Be in the know. 15 key reads for Saturday…

  1. Mainland Chinese Investors Buy Record Amount of Hong Kong Stocks (bloomberg)
  2. China’s Ant Group says Bright Smart deal on track following report of delay (reuters)
  3. Chinese Economy’s Worst Month of 2025 Puts Stimulus Back in Play (bloomberg)
  4. Foreign Holdings of Treasuries Climbed to a Record High in June (bloomberg)
  5. Lennar, D.R. Horton, Other Builder Stocks Jump. Why They Got a Buffett Bump. (barrons)
  6. As Tech Stocks Rally, Risk Rises. Why Energy and Healthcare Could Be Options. (barrons)
  7. Defensive stocks’ offensive performance (ft)
  8. Trump Administration Eyeing Chips Act Funds for Intel Stake (bloomberg)
  9. A Trump Intel Stake Could Make National Security the New ‘Too Big to Fail’ (barrons)
  10. Intel CEO’s ‘Amazing Story’ Has Helped Make Him a Billionaire (bloomberg)
  11. Fed’s Daly: Two rate cuts, more or less, appropriate this year (reuters)
  12. Consumers May Just Keep This Stock Rally Going (barrons)
  13. Here’s What Hedge Funds Bought And Sold In Q2: Full 13F Summary (zerohedge)
  14. US credit spreads hit lowest level this century after sharp rally (ft)
  15. Why Haven’t Tariffs Boosted Inflation? This Theory Is Gaining Traction (wsj)