Be in the know. 16 key reads for Sunday…

  1. Kelley Blue Book Report: August New-Vehicle Prices Rise as 2026 Models Hit Lots, EV Sales Accelerate (coxauto)
  2. China’s August vehicle production, sales volumes increase 13% y/y, 16.4% y/y, respectively (marklines)
  3. Why the Time for Tiny EVs in America Is Now (thedrive)
  4. Volvo CEO Says ‘The Industry Will Be Electric – There’s No Turning Back:’ TDS (thedrive)
  5. Mortgage Rates Are Finally Falling. Here’s Why They Can Move Fast. (wsj)
  6. Housing markets with falling home prices just hit highest level since 2012 (fastcompany)
  7. Inflation is not a virus, and it’s not going up (scottgrannis)
  8. How Alibaba builds its most efficient AI model to date (yahoo)
  9. Alibaba challenges Meituan with Amap Street Stars (technode)
  10. Chinese trade is thriving despite America’s attacks (economist)
  11. What if the $3trn AI investment boom goes wrong? (economist)
  12. Intel: If it pans it, this could certainly be a good move for Intel. Hearing the words “custom silicon” for “external customers” in 2025 triggers obvious thoughts of AI, as well as chasing down TSMC’s foundry dollar (pcgamer)
  13. The U.S. now owns a big chunk of Intel. That’s a huge deal. (npr)
  14. PayPal CEO rejects stablecoin threat (paymentsdive)
  15. How Old Is This Bull Market? Younger Than You Think (carsongroup)
  16. Europe’s economy at last shows signs of a recovery (economist)

Be in the know. 12 key reads for Saturday…

  1. Believe in A.I.? Buy Beaten-Down Value Stocks. (nytimes)
  2. $7 trillion ‘wall of cash’ worry is looming for investors once Fed interest rate cuts start (cnbc)
  3. Morgan Stanley, Deutsche Bank Boost Forecasts for Fed Cuts (bloomberg)
  4. As Fed nears highly anticipated rate cut, the market ‘really hinges’ on 10-year Treasury yield (marketwatch)
  5. Can the Fed Cut Fast Enough to Save a Weakening Jobs Market? Some Are Worried. (barrons)
  6. Tariffs Call for Cuts. The Fed Is Finally Coming Around. (barrons)
  7. Emerging-Market Investor Inflows Are a 2026 Story, BofA Says (bloomberg)
  8. Goldman’s Kaplan Says Some Investors Questioning US Allocations (bloomberg)
  9. US equity funds record biggest weekly outflow in five weeks (reuters)
  10. The S&P isn’t the broad-based index it used to be, says Oakmark Fund’s Bill Nygren (youtube)
  11. Jeep’s Comeback Plan: First, Bring Back the Cherokee (wsj)
  12. America’s Grid Is Nearing Its Breaking Point (zerohedge)