Be in the know. 15 key reads for Tuesday…

  1. Here’s How Good Bank Earnings Were Without Accounting Changes (Barron’s)
  2. EU leaders reach $2 trillion deal on recovery plan after marathon summit (CNBC)
  3. The cyclical rotation is here, Jefferies analysts say. For real this time. (MarketWatch)
  4. Ford unveils electric Mustang Mach-E race car with 1,400 horsepower (CNBC)
  5. The stock market is positioned to rally if it can clear this low bar, fund manager argues (MarketWatch)
  6. Lockheed Martin’s stock rallies after profit and sales beat, raised outlook (MarketWatch)
  7. Gilead Sciences to pay $300 million for nearly half of Tizona, has option to buy the rest for $1.25 billion (MarketWatch)
  8. Warren Buffett’s dealmaker closed the biggest ‘blank-check’ takeover ever this month. Here’s why he may owe the Berkshire Hathaway chief for the deal. (Business Insider)
  9. Morgan Stanley warns tech stocks are unusually vulnerable to earnings disasters over the next few weeks. (Business Insider)
  10. Chicago Fed national activity index rose to record 4.11 in June from 3.5 in prior month (MarketWatch)
  11. Bill Miller’s Miller Value Partners 2nd-Quarter Market Letter (gurufocus)
  12. oronavirus Vaccine Data Raises Hope for Trio of Candidates (Wall Street Journal)
  13. 10 states where coronavirus-fueled unemployment is rebounding fastest (Fox Business)
  14. Retail Sales Rebound in Canada, Recouping All of Pandemic Losses (Bloomberg)
  15. IBM Works to Reshape Business as Coronavirus Uncertainty Lingers (Wall Street Journal)