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FinTech Studios — Personal Daily Brief
Daily Intelligence Brief
Thu, May 28 · 94 articles · 6 channels · Sentiment: cautiously positive (+0.3)
Executive Summary
Q2 earnings season is tracking ahead of consensus, led by large-cap tech and industrials; the Fed held rates steady with one cut signaled for H2.
Q2 Earnings Beat Rate Rises to 78% as Tech and Industrials Lead
positive +0.7With 61% of S&P 500 companies reporting, the beat rate reached 78%, above the five-year average, driven by semiconductors and cloud infrastructure (FactSet Earnings Insight, May 28, 2026).
Fed Holds; Markets Reprice One Cut Into Year-End Curve
neutral −0.1The FOMC held the fed funds target unchanged, noting "further progress" on inflation and keeping one 25 bp cut signaled for H2 (Federal Reserve, May 28, 2026).
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