Be in the know. 14 key reads for Friday…

  1. Alibaba, JD.com Stocks Rise on China Stimulus. There’s More to Come. (barrons)
  2. Regulator Urges Chinese Companies to Boost Dividends, Buybacks (bloomberg)
  3. Wharton Professor Jeremy Siegel’s 2024 outlook: Stocks and home prices will jump, interest rates will tumble, and recession won’t hit (businessinsider)
  4. The Fed’s Balance Sheet Held Steady This Week. Why It Matters. (barrons)
  5. The set-up for bank stocks is looking like 1995, when they surged 54%, analyst says (marketwatch)
  6. Chaotic ‘triple witching’ set for Friday, as $5.3 trillion in options expire (marketwatch)
  7. 10-year Treasury yield ends at 3.9%, its lowest level since July (marketwatch)
  8. Does Golf Hate Us? (wsj)
  9. Jefferies starts First Solar, Enphase stocks at buy ratings (marketwatch)
  10. Renters are ‘finally catching a break,’ as rents see biggest drop in 3 years, Redfin says (marketwatch)
  11. A rare bullish signal just flashed that says the S&P 500 is set to rocket 20% higher in 2024, investment research firm says (businessinsider)
  12. Auto workers’ deal boosts U.S. industrial production, but other manufacturers struggle (marketwatch)
  13. A $6 trillion cash hoard could fuel more stock gains as Fed pivots (yahoo)
  14. Who Gets the Water in California? Whoever Gets There First. (nytimes)