Be in the know. 23 key reads for Wednesday…

  1. Kenvue Is a New Dividend Aristocrat. Its Payout Will Grow. (barrons)
  2. Hedge funds have made a huge push into risky assets. Here’s what that means. (marketwatch)
  3. Amazon CEO reportedly tells remote workers that ‘it’s probably not going to work out for you’ (marketwatch)
  4. JPMorgan’s Badrichani: Can’t Ignore Investing in China (bloomberg)
  5. Fidelity Says Chinese Equities Remain a ‘Top Call’ (bloomberg)
  6. Apple’s iPhone 15 Looks Like a Bargain. Here’s the Math. (barrons)
  7. China approves 31 more foreign video games, pushing 2023 total past last year (scmp)
  8. BoCom, Chinese lenders seen cutting mortgage rates to help end housing slump (scmp)
  9. Hong Kong stocks hold at 2-week high amid bets on more support measures (scmp)
  11. Demand for Workers Cools, but Remains Elevated (wsj)
  12. U.S. Does Not Want to ‘Decouple’ From China, Commerce Chief Says (nytimes)
  13. China Moves to Shore Up Finances of Troubled Bank (bloomberg)
  14. Everything China Is Doing to Juice Its Flagging Economy (bloomberg)
  15. China Mortgage Rate Cuts Fall Short of ‘Game Changer’ Policy (bloomberg)
  16. Raimondo calls on China to provide more predictability for business (cnbc)
  17. Warren Buffett turns 93 today. Here are 6 of the investing icon’s best birthday stories. (businessinsider)
  18. Warren Buffett’s 93rd birthday is today. Here’s why the investing icon dreads his big day each year, and compares life to a snowball rolling down a hill. (businessinsider)
  19. US Commerce chief leaves China on upbeat note after ‘uninvestible’ remark (reuters)
  20. China chip stocks rally after Huawei’s low-key launch of new Mate 60 Pro phone (reuters)
  21. PVH jumps after beating expectations on top and bottom line (streetinsider)
  22. Market Momentum Rides Further, Pinduoduo’s Q2 Beats (chinalastnight)
  23. Generac CEO Aaron Jagdfeld talks demand for generators amid natural disasters and power outages (cnbc)

Be in the know. 18 key reads for Tuesday…

  1. China’s internet sector expands in first half amid economic recovery efforts (scmp)
  2. S., China Agree on Steps to Ease Trade Tensions (wsj)
  3. Gina Raimondo, the U.S. commerce secretary, said Washington did not want to “decouple” from China. (nytimes)
  4. Chinese Stocks Are in a Slump—and Value Investors Are Excited (wsj)
  5. China Banks to Cut Rates on Mortgages, Deposits in Stimulus Push (bloomberg)
  6. Markets Show China Needs a Stimulus ‘Bazooka’ to Woo Investors (bloomberg)
  7. China Pledges to Speed Up Fiscal Spending (bloomberg)
  8. Raimondo Stresses Optimism on Economic Ties With China’s Premier (bloomberg)
  9. Raimondo Says US Firms Tell Her China Is Becoming Uninvestable (bloomberg)
  10. Wall Street Reels From Painful August as Winning Trades Go Sour (bloomberg)
  11. 3M settles lawsuit over earplugs after a June settlement of up to $12.5B for so-called forever chemicals. (marketwatch)
  12. After calling the S&P 500’s climb this year, this strategist says hang on, the gains aren’t over. (marketwatch)
  13. Elon Musk’s futuristic Cybertruck nears debut as Tesla aims to win over skeptics (nypost)
  14. These financial market signals are telling a different story about China’s economy (businessinsider)
  15. Pinduoduo (PDD) rallies 12% on massive Q2 beat (streetinsider)
  16. Markets are not signaling doom and gloom for China’s economy (ft)
  17. Commerce secretary says US wants to work with China (reuters)
  18. Raimondo Says Trade Can Stabilize China Ties (bloomberg)

Be in the know. 20 key reads for Monday…

  1. 3M Stock Soars on Reported Earplugs Settlement. $5.5 Billion Is a Win for Investors. (barrons)
  2. U.S. and China Agree to Broaden Talks in Bid to Ease Tensions (nytimes)
  3. Chinese Shares Rally After Beijing Cuts Tax on Trades (barrons)
  4. Markets Show China Needs a Stimulus ‘Bazooka’ to Woo Investors (bloomberg)
  5. 3M Agrees to Pay More Than $5.5 Billion Over Combat Earplugs (bloomberg)
  6. Powell sounds ‘like a man who thinks he is probably done raising rates’: Evercore’s Guha (marketwatch)
  7. How the Stock Market Performs After Jackson Hole, According to History (barrons)
  8. China stocks climb after authorities attempt to lure investors with stock tax cut, other moves (marketwatch)
  9. Utilities Face a Growing Dilemma: Shut Off Power or Risk Wildfires (wsj)
  10. ‘Look, Muffy, a Book for Us.’ The 1980s Preppy Handbook Is Again a Must-Read. (wsj)
  11. U.S. Commerce Secretary Faces a Wide Range of Issues in China (nytimes)
  12. Auto Union Boss Wants 46% Raise, 32-Hour Work Week in ‘War’ Against Detroit Carmakers (bloomberg)
  13. Why Tractor Supply Is One of the Most Interesting Retailers on the Planet (bloomberg)
  14. How to Become a Professional Cornhole Player (bloomberg)
  15. China Extends Preferential Tax Policies for Foreigners to 2028 (bloomberg)
  16. US and China agree to export control information dialogue (reuters)
  17. US Commerce chief raised Micron, Intel with Chinese officials (reuters)
  18. Tech IPOs are coming back — now they have to perform (cnbc)
  19. Bank of America: Hedge funds are unusually bullish about these 20 stocks as they brace for tough times in markets (businessinsider)
  20. This beaten-down Brazilian stock is ‘too cheap to ignore’, could rally 50% – Citi (streetinsider)

Be in the know. 15 key reads for Sunday…

  1. Alipay declares live commerce ambitions in pre-IPO growth chase (technode)
  2. China Cuts Stock Trade Tax, Tightens IPOs to Boost Market (bloomberg)
  3. Bob Iger Tweaks Disney’s Strategy on Streaming (nytimes)
  4. Falling 10-Year Yield Rallies Stocks On Seasonal Cue (Almanac Trader)
  5. How The Steep Decline In Chinese Tourists Will Cost The U.S. More Than $20 Billion (forbes)
  6. Analysis: Case builds for China’s banks to cut deposit rates (reuters)
  7. Remote workers are treating their jobs like gig-work, and it’s turning them into the most disconnected employees (fortune)
  8. China’s economy is in desperate need of rescue (economist)
  9. Entrepreneur Rande Gerber on Making His Own Convertible and Why Free Time Is the Ultimate Luxury (robb report)
  10. Not Your Grandad’s MG: The New All-Electric Cyberster Will Churn Out 536 HP of Pep (robb report)
  11. Five takeaways from Instacart’s S-1 filing (techcrunch)
  12. Cape Cod, Nantucket, and Martha’s Vineyard Travel Guide (mensjournal)
  13. This Is What We Just Learned In Jackson Hole (bloomberg)
  14. AI is entering its ‘Napster’ phase. This is who’s going to ‘own’ it next (fastcompany)
  15. The Ferrari 550 Maranello Does Something No Modern Supercar Can (roadandtrack)