Be in the know. 21 key reads for Tuesday…

  1. Second Fed Official Indicates Support for Faster Rate Cuts (nytimes)
  2. Trump says US interest rates should be at least two to three points lower (reuters)
  3. Fed’s Goolsbee says tariffs have not had expected impact so far (reuters)
  4. Fed’s Bowman Says ‘Time Has Come’ to Reform Key Capital Rule (bloomberg)
  5. Fiserv to Offer Own Stablecoin, Partners With PayPal, Circle (bloomberg)
  6. Alibaba Cloud to bring AI capabilities to global data centres this year, executive says (scmp)
  7. Alibaba shares rise, Citi says e-commerce restructuring a positive (investing)
  8. Emerging markets defy investor gloom to outshine developed world (ft)
  9. It’s The End Of The World, Hong Kong & Chinese Stocks Feel Fine (chinalastnight)
  10. Investors Are Most Positive on EM in Two Years, HSBC Survey Says (bloomberg)
  11. JPMorgan Sees Asian Tech Stocks Gaining Another 15-20% This Year (bloomberg)
  12. German Business Outlook Hits Two-Year High on Fiscal Boost (bloomberg)
  13. CTAs ‘Flip’ To Global Equity Sellers As Retail Sentiment Dips, Buyback Blackout Builds (zerohedge)
  14. Too complacent? This bank argues markets aren’t bullish enough (marketwatch)
  15. Existing-Home Sales Rose in May. Economists Expected a Drop. (barrons)
  16. US electric grids brace for scorching heat as energy prices surge (reuters)
  17. Disney’s Latest Pixar Release Disappoints. Why It’s Not a Disaster Yet. (barrons)
  18. NBA Finale Delivers Largest Audience in Six Years, ESPN Says (bloomberg)
  19. GXO Logistics price target raised to $67 from $63 at Stifel on growth (investing)
  20. Ford Will Keep Battery Factory Even if Republicans Ax Tax Break (nytimes)
  21. 10 Top Dividend Stocks for 2025 (morningstar)