Be in the know. 10 key reads for Friday…

  1. Productivity Will Battle Inflation an Send Stocks Higher, Says Ed Yardeni (Barron’s)
  2. Rocket Earnings Fell Short, but the Company Expects Mortgage Demand to Remain Strong (Barron’s)
  3. Ways to Gear Up Your Portfolio for Inflation Concerns (Barron’s)
  4. Disney Posts a Rebound as Tourists Returned to Its Theme Parks (Wall Street Journal)
  5. Home Prices Jumped Across the U.S. in Second Quarter (Wall Street Journal)
  6. S. consumers suffered a ‘stunning loss of confidence’ in early August, University of Michigan survey finds (MarketWatch)
  7. ‘Memory – Winter is Coming’: Morgan Stanley Downgrades Micron (MU) to EW as Supply is Catching Up To Demand, Prefers Samsung (SSNLF) (Street Insider)
  8. Dan Loeb’s Third Point Gets a Taste of Its Own Activist Medicine (Wall Street Journal)
  9. Disney+ reaches 116 million subscribers, and its parks division returns to profitability. (New York Times)
  10. Yardeni Says ‘Roaring 2020s’ to Continue, and Stock Bulls Agree (Bloomberg)