Be in the know. 15 key reads for Saturday…

  1. A $23 Trillion Cash Pile Holds Key for Chinese Stocks’ Bull Run (bloomberg)
  2. China’s stock market outpaces global peers as local investors pile in (ft)
  3. China Flows on Fire – Shorts Burning (zerohedge)
  4. Consumer Spending Comes In Strong as Inflation Data Point to Rate Cut (barrons)
  5. Fed’s Daly Signals Openness to Interest-Rate Cut in September (bloomberg)
  6. Fed’s Preferred Inflation Gauge Stayed Stable in July (nytimes)
  7. Equal-weight S&P 500 sees longest winning streak since 2021 amid September rate-cut expectations (marketwatch)
  8. Falling Rates Breathe Life Into Regional Banking Stocks. What the Charts Are Saying. (barrons)
  9. Brace For Another Huge Negative Payrolls Revision, Greenlighting A 50bps September Rate Cut (zerohedge)
  10. Investors are turning to this neglected part of the stock market. And it’s still cheap. (marketwatch)
  11. Some Boring Stocks Are Beating Big Techs. Plus, You Can Sleep at Night. (barrons)
  12. These Were the Best & Worst S&P 500 Stocks in August (barrons)
  13. Intel’s CHIPS Act Requirements Waived After U.S. Government Takes Stake (wsj)
  14. EIA expects record U.S. natural gas consumption in 2025 (eia)
  15. PayPal says it is working with German banks after widespread payment disruption (reuters)