Be in the know. 12 key reads for Tuesday…

  1. GLP-1 craze: Buy Baxter, skip Eli Lilly, strategist saysGLP-1 craze: Buy Baxter, skip Eli Lilly, strategist says (finance.yahoo)
  2. Something remarkable and extremely rare happened in the U.S. stock market on Monday (marketwatch)
  3. China vows to boost domestic demand in bid for 2024 recovery (cnbc)
  4. Airports will see their busiest holiday travel season on record, AAA projects (marketwatch)
  5. Macy’s real estate alone is worth nearly $3 billion more than investors’ bid, these analysts say (marketwatch)
  6. It’s Time to Get Excited About Banks. Here Are Four to Watch. (barrons)
  7. The Math for Buying a Home No Longer Works. These Charts Show You Why. (wsj)
  8. U.S. Companies Are Finding It Hard to Avoid China (wsj)
  9. Shohei the Time Value of Money (bloomberg)
  10. Fed to start cutting rates midyear in 2024 with high chance of soft landing, CNBC Fed survey finds (cnbc)
  11. Michael Milken says the Fed won’t move too early and risk massive inflation like the 1970s (cnbc)
  12. Soft-landing view has Ed Yardeni targeting 6,000 on the S&P 500 in two years (marketwatch)