Be in the know. 12 key reads for Monday…

  1. Xi Hosts Summit With Jack Ma, Chinese Private Sector Leaders (bloomberg)
  2. ‘Trump trades’ like the dollar and bitcoin are stalling, while Chinese stocks are racing ahead (marketwatch)
  3. Xi-Jack Ma Chat Seen as Next Catalyst for Blistering China Rally (bloomberg)
  4. US Tariff Threat May Spell Trouble for Indian Sectors Like Auto, Textiles, Footwear (bloomberg)
  5. Asset Managers Most Bullish on Yen Since 2021 on BOJ Hike Bets (bloomberg)
  6. BOJ’s Offloading of Shares to Shift Focus to ETF Holdings (bloomberg)
  7. Hedge-Fund Bears Risk Being Burned by Resilient Aussie Dollar (bloomberg)
  8. Trump Says Zelenskiy to Take Part in Talks With Russia (bloomberg)
  9. China Says Stable Yuan Key to World Economy Hit by Strong Dollar (bloomberg)
  10. Corporate America’s Souring Profit Outlook Clouds Equity Rally (bloomberg)
  11. Here’s how Intel’s stock charts look after its big rally. Should you buy it? (marketwatch)
  12. Disney’s Latest ‘Captain America’ Film Paces $100 Million at the Box Office (barrons)

Be in the know. 10 key reads for Sunday…

  1. DeepSeek Drives $1.3 Trillion China Stock Rally as Funds Pile In (bloomberg)
  2. US Industrial Output Rises More than Expected (tradingeconomics)
  3. Boeing’s Push to Boost 737 Production Starts With Closing ‘Shadow Factory’ (wsj)
  4. Robb Report’s 2025 Car of the Year: The 10 Contenders (robbreport)
  5. Perplexity launches its own freemium ‘deep research’ product (techcrunch)
  6. The 2025 Maserati GT2 Stradale Takes Itself Way Too Seriously (thedrive)
  7. How would a US sovereign wealth fund even work? (npr)
  8. Why America is in an alcohol recession (thehustle)
  9. Joe Tsai on Alibaba’s AI Leadership: Driving Open-Source Innovation and Economic Impact (alizila)
  10. The stock market just won’t crack. Bulls say it’s time for a breakout to new highs. (marketwatch)