Be in the know. 17 key reads for Friday…

  1. China Announces Key Reform Meeting, Emphasizing Party Leadership (bloomberg)
  2. Japan Will Take Appropriate Action Against Excessive Yen Moves, Finance Minister Says (wsj)
  3. PBOC Vows to Satisfy People’s Housing Needs As Downturn Drags On (bloomberg)
  4. Howard Marks – Co-founder of Oaktree | Podcast | In Good Company | Norges Bank Investment Management (youtube)
  5. Hedge Funds Have Sold Tech and Consumer Stocks, While Buying Banks and Energy, Says Goldman (barrons)
  6. After 40 Years, a Tech Columnist Says Farewell. But First, One More Thing. (barrons)
  7. REITs Had a Terrible First Half. It’s Time for a Turnaround. (barrons)
  8. Larry Summers Says the Economy Looks Healthy, and AI Should Bring ‘Profound’ Change (barrons)
  9. China’s Third Plenum Will Showcase the Country’s Contradictions (barrons)
  10. You Might Be Buying Your House at the Top of the Market (wsj)
  11. Amazon Takes On Chinese Rivals Temu and Shein With Plans for New Discount Service (wsj)
  12. Nike’s Slow Recovery Is Testing Investors’ Patience (wsj)
  13. Beijing Falls in Line With Other Top Chinese Cities to Help Home Buyers (wsj)
  14. Trucking Experts Project Spinoff of FedEx’s Freight Business (wsj)
  15. Ultimate Status Symbol: A $300,000, Souped Up Land Rover Defender, Warts and All (wsj)
  16. Alibaba Cloud is set to build new facilities in Mexico, Malaysia, the Philippines, Thailand and South Korea over the next three years (scmp)
  17. U.S. banks are in a good and resilient place, says Wells Fargo’s Mike Mayo (cnbc)