Be in the know. 19 key reads for Tuesday…

  1. US Stock Market’s Outperformance Is Over, BofA Survey Shows (bloomberg)
  2. China equities benefit from shift away from US assets: HSBC Asset Management (scmp)
  3. Alibaba updates open-source Qwen3 models to support AI deployment on Apple devices (scmp)
  4. China’s Consumer Rush for Subsidies Overloads Stimulus Program (bloomberg)
  5. Growth Stocks Rebound On Strong Retail Sales (chinalastnight)
  6. Investors haven’t been this pessimistic on the U.S. dollar in two decades, survey finds (marketwatch)
  7. Bernstein sees stablecoins becoming internet’s money rail under new law (streetinsider)
  8. Why the Fed Isn’t Cutting Rates Despite Cool Inflation (wsj)
  9. America’s power grid faces unprecedented challenge as AI and crypto drive demand skyward (foxbusiness)
  10. How Big Batteries Could Prevent Summer Power Blackouts (bloomberg)
  11. Americans Are Gorging on Stocks. Why They May Keep Buying. (barrons)
  12. Retail Goes On Historic Short Squeeze Spree, Sparking Hedge Fund Bloodbath (zerohedge)
  13. Boeing Stock Is Rising. Here’s the Latest on the Air India 787 Crash. (barrons)
  14. Boeing Progressing at Fastest Pace in Years on Air Force One (bloomberg)
  15. U.S., U.K. Show Off Signed Trade Deal at G-7 Meeting (barrons)
  16. ASOS Replaces Finance Chief Amid Turnaround Plan (wsj)
  17. It’s Official: Streaming Is Now the King of TV (nytimes)
  18. Lennar Tops Revenue Estimates, Profit Falls Short as Discounts Fuel Home Sales (yahoo)
  19. Truist raises Etsy stock price target to $60 on positive growth data (investing)