Be in the know. 15 key reads for Friday…

  1. US Commerce Secretary’s China Trip Has a Chance of Success That Eluded Others (bloomberg)
  2. Alibaba launches AI model that can understand images and have more complex conversations (cnbc)
  3. Vanguard says value stocks haven’t been this cheap vs. growth since the COVID outbreak (marketwatch)
  4. China Regulator to Meet Global Investors to Shore Up Market (bloomberg)
  5. China Eases Home Purchase Rules in New Push to Boost Economy (bloomberg)
  6. U.S. central bank has earned the right to take its time with interest-rate decisions, Boston Fed’s Collins tells MarketWatch in Jackson Hole interview (marketwatch)
  7. How Jackson Hole Became an Economic Obsession (nytimes)
  8. China Deserves Long-Term Strategic Asset Allocations: Chen (bloomberg)
  9. Detrick: Favor small-caps and cyclicals, which do well with higher yields (cnbc)
  10. Exclusive: China plans to cut stamp duty on stocks by up to 50% to revive confidence-sources (reuters)
  11. China offers tax breaks to home buyers, finance ministry says (marketwatch)
  12. Investor sentiment turns sour after a bad month for stocks – here’s why that’s a bullish sign. (businessinsider)
  13. If the UK stock market is cheap, why doesn’t it go up? (ft)
  14. China imports record amount of chipmaking equipment (ft)
  15. Powell’s pivotal speech Friday could see a marked shift from what he’s done in the past (cnbc)