Be in the know. 16 key reads for Friday…

  1. WTI crude tops $86, hits highest level since April 2024, Brent crude breaks above $89 a barrel (cnbc)
  2. Oil Prices Head For Biggest Weekly Gains in 4 Years Amid Fresh Iran Fears (barrons)
  3. Qatar warns war will force Gulf to stop energy exports ‘within days’ (ft)
  4. Fed’s Waller Doesn’t See Sustained Inflation from Iran War (bloomberg)
  5. Tariffs Are Lower and Businesses Are Racing to Take Advantage (wsj)
  6. GXO Appoints Mark Suchinski as Chief Financial Officer (gxo)
  7. China approves Pfizer GLP-1 drug for weight loss (reuters)
  8. Pfizer Secures China Nod for Obesity Drug as Generics Loom (bloomberg)
  9. Health Care Has Become the Lifeblood of the Labor Market (nytimes)
  10. “The inflection supports our call for decade-high US Industrial growth into 2H’26 & 2027” (zerohedge)
  11. Home sellers are relisting properties at the fastest pace in a decade (cnbc)
  12. Big Tech Stocks Were Expensive. Then the Market Turned on AI (bloomberg)
  13. China’s Annual Economic Plan Highlights Tech Push, Market Stability (bloomberg)
  14. Alibaba sets up new task force, led by CEO Eddie Wu, to focus on AI model development (scmp)
  15. How to Invest Like Warren Buffett (morningstar)
  16. Bernstein initiates Crown Castle stock coverage with outperform rating (investing)

Be in the know. 19 key reads for Thursday…

  1. Disney launches its Adventure cruise ship — a new foothold in Southeast Asia (cnbc)
  2. Intel CFO Says Server Demand Still Strong Amid Supply Shortage (bloomberg)
  3. Intel CEO Tan reconsidering fate of chipmaker’s new manufacturing tech, CFO says (reuters)
  4. Intel at Morgan Stanley Conference: Strategic Shifts and Challenges (investing)
  5. Alibaba recruits Google DeepMind contributor to join Qwen AI team, sources say (scmp)
  6. Alibaba forms task force to boost AI development after Qwen chief’s exit (reuters)
  7. China Commits to Ending Deflation in 2026 With Strongest Vow Yet (bloomberg)
  8. China cuts growth target to between 4.5 and 5% (ft)
  9. Investors Aren’t Giving Up on Emerging Markets Yet, BofA Says (bloomberg)
  10. Generac and EPC Power to Deploy Fully Integrated Energy Solutions for Data Center Applications (generac)
  11. With Qatar’s Gas Shut Off, Western Energy Giants See a Big Payday (nytimes)
  12. Economy gained strength in February despite Winter Storm Fern. ISM survey hits 3½-year high. (marketwatch)
  13. Why Iran war oil price shock won’t stop Fed pick Kevin Warsh from cutting interest rates (cnbc)
  14. Fed’s Miran says rate cuts still appropriate despite Middle East war (streetinsider)
  15. Fed’s Beige Book Sees a Stable Economy Still Facing Challenges (wsj)
  16. Trade Court Paves Way for Broad Tariff Refunds (barrons)
  17. How the Mag 7 Became the Lag 7—and What’s Ahead for the Stocks (barrons)
  18. Money Funds Rise to Record $8.27 Trillion in Dash for Cash (bloomberg)
  19. “The Bear Camp Has Become Too Popular”: Citadel’s Rubner Turns Bullish, Gives 10 Reasons Why (zerohedge)

“The Enablers” Stock Market (and Sentiment Results)…

Key Market Outlook(s) and Pick(s)

On Wednesday, I joined Brian Sozzi, Brooke DiPalma, and Ines Ferre on Yahoo! Finance to discuss markets, the economy, outlook, $AAP, $XRAY, $HRL, $PFE, and a lot more. Thanks to Justin Oliver, Brian, Brooke, and Ines for having me on:

Continue reading ““The Enablers” Stock Market (and Sentiment Results)…”