Be in the know. 12 key reads for Wednesday…

  1. Mortgage demand from homebuyers amazes again, now up 13% annually despite rising rates (CNBC)
  2. The Rally in Cyclical Stocks Is Just Getting Started. Citi, Chevron, and 38 Other Stocks to Play the Rebound. (Barron’s)
  3. AMC to reopen theaters globally in July (CNBC)
  4. Six things to watch at the Federal Reserve meeting (Financial Times)
  5. Why Occidental Stock May Have More Upside (Barron’s)
  6. Hong Kong’s dollar peg faces new scrutiny as security law looms (Financial Times)
  7. Value and growth investments gap at 25-year high (Financial Times)
  8. BofA Securities Upgrades Occidental Petroleum (OXY) to Buy; ‘Moving up the risk curve’ (Street Insider)
  9. Gundlach Warns Rising Rates May Lead Fed to Yield-Curve Control (Yahoo! Finance)
  10. 3 Ways to Play the Most Hated Stock Market Rally in History (Barron’s)
  11. Coronavirus Obliterated Best African-American Job Market on Record (Wall Street Journal)
  12. Hassett Sees Another Stimulus Bill From Congress Before August Recess (Wall Street Journal)