Be in the know. 15 key reads for Saturday…

  1. US Tariffs Revenue Climbs to Fresh Record for Single Fiscal Year (bloomberg)
  2. How Second-Quarter Earnings Could Push the S&P 500 Even Higher (barrons)
  3. Goldman Sees Housing Affordability Relief Ahead – Here’s The Timeline (zerohedge)
  4. A Second Push for Mike Lee’s Federal Land Sales (wsj)
  5. Stablecoins Are on the Rise. Bond Investors Should Pay Attention. (barrons)
  6. Millions Stand to Benefit From SLR Reform: Rochelle Antoniewicz (bloomberg)
  7. How Low Can the Dollar Go? (morningstar)
  8. How the $1,000 ‘Trump Accounts’ for Newborns Will Work (nytimes)
  9. Imports made up 17% of U.S. energy supply in 2024, the lowest share in nearly 40 years (eia.gov)
  10. 22 Best Healthcare Companies to Invest In (morningstar)
  11. Barclays upgrades Canada Goose on improving fundamentals, tariff insulation (investing)
  12. Amazon Prime Day Fuels 30.3% Rise In US Online Spending (bloomberg)
  13. JPMorgan Tells Fintechs to Pay Up for Customer Data Access (bloomberg)
  14. Is A Trump-Xi Summit Coming? Week in Review (chinalastnight)
  15. China’s Moonshot AI releases open-source model to reclaim market position (reuters)