Be in the know. 15 key reads for Tuesday…

  1. Disney’s ‘Mandalorian and Grogu’ Conquers Memorial Day Weekend Box Office (barrons)
  2. Disney World opens a key new attraction early (thestreet)
  3. China Lets Policy Loan Rate Fall to Record Low to Boost Economy (bloomberg)
  4. China EV Exports Worldwide Rise 40% Y/y to 278,081 in April (bloomberg)
  5. Stellantis CEO sees opportunity in growing partnerships, bringing China-branded vehicles to North America (cnbc)
  6. Can’t Spell China Without AI (zerohedge)
  7. ‘Sharif speed’ meets Qwen AI: how Alibaba sealed a sweeping deal with Pakistan (scmp)
  8. Alibaba Cloud expands AI push in Singapore (techinasia)
  9. China Stocks in Hong Kong Rise, Shrugging Off Trading Crackdown (bloomberg)
  10. Estée Lauder exits Puig talks, preserves firepower for selective M&A (reuters)
  11. Here’s the defensive stock-market trade that works no matter where bond yields end up (marketwatch)
  12. JPMorgan’s Matejka Sees Stocks Overpricing Risk of Rate Hikes (bloomberg)
  13. Too Early to Abandon Bearish View on Dollar, Says TD (wsj)
  14. The Housing Market Will Stay Stuck Until Next Year—but Not in These Cities (barrons)
  15. Politics and Investing Don’t Mix: Why Your Political Affiliation Could Be Hurting Your Returns (barrons)

Be in the know. 10 key reads for Memorial Day…

  1. ‘Mandalorian and Grogu’ Tops Box Office as Disney Bets on ‘Star Wars’ Revival (nytimes)
  2. How to think about the Iran war — and what it means for oil and stocks (nypost)
  3. US, Iran Edge Closer to Deal But Still Need to Negotiate Points (bloomberg)
  4. Hassett Says Ending Iran War May Create Room for Fed Rate Cut (bloomberg)
  5. Citi says AI-linked boost to inflation presents Fed a ’dovish opening’ (investing)
  6. Beware the boom and bust cycle of memory stocks, investors warn amid AI excitement (cnbc)
  7. Hedge fund tech positions hover near record highs, Goldman Sachs says (yahoo)
  8. Is The Entire AI Boom Built On Fake Revenues? (zerohedge)
  9. AI Rally Drives Best Run in Global Momentum Stocks on Record (bloomberg)
  10. 1 In 4 Cars Sold Globally Is An Electric Vehicle (zerohedge)