Be in the know. 20 key reads for Thursday…

  1. More Homes Are for Sale Since Before the Pandemic. What It Means for Buyers and Sellers. (barrons)
  2. Home Remodeling Bond Sales Surge as Americans Avoid Moving (bloomberg)
  3. ‘So Bad It’s Good’: Buying Window Opens for Battered Small Caps (bloomberg)
  4. Bond Yields & Dollar Plunge As ‘Bad’ Data Sparks Surge In Rate-Cut Hopes (zerohedge)
  5. Trump Loves Europe’s Rate Cuts. Why the Fed Should Take Cover. (barrons)
  6. BofA’s Hauner Expects More Emerging-Market Gains as Dollar Drops (bloomberg)
  7. Big investors shift away from US markets (ft)
  8. Confidence Game: Share Buybacks Are Soaring. CEO Optimism Isn’t. (barrons)
  9. As S&P 6,000 Looms, Speculators Are Ramping Up Their Bullish Bets (zerohedge)
  10. Hong Kong stocks rise for third day as China’s services PMI beats expectations (scmp)
  11. Shein and Temu see U.S. demand plunge on ‘de minimis’ trade loophole closure (cnbc)
  12. Apple and Alibaba’s AI rollout in China delayed by Donald Trump’s trade war (ft)
  13. US, Vietnam to hold new round of trade talks by end of next week, Hanoi says (reuters)
  14. Mizuho updates U.S. top picks: Adds CVS Health, PayPal and Oracle (streetinsider)
  15. Mastercard and PayPal collaborate to ease checkout (yahoo)
  16. Venmo Unleashes Next Phase of Commerce with the Venmo Debit Card and Venmo Checkout (yahoo)
  17. Jefferies raises Boeing stock price target to $250 on delivery growth (investing)
  18. Boeing Agrees to Pay $1.1 Billion to Avoid Prosecution for 737 MAX Crashes (wsj)
  19. Cooper Standard Wins 2024 Ford Supplier of the Year Award (yahoo)
  20. Meta Talks to Disney, A24 About Content for New VR Headset (wsj)