- China cuts benchmark lending rates for the first time in 7 months in Beijing’s growth push (cnbc)
- Alibaba, JD, and Other China Stocks Rise. What’s Giving Them a Boost. (barrons)
- China Banks Cut Deposit Rates to Aid Margins, Drive Spending (bloomberg)
- Understanding the US Housing Market in 2025: Mortgage Rates, Affordability, and Growth Trends (morningstar)
- Home Depot Maintains Guidance as US Spending Holds Up (bloomberg)
- A Third Of Russell 3000 Energy Companies Trade Below Book Value (zerohedge)
- Natural Gas Power Plants are Energy’s Biggest Buyout Targets (barrons)
- JPMorgan and Citi See European Stocks Blowing Past the US (bloomberg)
- Citi Sees Weaker Dollar After G-7 Meeting as US Softens Tariffs (bloomberg)
- Dollar set for more weakness as ‘Brand USA’ falls further out of favor (reuters)
- Tax Cuts Are Coming. Moody’s Warning on Debt Won’t Make a Difference. (barrons)
- Fundstrat’s Tom Lee: There’s not much signal in Moody’s U.S. downgrade (youtube)
- 5 Stocks to Buy to Profit From Trump’s Trade Deals (morningstar)
- Exclusive: Intel explores sale of networking and edge unit, sources say (reuters)
- Goldman: Biopharma Valuation Discount Hits Extreme Lows; Key Near-Term Catalysts In Focus (zerohedge)
- Bernstein raises Boeing stock price target to $249, maintains Outperform (investing)
- Retail Traders Go on Record Dip Buying Spree, Calming a Jumpy Stock Market (bloomberg)
- UnitedHealth Built a Giant. Now Its Model Is Faltering. (wsj)
- Nike Will Be the Winner If Dick’s Can Revive Foot Locker (bloomberg)
Be in the know. 19 key reads for Tuesday…
