Be in the know. 11 key reads for Monday…

  1. Bond Market Halts Brutal Run as Buyers Pounce on 4.5% Yields (bloomberg)
  2. Dollar’s Sizzling Rally Cools as Bessent Nominated for Treasury (bloomberg)
  3. How Tim Cook Cracked the Code on Working With Trump (wsj)
  4. How Markets Have Responded to Deficits, in Charts (wsj)
  5. Ozempic Could Crush the Junk Food Industry. But It Is Fighting Back. (nytimes)
  6. Stocks, Bonds Rise as Traders Embrace Bessent: Markets Wrap (bloomberg)
  7. Chinese Exports to Hit Record This Year Before Second Trump Term (bloomberg)
  8. Dollar’s Year-End Strength to Give Way to Murky 2025 (bloomberg)
  9. Trump Plans To Use Impoundment To Cut Spending – What Is It? (zerohedge)
  10. Fed’s preferred inflation gauge highlights holiday-shortened trading week: What to know this week (yahoo)
  11. Chinese firms likely to boost M&A activity in response to Trump threats: analysts (scmp)