Be in the know. 21 key reads for Tuesday…

  1. S&P 500 Has Jumped 14% Since Trump Said ‘Great Time to Buy’ (bloomberg)
  2. Bearish Stock Investors Left to Chase Rally, BofA Poll Shows (bloomberg)
  3. CTAs Now Buyers In Every Scenario As Buybacks Accelerate And Bearish Funds Capitulate (zerohedge)
  4. Short Squeeze Could Be Giving Stocks a Boost (barrons)
  5. JD.com’s Sales Rise 16% After China Stimulus Draws Shoppers Out (bloomberg)
  6. Alibaba pushes global adoption of Qwen3 AI models via more developer platforms online (scmp)
  7. China Removes Ban on Boeing Deliveries After US Trade Truce (bloomberg)
  8. Shipping demand set to explode as firms rush to exploit US-China tariff pause (scmp)
  9. Trump signals he could speak with China’s Xi by end of the week (reuters)
  10. How far is China from becoming self-sufficient in AI? (investing)
  11. Nomura Turns Bullish on China’s Stocks After Trade Truce With US (bloomberg)
  12. What the U.S.-China Trade Agreement Means for Markets (wsj)
  13. Nike and 3 More Top Stocks for the U.S.-China Tariffs Pause (barrons)
  14. Small Caps Soar on the U.S.-China Trade Deal. They Can Rally a Whole Lot More. (barrons)
  15. Goodbye, EV Tax Credit. Hello, Aid for Buyers of U.S.-Made Cars. (barrons)
  16. Traders See Fed Cutting Rates Just Twice in 2025 on Cooling Trade War (bloomberg)
  17. Trump’s Drug-Price Crackdown, Like His Trade War, Could Be More Bark Than Bite (wsj)
  18. Trump Executive Order Could Reshape How Americans Pay for Drugs. Why It Isn’t Bad for Pharma Stocks. (barrons)
  19. Boeing Stock Is Rising. Why It’s Getting a Boost From Tariff Talks Breakthrough. (barrons)
  20. NRG Buys 18 Natural-Gas Power Plants in Bet on Soaring Energy Demand (wsj)
  21. Are We Entering the Golden Age of Secondhand Shopping? (wsj)