Be in the know. 17 key reads for Tuesday…

  1. Buy ‘Defensive’ Stocks. You’ll Be Glad You Did. (barrons)
  2. Boeing CEO Ortberg is winning hearts on Wall Street. Here’s the latest vote of confidence. (marketwatch)
  3. Boeing 737 MAX Production Tops 38 Jets Per Month For First Time In Years (zerohedge)
  4. Why Bernstein thinks Boeing stock is the best idea in Aerospace & Defense (investing)
  5. The Dollar Had Its Biggest Drop to Start the Year. It Could Get Worse. (barrons)
  6. FX options market positioned for further dollar weakness (reuters)
  7. 2025 Biopharma Industry Outlook: Growth, Innovation, and Emerging Risks (morningstar)
  8. Biotech M&A shows signs of life (ft)
  9. Emerging-Market Stocks Gain as China Data Refuel Stimulus Hopes (bloomberg)
  10. Hong Kong stocks near 2-month high on ‘likely’ Trump-Xi trade talks (scmp)
  11. Temu’s daily US users cut in half following end of ‘de minimis’ loophole (nypost)
  12. Walt Disney Co. to Lay Off Hundreds (wsj)
  13. Fed’s Goolsbee Says Rates Can Fall If Trade Policy Is Resolved (bloomberg)
  14. White House ‘close to the finish line’ on some trade deals, says Treasury official (cnbc)
  15. 3 reasons it’s a great time to buy a home, according to Compass’ CEO (businessinsider)
  16. Recession? Atlanta Fed Hikes US Q2 Growth Outlook To Highest Since 2021 (zerohedge)
  17. Deutsche Bank lifts S&P 500 year-end target amid Wall Street upgrade wave (streetinsider)

Industrials (top 30 weights) Earnings Estimates/Revisions

In the spreadsheet above I have tracked the earnings estimates for the Industrials Sector ETF (XLI) top 30 weighted stocks. I have columns for what the 2025 and 2026 earnings estimates were on 4/3/2025 and today. The column under the date 6/2/2025 has a letter that represents the movement in 2025 earnings estimates since the most recent print (4/3/2025).

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