Be in the know. 15 key reads for Monday…

  1. Bessent Still Sees Xi-Trump Meeting, Says All Options Are Open (bloomberg)
  2. Trump, Vance Open Door to China Deal as Trade Spat Drags On (bloomberg)
  3. Expect De-escalation And Concessions From Both Sides: Goldman Breaks Down The Latest US-China Spat, And What Happens Next (zerohedge)
  4. China Stocks Selloff to Present a Buying Opportunity: Analysts (bloomberg)
  5. China September exports beat expectations, imports rise at fastest pace since April 2024 (cnbc)
  6. China’s pure-EV sales hit all-time high as new models, expiring tax breaks lure buyers (scmp)
  7. Goldman Sachs upgrades Estee Lauder stock to Buy on China recovery (investing)
  8. MP Materials, Other Rare Earth Stocks Surge. How Trump, China Are Driving the Rally. (barrons)
  9. JPMorgan to Invest $10 Billion in U.S. Companies Critical to National Security (wsj)
  10. How mega batteries are unlocking an energy revolution (ft)
  11. Mizuho raises Intel stock price target to $39 on advanced packaging potential (investing)
  12. Why Biotech’s Rally Can Last This Time (wsj)
  13. AI Is Juicing the Economy. Is It Making American Workers More Productive? (wsj)
  14. Bull Market Turns Three, More Stocks Have to Join to Keep it Going (bloomberg)
  15. Nor’easter Knocks Out Power, Snarls Travel Across East Coast (bloomberg)