Be in the know. 10 key reads for Wednesday…

  1. Chinese Stocks See Longest Foreign-Buying Streak in a Year (bloomberg)
  2. Fed to Signal Delay of Interest-Rate Cuts (bloomberg)
  3. NYCB’s Results Are Better Than Worst Fears After Rocky Quarter (bloomberg)
  4. Intel’s Gelsinger Fights Ghosts of History as Well as Rivals Nvidia, AMD (bloomberg)
  5. Beijing ends curbs on home ownership in outer districts to stimulate buying (scmp)
  6. Amazon’s Twitch launches TikTok rival amid push to ban the Chinese app (scmp)
  7. Berkshire after Buffett: can any stockpicker follow the Oracle? (ft)
  8. Amazon Q1 results top estimates as cloud demand rides AI wave higher (streetinsider)
  9. The Fed Certainly Won’t Cut Rates. Here’s What to Focus on Instead. (barrons)
  10. Generac Holdings Inc. (GNRC) Q1 2024 Earnings: Surpasses Revenue Estimates and Demonstrates … (yahoo)

Be in the know. 27 key reads for Tuesday…

  1. PayPal lifts 2024 profit forecast as spending stays resilient, margins improve (reuters)
  2. PayPal’s stock climbs as company boosts its earnings forecast (marketwatch)
  3. PayPal Earnings Pop 27% Under New Reporting Method. PayPal Stock Is Set To Break Out. (investors)
  4. PayPal’s Payment Volume Rises in Beginning of ‘Transition Year’ (bloomberg)
  5. China Factory Activity Holds Up, Signaling Recovery Has Legs (bloomberg)
  6. 3M ‘Reset’ Its Dividend. Why Its Stock Is Soaring. (barrons)
  7. BofA on China’s Recovery as Factory Activity Holds Up (bloomberg)
  8. Beijing Further Loosens Home Buying Curbs in Non-Core Areas (bloomberg)
  9. Goldman Says Funds Likely Selling Japan Stocks to Buy Hong Kong (bloomberg)
  10. China Stock Rebound Driven by Earnings Growth: JPMorgan (bloomberg)
  11. 3M’s stock surges toward a 14-month high after profit, sales beat expectations (marketwatch)
  12. China’s Leaders Hint at New Plan to Fix Biggest Drag on Economy (bloomberg)
  13. Amazon Earnings Day Is Here. Focus On AWS, AI, and Advertising. (barrons)
  14. Amazon Can Afford a Dividend. Its Earnings Will Underscore That. (barrons)
  15. Fed to Signal It Has Stomach to Keep Rates High for Longer (WSJ)
  16. Office-Loan Defaults Near Historic Levels With Billions on the Line (wsj)
  17. The Yen’s Plunge and Dollar Devaluation (wsj)
  18. China Hints at Rate Cuts, Property-Market Support (wsj)
  19. China’s Leaders Hint at New Plan to Fix Biggest Drag on Economy (bloomberg)
  20. McDonald’s Supersizes China Bet as Corporate America Pulls Back (wsj)
  21. Buyers Are Back in Control as Luxury Home Sellers Slash Prices (wsj)
  22. Bruins, Hurricanes, Avalanche, Canucks can clinch tonight: How to watch (usatoday)
  23. China to Hold Delayed Party Conclave On Reform in July (bloomberg)
  24. Molson Coors beats Q1 estimates on higher prices, strong demand (reuters)
  25. China’s problem is excess savings, not too much capacity (ft)
  26. Outlook ‘significantly brighter’ as Hong Kong attracts investors from US, Japan shares (scmp)
  27. Hong Kong stocks round out biggest monthly gain since January 2023 (scmp)

Be in the know. 20 key reads for Monday…

  1. Yen Rebounds Strongly After First Slide Past 160 Since 1990 (bloomberg)
  2. Hong Kong stock index closes near bull market territory on earnings optimism (scmp)
  3. Japan Intervenes After Yen Slides Against the Dollar (wsj)
  4. The Fed Won’t Cut Rates This Week. Focus on Balance Sheet Plans. (barrons)
  5. Cooper Standard Named a 2023 Supplier of the Year by General Motors (cooperstandard)
  6. Air Conditioning and AI Are Demanding More of the World’s Power—Renewables Can’t Keep Up (wsj)
  7. Alibaba’s Dingtalk Launches AI Agent Marketplace, Upgrades AI Assistant (alizila)
  8. The Resort at Paws Up Is the Best Dude Ranch to Live Like a ‘Yellowstone’ Dutton (mensjournal)
  9. Padre-Figlia combines every father’s two loves: his daughter and his Ferrari! (classicdriver)
  10. Warming Up with Brooks Koepka (youtube)
  11. M2 still points to lower inflation (scottgrannis)
  12. Inside the China-US Competition for AI Experts (bloomberg)
  13. The Scholar of Comedy (newyorker)
  14. Tesla’s Musk Gets Self-Driving Approval in China (barrons)
  15. Market needs to be ‘disabused’ of the expectation for two rate cuts this year, says Ed Yardeni (cnbc)
  16. Chengdu scraps home purchase qualifications to support housing market (scmp)
  17. Boeing Looks to Sell Bonds After Reporting Cash Burn (bloomberg)
  18. Knight-Swift Is Hunting for Trucking Acquisitions (wsj)
  19. Wall Street Has Spent Billions Buying Homes. A Crackdown Is Looming. (wsj)
  20. What tech’s choppy action means for stocks this week, according to this 20-year analysis (marketwatch)

Be in the know. 10 key reads for Sunday…

  1. May Almanac: Historically Poor in Election Years (AlmanacTrader)
  2. Even If the Fed Cuts, the Days of Ultralow Interest Rates Are Over (wsj)
  3. Forget Moonshots. Investors Want Profit Now. (wsj)
  4. She Owns Several Showstopping Cars. This Rare Ferrari Comes First. (wsj)
  5. Weekly Leading Economic Index (advisorperspectives)
  6. Boeing’s CEO search hits a roadblock—now an ‘insider/outsider’ who runs the planemaker’s biggest supplier is on the short list and near the top (fortune)
  7. Wall Street finds a back door into the AI stock boom as energy demand soars: utilities (fortune)
  8. Hennessey Performance Unveils 850-HP Cadillac Escalade-V (maxim)
  9. This Stunning St. Lucia Resort Is Straight Out Of A James Bond Movie (maxim)
  10. Alibaba Cloud brings AI video generator EMO to Tongyi Qianwen app (technode)