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Steve Roth says offices are like malls. Is that good? (therealdeal )
JPMorgan Sees ‘Very Attractive Valuations’ in China (bloomberg )
US says formally invites new Chinese foreign minister Wang Yi to Washington (reuters )
The U.S. is downgraded. How much does it matter to markets? And the surprise asset that may benefit. (marketwatch )
opinion content. Beijing must start spending to secure China’s economic future (ft )
Ford’s U.S. sales rose nearly 6% in July (cnbc )
BAE Systems shares near fresh high as order backlog hits record amid defense budget boosts (martketwatch )
CVS Stock Rises on Earnings and Revenue Beat (barrons )
Fitch’s U.S. Credit Downgrade Is a Bad Look. Why It’s Not a Disaster. (barrons )
Bank Stocks Could Soon Catch Up. How to Play It. (barrons )
The Memory Chip Nightmare is Nearly Over (wsj )
It Might Be Quitting Time for the Fed’s Rate Hawks (wsj )
A Prominent Wall Street Bear Is Turning More Bullish. That’s How Much Stocks Have Rallied. (barrons )
Wall Street’s Biggest Bull Just Got a Little More Cautious on the Stock Market (barrons )
Opinion: U.S. and Europe are finding that breaking up with China is hard to do (marketwatch )
Starbucks sees a big rebound in China (marketwatch )
Employers Cut Off Access to Weight-Loss Drugs for Workers (wsj )
Miami Sees Its First Population Drop in Decades (wsj )
Why the US Credit Rating Was Cut by Fitch and What It Means (bloomberg )
BofA Joins Fed in Reversing Recession Call Amid Growing Optimism (bloomberg )
Amazon Unveils Biggest Grocery Overhaul Since Buying Whole Foods (bloomberg )
Earnings have been coming in better than expected, says Hightower Advisors’ Stephanie Link (cnbc )
Private sector added 324,000 jobs in July, well above expectations, ADP says (cnbc )
Dan Loeb hails AI as a decade-defining technology like the PC and Internet – and says a severe recession looks unlikely (businessinsider )
Visualizing How S&P 500 Sectors Perform Over The Business Cycle (zerohedge )
Match (MTCH) shares rally 12% on strong results/guidance; BTIG upgrades to Buy on Tinder strength (streetinsider )
BorgWarner’s second-quarter results beat estimates on auto parts demand (reuters )
China’s Stock Rally Holds Promise as Bullish Indicators Emerge (bloomberg )
China’s Big Tech firms in expansion mode after Beijing’s positive policy shift (scmp )
China Is Trying to Make Its Gloomy Consumers Spend More (nytimes )
Wharton professor Jeremy Siegel says the stock market is headed to new all-time highs thanks to a strong economy and resilient corporate earnings (businessinsider )
China Vows More Economic Support as Recovery Continues to Wane (bloomberg )
China should act decisively to pull economy back from the brink: Cornell professor (cnbc )
Strategists Scramble to Catch Up as S&P 500 Rally Rumbles On (bloomberg )
China Seeks to Boost Consumption to Spur Growth Recovery (bloomberg )
Biogen’s New Boss Is Delivering, but Stock Isn’t Pricing It in Yet (wsj )
Apartment Buildings Are Popping Up Everywhere. How the Glut Changes Rent. (barrons )
Home Buyers Feel Stuck. Why Wall St. Is Bullish on Housing. (barrons )
Merck Tops Expectations. More M&A Could Be Next. (barrons )
Piper Sandler raises S&P 500 target for 2023 as stock-market breadth expands, positive earnings underpin equities (marketwatch )
S. Treasury increases borrowing estimate for third quarter to just over $1 trillion (marketwatch )
The S&P 500 Has New Price Target. The Runaway Market Explains the Big Number. (barrons )
Manufacturing stalled in the first half. But now the stage is set for a recovery, says JPMorgan. (marketwatch )
Carnival bonds climb after cruise operator says it will save $120 million a year by retiring $1.2 billion in high-cost debt (marketwatch )
New Ultrasound Therapy Could Help Treat Alzheimer’s, Cancer (wsj )
CVS to Shed 5,000 Jobs in Cost-Cutting Push (wsj )
Miami Is Shrinking (wsj )
People Are Hiring D-List Celebrities to Deliver Their Bad News (wsj )
Wall Street Economists Are Looking at a September Rate Pause (bloomberg )
Economist Behind Popular Recession Gauge Worries She Created a ‘Monster’ (bloomberg )
The ‘A’ word and these 2 other factors can unlock Amazon (AMZN) shares – Evercore ISI (streetinsider )
Top stock pickers hit by ‘tremendous’ amount of uninvested cash (ft )
China’s Cabinet Urges Cities to Roll Out Property Policies (bloomberg )
These 21 ‘strong buy’ large and mega-cap stocks have the highest price upsides relative to their counterparts, according to Wall Street’s top analysts (businessinsider )
KraneShares: There are green shoots ahead for undervalued China stocks (cnbc )
China just unleashed broad stimulus measures to fire up the economy (businessinsider )
Beijing Signals It’s Not Just All Talk This Time (zerohedge )
Intel deepens China presence with Shenzhen chip innovation centre (scmp )
Beijing’s latest signals of support spur investor optimism (bloomberg )
Hiking the last mile on inflation (npr )
For the stock market, bad news is back to being good. Here’s why, says a Goldman Sachs economist (marketwatch )
Disney Goes Back to the Future (nytimes )
Jack Ma’s Ownership of New Firm ‘1.8 Meters’ Revealed, May Be BABA’s New Agriculture & Fisheries Biz (aastocks )
Michael Milken was the junk bond genius who symbolized a ‘decade of greed’ but he was no Bernie Madoff (nypost )
Mental Models: The Best Way to Make Intelligent Decisions (~100 Models Explained) (fs )
How The Housing Bears Got the Last Year All Wrong (bloomberg )
Here Are the Actual Mechanics Behind Powering AI (bloomberg )
Barclays Sees a Turning Point Coming for American Restaurants (bloomberg )
Want to Become a Millionaire? Follow Warren Buffett’s 4 Rules. (entrepreneur )
M2 update: inflation still headed to zero (scottgrannis )
They Said What? CEOs Keep Talking About a Soft Landing. (barrons )
Martens stock leads European gains after report of activist investor buying (marketwatch )
Opinion: CEOs say their companies can’t afford a cold war between the U.S. and China (marketwatch )
China’s factory, services sectors show weakness, need for stimulus (reuters )
China’s Economic Growth Problems Mount. Why The Stocks Are Fine. (barrons )
This Bank Data Could Offer Clue on Rates. Check It Out Today. (barrons )
Citigroup raises S&P 500 target for 2023 on increased chances of ‘soft landing’ (marketwatch )
Amazon says it’s delivering more packages in one day or less after overhauling delivery network (cnbc )
How Much More Will Homebuilders Have To Reduce Prices To Increase Sales? (zerohedge )
Tech bulls lift Hong Kong stocks to 3-month high before Beijing measures (scmp )
Rebound in M&A Activity (cnbc )
Wedbush’s Dan Ives lays out his expectations for tech earnings this week (cnbc )
Why the Drivers of Lower Inflation Matter (wsj )
Commercial property markets aren’t closed (ft )
1st 8 or 9 Days of August Weaker Pre-Election Years (Almanac Trader )
Katie Ledecky passes Michael Phelps for most individual golds at world championships (npr )
Zillow is so sure that U.S. home prices have bottomed that it just issued bullish calls for these 48 housing markets (fortune )
The 50 Greatest Luxury Hotels on Earth (robbreport )
Test-Driving The 207-MPH Flying Spur Speed On The Ultimate Bentley Road Trip (maxim )
Watch This $4 Million McLaren Solus Race Car Win The Goodwood Festival Of Speed Shootout (maxim )
The Aston Martin Valour Is An Awesomely Old-School V12 Muscle Car (maxim )
2023 Lotus Emira Review: Playtime Is Over (thedrive )
Ant Group plans restructuring ahead of Hong Kong IPO (technode )
Alibaba logistics unit Cainiao offers domestic express services, directly competing with rivals (technode )
The Disney Magic Will Return. It’s Time to Buy the Stock. (barrons )
China Moves to Bolster Consumer Industries, Grow Fledging Bourse (bloomberg )
Billionaire Mark Mobius says he’s so bullish on emerging markets that all his money is outside the US (businessinsider )
Investing in Liberty Stock Is Tricky. Do It Anyway. (barrons )
‘It’s a great, great time for bulls’: Soft-landing views solidify in U.S. stock market (marketwatch )
Investing in Liberty Stock Is Tricky. Do It Anyway. (barrons )
For the Stock Market, Earnings Are Everything—and More Than Enough (barrons )
Eli Lilly, Pfizer, and Others Are Working on Weight-Loss Pills. What to Know. (barrons )
Small-Cap Stocks Have Struggled. Here Are 6 Whose Time Has Come. (barrons )
The U.S. Economy Is Sticking the Soft Landing (wsj )
Biogen Deal for Reata Signals a Turn to Rare Diseases (bloomberg )
China’s Central Bank Chief Is Task Master Xi Couldn’t Let Retire (bloomberg )
Hedge Funds Turn More Bullish Across Energy as Prices Rally (bloomberg )
Traders Are Risking It All on Bets That Market Boom Will Last (bloomberg )
Intel stock rallies after earnings show AI data-center beat, strong PC sales (marketwatch )
The Fed’s favorite inflation measure cooled down even further in June (cnn )
8 Book Recommendations By Joel Greenblatt (acquirersmultiple )
The Pritzkers: Buffett’s Blueprint (substack )
Billionaire Ken Fisher on how to invest in AI, intelligently (theglobeandmail )
Ford Earnings: Remarkable Strength As Pro Segment Profits Explode (morningstar )
Intel jumps 7% as it returns to profitability after two quarters of losses (cnbc )
China Bulls Look for Redemption as Beijing Shows Policy Resolve (bloomberg )
Biogen agrees to acquire Reata Pharmaceuticals for $7.3 billion in cash (marketwatch )
China’s housing ministry is getting ‘bolder’ about real estate support (cnbc )
The Disney Magic Will Return. It’s Time to Buy the Stock. (barrons )
Drugmakers Want to Crush Medicare’s Pricing Power. They’ll Probably Succeed. (barrons )
Fed Goes From Stocks’ Boogeyman to Markets’ Pal (barrons )
Key US Inflation, Wage Measures Cool in Boost for Soft Landing (bloomberg )
US Consumer Sentiment Rises to Highest Since 2021 as Prices Ease (bloomberg )
Bank of Japan Surprise Foreshadows End to Key Anchor for Global Bond Yields (bloomberg )
Hedge funds rush to buy China stocks on economy stimulus prospects – Goldman (reuters )
China Asks Banks to Bankroll Tech in Latest Private Sector Boost (bloomberg )
GDP grew at a 2.4% pace in the second quarter, topping expectations despite recession calls (cnbc )
The Most Interesting Economic News This Week Won’t Come From the Fed (barrons )
The S&P 500 Hasn’t Had Many Ugly Days This Year. That’s a Pretty Good Sign. (barrons )
Federal Reserve Raises Interest Rates to 22-Year High (wsj )
Dow Notches Longest Winning Streak Since 1987 (wsj )
Biotech Stocks Join AI-Fueled Rally (wsj )
PacWest, Banc of California Merge to Get Smaller. Others May Follow. (wsj )
Investors Can Read the Fed’s Poker Face (wsj )
What Fed Hikes? Much of Americans’ Debt Is Still Riding Ultralow Rates (wsj )
Inside the world’s hardest place to get a reservation with a 4-year waitlist (nypost )
How Regional Banks Got Healthy Again (nytimes )
A Beach Club Dinner and Jamie Dimon’s Touch: How PacWest Was Rescued (bloomberg )
Rolls-Royce Takes the Fast Lane Out of Pity City (bloomberg )
Meta stock gains after earnings, guidance from Facebook parent top expectations (yahoo )
Ant IPO Gets Back To Where It All Began (chinalastnight )
Big Tech earnings are sending the bears into hibernation mode, says Dan Ives (cnbc )
Alibaba Cloud to Support Meta AI Model for Chinese Users. Why It’s a Big Deal. (barrons )
CN State Media Says Stimulus Measures for Capital Mkts Anticipated to Be Launched Intensively (aastocks )
“Something Very Strange Has Happened”: Albert Edwards Stunned By “The Maddest Macro Chart I Have Seen In Many Years” (zerohedge )
Chinese stocks set to bounce back as strong earnings revive confidence: analysts (scmp )
Alibaba Cloud Releases All-in-one HTAP Database Solution (aastocks )
Inflation is heading to zero, according to the one factor Jerome Powell absolutely will not discuss (marketwatch )
Microsoft, Google Are Key Earnings Movers After S&P 500 Hits New High; Fed Rate Hike Due (ibd )
Google Earnings Beat Views Amid Rising AI Investments To Drive Ad, Cloud Growth (ibd )
Fed Set to Raise Rates to 22-Year High and Decide If It’s Done Hiking (bloomberg )
AT&T’s Results Eclipse Lead Problems (barrons )
Global Economy Shows Signs of Resilience Despite Lingering Threats (nytimes )
Fed Set to Hike as Hawks and Doves Diverge (bloomberg )
How Jack Ma’s Ant Group Is Inching Toward IPO Reboot (bloomberg )
Rolls-Royce Enters Fast Lane on Turnaround: The London Rush (bloomberg )
Boeing’s quarterly results top expectations as airplane deliveries pick up pace (cnbc )
Think there’s an AI bubble in the stock market? Think again. (businessinsider )
Month-End Politburo Meeting Happens Sooner Than Expected (chinalastnight )
I’m excited for what Alzheimer’s drugs will do for patients, says GE Healthcare CEO Peter Arduini (cnbc )
This is the start of a new tech bull market, says Dan Ives after Big Tech earnings (cnbc )
Chinese Investors Are in a Waiting Game: BNP Paribas (bloomberg )
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 )
The Fed needs to stay put on rates (ft )
Hedge Funds Brawl Over Battered Commercial Real Estate (wsj )
Commercial Real Estate Sentiment vs. Reality (bloomberg )
China has announced a slew of measures to bolster its economy. Here’s what we know so far (cnbc )
President Xi Chairs CCP Politburo Meeting, Laying out 2H23 Econ Work (aastocks )
China Holds Off on Major Stimulus as It Signals Property Easing (bloomberg )
China’s Alibaba says will not join Ant Group share buyback (reuters )
Xi’s Housing Speculation Warning Left Out of Politburo Statement (bloomberg )
Earnings Are the Tech-Stock Rally’s Next Big Test (barrons )
The AI Bubble Isn’t Big Enough. Why There’s More Upside Ahead for Big Tech. (barrons )
Restaurants Are Packed Again. Earnings Will Show How Long They’ll Stay That Way. (barrons )
Elon Musk Says Twitter Will Change Its Logo to X (wsj )
IPO Market Awakens From Long Slumber (wsj )
Why Businesses Can’t Stop Asking for Tips (wsj )
Big Pharma Bets Big on China (wsj )
Beijing Offers Love, but Chinese Entrepreneurs Aren’t Buying It (nytimes )
Fed, ECB Weigh End-Game After Next Rate Hikes to Curb Inflation (bloomberg )
A ‘momentous week’ ahead as the Fed, ECB and Bank of Japan near pivot point (cnbc )
China to resume 15-day visa-free entry for citizens of Singapore and Brunei (cnbc )
Podcast: Why We May Be About to See the Shortest Housing Cycle Ever (bloomberg )
China Politburo Shifts Stance on Property, Keeps Fiscal Language (bloomberg )
China to Review Official Appointments, Removals Tuesday (bloomberg )
China’s Options to Retaliate in Trade Fight With US Are Limited (bloomberg )
Altice USA Said to Be Considering a Sale of Cheddar News (nytimes )
China’s Politburo Aims To Stabilize Property Market By Intensifying “Counter-Cyclical Adjustments” (zerohedge )
AT&T, Verizon Investors Have More Than Lead Cables to Worry About (wsj )
China Addresses Investor Concerns in Global Fund Meeting (bloomberg )
The Fed and the Dollar (bloomberg )
