Be in the know. 15 key reads for Saturday…

  1. Bessent Sees Easing Capital Rule on Treasuries This Summer (bloomberg)
  2. U.S. Treasuries Might Be Wildly Undervalued. Here’s an Example. (barrons)
  3. New home sales unexpectedly surge despite high mortgage rates as builders lower prices (nypost)
  4. First-Time Home Buyers Downsize Amid Tight Supply, High Interest Rates (wsj)
  5. Healthcare Stocks Are So Bad, They’re Good. What to Buy Now. (barrons)
  6. Boeing’s stock has been surging. Here’s why it has become a FOMO play. (marketwatch)
  7. Boeing in Tentative Agreement to Pay $1.1 Billion to Avoid Trial for 737 MAX Crashes (wsj)
  8. Bessent Sees ‘Several Large’ Trade Deals in Next Few Weeks (bloomberg)
  9. Dollar Falls to Lowest Since 2023 as Investors Eye Trade Risks (bloomberg)
  10. Alibaba Chair Says Asian Firms Can Look For Growth Outside of US (bloomberg)
  11. The stock picker’s market is back: Chart of the Week (yahoo)
  12. The Best Basic Materials Stocks to Buy (morningstar)
  13. ‘Lilo & Stitch’ Thwarts ‘Mission’ While Shattering Box Office Records (forbes)
  14. GOP Bill Benefits Fossil Fuels, and Compensates for Adverse Impact (barrons)
  15. Ed Yardeni Says It’s Not as Bad as You Think (bloomberg)