Be in the know. 10 key reads for Monday…

  1. Auto giants rally as China says it will consider exemptions for Nexperia chip exports (cnbc)
  2. How the Ford F-150 could hold the key to diplomatic alliance with Japan (usatoday)
  3. High interest rates may have caused housing recession, Bessent says (nypost)
  4. Fed’s Miran Repeats View Policy Remains Too Restrictive (bloomberg)
  5. OPEC and Allies Agree to Boost Oil Production, Then Pause (wsj)
  6. Morgan Stanley Lifts Oil Forecast After OPEC+ Output Hike Pause (bloomberg)
  7. Emerging market is the hottest theme in global equities in 30 years (scmp)
  8. How the U.S. Economy Has Defied Doomsday Predictions on Tariffs (wsj)
  9. Buffett’s Berkshire Sits on Record Cash Pile. What That Means for Markets. (barrons)
  10. The S&P 500 could reach 7,500 by year-end, says Fundstrat’s Tom Lee (youtube)