Be in the know. 18 key reads for Wednesday…

  1. China rally hasn’t been chased by options traders, Bank of America says (marketwatch)
  2. Regional Bank Stocks Are Hated Again. It’s Time to Buy. (barrons)
  3. Media Mogul Byron Allen: This is just a speed bump for Disney, ‘Bob Iger is the best of the best’ (cnbc)
  4. The Fed has to cut because the economy is running out of gas, says Jim Cramer (cnbc)
  5. Stock buybacks hit highest level since 2018 (yahoo)
  6. Teva Pharmaceutical’s stock climbs as schizophrenia treatment shows promise (marketwatch)
  7. Billions in Chips Grants Are Expected to Fuel Industry Growth, Report Finds (nytimes)
  8. Celebrities pay this NYC man big bucks to get them reservations at exclusive eateries (foxbusiness)
  9. US 30-Year Mortgage Rate Falls for First Time Since March (bloomberg)
  10. Intel flags revenue hit as U.S. revokes certain export licenses to Chinese customer (reuters)
  11. Ledecky’s 800m gold medal hopes boosted as McIntosh opts out (reuters)
  12. Chinese firms’ earnings to rebound amid a pickup in the economy: UBS (scmp)
  13. Alibaba seeks growth in Mongolia with marketplace selling Chinese goods (scmp)
  14. These are the potential ‘shock’ scenarios around next week’s inflation data, says Goldman Sachs (marketwatch)
  15. Sweden becomes second major central bank to cut rates (marketwatch)
  16. Bond King Bill Gross to Bond Funds: Drop Dead (barrons)
  17. 3 Restaurant Stocks That Are Vying to Be the Next Chipotle (barrons)
  18. Rents Set to Be Last Domino to Fall in Global Inflation Battle (bloomberg)

Be in the know. 15 key reads for Tuesday…

  1. Cooper Standard Reports Continuing Year-over-year Margin Improvement in First Quarter 2024, Sees Upside to Full-year Guidance (cooperstandard)
  2. China’s Ant Group doubles down on global expansion with cross-border payments offering Alipay+ (cnbc)
  3. 10-year Treasury yield heads for fifth day of declines after buyers emerge (marketwatch)
  4. Einhorn Says Markets Are ‘Broken.’ Here’s What the Data Shows. (bloomberg)
  5. Overseas institutions encouraged to invest in domestic tech companies (peoplesdaily)
  6. Chevron CEO says natural gas demand will outpace expectations on data center electricity needs (cnbc)
  7. Why Disney Stock Is Down After Earnings Topped Estimates (barrons)
  8. The Stock Market Is Recovering. Why It Could Keep Gaining. (barrons)
  9. Pfizer Is Adding a Wall Street Analyst to Its C-Suite. What He Thinks the Company Needs to Do. (barrons)
  10. American Wagyu Is Drawing in a New Breed of Investors as Demand Grows (barrons)
  11. ‘Green Shoots’ Grow Out of Control on Wall Street (wsj)
  12. Buy stocks in May because inflation is set to plunge through the rest of 2024, Fundstrat’s Tom Lee says (businessinsider)
  13. The streaming future Disney promised is finally here as cable TV decays (cnbc)
  14. 3M Cut Its Dividend: It’s Time to Buy the Stock (yahoo)
  15. Disney CFO Hugh Johnston on Q2 results, strength of consumer and streaming growth (cnbc)

Be in the know. 10 key reads for Monday…

  1. A Rising Yen Is Good for Stocks. Here’s Why. (barrons)
  2. China’s stock market has staged a big rebound that’s poised to push on, strategist says (businessinsider)
  3. Slower Hiring Boosts Hopes of a Late-Summer Rate Cut (wsj)
  4. Full recap of Warren Buffett’s comments at the Berkshire Hathaway annual meeting: ‘I hope I come next year’ (cnbc)
  5. Warren Buffett says Berkshire Hathaway is looking at an investment in Canada (cnbc)
  6. Former CEO Howard Schultz says Starbucks needs to overhaul its customer experience (marketwatch)
  7. Boeing’s Starliner set for historic launch that will take two NASA astronauts into space (marketwatch)
  8. ECB rate cut case getting stronger, says chief economist Lane (reuters)
  9. Foxconn sees record April sales with 19% jump, offers positive Q2 outlook (scmp)
  10. China Stocks’ Rally Can Sustain for a Bit, Goldman Sachs Says (bloomberg)