Be in the know. 17 key reads for Tuesday…

  1. Disney Takes Full Control of Hulu for Billions Less Than Comcast Wanted (nytimes)
  2. Disney gets a price target increase from Loop Capital as media giant gains full control of Hulu (cnbc)
  3. US says trade talks with China ‘going well’ as sides reconvene (ft)
  4. CPI Shows Consumption Green Shoots, US-China Officials Meet In London (chinalastnight)
  5. Huawei chips are one generation behind US but firm finding workarounds, CEO says (reuters)
  6. Equity Analysts Are Over Liberation Day Tariffs (bloomberg)
  7. Why one Wall Street analyst sees a major opportunity in unloved small-cap stocks (marketwatch)
  8. Evercore ISI’s Julian Emanuel says now is the time to buy small-caps (youtube)
  9. Europe Is Pricier This Summer. Its Stocks Aren’t. (barrons)
  10. Wary Wall Street Positioning Leaves Room for S&P 500 to Rally (bloomberg)
  11. Melting Up Without Euphoria: The Pain Trade Rolls On (zerohedge)
  12. America’s Small Businesses Hopeful of Boost From Trump’s Spending Bill (wsj)
  13. Boeing Stock Rises. Its Turnaround Was Boosted By An Unexpected Source. (barrons)
  14. Diageo Weighs Options for Stake in Indian Cricket Team (bloomberg)
  15. Selfbook collaborates with PayPal to streamline hotel bookings (yahoo)
  16. Stablecoins Bring Crypto to the Mainstream. What Could Go Wrong? (bloomberg)
  17. GXO Logistics Introduces Enhanced GXO Direct Solution in the U.S. (investing)

Be in the know. 15 key reads for Monday…

  1. How Kelly Ortberg is piloting Boeing from crisis to cash (ft)
  2. Boeing plane lands back in China for delivery as tariff war eases (reuters)
  3. Chinese Stocks in Hong Kong Enter Bull Market Before US Talks (bloomberg)
  4. China and U.S. trade officials to hold talks in London (cnbc)
  5. China extends an olive branch to Western auto giants over rare earth shortage (cnbc)
  6. Global investors are underinvested in China, though many express interest: Morgan Stanley (scmp)
  7. China’s May lending seen tripling on monetary measures, trade truce: Reuters poll (reuters)
  8. Home sellers face harsh new reality as listings hit record $698B value (foxbusiness)
  9. An Inside Look At Disney’s Affordable Housing Development In Florida (yahoo)
  10. ‘Lilo & Stitch’ fends off ‘Ballerina’ to top box office for third straight week (marketwatch)
  11. European small-caps outshine US rivals as investors bet on growth revival (ft)
  12. Will America’s Unbalanced Trade Doom the Dollar? (wsj)
  13. Morgan Stanley, Goldman See Resilient Economy Supporting Stocks (bloomberg)
  14. Morgan Stanley: The Dollar Has Decoupled From Treasury Yields – This Is The Best Way To Trade It (zerohedge)
  15. Citigroup drops July rate cut bets for US, trims forecast to 75 bps (streetinsider)