Be in the know. 15 key reads for Monday…

  1. China Boosts Index Investments in Latest Bid to Revive Market (bloomberg)
  2. Building-Products Distributor QXO Launching Hostile Bid for Beacon (wsj)
  3. Why America is in an alcohol recession (thehustle)
  4. Chinese AI applications now have bigger aims — they’re looking beyond chatbots (cnbc)
  5. China’s central bank conducts 14-day reverse repos ‘to inject liquidity into the market and boost confidence’ (globaltimes)
  6. Tom Brady and His Watch Are Both Modern Sports Icons (gq)
  7. Lamborghini Revuelto vs. McLaren 750S: Which Supercar Is Best? — Performance Car of the Year 2025 (roadandtrack)
  8. The BoJ’s Dangerous Confidence (gavekal)
  9. Bryson DeChambeau’s LIV Golf wealth fueling ‘mega-project’ (golf)
  10. ‘I got better at life’: Why Joel Dahmen trained with a Navy Seal (golf)
  11. Diageo Doesn’t Intend to Sell Guinness, Moet Hennessy Stake (bloomberg)
  12. Trump vs Powell: Who will drive the stock market as the Fed holds its first meeting of the year? (marketwatch)
  13. This Wegovy user spent $5,000 on a new wardrobe after losing 80 pounds — and she’s not alone (marketwatch)
  14. This Trend Could Spell Trouble for Bank Stocks (barrons)
  15. Germany’s Economic Model Is Broken, and No One Has a Plan B (wsj)

Be in the know. 13 key reads for Sunday…

  1. So Much for Tariffs? Businesses Could Avoid Paying $250 Billion in Levies, Goldman Sachs Says. (barrons)
  2. Investors Bet Trump Will Make Europe Investable Again (wsj)
  3. Trump Tries to Forge ‘Golden Age’ Economy of Self-Reliance and Defiance (wsj)
  4. Business elites truly believe Trump could be on the verge of solving one of the world’s most difficult problems: The Ukraine War (com)
  5. The podcast bros who helped put Trump back in the White House (ft)
  6. ‘Leveraged to the hilt’: PE-backed firms hit by wave of bankruptcies (ft)
  7. How Canada Goose went from making Antarctic outerwear to selling luxury status symbols, and where it goes from here (businessinsider)
  8. 10 Best Cheap Stocks to Buy Under $10 (morningstar)
  9. The Cheat Sheet on Trump’s First Week (nytimes)
  10. 2021-2024 Textbook 4-Year Cycle in The Books (jeffhirsch)
  11. Javier Milei’s free-market shock therapy to transform Argentina’s economy gets huge endorsement as sudden growth rebound seen (fortune)
  12. How (un)popular is China’s Communist Party? (economist)
  13. The 18 Best New Supercars of 2025 (robbreport)

Be in the know. 22 key reads for Saturday…

  1. Dollar falls after Trump hints at softer stance on China tariffs (ft)
  2. Dollar Posts Worst Week in 14 Months as Tariff Risks Subside (boomberg)
  3. Diageo Weighs Options for Guinness in Portfolio Review (bloomberg)
  4. Will the Chinese Consumer Finally Start Spending? (bloomberg)
  5. Beacon Roofing Seeks Potential Rivals to QXO Takeover Bid (bloomberg)
  6. Dollar Posts Worst Week in 14 Months as Tariff Risks Subside
  7. Home Sales Had Their Worst Year Since 1995. There May Be a Silver Lining. (barrons)
  8. American Express Earnings Show Its Card Members Keep Spending. Why the Stock Is Falling. (barrons)
  9. Mid-Cap Stocks Have Been in the Shadows. Why 2025 Could Be Their Year. (barrons)
  10. Why Donald Trump Is Racing So Fast to Remake America (wsj)
  11. Beijing Signals Readiness to Talk to Trump’s Team, Even Old Foes (wsj)
  12. Burberry Sees Positive Signs as Turnaround Plan Continues (wsj)
  13. Trump Unleashes Surprise Global Rally by Backing Off Key Promise (bloomberg)
  14. China Welcomes Back Hollywood Films in Bid to Boost Spending (bloomberg)
  15. AI-Driven Power Boom Will Drive Demand 38% Higher on Top US Grid (bloomberg)
  16. AI, Stargate and China Were the Talk of Davos (bloomberg)
  17. Why the Stock Market Might Be at Peak Concentration Risk (bloomberg)
  18. AmEx CFO says spending picked up at year-end, thanks to millennials and Gen Z (cnbc)
  19. Stock Investors Like Trump 2.0 (wsj)
  20. US stocks at most expensive relative to bonds since dotcom era (ft)
  21. Beijing tells insurers to buy more Chinese stocks (ft)
  22. Why Boeing’s stock isn’t tumbling, even after an ‘eye-watering’ loss warning (marketwatch)

Be in the know. 20 key reads for Friday…

  1. China’s New Rules to Add $138 Billion Into Market, Analysts Say (bloomberg)
  2. Japan Raises Interest Rates to Highest Level Since 2008 (nytimes)
  3. Japan core inflation climbs to a 16-month high, boosting case for rate hikes (cnbc)
  4. Trump Says He Would ‘Rather Not’ Have to Impose Tariffs on China (bloomberg)
  5. Boeing Preannounced Earnings. They Were Dreadful—but That’s OK. (barrons)
  6. Boeing pre-reported losses ‘not that bad’, says Jefferies’ Kahyaoglu (cnbc)
  7. Yuan Gains as Trump Dials Back Tariff Threats (bloomberg)
  8. Europe’s Stoxx 600 Hits Record High on Trump Tariff Relief (bloomberg)
  9. Trump Says He’ll Demand Interest Rates Drop, Urges OPEC to Cut Oil Prices in Davos Speech (barrons)
  10. Trump Can Capture the Fed. Here’s How. (barrons)
  11. TikTok’s Possible Buyers, From Elon Musk to MrBeast (bloomberg)
  12. Disney Raises Iger’s Pay by 30%, Reflecting Turnaround in Profit (bloomberg)
  13. Trump Says He Knows Interest Rates Better Than Fed Chief Powell (bloomberg)
  14. Trump Looks to China to Help Press Putin Into a Deal to End War (bloomberg)
  15. Mortgage Rates in US Drop for First Time in More Than a Month (bloomberg)
  16. Trump piles pressure on Fed chair Jay Powell to cut interest rates (ft)
  17. Beijing tells insurers to buy more Chinese stocks (ft)
  18. Hong Kong stocks rise on Trump’s China optimism and Wall Street rally (scmp)
  19. Like a Good Neighbor, Chinese Insurance Companies Are There To Buy Stocks (chinalastnight)
  20. China’s Flattening Yield Curve Is Putting PBOC in Focus (bloomberg)

Be in the know. 10 key reads for Thursday…

  1. China Guides Mutual Funds, Insurers to Invest More in Stocks (bloomberg)
  2. China urges state-backed funds to buy more stocks amid market slump (cnbc)
  3. Saudi Leader Offers $600 Billion Investment Pledge in Trump Call (bloomberg)
  4. One by One, World Leaders in Davos Fall in Line in Trump Era (bloomberg)
  5. As Trump Lobs Tariff Threats, White House Maps Trade Overhaul (bloomberg)
  6. Cheap, Not Trump, Is Why European Stocks Are Spiking (bloomberg)
  7. Stock-Market Bulls Are Staring Down Positioning for Rally Clues (bloomberg)
  8. Trump Maps Pivot From Quick Wins to Harder, ‘Solvable’ Problems (bloomberg)
  9. Musk Pours Cold Water on Trump-Backed Stargate AI Project (wsj)
  10. Why Markets Love the Latest Raft of Earnings (barrons)

Be in the know. 37 key reads for Wednesday…

  1. BofA Says Benign Trump Policies to Spark Rally in Stock Laggards (bloomberg)
  2. China’s Social Security Fund Told To Buy Stocks (chinalastnight)
  3. China Eases Rules for Long-Term Funds to Boost Stock Market (bloomberg)
  4. How Javier Milei’s Tough Remake of Argentina Made Him a MAGA Hero (wsj)
  5. Putin and Xi Stick Together in Video Call After Trump’s Inauguration (wsj)
  6. 20 value stocks primed for rapid revenue growth (marketwatch)
  7. Trump’s dream TikTok deal could set a blueprint for doing business with China (nypost)
  8. Here’s the key date to watch for Trump’s tariff policies, one analyst says (marketwatch)
  9. Trump’s Day 1 executive orders target EVs, inflation, immigration. Here’s what could come next. (marketwatch)
  10. Opinion: Trump’s first 100 days: What he must do on trade, immigration and tax cuts (marketwatch)
  11. Opinion: Faster growth can fix many of America’s problems. Here’s how Trump can succeed. (marketwatch)
  12. Is it time to shift to a value-focused investment strategy? (yahoo)
  13. Jamie Dimon says US stock market ‘kind of inflated,’ critics need to ‘get over’ Trump tariffs (nypost)
  14. Americans flocked to this southern US state in droves in 2024 (nypost)
  15. Trump Threatens 10% Tariff on China, Cites Trade Deficit With EU (bloomberg)
  16. US Mortgage Rates Drop to 7.02%, First Decline in Six Weeks (bloomberg)
  17. Einhorn says the market is at the fartcoin stage of the cycle. His fund bought Peloton and made these moves. (marketwatch)
  18. New Tariffs Didn’t Come on Trump’s Day One. A Trade War May Not Be in the Wings. (barrons)
  19. Trump ‘Uncertainty’ Claims a Victim. Ford Stock Catches a Downgrade. (barrons)
  20. Davos Reaction to Trump 2.0: Buckled Up and Ready for His New Term (wsj)
  21. Musk Pours Cold Water on Trump-Backed Stargate AI Project (wsj)
  22. The Alcohol Industry Is Hooked on Its Heaviest Drinkers (wsj)
  23. Five Things to Know About Trump’s Energy Orders (wsj)
  24. A List of Trump’s Key Executive Orders—So Far (wsj)
  25. Trump Keeps China Guessing on Tariff Threats (wsj)
  26. An Anxious Federal Workforce Bids Goodbye to Job Stability and Remote Work (wsj)
  27. Trump to Spur US Tech Deals Boom, Qatar’s $510 Billion Fund Says (bloomberg)
  28. Why Trump Is Pledging to Refill the US Oil Reserve (bloomberg)
  29. TikTok Saga Shows Americans Can’t Be Bothered to Take On China (bloomberg)
  30. Trump Says He’s Open to Elon Musk or Larry Ellison Purchasing TikTok (bloomberg)
  31. Jamie Dimon says Trump’s tariff policy is positive for national security so people should ‘get over it’ (cnbc)
  32. A Chinese startup just showed every American tech company how quickly it’s catching up in AI (businessinsider)
  33. S. investors liked the Stargate AI news. Asian investors loved it. (marketwatch)
  34. All Federal DEI Offices To Be Closed By Wednesday EOD, Workers Placed On Paid Leave: White House (zerohedge)
  35. Extremes Become More Extreme, Then Revert To The Mean (zerohedge)
  36. Trump highlights partnership investing $500 billion in AI (apnews)
  37. China directs funds to stabilise stock market amid Trump tariff threats (scmp)

Be in the know. 35 key reads for Tuesday…

  1. China’s consumer sector, long plagued by a property slump that has slowed the economy and dampened sentiment, could be nearing a “tipping point”, as consumers save less and spend more following last September’s stimulus blitz, analysts said. (scmp)
  2. Intel’s Potential Buyers Speculated Ahead of Trump’s Inauguration: A Quick Round-up (trendforce)
  3. Trump Holds Off on Immediate China Tariffs, Calls for Study (bloomberg)
  4. Xi Calls for Proactive Macro Policies to Keep China Momentum (bloomberg)
  5. Hartnett suggests being long on international stocks like Europe, China and emerging markets amid policy easing in those regions. He also recommends buying rate-sensitive stocks like homebuilders, utilities, financials and REITs as the 30-year Treasury yield has peaked below 5%. (bloomberg)
  6. Analysts Agree These 8 Warren Buffett Stocks Will Soar In 2025 (investors)
  7. Trump’s Inflation-Cutting Push Suggests Regulatory Cuts Are Coming (barrons)
  8. Trump Signs Order Freezing Government Hiring, Mandates Workers Return to Office (barrons)
  9. Tariffs on Mexico, Canada Could Come as Soon as Feb. 1, Trump Says (barrons)
  10. Trump’s Day 1 orders target EVs, inflation, immigration. Here’s what could come next. (marketwatch)
  11. Trump Signs Executive Orders Focused on the Border, Energy (wsj)
  12. China Signals It Is Open to a Deal Keeping TikTok in U.S. (wsj)
  13. Big Pharma, Beaten Down Under Biden, Hopes for New Chapter Under Trump (wsj)
  14. Trump’s Tariff Shifts Are a Warning for Corporate America to Expect Whiplash (bloomberg)
  15. Trump Signs Executive Order to Cancel Federal DEI Requirements (bloomberg)
  16. Trump Again Calls for EU to Buy More US Energy to Avoid Tariffs (bloomberg)
  17. Trump Lifts Biden’s Freeze On Liquefied Natural Gas Exports (bloomberg)
  18. Treasuries Rally on First Trading Day Under Trump Presidency (bloomberg)
  19. Trump May Be a Net Positive for the Jobs Market, Randstad Says (bloomberg)
  20. Japanese Stocks Drop After Trump Talks About Tariff Plan (bloomberg)
  21. Trump Says He Will Stop Leasing Federal Land for Wind Farms (bloomberg)
  22. Trump Says He’ll Fill US Strategic Oil Reserve ‘Right to the Top’ (bloomberg)
  23. Trump to Sign Orders Defining Sexes, Ending DEI in Agencies (bloomberg)
  24. Jefferies downgrades Apple to rare underperform rating (cnbc)
  25. Stanley Druckenmiller says ‘animal spirits’ are back in markets because of Trump (cnbc)
  26. Trump trade memorandum doesn’t impose tariffs, but he says some could be coming (cnbc)
  27. As WEF gets underway, the list of world leaders not attending Davos speaks volumes (cnbc)
  28. Should you sell Apple’s stock? This analyst makes the case with 3 reasons. (marketwatch)
  29. These are the 2 most important questions for 2025, according to BofA (streetinsider)
  30. Stuart Varney: Patriotism has made a comeback (foxbusiness)
  31. Tech war: China creates US$8.2 billion AI investment fund amid tightened US trade controls (scmp)
  32. Chinese regulators express support for capital markets ahead of Trump’s inauguration (scmp)
  33. Hong Kong stocks rise on positive talks between Trump and Xi (scmp)
  34. Guggenheim expects Fed to cut rates about every quarter in 2025 (reuters)
  35. It’s a Tough Time for Builders. D.R. Horton’s Outlook Could Be a Bright Spot. (barrons)

Be in the know. 10 key reads for Monday…

  1. Is Elon Musk About to Buy Intel (INTC)? (247wallst)
  2. Dollar Eases as Trump’s Second Term Approaches (tradingeconomics)
  3. China Stocks Climb After Xi-Trump Call (tradingeconomics)
  4. TikTok Restores US Service, Credits Trump (zerohedge)
  5. Hartnett: Historic Rout In Treasuries Ending As “Trump Can’t Allow Bigger Debt And Deficits” (zerohedge)
  6. Trump wants to visit China, strengthen relationship: Report (yahoo)
  7. The truth behind your $12 dress: Inside the Chinese factories fuelling Shein’s success (bbc)
  8. Don Julio (Diageo Owned) Debuts ‘Year Of The Snake’ 1942 Añejo Tequila (maxim)
  9. Pagani Utopia Has Vision-Blurring Performance (roadandtrack)
  10. China ready to work with US for steady growth of ties: Chinese VP (globaltimes)

Be in the know. 10 key reads for Sunday…

  1. Trump Says He’ll Give TikTok a 90-Day Reprieve. The App Threatens to Shut Down at Midnight. (barrons)
  2. How Buffett and Munger helped Americans become savvy investors (nypost)
  3. Voters Want MAGA Lite From Trump, WSJ Poll Finds (wsj)
  4. Trump Told Advisers He Wants to Visit China as President (wsj)
  5. Bank of Japan Is Set to Raise Interest Rates, Trump Permitting (bloomberg)
  6. Perplexity Said to Submit Bid to Merge With TikTok’s US Unit (bloomberg)
  7. Trump Says He’ll Likely Visit California Next Week, NBC Says (bloomberg)
  8. Walgreens CEO Admits That Locking Merchandise Away From Shoplifters Makes Regular People Not Buy It (futurism)
  9. The Single Biggest Individual Financier In The World. The Richest Woman In America: Hetty Green (founders)
  10. Your Guide to Trump’s Day-One Agenda — From Taxes to Tariffs (bloomberg)

Be in the know. 10 key reads for Saturday…

  1. Traders Pile into Bullish China ETF Wagers After Trump-Xi Call (bloomberg)
  2. What Trump is planning for day one — and what could matter most for investors (yahoo)
  3. Trump, China’s Xi Discuss Trade, TikTok Before Inauguration (bloomberg)
  4. Why Trump’s Plan to Escalate Tariffs Has So Many Haters (bloomberg)
  5. S&P 500 Has Its Best Week Since November Election (bloomberg)
  6. Can an EV Ever Really Be a Muscle Car? (bloomberg)
  7. Sources Say Intel Is An Acquisition Target (semiaccurate)
  8. SLB Stock Jumps on Earnings. AI Is the ‘X Factor’ for Energy-Tech Industry. (barrons)
  9. Chinese Stocks in Hong Kong Cap Best Week in Three Months (bloomberg)
  10. This Gorgeous Lamborghini Miura Is Up For Grabs (maxim)