Be in the know. 20 key reads for Monday…

  1. Goldman Sees 11% Upside in China Stocks on Potential for US Deal (bloomberg)
  2. U.S. and China to talk trade in Stockholm, with eye on Trump-Xi summit later this year (marketwatch)
  3. Alibaba to launch AI-powered glasses creating a Chinese rival to Meta (cnbc)
  4. China launches $500 annual baby subsidy in bid to boost births (ft)
  5. DeepSeek’s AI dominance in China challenged by Alibaba’s Qwen and rising rivals (scmp)
  6. Chinese OpenAI Challenger Zhipu to Unveil New Open-Source Model (bloomberg)
  7. Alibaba Cloud Visionary Expects Big Shakeup After OpenAI Hype (bloomberg)
  8. China’s Lithium Markets Gripped by Possible Supply Disruptions (bloomberg)
  9. Several US executives to visit China this week: sources (reuters)
  10. Companies Welcome EU-U.S. Trade Deal as Least-Bad Outcome (wsj)
  11. US LNG producers soar as EU agrees to $250 billion in annual purchases (reuters)
  12. European wine and spirits makers urge 0% tariffs as EU-U.S. deal leaves sector in the dark (cnbc)
  13. Diageo Said to Tap BofA, Goldman for East African Arm Review (bloomberg)
  14. Bangladesh orders 25 Boeing planes as part of push to ease US tariffs (reuters)
  15. Boeing Stock Shrugs Off Strike Threat After Defense Union Rejects Pay Offer. What to Know. (barrons)
  16. Disney’s ‘Fantastic Four’ Rockets to $118 Million Debut (barrons)
  17. How low can the healthcare sector sink? (zerohedge)
  18. Credit-Card Users Are Cautious Now. Rate Cuts Could Open the Floodgates. (wsj)
  19. With Individual Home Buyers on the Sidelines, Investors Swoop Into the Market (wsj)
  20. More Than 132 Million Face Wilting Heat Across Eastern US (bloomberg)