China’s Xi says countries share responsibility to promote growth, opposes decoupling (cnbc)
Here Are the Tools That China Uses to Manage the Yuan (bloomberg)
Today’s Fed Minutes Should Give Clues on Rate Pause (barrons)
Amazon is the cheapest of the Magnificent Seven stocks by this important measure (marketwatch)
How the Fed and Investors Could All Be Wrong on Rates (wsj)
China Banks Cut Rates for $453 Billion Corporate Dollar Deposits (bloomberg)
“Preference among many tenants for trophy or Class A+ space is driving rents higher in that segment of the market, while tenants are able to dictate terms to a greater extent for commodity Class A and Class B/C space,” according to the Savills report. (marketwatch)
Why the 5 Highest-Yielding Nasdaq Stocks Could Rip Higher With the Red-Hot Summer Rally (247wallst)
US new vehicle sales set to gain in June, S&P Global Mobility says (reuters)
Edmunds: Pent-Up Demand to Prop Up New Car Sales in Q2 (aftermarketnews)
Cox Automotive Forecast: New-Vehicle Sales to Increase More Than 11% Year Over Year Through the First Half of 2023 (cox)
Year-To-Date Auto Forecasts Show Things Are Looking Up. (insideradio)
US wants to limit China’s access to cloud services from Amazon, Microsoft: report (nypost)
China Official Meets With Foreign Drugmakers to Boost Confidence (bloomberg)
Test Driving the $245,000 Aston Martin DB12 in the Hills of Monte Carlo (bloomberg)
Wharton’s Jeremy Siegel says the bull run in stocks can go a lot longer even as the Fed wages ‘war on growth’ (businessinsider)
Here’s why Wall Street’s biggest bull thinks the stock market is headed to record highs this year (businessinsider)
Google searches for inflation have plunged – and that could mean rising prices aren’t a big problem anymore, Nobel economist Paul Krugman says (businessinsider)
China is restricting the export of two little-known metals crucial to the semiconductor industry. It shows Beijing still holds important chips in its tech war with the West. (businessinsider)
China’s chipmaking export curbs ‘just a start’, Beijing adviser warns before Yellen visit (reuters)
Xi warned Putin against nuclear attack in Ukraine (ft)
China gets a new central bank chief as economy struggles for lift-off (ft)
US biotech Moderna strikes deal to develop mRNA drugs in China (ft)
“China’s government bonds have outperformed stocks since 2010,” said Alpine Macro analysts in a report. “As for stocks, they could bounce back after being beaten down badly since 2021. Nevertheless, a sustainable rally in Chinese shares would first require aggressively pro-cyclical fiscal policy and persistent monetary stimulus.” (scmp)
Wall Street Is Rooting for an M&A Comeback in the 2nd Half (barrons)
Yellen Heads to China to Talk Trade and Technology. These Stocks Could Benefit. (barrons)
Stock-market bulls look for small-caps to shake off bank worries, take 2023 rally baton (marketwatch)
S., China Start Talking Again, With Global Economic Order at Stake (wsj)
Nio, XPeng stocks surge after EV delivery data (marketwatch)
Morgan Wallen and Luke Combs hold top two Hot 100 spots, a first in 42 years for country music (nypost)
Hedge Funds on the Brink of Abandoning Bullish Dollar Bets (bloomberg)
China to Restrict Exports of Metals Critical to Chip Production (bloomberg)
Xi’s Central Bank Shakeup Prioritizes Continuity Over Change (bloomberg)
Shares of Chinese Tesla rival Xpeng rocket 11% as EV deliveries return to growth (cnbc)
China May Have Turned to Another Old Tool to Help Bolster Yuan (bloomberg)
China’s Jobless Youths May Pose Political Risk, Top Adviser Says (bloomberg)
Macau reports June casino revenue up 513.9% (thefly)
24 ‘strong-buy’ stocks with the highest potential upsides based on consensus price targets from Wall Street’s top-performing analysts, according to a fintech company (businessinsider)
FIS (FIS) rises on report it may sell a majority stake in Worldpay; analyst positive (streetinsider)
Netflix and Disney poised to outperform in Q3 says BofA (streetinsider)
World’s First Fully Electric Flying Car Approved in the US (greekreporter)
The Big Read. How a Swedish start-up reignited the search for an Alzheimer’s drug (ft)
China chipmakers line up $8bn via IPOs in comeback from U.S. curbs (nikkei)
Alibaba, BYD lead Hong Kong stock gains as Yellen heads to Beijing in boost for US-China ties while Xpeng surges (scmp)
Market Rally Will Shift to Small Caps, REITs, Biotech (thestreet)
Mega-cap stocks have led U.S. market rally so far this year. Here’s why that could change in the third quarter. (marketwatch)
July has been a top month for stocks. Here’s what it will take for the market to rally again this summer. (marketwatch)
Supreme Court Strikes Down Biden’s Student-Loan Forgiveness Plan (wsj)
How to Succeed in Business Like Taylor Swift (wsj)
David Zaslav’s Hollywood Script: Fail Fast, Learn, Move On (wsj)
Steve Jobs’ laser-sharp focus made Apple a world-beater. Warren Buffett takes the same approach to investing. (businessinsider)
Simon Coronel, World Champion of Magic — Quitting the Day Job, The Delights of the Magic Castle, Finding Glitches in Reality, Learning How to Use Your Own Brain, and Worshiping at the Altar of Wonder (#679) (tim ferriss)
Bearish Treasury Bets Could Come Back to Bite Hedge Funds (barrons)
There’s a New Way to Watch TV. It’s Already More Popular Than HBO. (barrons)
Hotel in Italy Named Best in World in New Global List (bloomberg)
The Russell 2000 should beat the S&P 500, if it can overcome these 3 headwinds, Goldman Sachs says (businessinsider)
Stocks may have rallied to new levels recently, but these 10 high-quality investments are still cheap right now, according to Morningstar (businessinsider)
Legendary investor Seth Klarman outlines the key traits needed to become a successful investor (businessinsider)
Jobless claims in U.S. drop to four-week low of 239,000. Still no sign of recession (marketwatch)
July has been a top month for stocks. Here’s what it will take for the market to rally again this summer. (marketwatch)
Here are analysts’ 20 favorite AI stocks — and they still see upside for Nvidia (marketwatch)
New York Landlord Vornado Bets $1 Billion That More Commuters Will Return (wsj)
Legendary value investor Seth Klarman says he’s looking at real estate as the next big opportunity ahead of a slowdown in the economy (businessinsider)
“A Mainland media spokesperson publicly mentioned buying Chinese stocks for the first time yesterday in an interesting move.” (chinalastnight)
Jack Ma Overshadowed Alibaba’s Historic Shakeup: Tech Daily (bloomberg)
China Needs Stimulus and Clearer Rules, Former IMF Official Says (bloomberg)
A Boeing Supplier Schedules Union Vote. The Stock Is Up. (barrons)
Powell to Speak in Europe. Inflation Is Topics 1,2, 3. (barrons)
M2 Contracted for a Sixth Straight Month. It’s a Promising Sign for Inflation. (barrons)
S. Considers New Curbs on AI Chip Exports to China (wsj)
US Mortgage Applications for Home Purchases Rise for Third Week (bloomberg)
I. is not all hype, it’s the ‘fourth industrial revolution playing out’: Dan Ives (cnbc)
These 4 indicators suggest the US is headed for the ‘promised land’ of a rolling economic expansion (businessinsider)
Jefferies Signals Green Shoots in Investment Banking Lull (wsj)
Delta Air Lines (DAL) impress at analyst day, earns new ‘top pick’ status (streetinsider)
