Be in the know. 14 key reads for Sunday…

  1. How QXO is Using AI to Streamline Distribution (roofingcontractor)
  2. With Mortgage Rates Declining, Homebuyers Must Decide: Buy Now With Little Competition, Or Bet on Rates Falling More? (redfin)
  3. Bank of America: Mortgage rates could hit 5% under these conditions (fastcompany)
  4. Nvidia’s $5bn stake in Intel is a shrewd political move (economist)
  5. What Wall Street Sees in the Data Center Boom (nytimes)
  6. America’s economy defies gloomy expectations (economist)
  7. US IPO Activity On Track For Best Quarter Since Q1 2022 (seeitmarket)
  8. U.S. House lawmakers make rare China visit to stabilize ties (cnbc)
  9. Chinese Savers Have $23 Trillion and Few Options Beyond Stocks (bloomberg)
  10. China’s NEV Sales Hit 1.395 Million in August, Up 26.8% Year-on-Year (technode)
  11. Emerging Markets Analysis: Earnings, Valuations, and Currency Correlations (seeitmarket)
  12. China’s Consumers Are Surprising Economists. Meet the ‘Bifurcated Shopper.’ (barrons)
  13. Chinese tech stocks surge past Nasdaq on the back of AI advance (ft)
  14. Alibaba’s Taobao Instant Commerce, Ele.me to Launch Group-Buying Service (technode)