- 3M Earnings Beat. The Stock Is Rising. (barrons)
- 3M raises full-year profit forecast (reuters)
- ‘We Were Wrong’: Morgan Stanley’s Wilson Offers Stocks Mea Culpa (bloomberg)
- China hints at bringing in a stimulus package to support its faltering economy (businessinsider)
- Cracks Inside the Fed Deepen at Crucial Moment in Inflation Fight (bloomberg)
- China Names Pan Gongsheng as New Central Bank Governor to Revive Economy (bloomberg)
- China’s New Central Banker Once Fixed a Crisis. He May Need to Again. (nytimes)
- China’s Foreign Minister Replaced After Unexplained Absence (wsj)
- S. Weighs Potential Deal With China on Fentanyl (wsj)
- GM tops earnings estimates and raises guidance for the second time this year (marketwatch)
- It’s Microsoft Earnings Day. Watch AI and the Cloud. (barrons)
- Dividend Stocks Are a Victim of AI’s Success. It’s Time to Buy. (barrons)
- Verizon Delivers Earnings Beat Despite Revenue Miss. The Stock Is Rising. (barrons)
- Alphabet Kicks Off Big Tech Earnings on Tuesday (barrons)
- GM delivered 691,978 vehicles in the U.S. in the second quarter, up from 582,401 delivered in the second quarter of 2022. (barrons)
- Stocks of Chinese developers jump after Beijing signals support for property sector (marketwatch)
- Stock-market ‘meltup’ will continue as long as there’s no sign of recession, says Steve Eisman of ‘Big Short’ fame (marketwatch)
- Why the Fed Isn’t Ready to Declare Victory on Inflation (wsj)
- Here Come the Family EVs (wsj)
- No one is really embracing this rally as an upward new bull market, says Fundstrat’s Tom Lee (cnbc)
- GM CFO Jacobson on Second-Quarter, Outlook, EV Demand (bloomberg)
- President Xi Gets Involved in 2nd Half Economic Planning (chinalastnight)
- Chinese Traders Hope Xi’s Lifeline Will Sustain Rally (bloomberg)
- Xi Goes Into Overdrive to Talk Up the Economy: Balance of Power (bloomberg)
- Warren Buffett Lifts Fossil Fuel Bets (bloomberg)
Be in the know. 20 key reads for Tuesday…
