Be in the know. 15 key reads for Monday…

  1. China Adviser Calls for Lifting Consumption Close to Half of GDP (bloomberg)
  2. Chinese households have amassed record savings. That’s now fueling a stock market boom (cnbc)
  3. Chinese Stock Euphoria Spreads as Turnover Tops $430 Billion (bloomberg)
  4. Powell’s Dovish Pivot Brightens Analyst Views on Asian Markets (bloomberg)
  5. China M&A back on upwards trajectory amid favourable market conditions (scmp)
  6. Fed pivot bolsters world stocks, China shares at highest since 2022 (reuters)
  7. Temu Owner PDD Holdings Stock Soars. How Its Earnings Smashed Expectations. (barrons)
  8. Stablecoins are set to reshape the multitrillion-dollar US Treasury market (yahoo)
  9. Small-cap stocks surged on Friday — and now, they’ve finally busted out of a range (marketwatch)
  10. Tech Rally Shows Signs of Losing Steam (wsj)
  11. What Record Margin Debt Tells Us About Today’s Stock Market (wsj)
  12. Inside Intel’s Tricky Dance With Trump (wsj)
  13. It’s Now Twice As Expensive To Buy An Entry-Level Home Than Rent (zerohedge)
  14. Boeing Heads Into Union Showdown as Activism Ripples Across Aerospace (bloomberg)
  15. German Business Outlook Unexpectedly Hits Highest Since 2022 (bloomberg)