Be in the know. 15 key reads for Monday

  1. The Fed has to start cutting rates to avoid tipping the economy over, and 8 cuts are coming in the next 2 years, Bank of America chief Brian Moynihan says (businessinsider)
  2. Here’s when Morgan Stanley thinks the Fed will likely start tapering QT (streetinsider)
  3. Chinese buyers return to Hong Kong’s luxury property market as activity picks up (scmp)
  4. Companies rush to bond market in record $150bn debt splurge (ft)
  5. I Rented a Tesla for a 1,600-Mile Road Trip. I’ll Think Twice Next Time. (barrons)
  6. S., Arab Allies Push Hostage-Release Plan Aimed at Ending Israel-Hamas War (wsj)
  7. Two important events this week could determine the future of Fed rate policy (cnbc)
  8. A bearish signal is flashing for the market’s hottest stocks – and it shows there’s a can’t-miss opportunity brewing for investors, RBA says (businessinsider)
  9. These are the 30 best investments to make now as US stocks rally to record highs, according to bullish strategists at 3 large investment firms (businessinsider)
  10. 4 for ’24: Year Ahead Outlook (rba)
  11. Regional banks pullback is what we’ve been waiting for, says Jim Cramer (cnbc)
  12. S&P Earnings Estimates (Morgan Stanley)
  13. S&P Net Profit Margin (Goldman Sachs)
  14. The Cavalry Comes To Mainland Market’s Rescue, Week in Review (chinalastnight)
  15. American consumers haven’t been this upbeat about the economy since 2021 (businessinsider)