Tag: StockMarket

Be in the know. 20 key reads for Thursday…

  1. More Homes Are for Sale Since Before the Pandemic. What It Means for Buyers and Sellers. (barrons)
  2. Home Remodeling Bond Sales Surge as Americans Avoid Moving (bloomberg)
  3. ‘So Bad It’s Good’: Buying Window Opens for Battered Small Caps (bloomberg)
  4. Bond Yields & Dollar Plunge As ‘Bad’ Data Sparks Surge In Rate-Cut Hopes (zerohedge)
  5. Trump Loves Europe’s Rate Cuts. Why the Fed Should Take Cover. (barrons)
  6. BofA’s Hauner Expects More Emerging-Market Gains as Dollar Drops (bloomberg)
  7. Big investors shift away from US markets (ft)
  8. Confidence Game: Share Buybacks Are Soaring. CEO Optimism Isn’t. (barrons)
  9. As S&P 6,000 Looms, Speculators Are Ramping Up Their Bullish Bets (zerohedge)
  10. Hong Kong stocks rise for third day as China’s services PMI beats expectations (scmp)
  11. Shein and Temu see U.S. demand plunge on ‘de minimis’ trade loophole closure (cnbc)
  12. Apple and Alibaba’s AI rollout in China delayed by Donald Trump’s trade war (ft)
  13. US, Vietnam to hold new round of trade talks by end of next week, Hanoi says (reuters)
  14. Mizuho updates U.S. top picks: Adds CVS Health, PayPal and Oracle (streetinsider)
  15. Mastercard and PayPal collaborate to ease checkout (yahoo)
  16. Venmo Unleashes Next Phase of Commerce with the Venmo Debit Card and Venmo Checkout (yahoo)
  17. Jefferies raises Boeing stock price target to $250 on delivery growth (investing)
  18. Boeing Agrees to Pay $1.1 Billion to Avoid Prosecution for 737 MAX Crashes (wsj)
  19. Cooper Standard Wins 2024 Ford Supplier of the Year Award (yahoo)
  20. Meta Talks to Disney, A24 About Content for New VR Headset (wsj)

Be in the know. 19 key reads for Wednesday…

  1. Ford reports 16% sales increase in May amid employee pricing, tariffs (cnbc)
  2. U.S. auto sales up 1.4% in May, rush buying before tariff hikes slows (marklines)
  3. Proposed new auto loan tax deduction could help buyers get break on interest (usatoday)
  4. Alibaba, JD.com sales surge during 618 shopping festival on the back of subsidy programme (scmp)
  5. China stocks benefit from shift away from US assets: Natixis (scmp)
  6. Hong Kong’s Hopes Hinge On Trump-Xi Call & Policy Meeting Stimulus (chinalastnight)
  7. Action in Hong Kong Equity Markets Stirs Most Excitement in Years (bloomberg)
  8. Chinese Firms Brush Off US Tariff Risks With Domestic Confidence (bloomberg)
  9. The U.S. and China Are at Loggerheads Over Tariffs. Why a Trump-Xi Call Is Likely. (barrons)
  10. The Bull Market Is Being Powered by Stocks Outside the US (bloomberg)
  11. US Woes Spark Pivot to Europe, Safer Sectors, BC Partners Says (bloomberg)
  12. AI Data Center Boom Requires A Lot Of Natural Gas (zerohedge)
  13. Data Centers Added $9.4 Billion in Costs on Biggest US Grid (bloomberg)
  14. It’s Treasury Vs The Fed: With Fed Sidelined, Bessent Unleashes Record $10 Billion Bond Buyback (zerohedge)
  15. US Job Openings Unexpectedly Rose in April and Hiring Picked Up (bloomberg)
  16. Interest rates are normal, the world is not (ft)
  17. How Low Will the Dollar Go? (nytimes)
  18. PayPal Unveils Another Credit Card for In-Person Shopping Push (bloomberg)
  19. Tom Lee: Risk is now of a substantial leg-up rally from here (youtube)