Be in the know. 20 key reads for Thursday…

  1. Russell 2000 on pace for best month versus S&P 500 in nearly 3 years (marketwatch)
  2. 10-year Treasury note rallies hard, sending yield BELOW 4% on growing confidence in Fed’s inflation fight (marketwatch)
  4. Dollar Drops to Weakest Since August as Traders Eye Fed Pivot (bloomberg)
  5. Intel CEO touts AI Everywhere initiative ahead of event (foxbusiness)
  6. Fed Prepares to Shift to Rate Cuts in 2024 as Inflation Eases (bloomberg)
  7. Goldman Revises Fed Call, Now Seeing ‘Earlier and Faster’ Cuts (bloomberg)
  8. Moderna’s Cancer Treatment Shows Promise (barrons)
  9. The SEC Is Chipping Away at Hedge Fund Secrecy. What’s at Stake for Elliott and Other Activists. (barrons)
  10. Lamborghini Leonardo DiCaprio Drove in ‘Wolf of Wall Street’ Sells for $1.655 Million (barrons)
  11. Bond king calls for 10-year yield to slide much further as Goldman forecasts three Fed cuts in a row (marketwatch)
  12. ECB Follows Fed and Bank of England Holding Interest Rates (barrons)
  13. S. retail sales rebound while jobless claims plummet (marketwatch)
  14. Wall Street has discovered what’s really driving U.S. stocks higher in 2023. The explanation isn’t as simple as one might expect. (marketwatch)
  15. The Fed Underwrites the Recovery (wsj)
  16. Hong Kong stocks join global rally after Fed holds fire on interest rates (scmp)
  17. The S&P 500 Just Did Something It Has Only Done 30 Times Since 1950. History Says the Stock Market Will Do This Next (fool)
  18. The Fed’s December decision was the beginning of a pivot, says WSJ’s Nick Timiraos (cnbc)
  19. Biotech stocks undergo recovery after year of ‘wreckage (ft)
  20. JPMorgan calls Amazon and Alphabet its ‘top picks’ for 2024 in bet that mega-cap tech rally will continue (businessinsider)