Be in the know. 25 key reads for Tuesday…

  1. Hedge fund says there are 2 areas in the U.S. in which it has ‘aggressive positions’ (cnbc)
  2. ‘Too Little, Too Late’ China Rate Cut Spurs Call for More Moves (bloomberg)
  3. Chinese developers surge in Hong Kong amid reports of state support (scmp)
  4. Hedge fund Elliott dumps SoftBank stake after souring on Masayoshi Son (ft)
  5. This stock-market milestone indicates the S&P 500 could be as much as 16% higher one year from today (marketwatch
  6. Buffett’s Berkshire Hathaway makes big bet on US lender Ally Financial (ft)
  7. Economy Takes Center Stage, Prompting The PBOC To Take Action (chinalastnight)
  8. Can carbon-eating bacteria alter the course of climate change? (scmp)
  9. More Chinese state-owned firms will delist from US, analysts say (scmp)
  10. Sales and profits boost helps Walmart lift earnings outlook (ft)
  11. Why the Fed might be at ‘neutral’ already on monetary policy (ft)
  12. Fund managers are no longer ‘apocalyptically bearish,’ BofA says after latest poll (marketwatch)
  13. After calling the summer stock-market rally, JPMorgan says it’s not yet time for investors to play defense (marketwatch)
  14. Apple Urges Employees to Return to the Office by This September (barrons)
  15. Weight-Loss Drugs Really Can Work. They Could Be Blockbusters. (barrons)
  16. Gilead Data on Breast Cancer Drug Is ‘Surprise Win,’ Analyst Says (barrons)
  17. Paramount Stock Rises on Streaming Agreement With Walmart (barrons)
  18. Activist Investor Dan Loeb Takes Stake in Disney and Pushes for ESPN Spinoff (barrons)
  19. Exclusive: Tencent plans to divest Meituan stake worth $24 billion (reuters)
  20. BANK OF AMERICA: Buy these 7 stocks that will outperform the market when the Fed pivots to cutting interest rates (businessinsider)
  21. No China Stimulus Good Enough for Stocks Fixated on Covid Curbs (bloomberg)
  22. Walmart Tempers Profit Gloom, Finds Footing After Forecast Cut (bloomberg)
  23. Opinion: The Stock Market’s Rebound Has History on Its Side (bloomberg)
  24. The Golfer Who Made Millions by Turning 50 Years Old (wsj)
  25. Home Depot Stock Rises as Earnings Top Forecasts (barrons)

Be in the know. 14 key reads for Monday…

  1. China Cuts Key Interest Rate to Kick Start Growth (barrons)
  2. Chinese NYSE delistings could pave way for audit deal with U.S., analysts say (streetinsider)
  3. China’s consumer and factory data miss expectations in July (cnbc)
  4. Don’t Give Up on the Chip Makers. These 9 Stocks Look Like Bargains. (barrons)
  5. Market Rebound Draws Wary Eye From Some Investors (wsj)
  6. The future is here World’s fastest airliner to usher in new era of supersonic travel (nypost)
  7. JPMorgan Says Stock Rally Has Legs. Morgan Stanley Disagrees (bloomberg)
  8. Formula One Finally Found a Way to Get Americans to Care (bloomberg)
  9. Consumers Are Still Spending on Fun (wsj)
  10. Chinese tech giants share details of their prized algorithms with regulator in unprecedented move (cnbc)
  11. Beijing Starts More Live Fire Drills Around Taiwan To Protest Democratic Senator Markey’s Visit (zerohedge)
  12. Hedge Funds Flip to Dollar Bears on Bets Peak of Rally Is Over (bloomberg)
  13. Pfizer in Phase 3 Trial for Vaccine for Lyme Disease (trialsitenews)
  14. Why SOE ADR Delisting is a Good Thing, Real Estate Policy Lifts Sector, MSCI’s Quarterly Index Review, Week in Review (chinalastnight)