markets

What’s Moving the Market This Week?

It’s a shortened trading week in the US, but economic data and Fed commentary could still drive volatility. Here’s what’s on the radar:

1. US Q1 GDP Revision – Thursday
The second estimate of Q1 GDP is due. A strong revision could reaffirm economic resilience, while a downgrade may fuel recession chatter.

2. Core PCE Inflation – Friday
This is the Fed’s preferred inflation metric. Sticky inflation here could push out rate cut expectations, while a cool-down may revive hopes.

3. Fed Speakers – All Week
Multiple Federal Reserve officials, including New York Fed President John Williams, are set to speak. Markets will parse their tone for clues on rate trajectory.

4. Earnings Wrap-Up
While major tech earnings are done, retailers like Costco report this week—providing a window into consumer sentiment and spending strength.

5. Global Macro Moves
China’s latest industrial profits and PMI data may affect sentiment in Asian markets, especially for commodity and export-focused investors.

This content is for informational purposes only and should not be construed as investment advice. Please consult a financial advisor before making investment decisions

Retail earnings could surprise. If consumer spending holds up, it might soften the slowdown narrative that’s been building lately.

Too many Fed speakers lately, and they’re not aligned. Until we get a consistent message, feels like markets will stay choppy

Too much optimism honestly. If inflation stays sticky, I don’t see how the Fed cuts before Q4.