Be in the know. 18 key reads for Monday…

  1. A Stock-Market Rotation of Historic Proportions Is Taking Shape (wsj)
  2. China Surprises With Rate Cut (bloomberg)
  3. China’s housing may get extra help by July’s end as policymakers strive to reverse slump (scmp)
  4. China Bond Yields Test PBOC Intervention Zone After Surprise Cut (bloomberg)
  5. China Vows to Accelerate New Affordable-Housing Model (bloomberg)
  6. China Unexpectedly Cuts Rates In Bid To Boost Economy, But Much More “Heavy Lifting” Needed (zerohedge)
  7. Xi Vows to Rewire China’s Finances, Help Indebted Regions (bloomberg)
  8. Boeing to sell up to 50 airplanes to Korean Air (marketwatch)
  9. The housing market is close to a rare buying opportunity with prices set to drop in pandemic boom towns, analyst says (businessinsider)
  10. Boeing ‘disappointed’ customers but is on the path to ‘transformational change,’ commercial jet CEO says (cnbc)
  11. Goldman Strategists Say Big Tech’s AI Splurge Worries Investors (bloomberg)
  12. Delta Air Lines Director Buys Large Block of Stock (barrons)
  13. Why the Fed is waiting a bit longer to lower interest rates (ft)
  14. Hong Kong stocks gain as China’s rate cut lifts hopes of economic momentum (scmp)
  15. The PBOC Cuts Rates In Advance of Politburo Meeting (chinalastnight)
  16. Salesforce reportedly orders staff to return to office ‘four to five days a week’ (nypost)
  17. Dalio’s Abu Dhabi Penthouse Shows Rise of New Hedge Fund Hubs (bloomberg)
  18. China extends tariff exemptions on certain US goods until February 2025 (cn)

Be in the know. 15 key reads for Sunday…

  1. The Life Cycle of Market Champions (bridgewater)
  2. The Folly of Certainty (howard marks)
  3. How Benjamin Graham Survived World Panic on Wall Street (#17) (beyondbengraham)
  4. 10 of the Best Small-Cap Stocks to Buy Today (com)
  5. The White-Collar Hiring Rut Is Here. That’s Bad News for Young College Grads. (wsj)
  6. He Was a 2,500-to-1 Long Shot. Now He May Win the British Open. (wsj)
  7. DOJ says ‘substantial progress’ made toward final plea agreement with Boeing but needs more time (cnn)
  8. The Best Performing Stock in the Past Century (dgi)
  9. The life secret Jerry Seinfeld learned from Esquire (washingtonpost)
  10. ‘Cobra Kai’ Moves Up Season 6, Part 2 On Netflix—Here’s The New Release Schedule (forbes)
  11. First Drive: The Lotus Emeya Targets Porsche, Mercedes, and Lucid With Its 905 HP Performance (robbreport)
  12. Why Monte Carlo Is The Crown Jewel Of The French Riviera (maxim)
  13. Meet The RB17, Red Bull’s F1-Rivaling Hypercar That You Can Actually Buy (maxim)
  14. China accounts for nearly half of ASML’s Q2 revenue despite Dutch export restrictions (technode)
  15. Ant Group sees insurance business boom with 30% y-o-y growth in claim payouts in H1 (technode)

Be in the know. 20 key reads for Friday…

  1. Third Plenum Promises to Fix “Insufficient Demand”, Week in Review (chinalastnight)
  2. Third Plenum Communique: CN to Implement Measures to Prevent & Resolve Risks in Property, Local Debts, Small/ Medium Financial Institutions, Others (aastocks)
  3. Why the Fed Should Cut Rates Now—Not Wait Until September (wsj)
  4. Big Tech shares lose lustre as US market rocked by violent rotation (ft)
  5. Why Income Seekers Should Consider Buying High Yield Dividend Stocks Now (barrons)
  6. American Express Profit Rises 39% as Affluent Consumers Keep Spending (barrons)
  7. Here’s how stocks performed the last time a president ended a re-election bid — in 1968 (marketwatch)
  8. This bearish strategist says there is a bubble in artificial-intelligence stocks, and it could be about to burst (marketwatch)
  9. Small-cap stocks are perking up. Here’s how to pick winners. (marketwatch)
  10. Citi advises investors to ‘election proof’ their portfolios — here’s how (marketwatch)
  11. Ford to Invest $3 Billion in Canada to Boost F-Series Pickup Production (wsj)
  12. Homeowners Couldn’t Build Pools Fast Enough During Covid. The Tide Might Be Turning. (wsj)
  13. Get Ready to Pay More for Less-Reliable Electricity (wsj)
  14. Amazon Prime Day 2024 breaks record, bumps US online sales to $14.2B (nypost)
  15. Why Is the Oil Industry Booming? (nytimes)
  16. More Gas Cars and Trucks, Fewer E.V.s as Automakers Change Plans (nytimes)
  17. China’s Leaders Offer High Hopes, but Few Details for Road to Recovery (nytimes)
  18. Millionaires Outpriced by Billionaires Flock to Florida’s Fort Lauderdale (bloomberg)
  19. High-tariff push roils Shein, Temu operations in South Africa, EU, other markets (scmp)
  20. BABA Demands Each Biz to Have ‘Sense of Operation’ & Further Clarify Focus of Inputs – Report (aastocks)