Be in the know. 12 key reads for Monday…

  1. China’s May retail sales grow at fastest pace since December 2023 as subsidies help boost consumption (cnbc)
  2. Ant International issues first sustainability report after spin-off amid IPO speculation (scmp)
  3. Exclusive | Asian stocks in ‘foothills of recovery’ as valuations appeal, fund manager says (scmp)
  4. Awakening the Giant (zerohedge)
  5. The myth of the suppressed Chinese consumer (ft)
  6. What’s Behind PayPal’s Will Ferrell Ads? (wsj)
  7. US Households Will Keep Supporting Stocks, Goldman’s Kostin Says (bloomberg)
  8. Fed on Hold Leaves Wall Street Asking What It Will Take to Cut Interest Rates (bloomberg)
  9. Tech Giants’ Energy Hunger Shown In Charts (zerohedge)
  10. General Motors touts major leap in EV sales ahead of quarterly report (usatoday)
  11. Economists Predict Germany Will Return to Growth This Year (bloomberg)
  12. EU prepared to accept flat 10% US tariff with conditions, Handelsblatt reports (reuters)

Be in the know. 18 key reads for Father’s Day…

  1. The Economic Data Is Telling the Fed to Cut Rates (inc)
  2. Memo to Fed: lower interest rates are overdue (scottgrannis)
  3. Household Net Worth update (scottgrannis)
  4. These Charts Show Why Wall Street’s Gloom Over Deals Is Overblown (wsj)
  5. Odd Lots: Trump Economic Advisor Stephen Miran on Tariffs and Tax Cuts (bloomberg)
  6. Welcome to the Start of a New Bull Market? (carsongroup)
  7. It’s a Scary World, but Investing Abroad Has New Attractions (wsj)
  8. ‘Buy now, pay later:’ a replacement for the millennial lifestyle subsidy? (npr)
  9. Retailers Seen Using Stablecoins to Push Back Against Card Fees (bloomberg)
  10. The rise of the loner consumer (economist)
  11. Kelley Blue Book Report: New-Vehicle Prices Hold Steady in May, As Automakers and Dealers Work To Offset Tariff-Driven Cost Increases (coxauto)
  12. Just 28% of Homes Are Selling Above Asking Price, The Lowest Springtime Level Since 2020 (redfin)
  13. Researchers maintain prediction for above-average Atlantic hurricane season for 2025 (csu)
  14. Boeing Sees Need For 44,000 New Jets; Cautions on Slow Output (bloomberg)
  15. Alibaba Chairman Joe Tsai: DeepSeek’s rise jolted us into action (technode)
  16. Drinks giants’ moves in no-and-low alcohol (yahoo)
  17. 2025 U.S. Open Highlights: Round 3, Extended Action from Oakmont (usga)
  18. U.S. Open 2025: There’s one lesson from Oakmont the rest of us can embrace (golfdigest)

Be in the know. 14 key reads for Saturday…

  1. In 2024, the United States produced more energy than ever before (eia.gov)
  2. The Tax Bill Will Raise Electricity Prices in a Power-Hungry Nation (barrons)
  3. More Homes Are Finally Hitting the Market, But Buyers Are Still Priced Out (wsj)
  4. 4 recent signs that US housing is becoming a buyer’s market (businessinsider)
  5. The Fed Is Behind the Curve on Cutting Interest Rates (wsj)
  6. Bets Emerge That End to Powell’s Term Means More Fed Rate Cuts (bloomberg)
  7. The Senate just advanced a bill to regulate stablecoins—what the GENIUS Act could mean for crypto and other investors (cnbc)
  8. Consumer sentiment improves for first time in six months (marketwatch)
  9. The Best Consumer Cyclical Stocks to Buy (morningstar)
  10. 2025 Apparel Industry Trends: What Advisors Need to Know (morningstar)
  11. US, Vietnam Move Closer to Trade Framework as Deadline Nears (bloomberg)
  12. Israel-Iran Conflict Is Just a Setback on the S&P 500’s Path to 7000 (barrons)
  13. Boeing Delivers First Jet to China in Tariff War Reprieve (bloomberg)
  14. Hedge Funds Are Positioned For A Risk-Off Environment (zerohedge)