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The Zacks Analyst Blog Highlights Salesforce, Best Buy, Costco, Standard Chartered, JPMorgan, HSBC and Morgan Stanley

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For Immediate Release

Chicago, IL – May 27, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: Salesforce (CRM - Free Report) , Best Buy (BBY - Free Report) , Costco (COST - Free Report) , Standard Chartered (SCBFF - Free Report) , JPMorgan (JPM - Free Report) , HSBC (HSBC - Free Report) and Morgan Stanley (MS - Free Report) .

Here are highlights from Tuesday’s Analyst Blog:

Global Week Ahead: April PCE Out on Thursday

What happens across this short Global Week Ahead?

  • World markets remain at the mercy of diplomacy, as the Iran war approaches the end of its third month, with no clear resolution in sight
  • A host of central banks meanwhile brace for their next moves, and
  • Inflation data piles the pressure on U.S. and Japan monetary policymakers

Next are Reuters’ five world market themes, re-ordered for equity traders—

(1) On Thursday morning, the April U.S. Core Personal Consumption Expenditure (PCE) rate comes out

Thursday brings the latest readout of the U.S. inflation outlook in the form of the April personal consumption expenditures price index, the Fed's favored gauge.

Recent measures showed high readings for consumer and producer ‌prices as higher energy prices weigh.

Investors will also pore over a fresh estimate of first-quarter growth and the latest consumer confidence print.

Corporate results from Salesforce, Best Buy and Costco, could shed more light on the AI trade and the health of consumer spending, as a robust Q1 earnings season that has boosted U.S. stocks winds down.

(2) Government bond markets turn higher world oil prices... into higher yields

Put aside buoyant tech-driven stocks for a minute.

From sliding Asian currencies to ‌weakening economic activity in Europe and renewed pressure on the world's biggest bond markets, it's clear that the cracks from the Iran war are deepening.

Thirty-year borrowing costs in the systemically-key U.S. Treasury market hit their highest since 2007 last week.

Bond investors believe that central banks won't be able to look past the inflationary shock unleashed by a war that has shut the Strait of Hormuz.

And if governments increase spending to buffer consumers, a risk Japan has raised, that will exacerbate debt burdens.

Europe bore the brunt of March's bond selloff.

Now it's U.S. Treasuries that stand out, not great if you just took over as head of the U.S. Federal Reserve.

(3) Major banks are using AI to cut jobs now

The upheaval AI could wreak on jobs across finance is in focus after Standard Chartered, said it would eliminate almost 8,000 jobs by replacing what its CEO Bill Winters called "lower-value human capital" with technology.

Winters later said changes would be handled with thought and care but his remarks emphasized the coming disruption from a technology that can consume and process vast amounts of data, completing tasks previously done by people.

JPMorgan CEO Jamie Dimon and HSBC's Georges Elhedery also warned of job changes due to AI.

But change looks already underway with a Morgan Stanley survey last week finding that 11% of positions at banks had been eliminated due to AI and 14% not backfilled, though new hires reduced the net loss.

Expect more planning and action in the coming weeks, both operational decisions and in public relations.

(4) Is the Bank of Japan (BoJ) about to hike its policy rate?

The Bank of Japan has been looking for reasons to normalize monetary policy and Friday's inflation data might provide the evidence they need to continue doing just that.

Markets have grown increasingly certain that the BOJ will hike next month, for the first time since December, after last month's hawkish hold.

Economists forecast Tokyo's core consumer price index rose +1.5%, a key indicator for the nationwide trend, the same reading as April. That was the slowest pace in four years, but the underlying trend was muddied by government subsidies to households to offset the impact of the Middle East crisis.

Ultimately, analysts expect inflation to rise, as oil prices remain elevated, and the weak yen raises import costs.

(5) Turkey’s authoritarian leader Erdogan forced a court to oust the country’s main opposition leader

Turkey is back on the worry list after a court effectively ousted the main opposition leader Ozgur Ozel.

The case was seen as a test of Turkey's shaky balance between democracy and autocracy and the decision could boost President Recep Tayyip Erdogan's chances of extending his rule.

No surprise, markets are nervous. Stocks have plunged and the lira is at a fresh record low.

The central bank, which halted an easing cycle as the Iran war hits Turkey's energy import-sensitive economy, has already had to sell billions of dollars in forex to ease the fallout.

A host of central banks meet, meanwhile.

Israel will probably kick off with a quarter point cut to 3.75%, as the 20% surge in the shekel over the last year keeps a lid on the war-fuelled inflation seen elsewhere.

In Hungary, where the new post-Viktor Orban government is still getting its feet under the table, rates look set to stay at 6.25% on Tuesday. Sri Lanka's central bank should sit on its hands that day as should New Zealand's at 2.25% on Wednesday.

On Thursday, South Korea's central bank is expected to keep rates at 2.5% despite growing talk of hikes, whereas South Africa is tipped to hike by 25 basis points due to sharply rising inflation.

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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.

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