Be in the know. 5 key reads for Wednesday…

  1. Google Parent’s Ad Sale Growth Slows as AI Investments Soar (wsj)
  2. Bank of America clients bailed out of stocks last week at the fastest pace in years (marketwatch)
  3. Boeing Resumes 737 Max Deliveries to China After Two-Month Pause (bloomberg)
  4. Summer Slowdown As Investors Wait For Policy (chinalastnight)
  5. Texas Instruments Gives Outlook Easing Fears of a Downturn (bloomberg)

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)