Be in the know. 13 key reads for Tuesday…

  1. China Turns to Consumers to Boost Growth, but Households Are Wary (wsj)
  2. Alibaba’s new ‘instant commerce’ portal passes 40 million daily orders (reuters)
  3. Don’t underestimate the Chinese consumer (ft)
  4. China’s Industrial Profit Growth Picks Up Despite US Tariffs (bloomberg)
  5. Temu-Owner PDD Misses Earnings Estimates. The Stock Falls 14%. (barrons)
  6. Bernstein says U.S. gas supercycle is coming (streetinsider)
  7. Corporate America Forging Ahead With Capex Plans Buoys Stocks (bloomberg)
  8. EU Agrees to Fast-Track Trade Talks With U.S. (wsj)
  9. Eurozone’s Economic Outlook Picks Up After Tariff Turmoil Abates (wsj)
  10. Businesses are finding a workaround for tariffs — and it’s entirely legal (cnbc)
  11. My underlying bullishness remains intact, says Ed Yardeni (youtube)
  12. Exclusive: Nvidia to launch cheaper Blackwell AI chip for China after US export curbs, sources say (reuters)
  13. Investors With $7 Trillion Cash on the Sidelines Await Nvidia (bloomberg)