China’s Economy Is Perking Up. Cheap Money Helped. (barrons)
China’s Factory Activity Sparks Hope Slump Is Bottoming Out (bloomberg)
3M Stock Catches Another Upgrade. Why Sentiment Is Shifting. (barrons)
Fed’s Bostic says U.S. interest rates are high enough (cnbc)
Manufactured Home Stocks Are Jumping. Hurricane Idalia Could Spur Demand. (barrons)
“Though macro concerns remain and we could see periods of volatility, we continue to see the restructuring as a potential long-term value driver,” Patil said. “Alibaba remains, in our belief, the main China e-commerce player and continues to see a large secular growth opportunity.” (barrons)
PCE Measure of Shelter Slows to 7.8% YoY in July (calculatedrisk)
China Eases Down Payments, Mortgage Rates in Fresh Stimulus Move (bloomberg)
UBS Gets Everything It Wants From Credit Suisse (wsj)
Sea Brings Back One of Its Top Game Titles in India After Ban (bloomberg)
After Four Years, the $205,000 Maserati GranTurismo Is Back: Review (bloomberg)
The Chinese property market may look like it’s imploding. But one expert doesn’t think it’ll cause a financial crisis — and there may even be a bright spot. (businessinsider)
Rent growth nosedived again in August as tenants gain leverage over landlords — and apartments in these 42 cities are actually cheaper now than they were last year (businessinsider)
The S&P 500 is about to take off in a month-long rally that will retest its 2023 high, Fundstrat says (finance.yahoo)
China allows the public to use generative AI chatbots for the first time (scmp)
Kenvue Is a New Dividend Aristocrat. Its Payout Will Grow. (barrons)
Hedge funds have made a huge push into risky assets. Here’s what that means. (marketwatch)
Amazon CEO reportedly tells remote workers that ‘it’s probably not going to work out for you’ (marketwatch)
JPMorgan’s Badrichani: Can’t Ignore Investing in China (bloomberg)
Fidelity Says Chinese Equities Remain a ‘Top Call’ (bloomberg)
Apple’s iPhone 15 Looks Like a Bargain. Here’s the Math. (barrons)
China approves 31 more foreign video games, pushing 2023 total past last year (scmp)
BoCom, Chinese lenders seen cutting mortgage rates to help end housing slump (scmp)
Hong Kong stocks hold at 2-week high amid bets on more support measures (scmp)
Demand for Workers Cools, but Remains Elevated (wsj)
U.S. Does Not Want to ‘Decouple’ From China, Commerce Chief Says (nytimes)
China Moves to Shore Up Finances of Troubled Bank (bloomberg)
Everything China Is Doing to Juice Its Flagging Economy (bloomberg)
China Mortgage Rate Cuts Fall Short of ‘Game Changer’ Policy (bloomberg)
Raimondo calls on China to provide more predictability for business (cnbc)
Warren Buffett turns 93 today. Here are 6 of the investing icon’s best birthday stories. (businessinsider)
Warren Buffett’s 93rd birthday is today. Here’s why the investing icon dreads his big day each year, and compares life to a snowball rolling down a hill. (businessinsider)
US Commerce chief leaves China on upbeat note after ‘uninvestible’ remark (reuters)
China chip stocks rally after Huawei’s low-key launch of new Mate 60 Pro phone (reuters)
PVH jumps after beating expectations on top and bottom line (streetinsider)
Despite What Powell Says, the Fed Is Likely Done (wsj)
U.S. stocks end higher after Fed Chair Powell’s Jackson Hole remarks, S&P 500 snaps 3-week losing streak (marketwatch)
‘This is a no-rules market’. Goldman strategist explains why recent stock moves have confounded traders. (marketwatch)
Fed Chairman Jerome Powell Kept His Jackson Hole Speech Vague, and That’s No Accident (barrons)
Instacart files to go public on Nasdaq to try and unfreeze tech IPO market (cnbc)
A co-investment chief at billionaire investor Mario Gabelli’s firm shares 3 stocks with strong pricing power he’s betting on as inflation remains sticky — including one that could surge 53% (businessinsider)
UAW Authorizes Strike Against Ford, GM. Don’t Overreact to the News. (barrons)
Autoworkers Vote to Authorize Strikes if Negotiations Fail (nytimes)
3M Has Legal Problems. A Small One Just Got Resolved. (barrons)
Everything China Is Doing to Juice Its Flagging Economy (bloomberg)
Why stocks can still make run for record highs in months to come, analyst says (marketwatch)
Shein partners with Forever 21 in fast-fashion deal that will expand reach of both companies (cnn)
Is Value Investing as Cheap as It’s Ever Been? (morningstar)
SoftBank seeks to build investment war chest on back of Arm IPO (ft)
China imports record amount of chipmaking equipment (ft)
Catastrophic Weather Is Wreaking Havoc With Insurance. These Companies Can Handle the Storm. (barrons)
Hong Kong Turns to Tycoons to Get Party Scene Back on Track (bloomberg)
Opinion: 4 reasons to start buying the August stock-market weakness — and what to buy (marketwatch)
US Commerce Secretary’s China Trip Has a Chance of Success That Eluded Others (bloomberg)
Alibaba launches AI model that can understand images and have more complex conversations (cnbc)
Vanguard says value stocks haven’t been this cheap vs. growth since the COVID outbreak (marketwatch)
China Regulator to Meet Global Investors to Shore Up Market (bloomberg)
China Eases Home Purchase Rules in New Push to Boost Economy (bloomberg)
U.S. central bank has earned the right to take its time with interest-rate decisions, Boston Fed’s Collins tells MarketWatch in Jackson Hole interview (marketwatch)
How Jackson Hole Became an Economic Obsession (nytimes)
China Deserves Long-Term Strategic Asset Allocations: Chen (bloomberg)
Detrick: Favor small-caps and cyclicals, which do well with higher yields (cnbc)
Exclusive: China plans to cut stamp duty on stocks by up to 50% to revive confidence-sources (reuters)
China offers tax breaks to home buyers, finance ministry says (marketwatch)
Investor sentiment turns sour after a bad month for stocks – here’s why that’s a bullish sign. (businessinsider)
If the UK stock market is cheap, why doesn’t it go up? (ft)
China imports record amount of chipmaking equipment (ft)
Powell’s pivotal speech Friday could see a marked shift from what he’s done in the past (cnbc)
China Urges Banks to Boost Stock Investments to Support Market (bloomberg)
Wall Street is an early bull market: Ken Fisher (foxbusiness)
This Pro Is High on China, ETFs, Today’s Markets—and the Future (barrons)
Hong Kong Gains, Raimondo Meets With China’s Ambassador To US (chinalastnight)
China quietly recruits overseas chip talent as US tightens curbs (reuters)
Will Powell crush stocks again during Friday’s Jackson Hole speech? Here’s one reason investors shouldn’t worry. (marketwatch)
Nvidia Stock Surges After Stellar Earnings. What Wall Street Is Saying. (barrons)
Splunk Has Been Overshadowed by Nvidia. The Stock’s About to Rally. (barrons)
SPAC values cut in half, Chamath Palihapitiya tells investors not to be victims (marketwatch)
He’s the World’s Best Golfer. But Can He Sink a Putt? (wsj)
Forget overpriced mega-cap tech: Goldman Sachs identities 50 stocks across 15 industries set to be the true long-term beneficiaries of AI adoption from increased labor productivity (businessinsider)
Billionaire David Tepper Pours Millions Into These 2 ‘Strong Buy’ Stocks; Goldman Sachs Says They Offer Solid Upside — Here’s Why They Draw Plaudits Across the Board (finance.yahoo)
Powell Is Using Jackson Hole as Final Push in Inflation Fight (finance.yahoo)
China’s new accounting rules on enterprise data resources to have ‘greater impact’ on Big Tech firms, telecoms network operators (scmp)
US jobless claims fall as labor market remains tight (reuters)
China Tech Names Are Something We Can Look Into (bloomberg)
