Be in the know. 14 key reads for Sunday…

  1. How AI Is Rewriting Consumer Commerce in China (barrons)
  2. China’s AI Boom Is Paying Off Behind the Scenes (barrons)
  3. So Long, GPT-5. Hello, Qwen (wired)
  4. Tmall Global Welcomed 2,415 New Overseas Brands in 2025 (alizila)
  5. AI Capex Was Supposed to Peak. It Didn’t. (zerohedge)
  6. Trump’s Dollar ‘Yo-Yo’ Has Stock Investors Looking Overseas (bloomberg)
  7. Slow M2 growth fuels stronger economic growth with low inflation (scottgrannis)
  8. Neil Dutta on Why the Inflation Hawks Are Likely Wrong (bloomberg)
  9. A Hawkish Kevin Warsh at the Fed Could Haunt Bessent (nytimes)
  10. An inventory boomerang just hit the housing market (fastcompany)
  11. How protein rose to the top of the food chain (ft)
  12. Disney board expected to meet next week to decide CEO Bob Iger’s successor (cnbc)
  13. Diageo completes sale of Sheridan’s to Casa Redondo (diageo)
  14. Here’s how much Trump Account balances could grow over time (foxbusiness)