Tag: StockMarket

“Planes and Parkas” Stock Market (and Sentiment Results)…

Key Market Outlook(s) and Pick(s)

Yesterday, I joined Mary Calvi on CBS News to discuss the Fed, Rates and more. Thanks to Mary and Claire Phelan for having me on:

Watch in HD directy on CBS News

On Thursday, I joined Taylor Riggs on Fox Business to discuss Trump, interest rates, rotation, and stock picks. Thanks to Taylor, Jake Mack and Kathryn Meyers for having me on: Continue reading ““Planes and Parkas” Stock Market (and Sentiment Results)…”

Be in the know. 18 key reads for Wednesday…

  1. Boeing CEO Sees Company Reaching Key 737 Milestone This Year (bloomberg)
  2. If you liked deepseek you’re going to LOVE Alibaba’s Qwen 2.5-Max, the #1 performing AI globally. (Alibaba)
  3. Boeing’s Rosy Outlook Negates the Need for a Fire Sale (bloomberg)
  4. U.S. manufacturers show signs of recovery from 2-year slump. (marketwatch)
  5. GM sees fatter profits ahead on strength of gas-powered SUVs and electric cars (marketwatch)
  6. DeepSeek Challenges Everyone’s Assumptions About AI Costs (bloomberg)
  7. Billionaire Castel to Acquire Diageo’s Unit And Expand in Ghana (bloomberg)
  8. US Consumer Confidence Drops to Four-Month Low on Job Market (bloomberg)
  9. Billionaire Beal’s Bank Scored Record Year After Tapping the Fed (bloomberg)
  10. GM Earnings Beat Expectations. Why the Stock Is Getting Crushed. (barrons)
  11. Boeing Confirms Its Bad Earnings. Why the Stock Is Higher. (barrons)
  12. Bets on Bigger Treasuries Rally Are Booming Before Fed Decision (bloomberg)
  13. New US Transportation Chief Orders Fuel Economy Rule Rewrite (bloomberg)
  14. Fed’s Balance-Sheet Plans Mystify Wall Street as Officials Meet (bloomberg)
  15. Yahoo’s big bet (businessinsider)
  16. Boeing CEO: Don’t expect a major restructuring, but maybe a ‘pruning’ (marketwatch)
  17. Wall Street’s AI ‘bubble’ echoes dotcom excesses, Ray Dalio warns (ft)
  18. Wynn looks to Vegas to help revamp Macau’s US$28 billion casino economy (scmp)

Be in the know. 23 key reads for Tuesday…

  1. PBOC Injects Record Liquidity Using Its New Tool, Delays RRR Cut (bloomberg)
  2. China stocks set for US$236 billion influx from state-owned investors: UBS (scmp)
  3. China’s Great Coupon Handout Puts Band-Aid on Weak Consumption (bloomberg)
  4. Nvidia Slashes $600B in Market Cap. It’s the Biggest Loss in a Single Day. (barrons)
  5. Tech stocks plunge as Wall Street fears stretched valuations. Will value stocks win? (marketwatch)
  6. What Is DeepSeek? Everything to Know About China’s ChatGPT Rival and Why It Might Mean the End of the AI Trade. (barrons)
  7. Rare China Support Shows Vanke May Be Too Big to Fail (bloomberg)
  8. Estée Lauder Reviews Brands Amid Management Change (The Lauder family owns about 38% of Estée Lauder’s total common stock and about 86% of the voting power) (bloomberg)
  9. Young Americans Are Drinking Less—But Can It Last? (bloomberg)
  10. What is DeepSeek and why is it disrupting the AI sector? (reuters)
  11. DeepSeek FAQ (stratechery)
  12. Boeing may soon sell some of its businesses. That could finally boost the stock. (marketwatch)
  13. Trump Says Colombia Will Accept Deportees, Ending Tariff Standoff (wsj)
  14. DeepSeek Undercuts Belief That Chip-Hungry U.S. Players Will Win AI Race (wsj)
  15. A Chinese A.I. Company Rattles the Tech World (nytimes)
  16. AI-Fueled Stock Rally Dealt $1 Trillion Blow by Chinese Upstart (bloomberg)
  17. BOJ Watchers Think Next Interest Rate Hike Will Be in Six Months (bloomberg)
  18. Yuan Investors on Edge as China’s Holiday May Spur Swings (bloomberg)
  19. Beacon Roofing CEO describes dealings with QXO as takeover bid heats up (cnbc)
  20. Chinese tech stocks gain as Hong Kong index bucks trend (ft)
  21. DeepSeek changes rules of AI’s great game (ft)
  22. Starbucks cracks down on freeloaders to reverse sales decline (ft)
  23. Beijing unveils US$7.2 billion injection of insurer capital for stocks (scmp)