Be in the know. 13 key reads for Wednesday…

  1. Why This Legendary Value Manager Likes Alphabet and Citigroup Stock (barrons)
  2. Fed Rate Cuts Are Coming. Get Ready for the Stock Market’s Next Phase. (barrons)
  3. Cruise Stocks Are Steaming Ahead. It Isn’t Too Late to Jump Aboard. (barrons)
  4. Chewy Stock Gains After Earnings. Autoship Sales Are Strong. (barrons)
  5. Hedge funds sell out of U.S. cyclical stocks at fastest rate this year (marketwatch)
  6. Activist Investor Irenic Builds Stake in Forward Air (wsj)
  7. Consumer confidence rebounds for first time in 3 months (finance.yahoo)
  8. Yen May Ironically Get Help From The Fed Of All Places (zerohedge)
  9. A ‘robust’ earnings outlook is driving further optimism for stocks in 2024 (finance.yahoo)
  10. IMF raises China growth forecast but warns on industrial policy (ft)
  11. In China’s Tech Sphere, Everything Eventually Descends Into a Price War (bloomberg)
  12. ECB member says rates to ease ‘gradually,’ as market awaits June cut (cnbc)
  13. How China Pulled So Far Ahead on Industrial Policy (nytimes)