Be in the know. 10 key reads for Wednesday…

  1. Traders Betting on China Easing (bloomberg)
  2. Why China’s Xi Is Pushing ‘High-Quality Development’ (bloomberg)
  3. “I can’t believe how many people are negative on tariffs that are actually smart. Man, is it good for negotiation” (bloomberg)
  4. Wall Street pivots back to multiple-rate-cut view — reviving one of 2024’s big trading themes (marketwatch)
  5. Small caps are the hottest trade going in the stock market now and they surged another 3% Tuesday (cnbc)
  6. US Floats Tougher Trade Curbs in Chip Crackdown on China (bloomberg)
  7. Dollar Falls to Weakest Since May as Yen Rally Shakes Up Markets (bloomberg)
  8. China Youth Unemployment Hits Lowest Since December to Near 13%
  9. PBOC Questions Banks on Bond Holdings in Push to Cool Rally (bloomberg)
  10. Nvidia Stock Drops. Why It’s a Big Victim in the Tech Exodus. (barrons)

Be in the know. 25 key reads for Tuesday…

  1. The stars have aligned for this corner of the stock market as the US economy enters its ‘Goldilocks’ era, BofA says (businessinsider)
  2. Xi Jinping’s Great Economic Rewiring Is Cushioning China’s Slowdown (bloomberg)
  3. Small caps are the hottest trade going in the stock market right now and they’re up again Tuesday (cnbc)
  4. Inside Disney’s Mission to Keep Viewers Glued to Their Screens (wsj)
  5. Is Chinese President Xi’s Tech-Driven Growth Push Starting to Pay Off? (bloomberg)
  6. Revisiting Hong Kong: Optimism Still Improving Even As Rally Gets Tested (kraneshares)
  7. Bank Of America Stock Adds To 24% Rally On Q2 Earnings; Financial Stocks Eye Breakouts (investors)
  8. Xi’s Quest for ‘High-Quality Growth’ in China Is Bearing Fruit: Big Take (bloomberg)
  9. China tries to hit more birds with one stone in property rescue push (reuters)
  10. Ford Is Making a Comeback. It’s Time to Buy the Stock. (barrons)
  11. Google Search Has AI Issues, but Alphabet Stock Bulls Remain Upbeat (barrons)
  12. Why cooling inflation may not hurt corporate earnings after all (marketwatch)
  13. Powell leaves door open to rate cut but offers no fuel for July move: Evercore’s Guha (marketwatch)
  14. Opinion: ‘The S&P 500 is an accident waiting to happen’ — but it could be a long wait (marketwatch)
  15. Options traders flash rare bullish signal for small-cap stocks (marketwatch)
  16. Evictions Surge in Major Cities in the American Sunbelt (wsj)
  17. Powell Signals Rate Cut Coming Into View but Declines to Say When (wsj)
  18. Starboard Builds Big Stake in Tinder Parent Match (wsj)
  19. Odd Lots: Stephen Roach Warns Of Disaster From Our ‘Sinophobic’ China Policy (bloomberg)
  20. AI stocks look promising long-term, but may be overvalued now, investing experts say (cnbc)
  21. Match’s stock surges after activist investor Starboard urges exploring a sale (marketwatch)
  22. Marathon CEO Richards on Trump Trade, Fed, Dimon’s Private Credit Warning, Real Estate (bloomberg)
  23. Traders see the odds of a Fed rate cut by September at 100% (cnbc)
  24. Fundstrat’s Tom Lee is bullish on small caps (cnbc)
  25. Does Economic Data Raise The Probability of Third Plenum Policy Support? (chinalastnight)