Skip to content
- The Jobs Report Is Like a Box of Chocolates. Pick the Data You Like. (barrons)
- SL Green to start deploying $1 billion arsenal for New York real estate this year (marketwatch)
- 3M Stock Is Rising. Wall Street Sentiment Is Turning. (barrons)
- Stock Market Concentration How Much Is Too Much? (morganstanley)
- KraneShares’ Brendan Ahern on China’s Economic Landscape: Is It Still Investable? (mebfaber)
- Alibaba says new AI model Qwen2 bests Meta’s Llama 3 in tasks like maths and coding (scmp)
- US Payroll Gains and Unemployment Rate Both Pick Up at Same Time (bloomberg)
- China’s foreign goods trade picks up steam in first 5 months (cn)
- Economists expect realty bounce soon (cn)
- Payrolls Instant Reaction: A Schizophrenic Report (zerohedge)
- Has Lululemon Athletica Turned a Corner? Perhaps Not, Wall Street Says. (barrons)
- ‘The China equity trade is back’ and here are the stocks to pick, says SocGen (marketwatch)
- A look inside a $1 billion real-estate bet on the future of San Francisco (marketwatch)
- Three stocks now account for 20% of the S&P 500’s value. That’s making some investors nervous. (marketwatch)
- Opinion: S&P 500 is now giving a ‘buy’ signal and there’s strong support for a summer rally (marketwatch)
- Too soon for small caps? This money manager is picking up bargains. (marketwatch)
- ECB Cuts Interest Rates for First Time Since 2019 (wsj)
- Big US Job Gains Is Out of Sync With Recent Weaker Economic Data (bloomberg)
- First-Quarter US Labor Costs Marked Down on Weaker Output, Hours (bloomberg)
- ECB Cuts Rates, Raises Inflation Forecasts for 2024, 2025 (bloomberg)
- US Payroll Gains Not as Robust as Reported, BLS Data Suggest (bloomberg)
- Citi Wealth Says Equal-Opportunity S&P Is a Way to Play Rally (bloomberg)
- Nvidia CEO Jensen Huang to Sell Up to $735 Million in Stock (barrons)
- Country Garden sees home sales jump as Beijing’s rescue package gives developers a boost (scmp)
- Bond Traders Pile Into Fresh Bets on Faster Pace of Fed Cuts (bloomberg)
- Investing in China ‘desirable’ despite risks, says hedge fund giant Ray Dalio (scmp)
- Hedge Funds Flip Flop on Yen Option Trade as BOJ ‘Spooks’ Market (bloomberg)
- ‘We want to build everybody’s AI chips’: Intel CEO talks of regaining market share (cnbc)
- Here’s what happened in 9 major bubbles in the last 100 years — and what’s going on now (marketwatch)
- Bank of Canada seen cutting rates (marketwatch)
- Traders expect a hawkish cut from the ECB. What it means for markets. (marketwatch)
- Intel, Apollo strike $11 billion deal over chip-manufacturing plant in Ireland (marketwatch)
- Citi Says ECB’s Interest Rate Path Hands European Stocks an Edge (bloomberg)
- These popular stock-market trades are unwinding as Fed bets shift. Here’s what happens next. (marketwatch)
- Margin Debt Is Rising. It’s a Sign Some Investors Are Amping Up Risk. (barrons)
- Americans Have More Investment Income Than Ever (wsj)
- The number of US homes for sale is slowly returning to normal: An ‘incredible trend,’ economists say (nypost)
- The Great Concert Ticket Bust (businessinsider)
- US dollar to weaken, but Fed rate cuts are required, say strategists (streetinsider)
- Alibaba shows strong momentum during 618 shopping festival, as chairman Joe Tsai eyes return to double-digit revenue growth (scmp)
- Ford US sales soar in May, powered by hybrids (yahoo)
- PayPal and Oracle are new top picks at Mizuho (streetinsider)
- Intel CEO Takes Aim at Nvidia in Fight for AI Chip Dominance (bloomberg)
- The Dollar Is at Its Strongest Since the 1980s. Can It Last? (wsj)
- Short Sellers in Danger of Extinction After Crushing Stock Gains (bloomberg)
- VF Corp. Replaces North Face President with Former Fashion Exec, Adds Two Board Members (outdoorretailer)
- China needs to inject US$276b into property market to stabilise prices: Goldman (scmp)
- Hong Kong stocks rise amid bets of stability in China property, US rate cut hopes (scmp)
- Chinese exporters anticipate strong performance on new growth drivers (cn)
- Fundstrat’s Tom Lee: S&P 500 will rise 4% to 5,500 by the end of June (CNBC)
- Hong Kong stocks jump by most in 3 weeks as Alibaba, Tencent gain on economic data boost (scmp)
- Hedge fund short sellers burnt by flurry of UK takeover bids (ft)
- A ‘pick and mix’ stock market has emerged thanks to higher interest rates, says Goldman Sachs (marketwatch)
- 10-year Treasury yield extends decline after U.S. job-openings data (marketwatch)
- US Job Openings Fall in Broad Cooldown (bloomberg)
- Treasuries Gain as JOLTS Spurs Faster Fed-Cut Bets (bloomberg)
- Intel unveils new AI chips as it seeks to reclaim market share from Nvidia and AMD (cnbc)
- After Years of Turbulence, the Cruise Lines Are Sailing Under Blue Skies (barrons)
- Logistics Operators Are Looking to Break the Sector’s IPO Logjam (wsj)
- BofA investment chief reveals his 2nd-half playbook: Buy dips in bonds, and sell stocks after the first rate cut (businessinsider)
- How Billionaires Bought 70% of Detroit’s Offices and Transformed the City (bloomberg)
- Ed Yardeni: We’re still in the early stages of a bull market (cnbc)
- Retail Earnings Season Is Done. Here Are 5 Big Takeaways. (barrons)
- China Caixin PMI Signals Faster Manufacturing Growth in Contrast to Official Gauge (wsj)
- Joe Tsai on Why Alibaba is All In on AI (alizila)
- <Research>BABA-SW Forecasts to Finish Dual Primary Listing at End-Aug; M Stanley Expects Southbound Inclusion in Sep Soonest (aastocks)
- China Needs Much More Central Government Debt, Key Adviser Says (bloomberg)
- OPEC+ Agrees to Extend Production Cuts in Bid to Boost Oil Prices (wsj)
- The U.S. Gave Chip Makers Billions. Now Comes the Hard Part. (wsj)
- Hong Kong stocks rally lead by Alibaba, Tencent after factory index surges (scmp)
- The Market Is Packed with ‘Pain Trades.’ How to Avoid Getting Hurt. (barrons)
- BofA Says Drop in US Tech Could Be Next Pain Trade for Equities (bloomberg)
- Corporations Learned The Maximum Amount They Can Charge For a Product (bloomberg)
- Lots More on the Troubled NYC Office Buildings Everyone’s Talking About (bloomberg)
- The Big Read. The transformative potential of computerised brain implants (ft)
- How the US Electricity Grid Squeezes Out Nuclear Power (bloomberg)
- How Online Sports Bettors Actually Make Their Money (bloomberg)
- Introduction to Probability and Statistics (mit)
- Using anecdotes to predict recessions (npr)
- Will Siri Become More Like ChatGPT? All Eyes on Apple’s WWDC (cnet)
- 14 Free Online Tools You Should Know About (gizmodo)
- 10 best Alfred Hitchcock movies, ranked (digitaltrends)
- How Does the European Union Work? (cfr)
- Don’t Believe the AI Hype (project-syndicate)
- From Mille Miglia to Mexico, these Ferraris battled with motorsport’s best (classicdriver)
- Rockefeller’s Giant Lives On. Energy Industry Mergers Are Resurrecting Standard Oil. (barrons)
- Stocks are up but investor behavior is ‘fragile.’ Is the bull market still in its early stages? (marketwatch)
- Mnuchin Chases Wall Street Glory With His War Chest of Foreign Money (bloomberg)
- China Ramps Up Warning On Bond-Buying Frenzy With PBOC Selling in Focus (zerohedge)
- Intel Betting on AI Well Beyond Data Centers (wsj)
- Alibaba signs David Beckham as AliExpress global ambassador (technode)
- Companies Counter Pushback on Price Increases With Promotions (nytimes)
- Masters in Business: Jeffrey Sherman (bloomberg)
- How Rage, Boredom and WallStreetBets Created a New Generation of Young American Traders (bloomberg)
- Inside Kevin Costner’s $38 Million Horizon Gamble (gq)
- S&P Downgrades France Credit Rating to AA- (tradingeconomics)
- June Better in Election Years: Average Gains Range from 0.9% DJIA to 1.9% NASDAQ (almanactrader)
- Let there be gamma (ft)
- Dr Pepper Ties Pepsi as America’s No. 2 Soda (wsj)
- We Drove a Trio of Classic Ferraris, and Now They’re up for Grabs (robbreport)
- The 5 Most Exciting New Restaurant Openings of May (robbreport)
- Carl Icahn reportedly owns sizable stake in Caesars, sending shares soaring (nypost)
- VF Corp. Is Hiring Former Lululemon Product Chief. Analysts Are Upbeat. (barrons)
- Boeing Executives Unlikely to Be Charged for 737 Max Crashes (bloomberg)
- Disney Is Banking On Sequels to Help Get Pixar Back on Track (bloomberg)
- Why you should buy the dip in stocks before next week’s jobs report, Fundstrat says (businessinsider)
- Nvidia Stock Falls. What Dell’s Earnings Mean for the Chip Maker. (barrons)
- The Chips Act Is Working. Why a Big Investor Is Bullish on U.S. Production. (barrons)
- Nike Stock Is at a Crucial Moment. A Comeback Hangs in the Balance. (barrons)
- Where to Find 7% Yields on Preferred Stock (barrons)
- Don’t fear the PCE. The recent market dip leaves stocks more likely to rally in coming days (marketwatch)
- Buybacks Reach $201 Billion, a Record for May, Data Show (bloomberg)
- Our U.S. summer natural gas consumption forecast for electric power matches 2023 record (eia)
- VF Corporation Appoints Sun Choe (from lululemon) as Global Brand President, Vans® (vfc)
- The FAA Has a Boeing Update. It’s Good News. (barrons)
- New York Fed’s Williams Sees 2% Inflation in 2025, Soft Landing Ahead (barrons)
- Nvidia Stock Drops. CEO Jensen Huang Heads to Taiwan. (barrons)
- US Is Slowing AI Chip Exports to Middle East by Nvidia, AMD (bloomberg)
- What’s a Carry Trade Again? And When Is It Not a Moneymaker? (bloomberg)
- What Are Block Trades? Why Are They in the Spotlight? (bloomberg)
- Tokyo Inflation Picks Up, Keeping BOJ on Track for Rate Hike (bloomberg)
- Warning Signals Are Flashing for Homeowners in Texas and Florida (bloomberg)
- US Malls Avoid Death Spiral With Help of Japanese Video Arcades (bloomberg)
- SpaceX Weighs Plan to Sell Shares at $200 Billion Valuation (bloomberg)
- 3 signs the housing market’s affordability recession is finally ending (businessinsider)
- Ads will help Amazon’s retail margins hit new highs: BofA (streetinsider)
- 10 Life Lessons From Warren Buffett Everyone in Their 20s Should Hear (247wallst)
- Warren Buffett Says He Knows In ‘5 Minutes’ If An Investment Is Worth It (yahoo)
- Alibaba e-commerce unit’s latest executive reshuffle sees veterans retire as younger leaders take over (scmp)
- Semiconductor International Corporation Rallies on 3 Nanometer Chip News (chinalastnight)
- BABA-SW Plans to Pay Div. for FY24 in Jul (aastocks)
- PayPal’s stock packs nearly 50% upside, a renewed bull says. Here’s why. (marketwatch)
- ‘Father of emerging markets’ Mark Mobius turns bullish on China stock as property measures restore confidence (scmp)
- Container throughput at China’s ports up 9 pct in January-April (cn)
- IMF ups China’s 2024 GDP growth forecast to 5 pct (cn)
- The Rise in Consumers’ Late Debt Payments Is Slowing Down (wsj)
- This Record Stock Market Is Riding on Questionable AI Assumptions (wsj)
- You Can Thank Private Equity for That Enormous Doctor’s Bill (wsj)
- Money Supply Rose for the First Time in More Than a Year. What That Signals for the Economy. (barrons)
- Warren Buffett Is a Big Fan of Shareholder Equity. 10 Companies With the Most. (barrons)
- The S&P 500 may be overbought, but most of its stocks are not (marketwatch)
- Blackstone executive says commercial real estate is bottoming (marketwatch)
- The South Park jinx could be coming for high-flying weight-loss stocks (businessinsider)
- US Pending Home Sales Plunged To Record Lows In April As Rates Rose (zerohedge)
- Richard Li States Strong Confidence in HK Economy (aastocks)
- High Interest Rates Are Working, Fed’s Williams Says (bloomberg)
- Fed’s Williams expects inflation to cool in the second half of the year (marketwatch)
- Alibaba expands AI portfolio with US$27 million start-up investment (scmp)
