Be in the know. 18 key reads for Wednesday…

  1. US Core Inflation Rises Less Than Forecast for Fourth Month (bloomberg)
  2. U.S. and China Agree to Get Geneva Pact Back on Track (wsj)
  3. Trump says China will supply rare earths in ‘done’ deal (cnbc)
  4. Analysts react to US-China trade agreement (reuters)
  5. JPMorgan lifts yuan forecast on easing tariff risks, de-dollarisation trend (reuters)
  6. Chinese automakers pledge faster supplier payments as price wars intensify (ft)
  7. China Taps $1.5 Trillion Fund To Offer Cheap Mortgages, Boost Housing Demand (zerohedge)
  8. Boeing books 303 new orders, hits 737 MAX production target in blockbuster May (reuters)
  9. Data Centers Prompt US to Boost Power-Usage Forecast by 92% (bloomberg)
  10. Mortgage demand rises to the highest level in over a month, after holiday adjustment (cnbc)
  11. Roofr and QXO Partner to Bring Real-Time Pricing and Digital Material Ordering to Roofing Contractors (yahoo)
  12. Disney’s Iger Plans to Hold On to Traditional Television Networks (bloomberg)
  13. CEO Bob Iger on Disney gaining full control of Hulu: We are ‘very pleased’ with this (youtube)
  14. BofA institutional clients dump stocks at historic rate, retail keeps buying (streetinsider)
  15. For Fund Contrarians, ‘Ex’ Can Mark the Spot (morningstar)
  16. Bessent Emerging as a Contender to Succeed Fed’s Powell (bloomberg)
  17. GM Plans $4 Billion Investment to Boost U.S. Manufacturing (wsj)
  18. Why Goldman Sachs says high-flying tech stocks may be headed for a tough stretch (marketwatch)