Be in the know. 18 key reads for Wednesday…

  1. China’s $11 Trillion Stock Market Is Staging a Steady Resurgence (bloomberg)
  2. How China Is Bringing Hong Kong’s IPO Market Back to Life (bloomberg)
  3. Alibaba tops Meituan’s China on-demand delivery, fuelled by 1 million cups of tea daily (scmp)
  4. Bets on Outsize Fed Cut Gain Steam as Inflation Data Backs Doves (bloomberg)
  5. Investors double down on September Fed cut after CPI (reuters)
  6. Bessent Hints Fed Should Be Open to a Half-Point Rate Cut (bloomberg)
  7. US Mortgage Rates Tumble To Lowest Level Since April (zerohedge)
  8. Intel’s CEO seems to have made nice with Trump. What comes next? (marketwatch)
  9. BofA: Intel’s new approach may ease execution pressure (investing)
  10. Electric vehicle sales growth eases to 21% in July, research firm says (reuters)
  11. Ford Is Leaning Into Cheap EVs. What Wall Street Is Saying. (barrons)
  12. These Are The Best-Selling Cars In The US So Far In 2025 (zerohedge)
  13. Albemarle Lithium Plant Is Operating After Incident in Chile (bloomberg)
  14. Why Boeing Stock Had Such a Great Day (barrons)
  15. OPEC Lifts 2026 Oil Demand View as It Continues to Boost Output (wsj)
  16. Should you buy the pullback in Russell 2000? (streetinsider)
  17. BofA: The e-commerce surge continued in July, early data constructive for Amazon (streetinsider)
  18. Buffett Shows Value of Working Past 65. That’s When He Really Got Rich. (barrons)