- PC Sales Are Ready to Take Off Again. It’s All About AI. (barrons)
- Hedge funds plow cash into top tech stocks leading to record levels of crowding (marketwatch)
- China Stimulus-Led Property Rally Meets Skeptical Investors (bloomberg)
- US Mortgage Rates Fall for Third Week, Dropping to 7.44% (bloomberg)
- China Property Stocks Surge, With Sunac Rallying 27%, After Beijing Picks 50 Firms to Fund (bloomberg)
- Yuan Seen Extending Rally to Approach Key 7 Level by Year-End (bloomberg)
- Chinese tech giant Baidu’s shares rise 2% after revenue beat (cnbc)
- Fed Minutes May Show Central Bank’s Priorities (barrons)
- These ten stocks, not just from tech, are the key to next year’s S&P 500 earnings growth (marketwatch)
- This is a great time to be long dated Treasuries, says Komal Sri-Kumar (bloomberg)
- Exclusive: China’s state banks are buying yuan, quickening its rally (reuters)
- The Big Read. Can Disney rediscover the magic? (ft)
- How Travis Kelce Manifested the Best Year of His Life (wsj)