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Fundstrat’s Tom Lee on 6,000 S&P 500 year-end target: Setup into year-end has a lot of tailwinds (cnbc )
China Ready for $1.4 Trillion Fiscal Support, Top Economist Says (bloomberg )
Hong Kong Takes Breather as Fiscal Policy Bazooka Awaits (chinalastnight )
PayPal Completes Its First Business Transaction Using Stablecoin (bloomberg )
Nike Stock Dives. Why More Losses Wouldn’t Be a Surprise. (barrons )
17 Ways to Play U.S. and China Dividend Stocks With Growth Appeal (barrons )
Investors fearing a scary start to October should focus instead on Friday’s jobs report (marketwatch )
Turns out, the stock market can succeed without the Magnificent Seven (marketwatch )
Weight-Loss Drugs Are Everywhere Now. How the GLP-1 Copycats Took Over. (barrons )
LVMH Took Over the Paris Olympics. Now It’s Snagged Formula One. (wsj )
MIT economist says AI can only handle 5% of jobs, fears stock crash (nypost )
Mortgage Rates Near 6% Are Enough to Start Up a Refinancing Wave (bloomberg )
US Jobless Claims Remain Subdued, Consistent With Low Layoffs (bloomberg )
Natural Gas Higher as Temperatures Slowly Back Down (wsj )
Auto sales rebound and point to strong third-quarter GDP (marketwatch )
China Rally Spurs $7 Billion Loss for Shorts of US-Listed Stocks (bloomberg )
From Pearl Harbor to Sept. 11, here’s how stocks typically react to the outbreak of wars (marketwatch )
China Back to Dominating Emerging Markets as MSCI Weight Soars (bloomberg )
Chinese Homebuyers Scout Showrooms at Midnight After Stimulus (bloomberg )
The $459,000 Ferrari 12Cilindri Sports Car Will Be a New Classic (bloomberg )
Nike Seeks to Wipe Slate Clean for New CEO, Withdraws Guidance (bloomberg )
Xi’s Stimulus Blitz Adds $130 Billion to Coffers of China’s Rich (bloomberg )
Dockworkers Make $150,000. Why They’re on Strike. (barrons )
Boeing Stock Rose Despite Report Saying A Share Offering Is Coming (barrons )
How Will the Port Strike Affect the Price of Gasoline, Food, and Other Products? (barrons )
Port Strike Could Benefit Container Shippers Even as It Hits Retailers, Manufacturers (barrons )
Port Strikes Mean Trucking Rail, Stocks Are Set for a Boost. Check Out These 3. (barrons )
Port Strikes Aren’t About Pay. This Is the Real Issue. (barrons )
Israel Vows To Make Iran Pay For Missile Attack (barrons )
Emerging Market Stocks Have Popped. Expect More Outperformance. (barrons )
October tends to be a positive month for stocks — unless a presidential election is looming (marketwatch )
Hong Kong stocks surge to 20-month high as China-stimulus rally continues apace (marketwatch )
Nike Stock Drops as Doubts on Outlook Outweigh Strong Earnings (barrons )
Port Strike Puts Pressure on Harris, Biden Ahead of Election (wsj )
A CVS Breakup Is No Easy Fix for Its Problems (wsj )
Biden to Sign Bill Allowing Chip Projects to Skirt Key Environmental Review (nytimes )
Chinese Stocks Soar More Than 7% in Hong Kong on Stimulus Bets (bloomberg )
3 cheap areas of the stock market to buy as the Fed unveils a ‘rare double whammy’ of stimulus, BofA says (businessinsider )
How ‘Big Short’ became ‘Big Squeeze’ as Wall Street misread China’s stock market (scmp )
China stock market surge: investors rush to buy shares amid policy easing hopes (scmp )
ADP jobs report shows 143,000 gain. Cooling U.S. labor market leads to slower wage increases. (marketwatch )
China’s foreign investors hope stimulus will end ‘deep winter’ (ft )
Top shale boss says US ‘unusually vulnerable’ to Middle East oil shock (ft )
Israel Plans to Bomb Iranian Oil Facilities in Retaliation or Even Attack Nuclear Facilities: Report (aastocks )
Disney Stock Gets an Upgrade. (barrons )
Hedge fund mogul Larry Robbins seeks overhaul at struggling CVS: report (nypost )
The stock market is entering the most volatile month of an election year — but the rally may be here to stay (marketwatch )
Chamber of Commerce calls on Biden to stop dockworkers strike, citing inflation fears (marketwatch )
Into Lebanon Ahead of Expected Ground Incursion (wsj )
US Deploys a ‘Few Thousand’ More Troops to Middle East (bloomberg )
Employers Boost Dockworker Wage Offer in Bid to Keep Ports Open (bloomberg )
Ports strike could have $4 billion daily impact, but these container stocks are well positioned (marketwatch )
A port strike would be ill-timed, but disruption could boost these companies (marketwatch )
A port strike could be an economic ‘tsunami’ affecting these sectors (marketwatch )
Port strike could come at a ‘high political cost’ for Harris campaign (marketwatch )
Powell Says Fed Not in a Hurry, Will Lower Rates ‘Over Time’ (bloomberg )
Michael Dell Unloads $1.2 Billion in Second Big Dell Stock Sale (bloomberg )
California Clampdown on Retail Theft, Drug Crimes Wins Backing of Over 70 Mayors (bloomberg )
China to Allow Home Buyers to Refinance Mortgages in Latest Easing Move (wsj )
A Week of Shock and Awe Ignites China’s Stock Markets (wsj )
Many Dockworkers Make $150,000 or More. Why They’re About to Strike. (barrons )
Boeing, Union Stall on Strike Talks. Pensions Are a Problem. (barrons )
Alibaba, JD, and Baidu Stocks Rise. The China Trade Is Still Thriving. (barrons )
The Market Could Defy History in October. Where to Find Gains. (barrons )
This hedge-fund manager says it’s a ‘max-long’ moment for stocks (marketwatch )
Boeing Weighs Raising at Least $10 Billion Selling Stock (bloomberg )
Hang Seng & China Internet Outperforming S&P 500 Year to Date (chinalastnight )
Alibaba’s AI-Powered Cancer Detection Tool Recognized on Fortune’s 2024 Change the World List (alizila )
Is The Japanese Yen Reversing Upward? (seeitmarket )
Hedging Goes Out the Door With Burst of China Stocks Euphoria (bloomberg )
Japanese Stocks Plummet on Rate Hike Worries (bloomberg )
Boeing Union Says Talks Halted on Pensions, Pay Demands (bloomberg )
Xi Has Finally Realized What’s Ailing China (bloomberg )
China to cut existing mortgage rates by the end of October (reuters )
China Moves to Cut Mortgage Rates to Revive Housing Market (bloomberg )
Alibaba looks on course for a turnaround amid investor frenzy for Chinese stocks (scmp )
Billionaire investor David Tepper on China: Central bank comments ‘exceeded expectations’ (cnbc )
Those calling Intel a company in decline are missing the point entirely—it’s now a corporate actor on the geopolitical stage (fortune )
Helene Leaves US South Reeling From Flooding and Power Outages (bloomberg )
Nvidia Has ‘Two Glaring Holes’ In Its Data Center Offering (investors )
China Cries Uncle With Big Pledge on Property Crisis (bloomberg )
Chinese stocks post best week since 2008 after stimulus blitz (ft )
Sterling’s rally has further to run, say Wall Street banks (ft )
The case for a melt-up in markets (ft )
Sterling’s rally has further to run, say Wall Street banks (ft )
Masayoshi Son is the $100 billion gambler who went from dirt track to tech titan — and he isn’t done betting yet (businessinsider )
The Restaurant List (nytimes )
It was a September to remember for stocks — but October presents fresh challenges for the rally (marketwatch )
8 incredible golf courses in the US you can build a whole vacation around (usatoday )
10 Undervalued Wide-Moat Stocks (morningstar )
McLaren’s Next Supercar Is Coming Next Month (robbreport )
This Bulletproof Rezvani Vengeance SUV Has A Private Jet-Style Interior (maxim )
The World’s First Official James Bond Bar Just Opened in London—Here’s a Look Inside (robbreport )
Four Seasons Yachts Wants to Take You to the Caribbean for the Holidays (robbreport )
21 Stocks to Play a ‘Magical Moment’ in Healthcare (barrons )
Inflation Cooled in August. The Fed Looks Like It Made the Right Call. (barrons )
Wynn Stock Is Eyeing Its Best Week in 2 Years. China Isn’t the Only Reason. (barrons )
‘Sell in May’ was a costly mistake. Should you buy stocks now at record highs? (marketwatch )
Wall Street’s Risk Binge Expands to Even Unloved Assets After Global Policy Easing (bloomberg )
Hedge fund billionaire David Tepper says he’s loading up on Chinese stocks after the nation’s stimulus bazooka (businessinsider )
China’s biggest stock buying frenzy in years overwhelms exchange (yahoo )
Intel and US race to finalise $8.5bn in chips funding by year’s end (ft )
China stocks see best week since 2008 on stimulus impact as most Asia markets rise (cnbc )
Chinese stocks could surge higher as investors get ‘FOMO,’ Goldman Sachs says (marketwatch )
Arm Is Rebuffed by Intel After Inquiring About Buying Product Unit (bloomberg )
PayPal’s stock is having its best year since 2020, and this is a big reason why (marketwatch )
Alibaba, NIO and Other Chinese Stocks Rise Again. Stimulus Is a Gift That Keeps on Giving. (barrons )
Fed’s Rate Cut Is Jolting Small Businesses to Spend Again (wsj )
Fed’s Preferred Inflation Gauge Cooled in August (wsj )
Boeing’s Union Declines Vote on the Company’s ‘Best and Final’ Offer (barrons )
Wall Street Wants More Big Rate Cuts. Fed Officials Don’t Agree. (barrons )
Why Fed bets were so out of whack: Waller explains what put him ‘over the edge’ for a jumbo rate cut (marketwatch )
CPC Follows Up Monetary Stimulus With Fiscal Measures (chinalastnight )
China ETFs set for best week on record after Beijing fires policy ‘bazooka’ to boost economy. Is it time to jump in? (marketwatch )
Global stock-market capitalization is set to surpass its highest level in three years after the Federal Reserve cut interest rates and China began stimulating its economy this month. (marketwatch )
Why stock-market investors are freaking out over economic data they used to ignore (marketwatch )
Fed Gets a Boost From China Stimulus. How It Impacts U.S. Rate Cuts. (barrons )
PayPal CEO Marks a Year on the Job. The Race for Change at the Fintech Is a ‘Marathon.’ (barrons )
Don’t Wait for More Shoes to Drop. Nike Stock Is a Bargain. (barrons )
Spirits maker Diageo confirmed its outlook for the near and medium term (wsj )
Disney slashes 300 jobs this week as CEO Bob Iger continues belt-tightening (nypost )
Quant Hedge Funds Trapped in Short Squeeze After China Glitch (bloomberg )
Xi’s Big Stimulus Week Aims to Draw a Line Under China Slowdown (bloomberg )
China’s central bank, top political leaders appear to be abandoning a reluctance to act forcefully on the economy (wsj )
When Will Money-Market Funds Lose Their Allure? (wsj )
Why analysts are calling Cava the next Chipotle (cnbc )
Alibaba, Tencent rally as Beijing stimulus plans push China’s tech stocks to 13-month high (cnbc )
Yen bounces back as veteran lawmaker Ishiba wins PM contest (streetinsider )
Intel Has a Great Chip for the First Time In Years (barrons )
China’s Politburo Supercharges Stimulus With Housing, Rates Vows (bloomberg )
China pledges to ensure fiscal spending among steps signaling urgency (bloomberg )
Hedge Funds Snap Up Chinese Equities on Stimulus Optimism (bloomberg )
House, Senate Approve Spending Bill to Keep Government Open (barrons )
Alibaba’s Singles’ Day preparation includes US$5.7 billion in aid to merchants (scmp )
China Weighs Injecting $142 Billion of Capital Into Top Banks (bloomberg )
China Seeks to Resolve Structural Issues to Shore Up Employment (bloomberg )
Fed’s Kugler Sees Plenty More Rate Cuts Ahead (barrons )
Why now may be a good time to take ‘opportunistic’ profits in gold and silver (marketwatch )
The Policy Dragon Awakens As Mainland China & Hong Kong Rally (chinalastnight )
Visa Is in the Hot Seat. MasterCard and Others Could Benefit. (barrons )
Boeing, Union to Resume Pay Talks as Strike Nears Third Week (bloomberg )
Tracking Hurricane Helene’s Latest Path (bloomberg )
PayPal expands services to allow merchants to buy and sell crypto (cnbc )
Here are the most important days for the stock market between now and the November election, according to BofA (businessinsider )
Wall Street just got another sign that dealmaking is on its way back (finance.yahoo )
Dollar General asks shareholders to reject investment firm’s stock-purchase offer (marketwatch )
China’s yuan continues upward climb after Beijing’s stimulus roll-out (scmp )
Chinese homeowners cheer Beijing’s move to cut mortgage rates by a half point (scmp )
Chinese yuan hits strongest level against dollar in over 16 months as investors assess PBOC stimulus (cnbc )
China to Give Cash Handouts for the Poor in Rare Use of Aid (bloomberg )
Nvidia CEO Jensen Huang Sold $713 Million of Stock. (barrons )
China’s Stock Market Awakens From a Long Slumber. It’s Not Too Late to Ride It Higher. (barrons )
Berkshire Hathaway Sold More BofA Stock. It Now Owns 10.5%. (barrons )
Stock-market indicator with a near-perfect track record is flashing a ‘buy’ signal (marketwatch )
Real Estate Stocks Have Come Too Far, Too Fast. What to Do With Them Now. (barrons )
A wave of retail investor cash may hit the stock market when interest rates reach this level (marketwatch )
Chinese stocks extend gains after Beijing’s stimulus bazooka (marketwatch )
Location, Location, Golf Simulator. A Developer Cracks the Office Market Code. (wsj )
China Boost Sends EM Stocks to Longest Winning Streak Since July (bloomberg )
China central bank cuts medium-term loan rate (reuters )
Still ‘plenty of upside’ in China trade: BTIG (streetinsider )
Fed’s Bostic says economy returning to normal, policy should also ‘normalize’ (streetinsider )
What China’s biggest stimulus since the pandemic means for US investors: Morning Brief (yahoo )
Investors welcome ‘unprecedented’ central bank loans to try to boost markets but analysts say fiscal stimulus is needed (ft )
China’s US$114 billion stock market rescue plan sparks hope for rally (scmp )
Monetary Policy Bazooka Unleashed (chinalastnight )
US Mortgage Rates Fall Again, Triggering Big Wave of Refinancing (bloomberg )
China Cuts One-Year Policy Rate by Most Ever in Stimulus Drive (bloomberg )
China Unleashes Stimulus Blitz in Push to Hit Annual Growth Goal (bloomberg )
China’s Stimulus Is a Big Deal. What It Means for Markets and Stocks. (barrons )
China Mulls Stock Stability Fund, Unlocks $113 Billion From PBOC (bloomberg )
China Unveils Biggest Package Yet to Boost Property Market (bloomberg )
China Unleashes Stimulus Package to Revive Economy, Markets (bloomberg )
China’s central bank unveils most aggressive stimulus since pandemic (yahoo )
China Panics: Cuts Multiple Rates And Reserve Ratio Requirements, Goes All-In To Prop Up Stocks (zerohedge )
Chinese Stocks Rally Most in Seven Months on Stimulus Blitz (bloomberg )
China unveils raft of measures to boost economy (bbc )
HK Disneyland Resort Ticket Prices to Rise 5-7% From Tmr (aastocks )
Alibaba, JD.com, NIO Stocks Surge After China Interest Rate Cut and New Stimulus (barrons )
Cash Is Pouring Out of Money-Market Funds. What’s Hot Instead. (barrons )
Chicago Fed’s Goolsbee sees ‘a lot’ of interest-rate cuts coming over the next year (marketwatch )
Five Key Takeaways as China Unveils Stimulus to Boost Economy (bloomberg )
Fed’s jumbo interest rate cut puts the U.S. on track for a soft landing, Goldman CFO says (cnbc )
September consumer confidence falls the most in three years (cnbc )
Why stocks have a lot more room to rally before hitting a peak, according to a technical analyst (businessinsider )
Here’s What Happens to Markets When Interest Rates Fall, in Charts (wsj )
Boeing Makes New Offer to Union in Hopes of Ending Strike (wsj )
China’s big-bang stimulus boosts yuan; Aussie up after RBA (streetinsider )
Foreigners are piling into China’s free money trade. How long can it last? (ft )
Perplexity in talks with top brands on ads model as it challenges Google (ft )
Alibaba’s DingTalk launches new service bundled with AI features (scmp )
PBOC to set up US$71 billion swap facility to prop up stock market (scmp )
PBOC Cuts With More to Come, Buybacks Roll On (chinalastnight )
