The Mays Report™🇺🇸

The Mays Report is now an operating unit of Mays Research and is expanding its coverage universe to include the food value chain from seed to supermarket.

[The Mays Report™🇺🇸 @MaysReport]

@TreasuryDirect Is there a problem with the 13 / 26 week auctions today? According to the announcement the auction results should be available around 1130 hrs. Please advise.

[The Mays Report™🇺🇸 @MaysReport]

@BloombergTV We can already see #inflation rising. CPI for non-durable goods 8.8% for May. Upstream from that crude non-food materials up 34.9%, semi-finished non durable goods up 13.8%. I expect that in 2 months we'll see these increases in non-durable and overall CPI.

[The Mays Report™🇺🇸 @MaysReport]

Farmer's optimizing ROI #soybean acres
https://t.co/izaIFgDRdd

#grains #oatt

[The Mays Report™🇺🇸 @MaysReport]

@YahooFinance To whom it may concern, there are no historical prices posted for 15 June 2026 despite today's market already trading. Do you have any idea how long this fix will take?

[The Mays Report™🇺🇸 @MaysReport]

@BloombergTV IMO, US #oil companies are quite content to sell domestically at current prices. What is their incentive to bring an end to this war, which is very profitable for them.

[The Mays Report™🇺🇸 @MaysReport]

@BloombergTV Ms. Daly should note that non-food crude materials are up 33.6% YoY as of April. These costs are going to move downstream into durable and non-durable goods prices.

[The Mays Report™🇺🇸 @MaysReport]

Q12026 Federal Govt. Receipts & Expenditures forecast a FY2026 deficit of 2.6T, up from 1.9T in FY2025. #FederalBudget #US #governmentformation

[Ray Dalio @RayDalio]

If you don't mind being wrong on the way to being right you'll learn a lot--and increase your effectiveness. But if you can't tolerate being wrong, you won't grow, you'll make yourself and everyone around you miserable, and your work environment will be marked by petty backbiting and malevolent barbs rather than by a healthy, honest search for truth. #principleoftheday

[Danielle DiMartino Booth @DiMartinoBooth]

The world is changing fast, and those with a global strategy will be best positioned for what comes next.

That’s why I’ll be speaking at Nomad Capitalist Live 2026 in Cancun, Mexico, from November 4–7 alongside an incredible lineup including Vicente Fox Quesada, former President of Mexico, Juan Pablo Escobar, Kwasi Kwarteng, and other leading entrepreneurs, investors, and internationalization experts.
Tickets are already selling, and availability is limited to a 500-person room:
Looking forward to seeing many of you there. https://t.co/XBIxFtHp78
You won’t want to miss it.

#NomadCapitalistLive #WealthProtection #SecondCitizenship #Resilience #CancunMexico #HNWI

[The Mays Report™🇺🇸 @MaysReport]

.@USTreasury Do you have any idea when your treasury direct web site is coming back online? It is not displaying upcoming auctions or auction results. Please advise.

[The Mays Report™🇺🇸 @MaysReport]

@BloombergTV For many 401K holders, this is the only savings they have. In fact, many of them have already taken loans from these "retirement" vehicles to fund current consumption.

[The Mays Report™🇺🇸 @MaysReport]

@BloombergTV IMO private equity holders are pitching this idea of "allowing access" to 401K holders as an "exit strategy" for those who have been invested for decades. All the easy money has already been made.

[The Mays Report™🇺🇸 @MaysReport]

May 2026 non food raw materials YoY #inflation of 33.6% likely to move downstream in coming months. Firms along the way may eat some of the extra cost but not nearly enough IMO. #IranWar‌

[The Mays Report™🇺🇸 @MaysReport]

Today's 30yr #bond auction pays a yield of 5%. The incoming Fed Chairman is going to be in the hot seat from day one IMO.

[The Mays Report™🇺🇸 @MaysReport]

May Food PPI #inflation is modest compared to non-food, ranging from up 2.4% for final demand, to down 3.4% for food manufacturing, down 0.6% for intermediate food and feed to up 3.1% for crude foodstuffs and feedstuffs. #grains #oatt

[The Mays Report™🇺🇸 @MaysReport]

May final demand PPI #inflation is 6% YoY, but a larger wave is forming upstream in the value chain, focused mostly on non-food goods. Intermediate demand PPI is 9.1% YoY higher while raw non-food materials are up 33.6% YoY.

[The Mays Report™🇺🇸 @MaysReport]

While non-farm #employment indicated a 115K job increase in April, the household survey showed a loss of 226K #jobs. IMO, HH survey suggests a reduction in the use of gig workers, who are deemed self-employed while NF payroll survey counts every W2 job held by each person.

[Ray Dalio @RayDalio]

Everyone is watching.
Will the United States win or lose?
Will it leave or take away the control of the Strait of Hormuz from Iran?
Will it leave or take away the nuclear material from Iran?
Will it leave or take away the deadly missiles and drones from Iran?
If the United States leaves without taking these away, it will create one path for the U.S. and the world, and if they are taken away, it will create a very different path.

If you'd like to learn more about my perspective, I encourage you to read my article, "It All Comes Down to Who Controls the Strait of Hormuz: The 'Final Battle.'" https://t.co/9cKmRRabIO

[The Mays Report™🇺🇸 @MaysReport]

Powell will be the next iteration of former Fed chair Mariner S. Eccles, who was an champion of Fed independence long before it was the law of the land.

[ian bremmer @ianbremmer]

it’s plausible powell wants to stay at the fed purely to annoy trump

[The Mays Report™🇺🇸 @MaysReport]

@DiMartinoBooth Thanks for mentioning Eccles & Truman this am on @BloombergTV . His willingness to stand up to Truman for Fed Independence led to the 1951 Treasury-Fed Accord & ultimately to the 1977 Federal Reserve reform act. You certainly know your stuff.