Be in the know. 16 key reads for Monday…

  1. What Could Finally Turn Around Citigroup? (wsj)
  2. Nelson Peltz Boosts Stake, Seeks Board Seats at Disney (wsj)
  3. M Stanley Projects BABA 2FQ Adj. EBITA to Climb 14% YoY, Reiterates Stock as Sector Top Pick (aastocks)
  4. China’s Factory Floor Is Moving—But Not to India or Mexico (wsj)
  5. Why Rising Interest Rates Hurt Bank Stocks Instead of Helping Them (barrons)
  6. Weight-Loss Drugs Are Threatening Food Stocks. The Fears Are Exaggerated. (barrons)
  7. Investors Hope Earnings Season Will Revive Stocks (wsj)
  8. Colleges Snap Up Unused Office Space (nytimes)
  9. Citigroup Stock Looks Ready to Soar, Says Value-Investing Star (barrons)
  10. “We have a thousand reasons to make US-China relations better, and no reason to make them worse,” Xi said. (bloomberg)
  11. China’s domestic tourism is finally back to pre-pandemic levels (cnbc)
  12. China targets 50% boost in computing power as AI race with U.S. ramps up (cnbc)
  13. Bristol Myers Squibb to buy Mirati Therapeutics in deal worth up to $5.8 billion (marketwatch)
  14. Here’s what to expect when banks report earnings, and how cheap their stocks are now (marketwatch)
  15. The U.S. Economy’s Secret Weapon: Seniors With Money to Spend (wsj)
  16. South Korean firms get indefinite waiver on US chip gear supplies to China (reuters)