Be in the know. 30 key reads for Thursday…

  1. Analysts believe China is more likely to have “positive” trade outcomes under a Trump presidency, given his “transactional nature.” (cnbc)
  2. China’s biggest money manager says fears about growth, corporate earnings excessive (scmp)
  3. Why Intel’s stock avoided the semiconductor sector’s worst selloff in four years (marketwatch)
  4. China’s biggest ETFs see huge inflows in latest sign of state buying amid third plenum (scmp)
  5. Third Plenum Communique: CN to Implement Measures to Prevent & Resolve Risks in Property, Local Debts, Small/ Medium Financial Institutions, Others (aastocks)
  6. Initial Jobless Claims in US Increase by Most Since Early May (bloomberg)
  7. Trump-Vance Administration Could Herald New Era for Dollar (nytimes)
  8. Full text: Communique of the Third Plenary Session of the 20th Central Committee of the Communist Party of China (people.cn)
  9. Ford Is Adding Capacity. Super Duty Trucks Are Seeing Surging Demand. (barrons)
  10. Google Is The Great Tech Disrupter. AI Upstarts Have It In Their Crosshairs. (investors)
  11. ECB Keeps Rates on Hold Having Forged Ahead of Fed With a June Cut (barrons)
  12. Amazon Has a $46 Billion ‘Hidden Gem’ to Boost Revenue (barrons)
  13. Alibaba, Tencent and Other Emerging Market Stocks This Investing Pro Likes (barrons)
  14. Delta Air Lines Director Buys Large Block of Stock (barrons)
  15. Magnificent 7 Stocks Got Hammered. Why It’s Not Time to Buy the Dip, and 4 Other Things to Know Today. (barrons)
  16. Third Plenum Communique: CN to Deepen Financial & Taxation Reform, Increase Capacity of Opening-up Through Expanding Int’l Co-op (aastocks)
  17. Bank Stocks Celebrate Return of M&A, Ignore the Health of the Consumer (barrons)
  18. The Smallest Stocks Have Staged an Epic Rally. Here’s What to Do Next. (barrons)
  19. Country Music Is Booming Again. This Time, the Fans Are in Charge. (wsj)
  20. Ray-Ban Maker EssilorLuxottica to Buy Supreme Brand for $1.5 Billion (wsj)
  21. Foreign Buyers of U.S. Homes Pay Record Prices, but Sales Dwindle (wsj)
  22. (China) Officials reaffirmed a 5% growth target for this year (wsj)
  23. Two top Fed officials hint rate cuts could come this year as inflation cools (nypost)
  24. GM to increase production of high-performance Cadillac Escalade V8 SUV (cnbc)
  25. Can Boeing get back to its glory days? (cnbc)
  26. U.S.-China tensions are not a ‘new Cold War,’ veteran Singapore diplomat Bilahari Kausikan says (cnbc)
  27. Is the Worst Over for New York Offices? (wsj)
  28. Big central banks are starting to cut rates, slowly (reuters)
  29. Ford pivots from EV plans to heavy-duty trucks at Canada facility (finance.yahoo)
  30. CPC Central Committee adopts resolution on further deepening reform comprehensively (people.cn)