Be in the know. 15 key reads for Tuesday…

  1. Stock Laggards Are Due a Catch Up (bloomberg)
  2. Discretionary Stocks Are Set to Rally. Why Amazon and Tesla Hold the Key. (barrons)
  3. Stocks Typically Suffer in September. Why Markets Face More Pain This Year. (barrons)
  4. Biotech Stocks Are Showing Signs of Life. Why the Rally Could Continue. (barrons)
  5. Septembers in presidential-election years aren’t so bad for the stock market. (marketwatch)
  6. Treasury yields edge lower as traders await start of four-day data dump (marketwatch)
  7. Boeing Investors Weigh Cost of a Strike as Clock Ticks on Contract (barrons)
  8. Disney Narrows Search for the Next Bob Iger. How the Top 2 CEO Candidates Stack Up. (barrons)
  9. Americans Are Really, Really Bullish on Stocks (wsj)
  10. Americans’ Economic Mood Brightens—a Bit (wsj)
  11. Shorts Are Circling Some of the AI Boom’s Biggest Question Marks (bloomberg)
  12. Investors should be cautious for the next 8 weeks, says Fundstrat’s Tom Lee (cnbc)
  13. Chinese e-commerce giant Pinduoduo updates rules to kick out sellers of shoddy products (scmp)
  14. Alibaba-backed e-wallet operator buys Ant Bank Macao, eyes financial services for tourists (scmp)
  15. Google, DOJ Trial Drama To Hit Earnings By Up To 10%, Says JPMorgan: ‘Status Quo Is No Longer Possible’ (benzinga)

Be in the know. 8 key reads for Labor Day…

  1. New report offers more details into Intel’s possible plans to slash costs, sell units (marketwatch)
  2. Banks May Think Twice Before Lowering Savings Account Rates in Lockstep with the Fed (barrons)
  3. Chinese EV Makers Boost Deliveries by 30% in August (barrons)
  4. China’s Sputtering Growth Engines Raise Urgency for Stimulus (bloomberg)
  5. Yen Forecasters Chart Path Past 140 as Global Rate Tracks Emerge (bloomberg)
  6. Ant Group’s blockchain arm Zan wants to be the Google or Microsoft of Web3 in Hong Kong (scmp)
  7. Hong Kong property: cash-rich buyers make most of Peak distress amid 50% price slump (scmp)
  8. U.S. stock-market rebound faces ‘huge’ jobs reports after Labor Day weekend (marketwatch)

Be in the know. 10 key reads for Sunday…

  1. Anil Kashyap on the Two Types of Fed Balance Sheet Operations (bloomberg)
  2. Luscious Views, Perfect Pasta, and Secret Hideaways: 4-Day Weekend on the Amalfi Coast (mensjournal)
  3. Retail Needs Some Therapy as Cautious Consumers Trade Down (wsj)
  4. Airbnb Should Be a Sleeper Hit (wsj)
  5. Why Interest Rate Cuts Won’t Fix a Global Housing Affordability Crisis (nytimes)
  6. How to fix a housing shortage (npr)
  7. Kamala’s tax proposals (scottgrannis)
  8. Pagani Will Keep Making V-12 Hypercars Because Its Customers Don’t Want Hybrids or EVs (robbreport)
  9. What to Watch For Next When the Fed Starts Cutting Rates (bloomberg)
  10. Jeff Bezos’ new $80 million ride (foxbusiness)