Be in the know. 12 key reads for Monday…

  1. First-Time Home Buyers Are MIA. Landlords Are the Winners. (wsj)
  2. Major housing markets in metro areas rebounding after pandemic (nypost)
  3. Retail Buying And Participation Blow Away All Records In H1 2025 (zerohedge)
  4. KeyBanc sees consumer sentiment stabilizing amid softer tariffs, market rally (streetinsider)
  5. Bessent Says He Expects Trade Deals by This Week’s Deadline (nytimes)
  6. Tariffs Will Reset on Aug. 1 Without Deal, Bessent Says (barrons)
  7. Banking, Booze and 007’s Wheels: 10 Companies to Watch Right Now (bloomberg)
  8. The stock-market rally is broadening beyond Big Tech. Will consumer stocks bounce back in the second half of the year? (marketwatch)
  9. Hightower’s Stephanie Link: Earnings will surprise to the upside this quarter (youtube)
  10. EU Says It’s Closing In on the Framework of a Trade Deal With US (bloomberg)
  11. Hong Kong listings pipeline hits record high as equity market booms (ft)
  12. Calls grow for China’s household sector to be bigger economic driver (reuters)