Be in the know. 20 key reads for Tuesday…

  1. Will stocks rally or fade after the Fed cuts rates? Here’s what history tells us. (marketwatch)
  2. There Are Opportunities in Beaten-Down Office Buildings. Where to Find Them. (barrons)
  3. Boeing Says a Travel Boom in China Will Double Demand for Planes (barrons)
  4. Fed Cut Could Lift Chinese Stocks. Here’s Who Could Benefit. (barrons)
  5. China’s PDD (Temu) suffers $55 bln market cap wipeout (reuters)
  6. Nvidia Earnings Arrive Tomorrow. What the Stock Needs to See. (barrons)
  7. Ford Says Its Pulling Back on EVs. That’s Not the Whole Story. (barrons)
  8. The Stock Market Rally Can Expand Beyond Big Tech. This Earnings Season Shows Why. (barrons)
  9. 6 Stocks That Look Like Buys for a Soft Landing (barrons)
  10. ‘FOMO’ returns to the options market as traders chase stocks higher (marketwatch)
  11. Pound hits more than two-year high, dollar back under pressure (streetinsider)
  12. Watch out for weaker seasonality in September, BofA says (streetinsider)
  13. Elliott Investment Critiques Southwest Leadership, Overdue Changes (wsj)
  14. Eli Lilly to sell half-price version of Zepbound weight loss drug (ft)
  15. China’s export curbs on semiconductor materials stoke chip output fears (ft)
  16. Temu’s global expansion now looks fraught with difficulty (ft)
  17. Investors’ expectations for European inflation fall to lowest since 2022 (ft)
  18. ‘T-Bill and Chill’ Is a Hard Habit for Investors to Break (bloomberg)
  19. JD.com Unveils $5 Billion Share Buyback as China Concerns Grow (bloomberg)
  20. The starter home is making a comeback as the housing market thaws for first-time buyers (businessinsider)

Be in the know. 14 key reads for Monday…

  1. Temu parent PDD’s stock tumbles after a revenue miss as competition intensified (marketwatch)
  2. Alibaba Shareholders Approve Dual Primary Listing, Paving The Way For September Southbound Inclusion (chinalastnight)
  3. The inside story of the secret backchannel between the US and China (ft)
  4. How Banks Offload Risk From Their Balance Sheets (bloomberg)
  5. Mortgage rate relief is coming (scottgrannis)
  6. To Google or Not to Google? (ps)
  7. Frank Lloyd Wright’s Only Skyscraper Is Heading to Auction (smithsonian)
  8. “Black Myth: Wukong” Sparks Video Gaming Surge and Tourism Bookings in China (alizila)
  9. Milton Friedman’s Shower Scene Is Back (bloomberg)
  10. Why dividend stocks should be a hot play into fall (cnbc)
  11. Hilton aims to add 100 new China hotels a year (scmp)
  12. Nvidia Earnings Are Coming. Big Tech Needs Them to Be Good. (barrons)
  13. China’s AI Engineers Are Secretly Accessing Banned Nvidia Chips (wsj)
  14. Intel hiring Morgan Stanley, other advisors for activist defense (cnbc)

Be in the know. 15 key reads for Sunday…

  1. The Big Number: 818,000 (nytimes)
  2. Ban on Doctor-Owned Hospitals Has Backfired: Opinion (bloomberg)
  3. US Natural Gas Is America’s Clean Energy Standard (zerohedge)
  4. The End of Fabulous Money Market Rates Is Near (nytimes)
  5. Hedge funds are consciously uncoupling from the Mag7 (ft)
  6. Inflation Usually Hits Harder for Poor Families. For a Couple of Years, It Didn’t. (wsj)
  7. Lululemon ‘Dupes’ Are Just as Cool With the TikTok Crowd (wsj)
  8. Legendary Investor Bill Miller (forbes)
  9. Investors rush to money market funds before Fed rate cut, BofA says (reuters)
  10. PayPal partners with crypto platform Anchorage Digital to offer stablecoin rewards (fortune)
  11. Here’s What the Old Farmer’s Almanac Says to Expect for Winter 2025 (mensjournal)
  12. Nelly Korda Proves She Is Not Simply a “Dome Golfer” (mensjournal)
  13. Hennessey Performance Unveils ‘Stealth Series’ Carbon Fiber Hypercar (maxim)
  14. Junk Bond Maturity Wall Erodes as Money Managers Seek Yield (bloomberg)
  15. Key Takeaways From the Fed’s Annual Jackson Hole Conference (bloomberg)