Be in the know. 12 key reads for Wednesday…

  1. Fed’s Goolsbee Says Inflation Can Be a Bit Higher, Still on Path to 2% (bloomberg)
  2. Rate Cuts Might Be Delayed. That’s No Reason to Panic. (wsj)
  3. Rate cuts, China recovery to boost Hong Kong stocks in dragon year: Paul Chan (scmp)
  4. Hong Kong stocks jump as Tencent, Alibaba lift Year of Dragon to winning start (scmp)
  5. BABA-SW Seeks Partnerships with Middle East Firms (aastocks)
  6. LNG demand to surge 50% by 2040 in clean-fuel transition, forecasts Shell (ft)
  7. Generac Stock Falls After Earnings. There Is Growth but Just Not Enough. (barrons)
  8. Early Adopters of Microsoft’s AI Bot Wonder if It’s Worth the Money (wsj)
  9. The Six Months That Short-Circuited the Electric-Vehicle Revolution (wsj)
  10. What, Exactly, Should You Eat? Inside the $190 Million Study Trying to Find the Answer (wsj)
  11. Berkshire Hathaway’s Mystery Stock Purchase May Be Revealed Today (barrons)
  12. Macau Casino Stocks Surge on Recovery in China Tourist Arrivals (bloomberg)

Be in the know. 20 key reads for Tuesday…

  1. VF Corp. Stock Is the S&P 500’s Top Performer Monday. Here’s Why. (barrons)
  2. Even as China’s economy is facing difficulties, treating it as un-investable like some analysts have suggested would not be the right call, John Bilton, head of global multi-asset strategy at JPMorgan Asset Management, told CNBC’s “Squawk Box Europe.” (cnbc)
  3. China’s new economy is ‘booming,’ Standard Chartered says (cnbc)
  4. Are “Dragon Babies” Bumping Up China’s Birth Rate? (zerohedge)
  5. JetBlue shares jump 15% as activist Carl Icahn reports stake and calls shares undervalued (cnbc)
  6. Yale happiness expert: The No. 1 thing you can do to be happier—businesses can also use it to excel (cnbc)
  7. BofA Survey Shows Investors Are All In on US Tech Stock Rally (bloomberg)
  8. “Mariani also thinks more natural gas producers could get the itch to merge following the Chesapeake deal. Among the possible targets are Range Resources, Antero Resources, and Comstock Resources.” (barrons)
  9. Growth stocks are outperforming value by widest margin on record. Why that could soon change. (marketwatch)
  10. Cash-Flush Buyers Dip Into Distressed Commercial Real Estate (wsj)
  11. S. Gas Producers Are Racing to Sell to Asia. And Mexico Is Key. (nytimes)
  12. Commercial-Property Loans Coming Due in US Jump to $929 Billion (bloomberg)
  13. Taylor Swift Wows Chinese Women Tired of Xi’s Conservative Era (bloomberg)
  14. Tiger Woods signs apparel and footwear deal with TaylorMade following his split with Nike (cnbc)
  15. Tougher Rent Laws Are Behind Trouble at NYCB (wsj)
  16. Contrarian Plays: 3 Stocks Going Against the Grain That Could Deliver Huge Gains (yahoo)
  17. US biotech fundraising boom ends 2-year deal drought (ft)
  18. US Inflation Tops Forecasts, Likely Delaying Any Fed Rate Cuts (bloomberg)
  19. Molson Coors Spent More to Steal Bud Light Drinkers — and It Worked (bloomberg)
  20. OPEC keeps 2024 oil-demand growth forecast at 2.2 million barrels a day (marketwatch)