Be in the know. 15 key reads for Friday…

  1. China’s Carmakers Return to Growth in Europe With EV Sales (bloomberg)
  2. The two reasons higher oil prices may not trigger the inflationary spike that investors fear (marketwatch)
  3. Wall Street bets US corporate earnings will withstand surging oil prices (reuters)
  4. Bessent Says Hormuz Ships Insurance Program to Start Soon (bloomberg)
  5. BofA’s Hartnett says policy panic to support markets; favors consumers (investing)
  6. There’s a clear path for U.S. stocks to rise next month after institutional deleveraging, say Goldman analysts (marketwatch)
  7. Investors move back to cash in 2022-style shift, JPM says (streetinsider)
  8. ‘Sifting Through the Wreckage’ to Find 7 Industrial Stocks to Buy (barrons)
  9. Federal Reserve could cut balance sheet by $2tn without market turmoil, says Miran (ft)
  10. Producers Are Looking Far Afield for Oil. It’s ‘An Old-Fashioned Land Grab.’ (barrons)
  11. Weight Loss Drug Frenzy: What’s Here and What’s Likely Coming Next (wsj)
  12. Fannie Mae to Accept Crypto-Backed Mortgages for the First Time (wsj)
  13. Generac CEO: We want to be 50/50 as a residential and commercial business (cnbc)
  14. Gen Z is making shopping malls cool again (usatoday)
  15. The Mag 7 stocks are stuck in a rut (yahoo)