Be in the know. 19 key reads for Tuesday…

  1. China cuts benchmark lending rates for the first time in 7 months in Beijing’s growth push (cnbc)
  2. Alibaba, JD, and Other China Stocks Rise. What’s Giving Them a Boost. (barrons)
  3. China Banks Cut Deposit Rates to Aid Margins, Drive Spending (bloomberg)
  4. Understanding the US Housing Market in 2025: Mortgage Rates, Affordability, and Growth Trends (morningstar)
  5. Home Depot Maintains Guidance as US Spending Holds Up (bloomberg)
  6. A Third Of Russell 3000 Energy Companies Trade Below Book Value (zerohedge)
  7. Natural Gas Power Plants are Energy’s Biggest Buyout Targets (barrons)
  8. JPMorgan and Citi See European Stocks Blowing Past the US (bloomberg)
  9. Citi Sees Weaker Dollar After G-7 Meeting as US Softens Tariffs (bloomberg)
  10. Dollar set for more weakness as ‘Brand USA’ falls further out of favor (reuters)
  11. Tax Cuts Are Coming. Moody’s Warning on Debt Won’t Make a Difference. (barrons)
  12. Fundstrat’s Tom Lee: There’s not much signal in Moody’s U.S. downgrade (youtube)
  13. 5 Stocks to Buy to Profit From Trump’s Trade Deals (morningstar)
  14. Exclusive: Intel explores sale of networking and edge unit, sources say (reuters)
  15. Goldman: Biopharma Valuation Discount Hits Extreme Lows; Key Near-Term Catalysts In Focus (zerohedge)
  16. Bernstein raises Boeing stock price target to $249, maintains Outperform (investing)
  17. Retail Traders Go on Record Dip Buying Spree, Calming a Jumpy Stock Market (bloomberg)
  18. UnitedHealth Built a Giant. Now Its Model Is Faltering. (wsj)
  19. Nike Will Be the Winner If Dick’s Can Revive Foot Locker (bloomberg)

Be in the know. 21 key reads for Monday…

  1. Wall Street Banks Bet on Emerging Markets After Wasted Years (bloomberg)
  2. Despite US Rebound, International Stock Funds Continue to Lead (morningstar)
  3. Alibaba cements AI leadership as cloud unit reports fastest growth since 2022 (scmp)
  4. Exclusive | ‘Still a good time to buy’: Goldman urges value investors to make ‘precise’ stock picks (scmp)
  5. Ant Group Global Unit Brings in $3 Billion Ahead of Spinoff (bloomberg)
  6. Breaking down the US and Chinese markets’ recoveries (ft)
  7. Morgan Stanley’s Wilson Says Buy US Stock Dips After Moody’s Cut (bloomberg)
  8. Goldman Prime: OWICs Galore, Hedge Funds Stopped-In During Biggest Squeeze Since Dec 2021 (zerohedge)
  9. M&A Target Stocks Surge in Bet on Wall Street Dealmaking Rebound (bloomberg)
  10. Big Tech Goes From Stock Market’s Safest Bet to Biggest Question (bloomberg)
  11. What are the key similarities and differences between 2025 and 2000 (streetinsider)
  12. Bessent Dismisses Moody’s Downgrade as ‘Lagging’ Indicator (barrons)
  13. Why the U.S. consumer may be more resilient than many think (marketwatch)
  14. Intel debuts AI GPUs for workstation system as it works to gain ground on Nvidia, AMD (yahoo)
  15. Johnnie Walker Maker Diageo Expects Tariff Hit, But Sticks With Guidance (wsj)
  16. Diageo plans $500 million in cost savings by 2028, lowers tariff impact view (reuters)
  17. House Republicans Advance Trump’s “Big, Beautiful Bill” After Weekend Of Negotiations (zerohedge)
  18. Will Anyone Take the Factory Jobs Trump Wants to Bring Back to America? (wsj)
  19. Spain Boosts Costlier Gas Power to Secure Grid After Blackout (bloomberg)
  20. Clean Energy Is Under Attack Even Where It’s Booming (wsj)
  21. First LNG ship bunkering hub in US Gulf Coast secures permits to start work (reuters)