Be in the know. 10 key reads for Monday…

  1. Goldman’s Kostin Says S&P 500 Firms to Beat Low Earnings Bar (bloomberg)
  2. Thriving Emerging Markets Look Poised to Wrap Up Banner Year (bloomberg)
  3. J.P. Morgan upgrades euro zone to ‘overweight’, cites attractive equities (reuters)
  4. Trump calls on Fannie Mae and Freddie Mac to get big homebuilders ‘going’ (reuters)
  5. We will get a housing cycle if interest rates continue to come down: Hightower’s Stephanie Link (youtube)
  6. Boeing Said to Prepare to Hike 737 Output as Soon as October (bloomberg)
  7. Boeing, Airbus say no immediate plans to launch new jets (reuters)
  8. PayPal stock price target maintained at $100 by Citizens on ad potential (investing)
  9. Goldman On NatGas: “From US Congestion Concerns To Tight 2026” (zerohedge)
  10. OpenAI, AMD Announce Massive Computing Deal, Marking New Phase of AI Boom (wsj)