Be in the know. 20 key reads for Tuesday…

  1. GM upbeat on 2024, betting on a ‘resilient’ US economy (reuters)
  2. GM Provides Upbeat Outlook on 2024 Profit (wsj)
  3. IMF upgrades global growth forecast, citing U.S. resilience and policy support in China (cnbc)
  4. US and China launch talks on fentanyl trafficking in a sign of cooperation amid differences (abc)
  5. The Fed Meeting Isn’t Just About Rate Cuts. What Might Matter More. (barrons)
  6. Big Pharma Reports Earnings After a Year in ICU (barrons)
  7. Microsoft and Alphabet Kick Off Big Tech Earnings. Plus, AMD. (barrons)
  8. Here’s What China Is Doing to Boost Economy, Rescue Markets (bloomberg)
  9. Alibaba-backed Xreal, rival to Apple’s Vision Pro, claims it’s now an AR glasses unicorn (cnbc)
  10. Tesla, LVMH Earnings Show How China Impact Is Anyone’s Guess (bloomberg)
  11. Consumer confidence climbs to 2-year high as U.S. inflation cools and the economy keeps growing (marketwatch)
  12. BlackRock cites AI in upgrading U.S. stocks to overweight (marketwatch)
  13. Alphabet earnings: What to expect from the Google parent company (marketwatch)
  14. Microsoft earnings: What to expect from Azure, Office and — of course — AI (marketwatch)
  15. Earnings Season Needs the Rest of the Magnificent Seven to Ride In (barrons)
  16. Why analysts say the Fed risks clogging the financial plumbing without a policy change (marketwatch)
  17. China’s Economic Problems Drag On. Stocks Could Jump. (barrons)
  18. Billionaire Sternlicht Sees $1 Trillion Loss in Office Values (bloomberg)
  19. Citadel’s Ken Griffin says the economy looks ‘pretty damn good right now’ (cnbc)
  20. Steve Cohen, John Henry Group Set to Invest Billions in PGA Tour (wsj)