
Detroit’s two daily newspapers are back on their own after the country’s last joint operating agreement between major papers expired, reopening a head-to-head rivalry that had been walled off on the business side for decades.
Today’s highest-ranked model selections.
The catalysts most likely to move markets.
A large surprise can reset expectations for household spending and near-term growth, with read-through to Treasuries, USD and cyclical stocks.
Housing remains highly rate-sensitive; the print can move homebuilders, mortgage-sensitive names and the long end of the Treasury curve.
Guidance can influence software multiples and sentiment around U.S. small-business activity.