Be in the know. 17 key reads for Thursday…

  1. Euro-Zone Private Sector Grows at Fastest Pace in Almost a Year (bloomberg)
  2. Bessent says EU talks improving, Japan got 15% tariff due to innovation (streetinsider)
  3. GM and Ford Get a Raw Deal in Trump’s Trade Pact With Japan (barrons)
  4. Japan has committed to purchasing 100 Boeing aircraft as part of new trade framework (investing)
  5. Oil Services Is Making a Comeback. 2 Energy Equipment Stocks to Watch. (barrons)
  6. The Best Energy Stocks to Buy Now (morningstar)
  7. Intel’s CEO Needs a Path to Profits to Win Over Stock Skeptics (bloomberg)
  8. The PC Chip Business May Surprise as Intel Reports Earnings Thursday (barrons)
  9. Home Sales Fall as Prices Hit Record High. Mortgage Rates Are Keeping the Market Stuck. (barrons)
  10. Stellar 20Y Auction Stops Through With Best Metrics Of 2025 (zerohedge)
  11. Raymond James raises Crown Castle stock price target to $124 on strong Q2 (investing)
  12. Crown Castle beats Q2 estimates, raises full year outlook (investing)
  13. Advance Auto Parts reports preliminary Q2 results, plans debt refinancing (investing)
  14. Markets bet Beijing is getting serious about China’s overcapacity (reuters)
  15. China State Fund Pumped $28 Billion Into ETFs as Turmoil Raged (bloomberg)
  16. China plans subsidy vouchers for seniors to ease strain on its aging population, drive consumption (cnbc)
  17. NFL in talks to buy 10% ESPN stake: Here’s what to know (youtube)