Be in the know. 15 key reads for Independence Day…

  1. Small-Cap Stocks Could Get a Big, Beautiful Boost (barrons)
  2. Trump Wins Broad Economic Policy Shift as House Passes Tax Bill (bloomberg)
  3. The Corporate Winners and Losers in Trump’s Big Tax Bill (wsj)
  4. What Killing Tax Credits Means for the Electric Vehicle Market (bloomberg)
  5. Goldman Lowers Treasury Yield Forecasts on Rising Fed Cut Bet (bloomberg)
  6. Mortgage Rates in the US Slide for a Fifth Week, Hitting 6.67% (bloomberg)
  7. Want to Know Where the Economy Is Heading? It’s All About Earnings. (barrons)
  8. American Companies Hit the Brakes on Hiring (wsj)
  9. “June Looks Strong”: Boeing Monthly Aircraft Delivery Tracker Signals Recovery (zerohedge)
  10. Boeing secures $2.8 billion US satellite contract (reuters)
  11. US factory orders rebound in May on strong aircraft demand (reuters)
  12. China Accelerating Implementation of U.S. Trade Framework, Commerce Ministry Says (wsj)
  13. The Best Companies to Own: 2025 Edition (morningstar)
  14. Watch CNBC’s full interview with U.S. Treasury Secretary Scott Bessent (youtube)
  15. Fundstrat’s Tom Lee: This is the most hated v-shaped rally by institutional investors (youtube)