Be in the know. 19 key reads for Tuesday…

  1. Jack Ma Returns With a Vengeance to ‘Make Alibaba Great Again’ (bloomberg)
  2. China’s $19 trillion stock market, once called uninvestable, lures foreigners again (reuters)
  3. Alibaba Shines On As Trade Talks Continue (chinalastnight)
  4. Bessent: TikTok deal ‘framework’ reached with China, Trump and Xi will finalize it Friday (cnbc)
  5. Hong Kong Equity Deals Boom as Chinese Firms Rush to Market (bloomberg)
  6. China Eases Cross-Border Financing Rules to Lure Foreign Capital (bloomberg)
  7. Decoupling between U.S.-China is unlikely, says KraneShares’ Brendan Ahern (youtube)
  8. Fast Money Is Jumping On An Accelerating EM Trade (zerohedge)
  9. Senate Votes to Confirm Trump Pick Stephen Miran to Fed Board (wsj)
  10. Money-Market Fund Assets Hit a Record. Fed Rate Cuts Could Change That. (barrons)
  11. Home Sales Are ‘Primed to Pop,’ as Mortgage Rates Fall, This Economist Says. What It Would Take for a Rebound. (barrons)
  12. To Make America Affordable, Start with Cars (barrons)
  13. Investors Cut Dollar Exposure at Record Pace, Deutsche Bank Says (bloomberg)
  14. Euro Poised for Four-Year High With $1.20 Level in Sight (bloomberg)
  15. BofA’s Hartnett Sees Stock Rally Extending as Growth Bets Surge (bloomberg)
  16. VF Corp. stock rating reiterated at Barclays after Dickies sale (investing)
  17. PayPal launches payment links feature for cross-platform money transfers (investing)
  18. Disney to Invest in Webtoon Entertainment With Plan for New Comics Platform (wsj)
  19. World Must Spend $540 Billion a Year Looking for Oil and Gas, IEA Says (bloomberg)