Be in the know. 7 key reads for Friday…

  1. Howard Marks new memo “On the Other Hand” (pdf) (Oaktree Capital)
  2. Strong Alphabet, Intel earnings drive futures higher (Reuters)
  3. Twitter stock rises after revenue, user numbers top expectations (MarketWatch)
  4. Who Wins if the Fed Cuts Interest Rates? Try Oil Stocks. (Barron’s)
  5. Need to Relocate? Bring the House, Too (Wall Street Journal)
  6. GDP slows to 2.1% in second-quarter but beats expectations thanks to strong consumer (CNBC)
  7. Oxford Economics sees the ECB cutting rates in September (CNBC)