Be in the know. 17 key reads for Tuesday…

  1. Fed needs to cut interest rates sooner rather than later (ft)
  2. BofA Poll Shows Investors Primed to Fuel Stock Rally With Cash (bloomberg)
  3. Why small caps, cyclicals are ‘an exciting opportunity’ (yahoo)
  4. Traders price in higher odds of two Fed rate cuts this year (bloomberg)
  5. Fed’s Barkin, Kugler, Goolsbee Among Those Set to Speak (barrons)
  6. Retail Sales Miss Again. Consumers Are Losing Steam. (barrons)
  7. Corporate Tax Rate Spurs Political Fight With More Than $1 Trillion at Stake (wsj)
  8. Market concentration could be a warning the rally is slowing: Carson Group’s Ryan Detrick (cnbc)
  9. A lot of the drivers for inflation are falling away, says Fundstrat’s Tom Lee (cnbc)
  10. Intel’s China arm invests in telecoms subsidiary of Apple supplier Luxshare (scmp)
  11. Hong Kong IPO market pipeline has ‘new-found positivity’ after slow first half (scmp)
  12. Midsize Companies Are Big Business for Wall Street’s Megabanks (wsj)
  13. Retail Sales Disappoint In May, April Revised Even Lower… (zerohedge)
  14. Alibaba Health resumed with a Buy at Goldman Sachs (thefly)
  15. BofA: Cash sees largest weekly inflow, money market AUM hits $6.1 trillion (streetinsider)
  16. Bank of America sees continued buyback strength (streetinsider)
  17. Citi Pitches Its Money-Moving Services Business as Central to Its Revamp (bloomberg)

Be in the know. 18 key reads for Monday…

  1. China May retail sales beat expectations (cnbc)
  2. Goldman ups S&P 500 target for a third time — and says 6,300 is possible (marketwatch)
  3. A Big Bond Rally Is Promising Some Help for Home Buyers(wsj)
  4. The Dow Has Been a Dog. Markets Won’t Throw It a Bone. (barrons)
  5. Investors Fear Long Stretch of Calm in Markets Can’t Last (wsj)
  6. If Ray Kurzweil Is Right (Again), You’ll Meet His Immortal Soul in the Cloud (wired)
  7. Review: McLaren Artura Spider Hybrid (wired)
  8. These Are the Best AI Music Generators You Can Use Right Now (gizmodo)
  9. Bryson DeChambeau wins another U.S. Open with a clutch finish to deny Rory McIlroy (npr)
  10. Bryson DeChambeau fixed his swing with this state-of-the-art tech (golf)
  11. The Bizarre Scientific Experiment That Helped Bryson DeChambeau Win the U.S. Open (wsj)
  12. Taobao and Tmall Upgrades Consumer Shopping Experience and Merchant Support Through AI (alizila)
  13. How the US Mopped Up a Third of Global Capital Flows Since Covid (bloomberg)
  14. Bill Gates Says He’s Ready to Put Billions Into Nuclear Power (bloomberg)
  15. China Home-Price Slump Accelerates Despite More Stimulus (bloomberg)
  16. China Leaves Key Rate Unchanged on Currency Pressure, Liquidity (bloomberg)
  17. Activist Starboard amasses Autodesk stake (cnbc)
  18. The Dial-Toning of AI (wsj)