Be in the know. 16 key reads for Thursday…

  1. Building-Products Distributor QXO Clinches Deal for Beacon Roofing (wsj)
  2. China is tackling weak consumption with child care subsidies (cnbc)
  3. Boeing Sees Cash Flow Improve as Jet Factories Stabilize (bloomberg)
  4. Exclusive: Air India in talks for dozens of new widebody jets from Airbus, Boeing, sources say (reuters)
  5. BofA: Boeing’s March deliveries set for end of quarter surge (streetinsider)
  6. Fed Projections See an Economy Dramatically Reset by Trump’s Election (wsj)
  7. The Fed Pencils in 2 Rate Cuts. Anything Could Happen. (barrons)
  8. A Housing Expert Sizes Up the Outlook for Home Sales, Mortgage Rates, and Tariff Impacts (barrons)
  9. Is this the start of a period of European exceptionalism in markets? (ft)
  10. Hold the Obituary: Europe Comes to Life as U.S. Stumbles (wsj)
  11. US natural gas prices up on record flows to LNG export plants, cooler weather forecasts (reuters)
  12. Disney and Universal Prepare for a Theme Park Brawl. What’s at Stake in Orlando. (barrons)
  13. Temu-Owner PDD’s Revenue Misses Estimates as Expansions Slow (bloomberg)
  14. Nike’s Earnings Are Here. Expect News About Its Turnaround. (barrons)
  15. Signs of an Office Market Bottom: ‘The Worst Is Probably Over’ (nytimes)
  16. The Dream Team With a ‘Miracle’ Coach: Can Anyone Stop This Hockey Powerhouse? (wsj)