Be in the know. 20 key reads for Tuesday…

  1. Will stocks rally or fade after the Fed cuts rates? Here’s what history tells us. (marketwatch)
  2. There Are Opportunities in Beaten-Down Office Buildings. Where to Find Them. (barrons)
  3. Boeing Says a Travel Boom in China Will Double Demand for Planes (barrons)
  4. Fed Cut Could Lift Chinese Stocks. Here’s Who Could Benefit. (barrons)
  5. China’s PDD (Temu) suffers $55 bln market cap wipeout (reuters)
  6. Nvidia Earnings Arrive Tomorrow. What the Stock Needs to See. (barrons)
  7. Ford Says Its Pulling Back on EVs. That’s Not the Whole Story. (barrons)
  8. The Stock Market Rally Can Expand Beyond Big Tech. This Earnings Season Shows Why. (barrons)
  9. 6 Stocks That Look Like Buys for a Soft Landing (barrons)
  10. ‘FOMO’ returns to the options market as traders chase stocks higher (marketwatch)
  11. Pound hits more than two-year high, dollar back under pressure (streetinsider)
  12. Watch out for weaker seasonality in September, BofA says (streetinsider)
  13. Elliott Investment Critiques Southwest Leadership, Overdue Changes (wsj)
  14. Eli Lilly to sell half-price version of Zepbound weight loss drug (ft)
  15. China’s export curbs on semiconductor materials stoke chip output fears (ft)
  16. Temu’s global expansion now looks fraught with difficulty (ft)
  17. Investors’ expectations for European inflation fall to lowest since 2022 (ft)
  18. ‘T-Bill and Chill’ Is a Hard Habit for Investors to Break (bloomberg)
  19. JD.com Unveils $5 Billion Share Buyback as China Concerns Grow (bloomberg)
  20. The starter home is making a comeback as the housing market thaws for first-time buyers (businessinsider)