Be in the know. 20 key reads for Saturday…

  1. China’s consumer prices rise for third month, signaling demand recovery (cnbc)
  2. Hedge Funds That Sold In May Might Now Push Stocks To New Highs (zerohedge)
  3. Stocks Rally Pushes On With Fed Speakers in Focus (bloomberg)
  4. The ‘Fed Put’ Is Back, and That’s Great News for the Stock Market (barrons)
  5. Why Warren Buffett Hates Bonds (barrons)
  6. A Struggling Pfizer Looks for Help From a Wall Streeter (barrons)
  7. He Rebuilt Morgan Stanley. Now He’s Buying Disney Stock. (barrons)
  8. Life on the Edge: A Guide to the Newest Frontier in Computing (barrons)
  9. Howard Schultz Is Back-Seat Driving Starbucks. That’s a Problem for His Successor. (wsj)
  10. Jim Simons, billionaire hedge fund manager, math whiz and philanthropist, dies at 86 (nypost)
  11. The history of the iconic Lamborghini logo and badge (com)
  12. Apple Nears Deal With OpenAI to Put ChatGPT on iPhone (bloomberg)
  13. Consumer sentiment tumbles (cnbc)
  14. China’s Country Garden repays onshore coupons within grace period (yahoo)
  15. Generative AI Productivity Gains Will Come (institutionalinvestor)
  16. China tech is seeking growth in the Middle East (ft)
  17. Disney’s streaming success could point to next chief (ft)
  18. Hong Kong Gains, Zeekr Lists In US, Week in Review (chinalastnight)
  19. Earnings will make new record highs over the next few quarters, says Ed Yardeni (cnbc)
  20. Pininfarina Is Now Selling Bruce Wayne-Inspired Electric Hypercars (maxim)

Be in the know. 22 key reads for Friday…

  1. Alibaba says its AI models are used by 90,000 corporate clients in China (scmp)
  2. 3M Is Leaner and Ready to Grow. It’s Time to Buy the Stock. (barrons)
  3. China Property Stocks Surge as Home-Buying Easing Gains Momentum (bloomberg)
  4. PBOC May Trade Bonds to Shake Off Reliance on Banks, ANZ Says (bloomberg)
  5. Hong Kong Stocks Power to Nine-Month High on Dividends, Property (bloomberg)
  6. Public Companies Are Alive and Well (wsj)
  7. Profits Are Booming—and That’s Shielding the Economy (wsj)
  8. Buybacks Are Back: Corporate America Is on a Spending Spree (wsj)
  9. Stocks Rally Pushes On With Fed Speakers in Focus (bloomberg)
  10. The Dow Is a Terrible Index. But It Is Telling Us Something Important. (wsj)
  11. UK exits recession with fastest growth in nearly three years (reuters)
  12. Stocks Haven’t Had an Earnings Boost. Why It Will Come. (barrons)
  13. Small-Caps Are Stuck. How They Get Moving Again. (barrons)
  14. The surprising reason why utilities stocks have suddenly transformed into the hottest sector on Wall Street (marketwatch)
  15. Where does China’s production capacity come from? (peoplesdaily)
  16. Valuation levels for Chinese stocks are attractive, says Kinger Lau (cnbc)
  17. Fed’s Bostic says economy likely slowing, though rate-cut timing uncertain (reuters)
  18. Alibaba opens new global headquarters in China on annual family day (scmp)
  19. The US can do one big thing to weaken the dollar and put pressure on China (businessinsider)
  20. Why China’s tolerance for a cheaper currency may be temporary (reuters)
  21. Loonie Surges After Canada Job Gains Blow Past Expectations (yahoo)
  22. What should the BoJ do with its huge stock portfolio? (ft)