Be in the know. 21 key reads for Friday…

  1. Traders Resume Fully Pricing In Two Fed Rate Cuts This Year (bloomberg)
  2. Rate-Cut Optimism Buoys Wall Street (wsj)
  3. The Case for Rate Cuts Is Growing (wsj)
  4. Easing US Capital Rules Will Cut Treasury Yields, Eurizon’s Jen Says (bloomberg)
  5. Dollar’s Slump Is Worst Since 1980s. Don’t Expect a Quick Rebound. (barrons)
  6. Morgan Stanley says the new ’bull case’ for stocks is emerging (streetinsider)
  7. UBS identifies stock winners amid structural growth tailwinds (streetinsider)
  8. Trend-Followers Stumble Into One of Their Worst Years (institutionalinvestor)
  9. Mortgage rates under 7% as housing leans into buyer’s market (yahoo)
  10. Data Centers Pose Threat to Electric Grids, US Regulator Says (bloomberg)
  11. Your Electric Bill Is Rising Faster Than Inflation. Here’s Why. (wsj)
  12. Alibaba Movie Unit’s Pivot, Rebrand Bring $2 Billion Value Gain (bloomberg)
  13. Global EV sales rise in May as China hits 2025 peak -Rho Motion (reuters)
  14. Walmart, Aflac and 8 Other Dividend Aristocrats That Also Wear Buyback Crowns (barrons)
  15. The Best Healthcare Stocks to Buy (morningstar)
  16. The Only Remedy for Intel’s Woes May Be a Breakup (wsj)
  17. US Equity Funds Hit by Biggest Outflows in 11 Weeks, BofA Says (bloomberg)
  18. Beverage giants target ‘fourth category’ of alcoholic drinks to bring in younger generation (foxbusiness)
  19. This bull market is alive and well, says Carson Group’s Ryan Detrick (youtube)
  20. Estee Lauder Launches in the Amazon.ca Premium Beauty Store (investing)
  21. How PayPal is using Venmo, Honey transactions to win over marketers to its ads business (digiday)

Be in the know. 21 key reads for Thursday…

  1. How stablecoins are entering the financial mainstream (ft)
  2. PayPal seeks to launch USD stablecoin on Stellar (yahoo)
  3. Bessent Says $2 Trillion Reasonable for Dollar Stablecoin Market (bloomberg)
  4. Ant International and Ant Digital to seek stablecoin licences in Hong Kong (scmp)
  5. Alibaba’s Joe Tsai says open-sourcing its AI models will boost firm’s cloud business (scmp)
  6. China Trade Deal ‘Done,’ Other Countries May Get More Time (barrons)
  7. China Puts Six-Month Limit on Its Ease of Rare-Earth Export Licenses (wsj)
  8. Bessent floats extending tariff pause for countries in ‘good faith’ trade talks (cnbc)
  9. Investors pull out of US stocks and into Europe and emerging markets (reuters)
  10. The World Is Embracing the Dollar, Not Abandoning It: BofA (barrons)
  11. Rush into safe haven assets pushes euro to highest since late 2021 (streetinsider)
  12. Everything Soars Higher As Rate-Cut Odds Jump After CPI ‘Miss’ (zerohedge)
  13. 10-Year Treasury Auction Was Strong Again in Positive Sign for U.S. Assets (barrons)
  14. Scott Bessent’s Bretton Woods Moment Is Here (barrons)
  15. Trump’s Fed Chair Pick Could Come Soon. Who the Contenders Are. (barrons)
  16. Disney and Universal Sue A.I. Firm for Copyright Infringement (nytimes)
  17. There Aren’t Enough Cables to Meet Growing Electricity Demand (bloomberg)
  18. Boeing Stock Declines Sharply After Plane Crashes in India (barrons)
  19. Not sure if Air India crash is a Boeing or GE problem per se, says Mike Boyd (youtube)
  20. QXO stock initiated with outperform rating by Baird on growth outlook (investing)
  21. Oppenheimer starts QXO at Outperform on strategic acquisition, growth outlook (investing)