Be in the know. 20 key reads for Tuesday…

  1. Emerging markets roar back with biggest stock rally in 15 years (ft)
  2. Why China’s ‘slow’ bull market could turn into a stampede, according to strategist (marketwatch)
  3. World Bank raises China growth forecast to 4.8% despite U.S. trade tensions (cnbc)
  4. Energy companies to spend $50bn on new US pipelines as they tap into gas boom (ft)
  5. IEA Cuts U.S. Renewable Energy Growth Outlook on Trump Policies (wsj)
  6. European Union’s US gas use set to soar, increasing price volatility (reuters)
  7. What Rally? These Stocks Are Still Historically Cheap. (barrons)
  8. OpenAI Deals With AMD and Nvidia May Lead to a ‘Show Me The Money’ Moment (barrons)
  9. OpenAI’s computing deals top $1tn (ft)
  10. Online Holiday Spending Expected to Rise 5.3%, Fueled by Debt (bloomberg)
  11. The 2025 box office is headed for its best post-Covid haul as winter releases heat up (cnbc)
  12. Biotech Stocks Are Up. The Sector Is Looking Better Than It Has in Years. (barrons)
  13. William P. Lauder on Legacy, Leadership, and the Future of Estée Lauder (businesstraveler)
  14. Kris Jenner Fronts Her First M.A.C Campaign (elle)
  15. GXO renews logistics partnership with Dolce&Gabbana Beauty (investing)
  16. PayPal CEO: India’s UPI is its platform’s first onboard payments system partner (reuters)
  17. PayPal Is Turning Small Businesses’ Websites Into Ad Networks (adweek)
  18. The Best Companies to Own: 2025 Edition (morningstar)
  19. U.S. consumer concerns about inflation at lowest level since early 2022: survey (streetinsider)
  20. Morgan Stanley’s Wilson says U.S. valuations supported as earnings recovery builds (streetinsider)