Be in the know. 24 key reads for Thursday…

  1. U.S. auto sales rise 2.1% in August as demand for EVs surges as subsidies end in September (marklines)
  2. Ford Sales Grow in August. It Can’t Build This Expensive SUV Fast Enough. (barrons)
  3. Car industry calls for EU to copy China and include hybrids in emissions push (ft)
  4. Exclusive: Japan, US near deal to bring lower auto tariffs into effect, source says (reuters)
  5. Fed Gov. Waller Eyes Multiple Rate Cuts. Other Officials Are Less Certain. (barrons)
  6. Economists Expect Another Tepid US Jobs Report, Supporting Rate Cut (bloomberg)
  7. US Job Openings Fell in July to Lowest Level in Nearly a Year (bloomberg)
  8. A weak August jobs report will tee up the Fed to reduce interest rates. A worse one may spur even more cuts. (marketwatch)
  9. Interest-Rate Anxiety No Deterrent to Money-Making Small Caps (bloomberg)
  10. How the Trump administration could lower mortgage rates and bypass the Treasury market entirely (marketwatch)
  11. Lowe’s CEO Marvin Ellison Is Prepared for a Housing Rebound (barrons)
  12. US Tariffs Top $31 Billion In August, A New Record High (zerohedge)
  13. Trump Administration Seeks Swift Supreme Court Review on Tariffs (wsj)
  14. Don’t Call Them Comebacks. Ulta Beauty Stock and 4 More Turnarounds to Watch. (barrons)
  15. What’s Behind the Boom in Buy Now Pay Later (bloomberg)
  16. PayPal, Venmo users to gain early access to Perplexity’s Comet AI browser (reuters)
  17. Xi Has No Choice But to Love Chinese Stocks (bloomberg)
  18. Rare Chinese Huddle on Policy Stokes Talk of Economy, Bond Boost (bloomberg)
  19. China’s Tourism Surge May Net $42 Billion for Economy This Year (bloomberg)
  20. China Eyes Curbs on Stock Speculation to Foster Steady Gains (bloomberg)
  21. China Stock and Yuan Rally Spurs Hopes of Virtuous Feedback Loop (bloomberg)
  22. WestJet Makes Huge Boeing Order, Citing Canada and US Benefits (bloomberg)
  23. Detrick: It’s a healthy market, the baton getting passed around (youtube)
  24. Etsy names Rafe Colburn as chief product and technology officer (investing)