ATLAS V5 Morning Report 2026-05-28 — May 28 Thu AM PCE DAY / Headline 3.8% YoY Core 3.3% YoY IN-LINE / MoM

Key Headlines

• May 28 Thu AM PCE DAY
• Headline 3.8% YoY Core 3.3% YoY IN-LINE
• MoM SOFTER 0.4 + 0.2
• GDP Q1 SECOND MISS 1.6% vs 2.1% STAGFLATION FLAG
• Claims 209K BEAT
• Saving Rate 2.6%
• BTC BROKE 75K 6-WK LOW $72,800 NOW $73,000 -3.4%
• ETH $1,989 BELOW $2K FIRST TIME SINCE MARCH
• IBIT -$527.8M LARGEST EVER 8 DAY STREAK $1.8B
• F&G 22 EXTREME FEAR
• 24H LIQ $934M 93% LONGS
• DERIBIT FRI MAX PAIN $75K $2K ABOVE SPOT
• US CENTCOM STRUCK 4 IRANIAN DRONES + BANDAR ABBAS DRONE CTRL OVERNIGHT
• IRGC RETALIATED 4:50 AM KUWAIT SIRENS
• IRAN STATE TV DRAFT MOU WH 'COMPLETE FABRICATION'
• TRUMP IRAN 'NEGOTIATING ON FUMES' 'DOESN'T CARE ABOUT MIDTERMS' THREATENED TO 'BLOW UP OMAN'
• SAYLOR ON PODCAST 'NO SECOND-BEST CRYPTO ASSET' DOUBLING DOWN
• MARVELL Q2 GUIDE BEAT $2.70B
• SALESFORCE EPS $3.88 BEAT +24% AGENTFORCE ARR >$1B
• SNOWFLAKE +35% PRE-MARKET
• FERTITTA BUYING CAESARS $17.6B
• ANTHROPIC CONFIRMED CLOSED $30B+ AT $900B+ FIRST PROFIT Q2 OVERTAKES OPENAI
• DELL+COSTCO AMC TONIGHT
• GARAGE 3.5/10 BEARISH