- China Factory Activity Expands Again, Private Survey Shows (bloomberg)
- Canada Goose’s stock rockets after luxury outerwear company offers upbeat guidance (marketwatch)
- China pledges to stick with fiscal expansion to spur economy (reuters)
- Powell Navigates ‘Toxic’ Politics of Rate Cuts as Election Nears (wsj)
- Macau Casinos’ Revenue Climbs Ahead of Lunar New Year Holiday (bloomberg)
- Fed Signals Cuts Are Possible but Not Imminent as It Holds Rates Steady (wsj)
- It’s Amazon Earnings Day. 3 Things That Could Go Right. (barrons)
- Op-Ed: Two Wrongs on China Tariffs Certainly Don’t Make a Right (barrons)
- Teva Plans to Divest Drug Ingredients Business in Next Step of Strategic Shift (barrons)
- More Americans apply for unemployment benefits but layoffs still historically low (yahoo)
- Beijing Pledges More Fiscal Support (wsj)
- China Vows to Keep Up Spending in 2024 After Stimulus Cut (yahoo)
- The US House passes the bipartisan tax deal to expand the child tax credit. Up next: the Senate. (yahoo)
- Ant Group inks partnership with Shanghai to help the city’s AI ambitions (scmp)
- Eurozone inflation slows to 2.8% in January (ft)
- Big central banks are pivoting towards rate cuts (reuters)
- Decline in China’s property sector may be slowing (reuters)
- Alibaba Said to Weigh Sale of Mall Chain in Latest Overhaul Step (bloomberg)
- China’s Central Bank Adds $21 Billion in Cheap Funds for Housing (bloomberg)
- Disney (DIS) agrees to sell 60% of its India media unit at a $3.9B valuation – WSJ (streetinsider)
- Fed Shouldn’t Take Too Long to Conclude Inflation Is Beaten (wsj)
- The Companies Calling Workers Back to the Office Five Days a Week (wsj)
- The Wall Street strategist that nailed the 2023 bull market is mulling a boost to his 2024 price target after a strong January (businessinsider)
- US Companies Turning More Optimistic on China, Survey Shows (blooomberg)