Be in the know. 7 key reads for Friday…

  1. Howard Marks new memo “On the Other Hand” (pdf) (Oaktree Capital)
  2. Strong Alphabet, Intel earnings drive futures higher (Reuters)
  3. Twitter stock rises after revenue, user numbers top expectations (MarketWatch)
  4. Who Wins if the Fed Cuts Interest Rates? Try Oil Stocks. (Barron’s)
  5. Need to Relocate? Bring the House, Too (Wall Street Journal)
  6. GDP slows to 2.1% in second-quarter but beats expectations thanks to strong consumer (CNBC)
  7. Oxford Economics sees the ECB cutting rates in September (CNBC)

 

Be in the know. 10 key reads for Thursday…

  1. Expect 15 More Years for the Bull Market if Demographics Are Destiny (Barron’s)
  2. Managers reduce cash, increase risk in July – BofA survey (Pensions&Investments)
  3. China and U.S. trade negotiators to meet in Shanghai July 30-31 (Reuters)
  4. Fed to cut rates for first time in a decade this month: Reuters poll (Reuters)
  5. 3M’s stock surges after profit and sales fall less than expected, guidance maintained (MarketWatch)
  6.  Opinion: I’m betting Boris and Brexit won’t sink Britain and am buying stocks (MarketWatch)
  7. Facebook price target raised to $250 from $230 at Jefferies (TheFly)
  8. European Central Bank signals its ready to cut rates, opens door to renewed QE (MarketWatch)
  9. Hedge Funds Help Fuel Southeast Asia Consumer Lending Boom (Bloomberg)
  10. Bill Ackman’s Playbook Works Against Him (Wall Street Journal)