Be in the know. 18 key reads for Saturday…

  1. Despite What Powell Says, the Fed Is Likely Done (wsj)
  2. U.S. stocks end higher after Fed Chair Powell’s Jackson Hole remarks, S&P 500 snaps 3-week losing streak (marketwatch)
  3. ‘This is a no-rules market’. Goldman strategist explains why recent stock moves have confounded traders. (marketwatch)
  4. Fed Chairman Jerome Powell Kept His Jackson Hole Speech Vague, and That’s No Accident (barrons)
  5. Instacart files to go public on Nasdaq to try and unfreeze tech IPO market (cnbc)
  6. A co-investment chief at billionaire investor Mario Gabelli’s firm shares 3 stocks with strong pricing power he’s betting on as inflation remains sticky — including one that could surge 53% (businessinsider)
  7. UAW Authorizes Strike Against Ford, GM. Don’t Overreact to the News. (barrons)
  8. Autoworkers Vote to Authorize Strikes if Negotiations Fail (nytimes)
  9. 3M Has Legal Problems. A Small One Just Got Resolved. (barrons)
  10. Everything China Is Doing to Juice Its Flagging Economy (bloomberg)
  11. Why stocks can still make run for record highs in months to come, analyst says (marketwatch)
  12. Shein partners with Forever 21 in fast-fashion deal that will expand reach of both companies (cnn)
  13. Is Value Investing as Cheap as It’s Ever Been? (morningstar)
  14. SoftBank seeks to build investment war chest on back of Arm IPO (ft)
  15. China imports record amount of chipmaking equipment (ft)
  16. Catastrophic Weather Is Wreaking Havoc With Insurance. These Companies Can Handle the Storm. (barrons)
  17. Hong Kong Turns to Tycoons to Get Party Scene Back on Track (bloomberg)
  18. Opinion: 4 reasons to start buying the August stock-market weakness — and what to buy (marketwatch)

Be in the know. 15 key reads for Friday…

  1. US Commerce Secretary’s China Trip Has a Chance of Success That Eluded Others (bloomberg)
  2. Alibaba launches AI model that can understand images and have more complex conversations (cnbc)
  3. Vanguard says value stocks haven’t been this cheap vs. growth since the COVID outbreak (marketwatch)
  4. China Regulator to Meet Global Investors to Shore Up Market (bloomberg)
  5. China Eases Home Purchase Rules in New Push to Boost Economy (bloomberg)
  6. U.S. central bank has earned the right to take its time with interest-rate decisions, Boston Fed’s Collins tells MarketWatch in Jackson Hole interview (marketwatch)
  7. How Jackson Hole Became an Economic Obsession (nytimes)
  8. China Deserves Long-Term Strategic Asset Allocations: Chen (bloomberg)
  9. Detrick: Favor small-caps and cyclicals, which do well with higher yields (cnbc)
  10. Exclusive: China plans to cut stamp duty on stocks by up to 50% to revive confidence-sources (reuters)
  11. China offers tax breaks to home buyers, finance ministry says (marketwatch)
  12. Investor sentiment turns sour after a bad month for stocks – here’s why that’s a bullish sign. (businessinsider)
  13. If the UK stock market is cheap, why doesn’t it go up? (ft)
  14. China imports record amount of chipmaking equipment (ft)
  15. Powell’s pivotal speech Friday could see a marked shift from what he’s done in the past (cnbc)