- The July CPI Clears a Low Hurdle for a September Rate Cut (wsj)
- Home Depot’s stock bounces as home improvement demand may have just bottomed (marketwatch)
- Why the bull market in stocks can continue despite a brutal start to August (marketwatch)
- Wells Fargo strategist says investors may face 1995 rerun once Fed cuts rates (marketwatch)
- Seth Klarman’s Baupost Group cuts stake in Alphabet and snaps up Humana (marketwatch)
- Mortgage rates fall for a second week in a row — and refinances soar 117% (marketwatch)
- Intel has sold its stake in Arm after a big rally for the chip-design stock (marketwatch)
- BofA Survey Shows Optimism on Big Tech, Soft Landing Is Unbroken (bloomberg)
- Starbucks Stock Soared After Naming a New CEO. What History Says Happens Next. (barrons)
- Tencent profit jumps 82% on back of strong video gaming, ad growth (scmp)
- Tencent Music Entertainment & HUYA Beat, MSCI Index Review (chinalastnight)
- Southwest Activist Piles on Pressure. Why Elliott Smells Blood After Starbucks Win. (barrons)
- China expects air travel to hit a record in 2024 (cnbc)
- China Delivers Another Harsh Verbal Warning to Bond Buyers (bloomberg)
- The ‘crazy’ fix for Google’s monopoly that investors are whispering about (businessinsider)