Be in the know. 14 key reads for Saturday…

  1. In 2024, the United States produced more energy than ever before (eia.gov)
  2. The Tax Bill Will Raise Electricity Prices in a Power-Hungry Nation (barrons)
  3. More Homes Are Finally Hitting the Market, But Buyers Are Still Priced Out (wsj)
  4. 4 recent signs that US housing is becoming a buyer’s market (businessinsider)
  5. The Fed Is Behind the Curve on Cutting Interest Rates (wsj)
  6. Bets Emerge That End to Powell’s Term Means More Fed Rate Cuts (bloomberg)
  7. The Senate just advanced a bill to regulate stablecoins—what the GENIUS Act could mean for crypto and other investors (cnbc)
  8. Consumer sentiment improves for first time in six months (marketwatch)
  9. The Best Consumer Cyclical Stocks to Buy (morningstar)
  10. 2025 Apparel Industry Trends: What Advisors Need to Know (morningstar)
  11. US, Vietnam Move Closer to Trade Framework as Deadline Nears (bloomberg)
  12. Israel-Iran Conflict Is Just a Setback on the S&P 500’s Path to 7000 (barrons)
  13. Boeing Delivers First Jet to China in Tariff War Reprieve (bloomberg)
  14. Hedge Funds Are Positioned For A Risk-Off Environment (zerohedge)

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)