Be in the know. 13 key reads for Tuesday…

  1. China Turns to Consumers to Boost Growth, but Households Are Wary (wsj)
  2. Alibaba’s new ‘instant commerce’ portal passes 40 million daily orders (reuters)
  3. Don’t underestimate the Chinese consumer (ft)
  4. China’s Industrial Profit Growth Picks Up Despite US Tariffs (bloomberg)
  5. Temu-Owner PDD Misses Earnings Estimates. The Stock Falls 14%. (barrons)
  6. Bernstein says U.S. gas supercycle is coming (streetinsider)
  7. Corporate America Forging Ahead With Capex Plans Buoys Stocks (bloomberg)
  8. EU Agrees to Fast-Track Trade Talks With U.S. (wsj)
  9. Eurozone’s Economic Outlook Picks Up After Tariff Turmoil Abates (wsj)
  10. Businesses are finding a workaround for tariffs — and it’s entirely legal (cnbc)
  11. My underlying bullishness remains intact, says Ed Yardeni (youtube)
  12. Exclusive: Nvidia to launch cheaper Blackwell AI chip for China after US export curbs, sources say (reuters)
  13. Investors With $7 Trillion Cash on the Sidelines Await Nvidia (bloomberg)

Be in the know. 17 key reads for Memorial Day…

  1. ‘Lilo & Stitch,’ ‘Mission: Impossible’ Fuel Memorial Day Record (bloomberg)
  2. Cricket gives Disney-Ambani unit in India almost as many users as Netflix (ft)
  3. Goldman Sachs Expects Stronger Yuan to Boost Chinese Stocks (bloomberg)
  4. Alibaba chairman Joe Tsai says company on a ‘good path’ after years of setbacks (scmp)
  5. Wealthy investors see ‘time to buy’ Hong Kong stocks amid trade war: Standard Chartered (scmp)
  6. Chinese tech giants reveal how they’re dealing with U.S. chip curbs to stay in the AI race (cnbc)
  7. Alibaba’s Amap offers ride-hailing function catering to foreign visitors in China (scmp)
  8. American Homes Are Shrinking. Why Are They Still So Unaffordable? (wsj)
  9. Housing market shift: 80 major markets that are seeing falling home prices (fastcompany)
  10. Memorial Day weekend will see a surge in road trips with record-breaking travel expected (fastcompany)
  11. Trump Pushes Back Deadline on EU Tariffs to July 9 (wsj)
  12. Warren Buffett will retire as a CEO—but still plans to go into the office: ‘I’m not going to sit at home and watch soap operas’ (cnbc)
  13. Investors Pile Into ETFs at Record Pace Despite Market Turmoil (wsj)
  14. These 10 Charts Keep Us From Getting Bearish (zerohedge)
  15. Soaring bond yields threaten trouble (economist)
  16. US Wins First World Hockey Title Since 1933 With Victory Over Switzerland (bloomberg)
  17. Alex Palou Conquers the Indianapolis 500 and Finally Wins on an Oval (roadandtrack)

Be in the know. 10 key reads for Sunday…

  1. Honda CEO Is All About Hybrids Now That EV Adoption Is ‘Pushed Back 5-6 Years’ (thedrive)
  2. Cox Automotive Q2 2025 Dealer Sentiment Index Reveals Market Momentum Amid Tariff Concerns (coxauto)
  3. More Homes Are for Sale. Who Is Listing in a Slow Market. (barrons)
  4. Zillow: Housing market to see first annual U.S. home price drop since 2011 (fastcompany)
  5. Investors Are Getting a Taste of a Stock Market Without Big Tech Leadership (inc)
  6. Hedge Funds Finally Bought Stocks As Market Flip-Flopped (zerohedge)
  7. BEYOND Expo 2025: Alibaba Cloud founder Jack Wang wants to take AI to space (technode)
  8. AI Is Eating Data Center Power Demand—and It’s Only Getting Worse (wired)
  9. How Trump made a 30% tariff feel like a relief (npr)
  10. America’s 100 Greatest Golf Courses (golfdigest)