Be in the know. 14 key reads for Monday…

  1. Estée Lauder Eyes M&A Opportunities to Help Turnaround, CEO Says (bloomberg)
  2. Estée Lauder CEO: Open to More M&A (bloomberg)
  3. Why JPMorgan says the international stock story still has legs (marketwatch)
  4. China Stocks in Hong Kong Jump as US Court Strikes Down Tariffs (bloomberg)
  5. Alibaba Stock Is Volatile After China’s Lunar New Year. Why There’s More to Come. (barrons)
  6. Behind Trump’s truce with China (ft)
  7. Trump’s Options After the Supreme Court Said His Tariffs Are Illegal (bloomberg)
  8. Own these sectors into restocking cycle after tariff ruling: WF (investing)
  9. Goldman Says The Market Is Under-Valuing ‘Growth’ As ‘Broadening’ Continues (zerohedge)
  10. Global Upswing Should Justify Rising Multiple On European Stocks (zerohedge)
  11. US Natural Gas Jumps on Powerful Blizzard and Higher LNG Exports (bloomberg)
  12. Here’s a response to all of the ‘Yeah, buts’ that followed my 2026 economic forecast (nypost)
  13. This Is No Miracle—It’s Team USA History to Remember Forever (wsj)
  14. Meta Rakes It In, Yet Still Borrows Billions for AI (wsj)