Tag: Federal Reserve

Be in the know. 12 key reads for Wednesday…

  1. Mortgage demand from homebuyers amazes again, now up 13% annually despite rising rates (CNBC)
  2. The Rally in Cyclical Stocks Is Just Getting Started. Citi, Chevron, and 38 Other Stocks to Play the Rebound. (Barron’s)
  3. AMC to reopen theaters globally in July (CNBC)
  4. Six things to watch at the Federal Reserve meeting (Financial Times)
  5. Why Occidental Stock May Have More Upside (Barron’s)
  6. Hong Kong’s dollar peg faces new scrutiny as security law looms (Financial Times)
  7. Value and growth investments gap at 25-year high (Financial Times)
  8. BofA Securities Upgrades Occidental Petroleum (OXY) to Buy; ‘Moving up the risk curve’ (Street Insider)
  9. Gundlach Warns Rising Rates May Lead Fed to Yield-Curve Control (Yahoo! Finance)
  10. 3 Ways to Play the Most Hated Stock Market Rally in History (Barron’s)
  11. Coronavirus Obliterated Best African-American Job Market on Record (Wall Street Journal)
  12. Hassett Sees Another Stimulus Bill From Congress Before August Recess (Wall Street Journal)

Be in the know. 25 key reads for Thursday…

  1. ECB to Spend Extra 600 Bn Euro on Emergency Bond Buys (Barron’s)
  2. Deutsche Bank Upgrades Wells Fargo (WFC) to Buy; Risks Priced In (Street Insider)
  3. The Morgan Wallen “Chasin’ You” Stock Market (and Sentiment Results)… (Zero Hedge)
  4. Friday’s Job Report Could Support Recovery Hopes (Barron’s)
  5. Consumer Spending Trickles Back as U.S. Reopens (Barron’s)
  6. Podcast: The Paycheck Protection Program Is Starting to Run Out (Barron’s)
  7. History Can Show Us Why the Market Is Rising Now (Barron’s)
  8. Pinterest Accelerates Tech Projects as Pandemic Boosts User Engagement (Wall Street Journal)
  9. Fed Expands Municipal Bond Program, Opening Door to Some Smaller Cities (New York Times)
  10. Beijing to Give $1.7 Billion in Vouchers to Boost Shopping (Bloomberg)
  11. Global GDP Tracker’s 2.3% Drop in May Shows Worst Over (Bloomberg)
  12. Fauci (the Horse) Loses Race Badly in the Mud at Belmont Park (Bloomberg)
  13. European Central Bank takes its pandemic bond buying to 1.35 trillion euros to try and prop up economy (CNBC)
  14. Here are the 9 economic relief programs the Fed is using to combat coronavirus fallout (Business Insider)
  15. An oil CEO says crude prices could surge 90% to $70 by fall because US firms have ‘over-cut production’ (Business Insider)
  16. Saudi Arabia and Russia push for an extension to output cuts, OPEC+ meeting this week still possible (CNBC)
  17. American Airlines (AAL) Increases Domestic Flying for Summer Travel Season, Begins Reopening Admirals Clubs and Increases Flexibility (Street Insider)
  18. 10 US Oil Companies Still Likely to Thrive in 2030 (24/7 Wall Street)
  19. 1.88 million workers file for unemployment benefits (Yahoo! Finance)
  20. Nio stock surges after company posts record-high deliveries for May (MarketWatch)
  21. Homebuilders will benefit from Millennials leaving cities: Expert (Fox Business)
  22. U.S. banks attract bargain hunters (Reuters)
  23. Locked-Up Journalists. Espionage Investigations. Constitutional Challenges. The Government’s Release of Economic Data Was Arcane and Complex — Until Now. (Institutional Investor)
  24. Gilead Analyst: Coronavirus Drug, Arcus Collaboration Make Biopharma A Buy (Benzinga)
  25. Royal Caribbean to offer up to $2 billion in bonds and convertible bonds that mature in 2023 (MarketWatch)

Be in the know. 12 key reads for Friday…

  1. Here’s what the Fed will do next, according to a Goldman Sachs economist (MarketWatch)
  2. BAE Systems Stock Should Be on Investors’ Radar. Here’s Why. (Barron’s)
  3. The Market May Have Gotten Ahead of Itself. But Cyclicals Still Look Cheap. (Barron’s)
  4. Sales Challenges Prove that Luxury Carmakers Aren’t Covid-Immune (Barron’s)
  5. Tesla’s Elon Musk just scored this massive payday (Fox Business)
  6. The Dirty Secret of Asset Management: It’s Doing…Okay? (Institutional Investor)
  7. How investors learnt to love the rally in stocks (Financial Times)
  8. Alan Jackson is the latest country star to play outdoor drive-in concerts (USA Today)
  9. Scientists Question Study Linking Malaria Drugs to Covid Risks (Bloomberg)
  10. Americans Have Stopped Thinking the Economy Is Getting Worse (Bloomberg)
  11. Sweden’s Economy Grew Last Quarter, Adding to Covid-19 Debate (Bloomberg)
  12. Mnuchin’s $29 Billion Loan Fund Untapped as Airlines Eye Rebound (Bloomberg)