Be in the know. 10 key reads for Wednesday…

  1. Traders Betting on China Easing (bloomberg)
  2. Why China’s Xi Is Pushing ‘High-Quality Development’ (bloomberg)
  3. “I can’t believe how many people are negative on tariffs that are actually smart. Man, is it good for negotiation” (bloomberg)
  4. Wall Street pivots back to multiple-rate-cut view — reviving one of 2024’s big trading themes (marketwatch)
  5. Small caps are the hottest trade going in the stock market now and they surged another 3% Tuesday (cnbc)
  6. US Floats Tougher Trade Curbs in Chip Crackdown on China (bloomberg)
  7. Dollar Falls to Weakest Since May as Yen Rally Shakes Up Markets (bloomberg)
  8. China Youth Unemployment Hits Lowest Since December to Near 13%
  9. PBOC Questions Banks on Bond Holdings in Push to Cool Rally (bloomberg)
  10. Nvidia Stock Drops. Why It’s a Big Victim in the Tech Exodus. (barrons)