🆕 Newsmakers — 12:30p ET, 2026-06-05 — new since last alert

📰 NEW MARKET THEMES: • Exclusive: Cargill in talks to sell metals unit to Macquarie, sources say Cargill is in talks ‌to sell its metals unit to Macquarie Group , five sources with knowledge ​of the matter said, as ​the global trading house aims ⁠to focus on its core ​food and agriculture operations. — reuters.com · 06/05 12:13p https://www.reuters.com/business/energy/cargill-talks-sell-metals-unit-macquarie-sources-say-2026-06-05/ • Odds of a Fed hike this year jump on prediction markets Odds of the Federal Reserve striking interest rate hikes hit 52% on Kalshi. Those odds come after Friday's report from the Bureau of Labor Statistics revealed nonfarm payrolls hit 172,000, comfortably exceeding Dow Jones expectations of 80,000. — cnbc.com · 06/05 12:01p https://www.cnbc.com/2026/06/05/odds-of-a-fed-hike-this-year-jump-on-prediction-markets-.html • "Breather" in Stocks Needed, "Not the End of Bull Run" When talking about Friday's "breather" in markets, @CharlesSchwab's Joe Mazzola says we've had "so much of a parabolic move" that there's not much more room for stocks to run. "This is not the end of the bull run in markets by any means," says Joe, it's just investors revaluatin… — youtube.com · 06/05 12:00p https://www.youtube.com/watch?v=o1rpPVvInf4 • Playgrounds, Dog Parks, And Private Credit: All Have Fences And Gates For The Same Reason Private credit's perceived “problem” is driven by retail investors' failing to understand what they've bought, not elevated default rates or credit quality issues. Private credit traditionally offered higher yields and better structuring than public debt, appealing to institutio… — seekingalpha.com · 06/05 11:51a https://seekingalpha.com/article/4912412-playgrounds-dog-parks-and-private-credit-all-have-fences-and-gates-for-the-same-reason

— new items only (already-sent headlines filtered). Full list in the 10am/3pm digest.