Be in the know. 27 key reads for Monday…

  1. The Band is Back Together. Jack Ma’s proxies (who built the company with him) are fully back in charge: “Alibaba’s Daniel Zhang Exits Chinese Internet Giant Entirely” (investors)
  2. An Important Shift in Fed Officials’ Rate Stance Is Under Way (wsj)
  3. China Gen Z Tries to Leisure-Shop Way Out of Jobless Blues (bloomberg)
  4. China Shows Signs of Stability as Credit, Inflation Improve (bloomberg)
  5. World Trade Center rebuild revitalized lower Manhattan and brought healing (foxbusiness)
  6. China bolsters market sentiment by simplifying stock investments for insurers (global)
  7. China’s easing of property market curbs gives Beijing home sales a boost (reuters)
  8. China Credit Climbs More Than Forecast as Banks Boost Loans (bloomberg)
  9. Hedge funds say greenback rally may not be over (investmentnews)
  10. Dollar tumbles against yen after BOJ head hints that negative interest rates could end (marketwatch)
  11. 6 Inexpensive Consumer Stocks With Strong Profit Growth (barrons)
  12. Earnings Estimates Are Rising, a Welcome Sign for 2023 Market Rally (wsj)
  13. China’s Premier Urges Biden to See His Nation as an Opportunity (bloomberg)
  14. Hedge Funds Turn Most Bearish on Euro Since January Ahead of ECB (bloomberg)
  15. Money-center bank Citigroup is Berkshire’s highest-yielding holding on a nominal basis (5.1%). (fool)
  16. EU downgrades growth forecast and raises inflation expectations (ft)
  17. Lunch with the FT. ‘He is driven by demons’: biographer Walter Isaacson on Elon Musk (ft)
  18. China issues strong warning against bets on renminbi depreciation (ft)
  19. Exclusive: China’s central bank to scrutinise bulk dollar purchases – sources (reuters)
  20. The Race to Drill America’s Longest Oil and Gas Wells (wsj)
  21. ‘Elon Musk’ Takeaways: Book Paints Complicated Picture of the World’s Richest Man (wsj)
  22. Yellen ‘Feeling Very Good’ About Soft Landing for US Economy (bloomberg)
  23. Just a 10-Day UAW Strike Risks Costing US Economy $5.6 Billion (bloomberg)
  24. Biden Doubts China Able to Invade Taiwan Amid Economic Woes (bloomberg)
  25. China’s Consumer Prices Creep Out of Deflation in August (bloomberg)
  26. Fears about China’s government ban on iPhones are ‘way overdone,’ as the crackdown could impact only 1% of the smartphone’s sales in China: analyst (businessinsider)
  27. Morgan Stanley says it’s a lonely bull, recommending government bonds (marketwatch)

Be in the know. 15 key reads for Sunday…

  1. Earnings Estimates Are Rising, a Welcome Sign for the 2023 Market Rally (wsj)
  2. Alibaba chases B2B expansion in the US with a suite of enhanced tools (technode)
  3. The World’s 50 Most Valuable Sports Teams 2023 (forbes)
  4. China’s Shanghai Composite Stock Index Nearing “Decision Time!” (kimblechartingsolutions)
  5. The Tension Driving the UAW Strike Threat (wsj)
  6. Important Shift in Fed Officials’ Rate Stance Is Under Way (wsj)
  7. “China’s economic recovery rate is leading among major global economies,” Xi said. China’s growth rate was 5.5% during the first half of the year compared with a year earlier, though that result was boosted by strong activity in the early part of 2023. “The long-term positive fundamentals haven’t changed,” he said. (wsj)
  8. The Rich and Famous Love This Banker, Even If She’s a Little Mean to Them (wsj)
  9. 10 Biotech Stocks with Biggest Upside (insidermonkey)
  10. Cybertruck spied with updated interior (techcrunch)
  11. Saudi Arabia Is Pouring Money in Sports. Is Tennis Next? (nytimes)
  12. Is this a great country or what? (scottgrannis)
  13. Apple Wonderlust 2023: iPhone 15 Pro will be 10% lighter but come with a long battery life (firstpost)
  14. Elon Musk is on a mission to create the world’s first AGI, an AI that is as smart as humans (firstpost)
  15. The Inflation Reduction Act Could be the New, New Deal (worth)

Be in the know. 15 key reads for Saturday…

  1. A New Stock Market High Looks Far Away. There’s a Lot at Stake. (barrons)
  2. No other investor has a life story quite as unbelievable as Li Lu (ft)
  3. Disney execs reportedly think Bob Iger’s ‘end game’ is to sell company to Apple (nypost)
  4. Walmart to open police ‘workspace’ inside Atlanta store as shoplifting epidemic rages (nypost)
  5. Manhattan’s private clubs thrive in a new Gilded Age (ft)
  6. Undervalued by Nearly 40% and Yielding Almost 5%, This Stock Is a Buy (morningstar)
  7. Disney Fight Marks Cable TV’s Last Stand (wsj)
  8. His Ferrari Is Built for Family Life (wsj)
  9. Intel poised as ‘domestic winner’ for semiconductor fabs if U.S.-China trade war gets hotter (marketwatch)
  10. Stellantis offers 14.5% pay increase to UAW, days before possible strike (cnbc)
  11. Disney Spells Out Details of Hulu Negotiations With Comcast (bloomberg)
  12. Air Travel Is Still Recovering. Buy This Stock. (barrons)
  13. Taiwan Semi’s August Sales Point to a ‘Good Start,’ Says Analyst (barrons)
  14. These 6 Food Stocks Have Gotten Hit Hard. It’s Time to Chow Down. (barrons)
  15. The Ultimate Off-Road Adventure In A Ford Bronco Badlands SUV (maxim)

Be in the know. 15 key reads for Friday…

  1. Walgreens Is Looking for a New CEO. Why That Could Make the Stock a Winner. (barrons)
  2. 3 reasons why the stock market could still rally in the historically weak month of September, according to Fundstrat (businessinsider)
  3. Here’s why Wall Street may be overreacting to Apple’s challenges in China (marketwatch)
  4. Banks Are Stuck in a Rut. A Buyout Wave Could Be Building. (barrons)
  5. Disney Stock Falls to a Nearly 10-Year Low. Why It’s Still a Buy. (barrons)
  6. ARM IPO Lets Wall Street Return to What It Does Best (barrons)
  7. Fed’s Logan Favors Skipping Rate Hike. The Path Ahead Is Delicate. (barrons)
  8. Why Higher Unemployment Is Good News Now (wsj)
  9. GM’s Counteroffer to UAW Shows Big Gap Remains as Strike Deadline Looms (wsj)
  10. Apple Becomes the Biggest U.S.-China Pawn Yet (wsj)
  11. Huawei Debuts Even More Powerful Phone While Controversy Swirls (bloomberg)
  12. Fed’s Williams Says Policy in Good Place, Must Be Data Dependent (bloomberg)
  13. Disney drops all but free speech claim in political retaliation suit against DeSantis (cnbc)
  14. Walmart is reportedly lowering pay for some new hires. Do employers have the upper hand now? (marketwatch)
  15. Trade Data Exceeds Expectations, Headlines Cost Apple Shareholders $100 Billion (chinalastnight)