Be in the know. 15 key reads for Friday…

  1. US Commerce Secretary’s China Trip Has a Chance of Success That Eluded Others (bloomberg)
  2. Alibaba launches AI model that can understand images and have more complex conversations (cnbc)
  3. Vanguard says value stocks haven’t been this cheap vs. growth since the COVID outbreak (marketwatch)
  4. China Regulator to Meet Global Investors to Shore Up Market (bloomberg)
  5. China Eases Home Purchase Rules in New Push to Boost Economy (bloomberg)
  6. U.S. central bank has earned the right to take its time with interest-rate decisions, Boston Fed’s Collins tells MarketWatch in Jackson Hole interview (marketwatch)
  7. How Jackson Hole Became an Economic Obsession (nytimes)
  8. China Deserves Long-Term Strategic Asset Allocations: Chen (bloomberg)
  9. Detrick: Favor small-caps and cyclicals, which do well with higher yields (cnbc)
  10. Exclusive: China plans to cut stamp duty on stocks by up to 50% to revive confidence-sources (reuters)
  11. China offers tax breaks to home buyers, finance ministry says (marketwatch)
  12. Investor sentiment turns sour after a bad month for stocks – here’s why that’s a bullish sign. (businessinsider)
  13. If the UK stock market is cheap, why doesn’t it go up? (ft)
  14. China imports record amount of chipmaking equipment (ft)
  15. Powell’s pivotal speech Friday could see a marked shift from what he’s done in the past (cnbc)

Be in the know. 16 key reads for Thursday…

  1. China Urges Banks to Boost Stock Investments to Support Market (bloomberg)
  2. Wall Street is an early bull market: Ken Fisher (foxbusiness)
  3. This Pro Is High on China, ETFs, Today’s Markets—and the Future (barrons)
  4. Hong Kong Gains, Raimondo Meets With China’s Ambassador To US (chinalastnight)
  5. China quietly recruits overseas chip talent as US tightens curbs (reuters)
  6. Will Powell crush stocks again during Friday’s Jackson Hole speech? Here’s one reason investors shouldn’t worry. (marketwatch)
  7. Nvidia Stock Surges After Stellar Earnings. What Wall Street Is Saying. (barrons)
  8. Splunk Has Been Overshadowed by Nvidia. The Stock’s About to Rally. (barrons)
  9. SPAC values cut in half, Chamath Palihapitiya tells investors not to be victims (marketwatch)
  10. He’s the World’s Best Golfer. But Can He Sink a Putt? (wsj)
  11. Forget overpriced mega-cap tech: Goldman Sachs identities 50 stocks across 15 industries set to be the true long-term beneficiaries of AI adoption from increased labor productivity (businessinsider)
  12. Billionaire David Tepper Pours Millions Into These 2 ‘Strong Buy’ Stocks; Goldman Sachs Says They Offer Solid Upside — Here’s Why They Draw Plaudits Across the Board (finance.yahoo)
  13. Powell Is Using Jackson Hole as Final Push in Inflation Fight (finance.yahoo)
  14. China’s new accounting rules on enterprise data resources to have ‘greater impact’ on Big Tech firms, telecoms network operators (scmp)
  15. US jobless claims fall as labor market remains tight (reuters)
  16. China Tech Names Are Something We Can Look Into (bloomberg)