Be in the know. 14 key reads for Monday…

  1. Goldman’s Kostin Says S&P 500 Earnings Surge Past Expectations (bloomberg)
  2. The Magic Force Driving US Stocks to Records? Earnings Upgrades (bloomberg)
  3. Russel earnings revisions breaking out for the first time in 3 years (zerohedge)
  4. Money Managers Say Rally in Europe’s Small Stocks Has Just Begun (bloomberg)
  5. Hedge Funds Turn Bullish, Buy US Stocks At Fastest Pace In 7 Weeks (zerohedge)
  6. Investors are plowing into homebuilder stocks. Will Jackson Hole prove them wrong? (marketwatch)
  7. Foreigners Are Buying US Homes Again While Americans Get Sidelined (bloomberg)
  8. Goldman Sachs sees Fed cutting 3 times this year (streetinsider)
  9. Energy supermajors are betting big on LNG, shrugging off peak gas predictions (cnbc)
  10. China Stock Rally Sends Shanghai Benchmark to Decade High (wsj)
  11. China’s Capital Outflows Hit Record Amid Liberalization Push (bloomberg)
  12. China steps up tax crackdown on overseas investments (ft)
  13. Detroit Needs a New Direction (bloomberg)
  14. Basham: The health care sector was overdue for a bounce (youtube)