Be in the know. 22 key reads for Wednesday…

  1. Senate Passes Stablecoin Bill in Big Win for Crypto Industry (wsj)
  2. Stablecoins gain ground with corporates as US legislation takes shape (reuters)
  3. US Plans to Ease Capital Rule Limiting Banks’ Treasury Trades (bloomberg)
  4. Fed announces meeting to discuss easing bank leverage rules (reuters)
  5. Traders Pile Into Bets That Next Fed Chair Will Slash Rates (bloomberg)
  6. The Problem With Wall Street’s Fixation on the Fed Dot Plot (wsj)
  7. US exceptionalism in markets is diminished — but far from dead (ft)
  8. Global Fund Managers Are Upbeat, but Not on the U.S., BofA Survey Shows (barrons)
  9. It’s The Flows, Stupid! Goldman Outlines FX Landscape For Continued Dollar Depreciation (zerohedge)
  10. AI ‘Factories’ Are Hungry for Power. Expect ‘Gigawatt-Scale’ Growth. (barrons)
  11. Energy Stocks Have Had a Mixed Start to 2025. Natural Gas Is Hot and Oil Is Not. (barrons)
  12. Wolfe Research upgrades Comstock Resources stock on resource expansion (investing)
  13. Beijing’s reform could bring Hong Kong-listed Alibaba, Tencent to Shenzhen: HSBC (scmp)
  14. China to loosen IPO restrictions by reinstating listings of unprofitable start-ups: CSRC (scmp)
  15. Alibaba-Backed ‘AI Dragon’ MiniMax Is Said to Plan Hong Kong IPO (bloomberg)
  16. Alibaba’s AI Closer To Apple iPhone Inclusion (chinalastnight)
  17. The housing market is finally buyer-friendly as more sellers slash prices. Here’s where you can find a deal. (marketwatch)
  18. Boeing Plans No Further Changes to Global Services After Revamp (bloomberg)
  19. PayPal Turns Online Ads Into ‘Buy Now Opportunities’ (pymnts)
  20. Streaming gains will likely accelerate from here: Citizens JMP (investing)
  21. The 10 Best Dividend Stocks (morningstar)
  22. The NHL’s Preeminent Dirtbags Are Now Stanley Cup Champions (wsj)

Be in the know. 19 key reads for Tuesday…

  1. US Stock Market’s Outperformance Is Over, BofA Survey Shows (bloomberg)
  2. China equities benefit from shift away from US assets: HSBC Asset Management (scmp)
  3. Alibaba updates open-source Qwen3 models to support AI deployment on Apple devices (scmp)
  4. China’s Consumer Rush for Subsidies Overloads Stimulus Program (bloomberg)
  5. Growth Stocks Rebound On Strong Retail Sales (chinalastnight)
  6. Investors haven’t been this pessimistic on the U.S. dollar in two decades, survey finds (marketwatch)
  7. Bernstein sees stablecoins becoming internet’s money rail under new law (streetinsider)
  8. Why the Fed Isn’t Cutting Rates Despite Cool Inflation (wsj)
  9. America’s power grid faces unprecedented challenge as AI and crypto drive demand skyward (foxbusiness)
  10. How Big Batteries Could Prevent Summer Power Blackouts (bloomberg)
  11. Americans Are Gorging on Stocks. Why They May Keep Buying. (barrons)
  12. Retail Goes On Historic Short Squeeze Spree, Sparking Hedge Fund Bloodbath (zerohedge)
  13. Boeing Stock Is Rising. Here’s the Latest on the Air India 787 Crash. (barrons)
  14. Boeing Progressing at Fastest Pace in Years on Air Force One (bloomberg)
  15. U.S., U.K. Show Off Signed Trade Deal at G-7 Meeting (barrons)
  16. ASOS Replaces Finance Chief Amid Turnaround Plan (wsj)
  17. It’s Official: Streaming Is Now the King of TV (nytimes)
  18. Lennar Tops Revenue Estimates, Profit Falls Short as Discounts Fuel Home Sales (yahoo)
  19. Truist raises Etsy stock price target to $60 on positive growth data (investing)