Be in the know. 15 key reads for Saturday…

  1. Bessent Sees Easing Capital Rule on Treasuries This Summer (bloomberg)
  2. U.S. Treasuries Might Be Wildly Undervalued. Here’s an Example. (barrons)
  3. New home sales unexpectedly surge despite high mortgage rates as builders lower prices (nypost)
  4. First-Time Home Buyers Downsize Amid Tight Supply, High Interest Rates (wsj)
  5. Healthcare Stocks Are So Bad, They’re Good. What to Buy Now. (barrons)
  6. Boeing’s stock has been surging. Here’s why it has become a FOMO play. (marketwatch)
  7. Boeing in Tentative Agreement to Pay $1.1 Billion to Avoid Trial for 737 MAX Crashes (wsj)
  8. Bessent Sees ‘Several Large’ Trade Deals in Next Few Weeks (bloomberg)
  9. Dollar Falls to Lowest Since 2023 as Investors Eye Trade Risks (bloomberg)
  10. Alibaba Chair Says Asian Firms Can Look For Growth Outside of US (bloomberg)
  11. The stock picker’s market is back: Chart of the Week (yahoo)
  12. The Best Basic Materials Stocks to Buy (morningstar)
  13. ‘Lilo & Stitch’ Thwarts ‘Mission’ While Shattering Box Office Records (forbes)
  14. GOP Bill Benefits Fossil Fuels, and Compensates for Adverse Impact (barrons)
  15. Ed Yardeni Says It’s Not as Bad as You Think (bloomberg)

Be in the know. 21 key reads for Friday…

  1. U.S. and China Hold First Call Since Geneva. Why It’s a Good Sign for Trade Talks. (barrons)
  2. Alibaba CEO doubles down on ‘unified global cloud network’ as Chinese firms expand abroad (scmp)
  3. Emerging market equity funds lure investors fleeing overvalued U.S. assets (reuters)
  4. How the US plans to break China’s stranglehold on lithium (ft)
  5. US Tariff Countdown Has Nations Racing to Turn Talks Into Deals (bloomberg)
  6. U.K. Retail Sales Rise for Fourth-Straight Month, Boosted by Warm Weather (wsj)
  7. Japan inflation climbs at fastest rate in more than 2 years (ft)
  8. It’s Time to Worry About Japan and the Yen Carry Trade Again (barrons)
  9. Dollar Could Drop Another 10%, Says Morgan Stanley’s Wilson (youtube)
  10. Bond Market Sees Trump Tax Bill as Big, and Not Beautiful (barrons)
  11. House budget bill effectively halts US clean energy boom (reuters)
  12. Hybrids still in the mix despite boom in fully electric cars (ft)
  13. Gas prices hit 4-year low ahead of Memorial Day weekend (nypost)
  14. Buyers are gaining the upper hand in a shifting housing market. ‘Everybody wants a deal.’ (marketwatch)
  15. Housing affordability is showing marginal improvement in some parts of U.S., says ICE’s Andy Walden (youtube)
  16. Home Price Declines Could Be on the Horizon. Don’t Expect Them to Crater. (barrons)
  17. Boeing back in ‘dynamic’ production mode, engine supplier Safran says (reuters)
  18. Advance Auto Parts Stock Soars 55%. Guidance Is Holding Up in the Face of Tariffs. (barrons)
  19. Consumer Stocks Have Taken It on the Chin. Buy These 8. (barrons)
  20. 10 Stocks with the Largest Fair Value Estimate Increases During Q1 Earnings (morningstar)
  21. UBS raises S&P year end target, eyes more gains in 2026 (reuters)