Be in the know. 20 key reads for Tuesday…

  1. China’s Central Bank Cuts Rates. How It Helps Stocks and the Global Economy. (barrons)
  2. China Weighs Broad Stimulus With Property Support (bloomberg)
  3. China Shifts to Stimulus Mode (bloomberg)
  4. China Opens The Gates To More Easing (zerohedge)
  5. New study ranks New York as America’s best city of 2023 (nypost)
  6. Inflation rose at a 4% annual rate in May, the lowest in 2 years (cnbc)
  7. China’s Top Broker Sees Earnings Relief for Hong Kong Stocks (bloomberg)
  8. Oil prices bounce after China central bank cuts key rate (marketwatch)
  9. Top 5 China Stocks To Buy And Watch: EV Giant BYD Leads 3 In Buy Zones (investors)
  10. Intel Could Be Investor in Chip Designer Arm’s Blockbuster IPO (barrons)
  11. Inflation Slowed Down Again in a Victory for the Fed (barrons)
  12. Bearish investors are chasing the rally in U.S. stocks. Here’s what that means for the market. (marketwatch)
  13. Rents Keep Rising, but More Slowly. It’s Good for Inflation. (barrons)
  14. S. to Allow South Korean, Taiwan Chip Makers to Keep Operations in China (wsj)
  15. Stock-Market Bulls See Room to Run (wsj)
  16. Moderating US Inflation Likely to Support Fed Rate Pause (bloomberg)
  17. Nobel economist Paul Krugman says inflation doesn’t need to get down to 2% and the Fed can back off because people have stopped caring (businessinsider)
  18. Tech stocks are in a ‘1995 moment’ and poised to boom on the AI revolution, Wedbush says (businessinsider)
  19. Inflation slows again, CPI shows, and might keep Fed on sidelines (marketwatch)
  20. China cuts short-term borrowing costs to support recovery (reuters)

Be in the know. 24 key reads for Monday…

  1. Goldman pushes back against bearish Morgan Stanley’s Mike Wilson with new 4,500 S&P 500 target (marketwatch)
  2. Novartis buys Chinook for $3.5 bln in race to treat rare kidney disease (reuters)
  3. S. to Allow South Korean, Taiwan Chip Makers to Keep Operations in China (wsj)
  4. Biogen rises as FDA panel backs Alzheimer’s drug, easing safety concerns (reuters)
  5. There are now 252 Chinese groups (companies) trading in the US or Hong Kong that meet the definition of a “net-net” — companies with current assets minus total liabilities greater than their market value, according to S&P Capital IQ. (ft)
  6. UBS completes Credit Suisse takeover to become wealth management behemoth (reuters)
  7. Wall Street Firms Up Bets on U.S. Consumers (wsj)
  8. Jerome Powell’s Big Problem Just Got Even More Complicated (wsj)
  9. This Company Makes Costco and Amazon’s Store Brands. Its Stock Could Climb 20%. (barrons)
  10. Rents Keep Rising, but More Slowly. It’s Good for Inflation. (barrons)
  11. Everyone’s Jumping on the AI Bandwagon—Even Campbell’s Soup (barrons)
  12. Carnival Stock Rises as Wall Street Sees ‘Zero Signs’ of Slowing Demand Momentum (barrons)
  13. The Stock Market Says the Fed Will Cut Rates Soon. It Just May Be Right. (barrons)
  14. S&P 500 exits longest bear market since 1948. What stock-market history says about what happens next. (marketwatch)
  15. Smile, it’s a bull market in stocks! (yahoo)
  16. Bye bye bear… New S&P 500 bull market has legs – BofA (streetinsider)
  17. Hedge Fund Bond Bears Are Relentlessly Shorting Treasuries (yahoo)
  18. How Hasbro Plans to Revive Its Toy Business (wsj)
  19. Rudin’s 3 Times Square in NYC lures in new tenants after $25M upgrade (nypost)
  20. India Inflation Cools Faster Than Expected to 4.25% in May (bloomberg)
  21. Fed Backs Away From Wages Focus, Bolstering Case for Rate Pause (bloomberg)
  22. A top analyst says Apple is on the cusp of another monster sales cycle for the iPhone 15 and its share price will break more records (businessinsider)
  23. Goldman Sachs: These are the 24 best AI stocks to buy now as the technology boosts productivity and profits for decades (businessinsider)
  24. China’s Plane Shortage Is Good News For Boeing (bloomberg)

Be in the know. 10 key reads for Sunday…

  1. China’s Inflation Problem? It Has None (wsj)
  2. Google’s Generative AI Platform Is Now Available To Everyone (forbes)
  3. CEO Talk Of “Shrink” Hits Record On Earnings Calls Amid Nationwide Shoplifting Crisis (zerohedge)
  4. Wall Street’s Biggest Bear Admits Defeat: “The Bear Market Is Officially Over… New Bull Market Has Legs” (zerohedge)
  5. June’s Quad Witching Options Expiration Riddled With Volatility (almanac trader)
  6. The World’s 18 Highest-Paid Golfers 2023 (forbes)
  7. Review: The New Lamborghini Urus S Shows Why It’s Among the Best in Its Elite Class (robbreport)
  8. apple vision pro: all the details of the newest virtual & augmented reality headset (designboom)
  9. How Much Aid Has the U.S. Sent Ukraine? Here Are Six Charts. (cfr)
  10. Lights, camera, action! Why U.S. Open-host Los Angeles just may be the golfiest place in America (golf)

Be in the know. 15 key reads for Saturday…

  1. FDA Advisory Committee Votes in Favor of Biogen Alzheimer’s Drug (barrons)
  2. Opinion: Biotech stocks could soon get a M&A boost. Here are 3 likely takeover plays. (marketwatch)
  3. AI Stocks Aren’t in a Bubble. Look at the Numbers. (barrons)
  4. Why ‘Shareholder Yield’ Is Better Than Dividend Yield. Where to Find It. (barrons)
  5. Accelerated adoption of AI will drive growth in the public cloud players (barrons)
  6. Molson Coors Gets Another Bud Light-Driven Upgrade (barrons)
  7. Snowflake Stock Sees Big Buy From Director Mark D. McLaughlin (barrons)
  8. Copper Traders Are Net Long. That’s a Good Sign for the Red Metal. (barrons)
  9. Here’s the main driver of the S&P 500’s bull-market rally, according to Fundstrat’s Tom Lee (marketwatch)
  10. Vista Equity President David Breach Sees Early Signs of Relief in IPO Bottleneck (bloomberg)
  11. US Household Net Worth Climbs as Stock Rally Offsets Real Estate Drop (bloomberg)
  12. The stock market is headed for a critical week as investors brace for new inflation data and a key Fed meeting (businessinsider)
  13. 10 Best Blue-Chip Stocks to Buy for the Long Term (morningstar)
  14. 5 Book Recommendations From Mohnish Pabrai (acquirersmultiple)
  15. JPMorgan CEO Jamie Dimon: The economy is still doing fine (cnbc)

Be in the know. 20 key reads for Friday…

  1. CSRC: Delisting Risk of US-listed CN Firms Subsides Hugely (aastocks)
  2. Alibaba Cloud wins deal with coal giant in bid to woo state-owned firms (scmp)
  3. BABA Dumps 70M SENSETIME Shrs on Mon to Pocket Over $150M (aastocks)
  4. S&P 500 Starts a New Bull Market as Big Tech Lifts Stocks (wsj)
  5. CSRC vice-chairman sees more foreign fund flows into A shares despite concerns (scmp)
  6. Amazon’s stock could be a sleepy AI play, according to UBS (marketwatch)
  7. Small-cap stocks just experienced their most explosive rally ever by this measure (marketwatch)
  8. China Central Bank Governor Reiterates Stable Policy Stance (bloomberg)
  9. Asos turnaround pace frustrates fast-fashion firm’s investors (sky)
  10. Tesla Stock Leaps On GM Charging Deal. Analyst Calls Move ‘Game, Set, Match’ For Market Control. (investors)
  11. Biogen Takes Alzheimer’s Drug to FDA Advisers (barrons)
  12. Less Haggling, More Upselling: How EVs Will Change How You Buy a Car (wsj)
  13. Boeing Is Rising Again as Travel Rebound Lifts Aviation Stocks (barrons)
  14. China Stocks Mixed After Weak Inflation Data. Hopes Rise for More Stimulus. (barrons)
  15. NYC mogul John Catsimatidis offers to buy CNN — and run it for just $1 per year (nypost)
  16. China Deflation Risk Prompts PBOC Governor to Downplay Fears (bloomberg)
  17. ‘Buying the dip’ is making a major stock-market comeback in 2023 as strategy heads for 3rd-best year ever (marketwatch)
  18. Used car prices drop for second straight month (foxbusiness)
  19. Wall Street has a new favourite phrase and it’s utterly nauseating (ft)
  20. com Beats as Chinese Travelers Pack Their Bags, Markets React to Major Policy Makers’ Speeches in Shanghai (chinalastnight)