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)