Be in the know. 14 key reads for Tuesday…

  1. Solventum Stock Jumps as Activist Trian Discloses Stake (barrons)
  2. General Motors shares rally after earnings and revenue beat, raises full-year outlook (streetinsider)
  3. These ‘cheap’ stocks could get a tailwind no matter who wins the White House (marketwatch)
  4. Small-caps likely to rally further on AI concerns and chance of Trump win, Goldman says (marketwatch)
  5. Boeing Gets Flurry of Orders at International Airshow (wsj)
  6. Yen rises as traders look to BOJ, while dollar holds steady (streetinsider)
  7. Investors want Fed cuts to be proactive rather than reactive, says JPMorgan’s Gabriela Santos (cnbc)
  8. HSI Company: Benjamin Graham’s Investment Philosophy Still Works in Current HK Mkt (aastocks)
  9. Top chip executive says China will soon see ‘explosive’ semiconductor growth (scmp)
  10. The PBOC Cuts Rates In Advance of Politburo Meeting (chinalastnight)
  11. Hong Kong stocks drift lower as investors eye more China policy support (scmp)
  12. Coca-Cola Beats, Boosts Full-Year Outlook on Higher Prices (bloomberg)
  13. China Rate Cut Steals Plenum’s Muffled Thunder (bloomberg)
  14. Now is the time to get bearish on the dollar, strategist says (marketwatch)

Be in the know. 18 key reads for Monday…

  1. A Stock-Market Rotation of Historic Proportions Is Taking Shape (wsj)
  2. China Surprises With Rate Cut (bloomberg)
  3. China’s housing may get extra help by July’s end as policymakers strive to reverse slump (scmp)
  4. China Bond Yields Test PBOC Intervention Zone After Surprise Cut (bloomberg)
  5. China Vows to Accelerate New Affordable-Housing Model (bloomberg)
  6. China Unexpectedly Cuts Rates In Bid To Boost Economy, But Much More “Heavy Lifting” Needed (zerohedge)
  7. Xi Vows to Rewire China’s Finances, Help Indebted Regions (bloomberg)
  8. Boeing to sell up to 50 airplanes to Korean Air (marketwatch)
  9. The housing market is close to a rare buying opportunity with prices set to drop in pandemic boom towns, analyst says (businessinsider)
  10. Boeing ‘disappointed’ customers but is on the path to ‘transformational change,’ commercial jet CEO says (cnbc)
  11. Goldman Strategists Say Big Tech’s AI Splurge Worries Investors (bloomberg)
  12. Delta Air Lines Director Buys Large Block of Stock (barrons)
  13. Why the Fed is waiting a bit longer to lower interest rates (ft)
  14. Hong Kong stocks gain as China’s rate cut lifts hopes of economic momentum (scmp)
  15. The PBOC Cuts Rates In Advance of Politburo Meeting (chinalastnight)
  16. Salesforce reportedly orders staff to return to office ‘four to five days a week’ (nypost)
  17. Dalio’s Abu Dhabi Penthouse Shows Rise of New Hedge Fund Hubs (bloomberg)
  18. China extends tariff exemptions on certain US goods until February 2025 (cn)