Be in the know. 20 key reads for Tuesday…

  1. PMI Rises in February, Marking Second Month of U.S. Manufacturing Growth (barrons)
  2. Construction Spending On Data Centers, Factories, Powerplants, And Office Buildings: Boom, Bust, And In Between (zerohedge)
  3. US housing supply gap widens further in 2025, Realtor.com says (reuters)
  4. Stanley Black & Decker to slash 300 jobs, close factory in its Connecticut hometown (nypost)
  5. A Market Frenzy Is Lurking Beneath Those Calm Stock Indexes (wsj)
  6. Big Tech’s Largest Underperformance Since Mid-2024 (zerohedge)
  7. Three Sectors to Buy as the S&P 500 Trades Sideways (barrons)
  8. What intense competition for car sales means for buyers in 2026 (usatoday)
  9. US LNG producers rush to seize on surging gas prices triggered by Iran conflict (ft)
  10. Oil Prices Top $80 a Barrel. But Natural Gas Is a Big Problem for Markets. (barrons)
  11. The Case for Buying the Dip as Mideast Conflict Widens (barrons)
  12. Unflappable Wall Street Bulls Stick to Calls for 2026 Rally (bloomberg)
  13. Howard Marks Says Don’t Let Emotions Cloud Judgment on War (bloomberg)
  14. Largest Amount of Put Protection Ever (zerohedge)
  15. Xi Eyes Consumers to Lead New Era for China’s Unbalanced Economy (bloomberg)
  16. US, China Trade Chiefs to Meet Mid-March Before Trump-Xi Summit (bloomberg)
  17. China Traders Stick With Hong Kong Stocks as ETF Inflows Surge (bloomberg)
  18. Blackstone flagship private credit fund hit with wave of redemptions (ft)
  19. Disney at Morgan Stanley Conference: Strategic Growth and Innovation (investing)
  20. Pfizer at TD Cowen Conference: Strategic Growth Post-COVID (investing)