- Chicago Fed President Sees Promising Progress on Inflation (barrons)
- Intuitive Surgical Stock Jumps. ‘Da Vinci’ Robots Guide the Future. (barrons)
- Short Seller Hindenburg Research Closes Up Shop (barrons)
- Balance of Power Shifts Back Toward Bosses (wsj)
- Even Harvard M.B.A.s Are Struggling to Land Jobs (wsj)
- Where Does L.A.’s Luxury Home Market Go From Here? (wsj)
- TikTok may get reprieve from Trump over US ban — after vow to go dark on Sunday (nypost)
- Strong Winds Ease in L.A. as Fire Crews Make Progress (nytimes)
- Chinese imports spiked as US buyers prepared for tariffs (usatoday)
- Bessent to Say Dollar’s Global Status Is Critical to US Economy (bloomberg)
- Goldman Sachs CEO Solomon says IPO market is ‘going to pick up’ along with dealmaking (cnbc)
- 10-year Treasury yield pulls back after core inflation is light in December (cnbc)
Category: What I’m Reading Today
Be in the know. 20 key reads for Wednesday…
- Disney wins the 2024 box office as year-end receipts offer a welcome boost (cnbc)
- Treasuries Surge as Easing Inflation Boosts Fed Rate-Cut Bets (bloomberg)
- China Faces Harsh Dilemma as Its Currency Comes Under Pressure (wsj)
- Consumer & Technology Stocks Lead China Rally (chinalastnight)
- China stocks rise on report that Trump is considering a gradual approach to tariffs (yahoo)
- Joseph Tsai: BABA-W Imports US$50B Worth US Goods Annually to Help Cushion Trade Deficit (aastocks)
- Microsoft pauses hiring in U.S. consulting unit as part of cost-cutting plan, memo says (cnbc)
- Meta announces 5% cuts in preparation for ‘intense year’ — read the internal memo (cnbc)
- Intel to spin off venture capital arm as chipmaker continues to restructure (cnbc)
- Odds of Multiple Rate Cuts in 2025 Are Rising (barrons)
- Treasury Yields, Dollar Fall Following December Inflation Data (barrons)
- Trump Plans ‘Energy Dominance’ Executive Orders After Inauguration (wsj)
- Access to Your Airport Lounge Is Getting Even Harder (wsj)
- ‘Red Note,’ a Chinese App, Is Dominating Downloads, Thanks to TikTok Users (nytimes)
- Housing Costs Show Signs of Cooling But Remain Sticky (bloomberg)
- China State Grid Plans Record $89 Billion Spend Amid Green Surge (bloomberg)
- Wall Street Sees Best CPI Day Since October 2023: Markets Wrap (bloomberg)
- How Scott Bessent Won Over MAGA and Wall Street (bloomberg)
- ‘Accidents waiting to happen’ in private credit, says Wellcome Trust (ft)
- Investors pour billions into S&P equal weight fund as tech fears rise (ft)
Be in the know. 10 key reads for Tuesday…
- Dow adds more than 350 points, but Nasdaq closes lower as investors rotate out of tech (cnbc)
- Trump Team Studies Gradual Tariff Hikes Under Emergency Powers (bloomberg)
- Buy on dips in this Chinese internet stock, JPM says (investing)
- US Wholesale Inflation Surprisingly Eases on Drop in Food Prices (bloomberg)
- Producer Inflation Cooled Slightly in December (barrons)
- Palantir Stock Is Down This Year After an Incredible 2024. Why Jefferies Remains Bearish. (barrons)
- Manufacturers Could Shine in 2025. Eight Stocks to Watch. (barrons)
- Growth Stocks Are Getting Crushed. Here Are 8 Bargains. (barrons)
- Large-cap U.S. stocks may be heading for a lost decade, this contrarian warns. What to buy instead. (marketwatch)
- Which insurance companies have the most exposure in California? (foxbusiness)
Be in the know. 23 key reads for Monday…
- An out-of-the box idea for China and Trump (ft)
- A Bond Selloff Is Rocking the World. You Might Want to Take the Other Side. (wsj)
- China Boosts Yuan Support With Warning, Capital Control Tweaks (bloomberg)
- China’s Trade Surplus Reaches a Record of Nearly $1 Trillion (nytimes)
- Boeing Stock Would Benefit From a Breakup, Specialist Says (barrons)
- China and the U.K. have the opposite problem. They just struck a deal. (marketwatch)
- The bull market is still intact. This pullback is just the cost of doing business, says strategist (marketwatch)
- Goldman Sachs Is All-In on the American Exceptionalism Trade (barrons)
- Moderna Stock Sinks. It Disappoints With Covid-19 Vaccine Forecast. (barrons)
- China Downplays Deflation Troubles. Bond Vigilantes Aren’t Buying It. (barrons)
- The Car Market’s Hottest Deal: The Cheap EV Lease (wsj)
- Stocks Are Close to Wiping Out Trump Bump as Rate Fears Kick In (bloomberg)
- Investors Hope Earnings Season Can Revive Faltering Stock Rally (wsj)
- We’re ‘cautiously optimistic’ about the economic outlook, says JPMorgan’s Gabriela Santos (cnbc)
- December Imports Increase On Domestic Demand (chinalastnight)
- China’s Export Boom Means Trump Tariffs Would Hit Beijing Where It Hurts (wsj)
- Meet Trump’s Economic Whisperers (nytimes)
- China Securities Regulator Vows Efforts to Stabilize Market (bloomberg)
- China’s imports post surprise growth in December; exports beat expectations as higher tariffs loom (cnbc)
- Opinion: The stock market’s ‘Trump bump’ will be back. Just be patient. (marketwatch)
- There goes 80% of the market, says one reaction to new White House microchip rules (marketwatch)
- Trump should declare California an ‘opportunity zone’: Jeff Sica (foxbusiness)
- Natural-Gas Stocks Are Set to Beat the Market. Here’s Why. (yahoo)
Be in the know. 10 key reads for Sunday…
- ‘Ready to talk’ Greenland leaders open to speak with Trump after prez-elect expressed interest to make territory part of America (nypost)
- Stock market’s ‘Trump bump’ nearly erased thanks to bond selloff. What’s next. (marketwatch)
- On Bubble Watch (oaktreecapital)
- Why the odds may favor value stocks (oakmark)
- Chick-fil-A’s Lemon-Squeezing Robots Are Saving 10,000 Hours of Work (bloomberg)
- Can American Drivers Learn to Love Roundabouts? (bloomberg)
- How Much Would Buying Greenland Cost? (nytimes)
- Stocks Wrestle with Rates Typical January Action So Far (almanactrader)
- A Bond Selloff Is Rocking the World. You Might Want to Take the Other Side. (wsj)
- Tariff fears trump modest jobs growth (scottgrannis)
Be in the know. 17 key reads for Saturday…
- Fundstrat’s Tom Lee on why rise in yields might be false flag (cnbc)
- Meet Alibaba’s AI coder: an automated system that can build an app ‘in minutes’ (scmp)
- Biotech Stocks Prepare For Action In 2025. Weight-Loss Drugs, AI And Trump 2.0 Are The Catalysts. (investors)
- Opinion: The stock market has one more chance to fight off the bears (marketwatch)
- The Market Is Overreacting. Don’t Lose Your Head. (barrons)
- S. stocks are expensive ‘on almost any valuation metric.’ Why they could remain so for a while. (marketwatch)
- ASML Is the Chip-Equipment Leader. Its Stock Is Poised to Bounce Back. (barrons)
- China’s Central Bank Beefs Up Support as Yuan Nears 16-Month Low (wsj)
- Self-Driving Cars Don’t Do Snow. Goodyear Says the Solution Is Smarter Tires. (wsj)
- Warren Buffett Prepares His Middle Child for the Job of a Lifetime (wsj)
- Detroit Auto Show flaunts the old and the new at iconic car show (usatoday)
- Macy’s lists 66 ‘underproductive’ stores set for closure; over 80 closures still to come (usatoday)
- Hershey Seeks New CEO With Michele Buck Departing Next Year (bloomberg)
- Blowout Jobs Report Fuels Wall Street Fear of ‘Lose-Lose’ Market (bloomberg)
- China Vows Proactive Fiscal Policy, Bigger Deficit to Aid Growth (bloomberg)
- Delta Cracked the Code for Post-Pandemic Profits (bloomberg)
- G Sachs Chief Economist Expects Trump to Slap ~20% Extra Tariffs on Most CN Goods on Avg. Only (aastocks)
Be in the know. 14 key reads for Friday…
- Intel Stock Has Been Beaten Down. How a New CEO Could Shake Things Up. (barrons)
- Home Insurers Are Exiting California. The Wildfires Could Make It Worse. (barrons)
- Hollywood Hills and Other L.A. Fire News: 5 Dead; Economic Toll Nears $60 Billion (barrons)
- Dividends Will Keep Growing in 2025. Where to Find Them. (barrons)
- Trump’s Team Is Stocked With Billionaires. Why the Super Rich Are Taking Over Washington. (barrons)
- Can DOGE Really Slash $2 Trillion? Even Elon Musk Says This Number Is More Likely. (barrons)
- Bank of America Bond Losses Could Top $100B (barrons)
- Fed Minutes Suggest Officials Will Hold Rates Steady for Now (wsj)
- S. Dockworkers and Port Employers Reach Labor Deal (wsj)
- Ozempic, Lego Bricks and Hearing Aids: What Trump’s Greenland Plan Could Hit (nytimes)
- Former President Jimmy Carter credited his longevity to his happy marriage: ‘Marry the best spouse’ (cnbc)
- December jobs report forecast is 155,000. But here’s the number investors really should watch. (marketwatch)
- Why Donald Trump wants Greenland (ft)
- China steps up defence of renminbi against Wall Street bets (ft)
Be in the know. 5 key reads for Thursday…
- Disney Says 157 Million Viewers Seeing Ads on Streaming Services (bloomberg)
- China Ramps Up Yuan Support With Record Hong Kong Bill Issuance (bloomberg)
- How Analyst Job Cuts on Wall Street Are Reshaping Equity Research
- Hershey Wants Special Permission to Buy Over 90,000 Metric Tons of Cocoa (bloomberg)
- Fed Isn’t Certain Where Rates Will Land, Minutes Show (barrons)
Be in the know. 10 key reads for Wednesday…
- NVIDIA CEO Jensen Huang is ‘flying too close to the sun,’ says Thomas Hayes (foxbusiness)
- Nvidia’s stock suffers worst drop in months as CES speech lacked one big thing (marketwatch)
- Palantir’s stock sees sharpest drop since May as momentum cools (marketwatch)
- Disney’s stock gets upgrade amid content ‘renaissance’ and streaming profit growth (marketwatch)
- 3 reasons Trump keeps floating U.S. control of Greenland — including one tied to tax cuts (marketwatch)
- America’s frozen housing market is finally starting to thaw (marketwatch)
- Tech Stocks Are Still Pricey. Dip Buyers Should Look Here Instead. (barrons)
- Man Group president says AI needs to prove its worth in 2025 (fnlondon)
- Quantum Computing Stocks Drop as Nvidia CEO Sees Use Years Away (bloomberg)
- China confirms Xi Jinping and Donald Trump have been in touch since US election (scmp)
Be in the know. 7 key reads for Tuesday…
- Top 3 takeaways from Nvidia’s CES 2025 keynote (finance.yahoo)
- Trudeau resignation opens door to Trump ‘going easy on trade tariffs’ with Canada (finance.yahoo)
- Disney inks deal to combine Hulu + Live TV business into Fubo (nypost)
- Meta names Trump supporter Dana White to board in latest revamp by Mark Zuckerberg (nypost)
- Ulta Beauty Has a New CEO and a Rosier Holiday Outlook (barrons)
- Can Boeing Be Fixed? Aerospace Leaders Offer a Repair Manual (wsj)
- Tencent shares fall 8% in Hong Kong after U.S. designates it a Chinese military company (cnbc)