Be in the know. 19 key reads for Monday…

  1. Lithium Market Soars as CATL Shuts One of World’s Biggest Mines (bloomberg)
  2. Lithium Stocks Including Albemarle Are Soaring. Here’s Why. (barrons)
  3. American Companies Are Buying Their Own Stocks at a Record Pace (wsj)
  4. BofA Says Record Number of Investors See Stocks Overvalued (bloomberg)
  5. “Long Magnificent 7” once again world’s most crowded trade, BofA survey finds (reuters)
  6. Hedge Funds Have Never Been This Short Small Caps (zerohedge)
  7. S&P 500 Healthcare Weighting At Multi-Decade Lows (zerohedge)
  8. Citi Strategists Raise S&P 500 Target on Resilient Earnings (bloomberg)
  9. US$2.7 bn of global funds swarmed Chinese stocks in July, and the flow will be ‘stronger’ (scmp)
  10. Trump’s Fed Pick Is a Dove. How Miran Could Move the Market. (barrons)
  11. A voice breaking from the Fed ranks just heightened her push for cutting interest rates fast (marketwatch)
  12. Carry Traders Ramp Up Bets in Emerging Markets as Fed Cuts Loom (bloomberg)
  13. Why It’s Actually a Good Time to Buy a House, According to a Zillow Economist (bloomberg)
  14. Here’s what U.S. automakers are saying about Trump’s changing EV policies (cnbc)
  15. Intel CEO Singled Out by Trump to Visit White House on Monday (wsj)
  16. Exclusive: Former Intel CEO Craig Barrett outlines plan to save Intel and America’s advanced chip manufacturing (yahoo)
  17. Big Oil heeds call to ‘drill, baby, drill’ as green transition slows (ft)
  18. US FDA says country’s IV, injectable saline shortage is resolved (reuters)
  19. A New Generation of ‘Buy the Dip’ Investors Is Propping Up the Market (wsj)