- China Tackles Commodity Prices. Mining Stocks Fall. (Barron’s)
- Watch for Taper Talk, Rate Views, and Inflation Outlook at Today’s Fed Meeting (Barron’s)
- Supply and Demand Are Coming Back Into Balance. These 9 Charts Show How. (Barron’s)
- How Talk of Tapering Could Affect Stocks (Barron’s)
- Exxon Could Rise 40%, With Big Dividend Growth (Barron’s)
- Oil Price Hits Pandemic High as Investors Bet on Green Energy (Wall Street Journal)
- Is Higher Inflation Here to Stay? Fund Managers Don’t Think So (Institutional Investor)
- Watch the ‘dot plot’ at the Fed meeting today (Financial Times)
- Regeneron antiviral treatment saves lives of Covid patients in hospital (Financial Times)
- Amazon (AMZN) Prime Members Now Valued at Around $1,000/Year Each, Sees ~240M by Year-End – JPMorgan (Street Insider)
- States to end unemployment benefits for more than 400,000 people this weekend (CNBC)
- Lumber Prices Are Falling Fast, Turning Hoarders Into Sellers (Wall Street Journal)
- Solid Power, QuantumScape, and the Battle for Next-Generation Batteries (Wall Street Journal)
- Meet the New Chinese Economy, Same as the Old Chinese Economy (Wall Street Journal)
- WTI Bounces On Big Crude Draw, Gasoline Demand Pick-Up (ZeroHedge)
- Netflix (NFLX) Could Have Its Strongest 6-Month Slate Ever in 2nd-Half – JPMorgan (Street Insider)
- Exxon (XOM) and Chevron (CVX) Have Further Upside to Q2 Consensus Earnings and FCF Estimates – Morgan Stanley (Street Insider)
- U.S. mortgage applications rise as purchases rebound (Street Insider)
- Oil Supercycle Could Hinge on Drilling Lag, Saudi Minister Says (Bloomberg)
- Homebuilding bounces back as lumber prices cool (Fox Business)
