- ‘Roaring 20s’ on Wall Street could extend into the 2030s after likely Republican sweep, market veteran says (fortune)
- EU Bends The Knee To Trump: We Could Buy More American LNG (zerohedge)
- US Dollar Rally Near Critical Inflection Point! (kimblechartingsolutions)
- Is the Japanese Yen Oversold and Ready To Rally? (kimblechartingsolutions)
- The Outrageous Dry-Aged Burger That New Yorkers Are Losing Their Minds Over (digg)
- Baidu to Launch AI-Powered Smart Glasses as Affordable Rival to Meta’s “Ray-Bans” (technode)
- US Inflation Progress Gets Harder in Last Mile Down (bloomberg)
Category: What I’m Reading Today
Be in the know. 7 key reads for Saturday…
- The Fed Will Cut Rates in December, Says This Economist. Then It’s Wait and See. (barrons)
- Boeing CEO Takes Step to Heal Broken Culture (barrons)
- QXO Hires an AI Chief to Help Sell Items Like Pipes and Lumber (wsj)
- Wall Street giddy as Trump White House expected to OK fresh wave of mergers and acquisitions (nypost)
- Your Guide to Trump’s Day-One Agenda — From Taxes to Tariffs (bloomberg)
- China unveils $1.4tn package to shore up economy (ft)
- With Donald Trump in power, the dollar is likely to rally but then weaken (ft)
Be in the know. 10 key reads for Friday…
- 10-year Treasury yield ending week lower despite post-election pop (cnbc)
- How Powell Could Help Trump Fund His Economic Boom. (barrons)
- China Unveils $1.4 Trillion Debt Swap, Saves Stimulus for Trump (bloomberg)
- Icahn’s Firm Seeks Bigger Stake in Top Holding While Slashing Its Own Dividend (wsj)
- Trump’s Win Sets Off Race to Complete Chips Act Subsidy Deals (bloomberg)
- PBOC Signals Greater Resolve on Dovish Policy, Ample Liquidity (bloomberg)
- Investors Dial Back ‘Trump Trades’ as Policy Questions Remain (bloomberg)
- Global businesses bet on China’s market despite US trade tensions (scmp)
- Ant International drives AI in cross-border payments to boost global expansion (scmp)
- Mike Mayo Sees ‘Paradigm Shift’ for Banks on Trump Deregulation (bloomberg)
Be in the know. 20 key reads for Thursday…
- The Bull Market in US Stocks Is Just Starting, Evercore Says (bloomberg)
- Opinion: How Trump’s election could push this ‘Roaring 2020s’ stock market into the 2030s (marketwatch)
- Opinion: ‘The market isn’t overbought yet, so enjoy the party.’ How to trade the post-election melt-up. (marketwatch)
- The Fed is draining liquidity from markets for longer than expected. Here’s why it’s making Wall Street nervous. (marketwatch)
- Moderna Earnings Beat Estimates. But Its Future Still Looks Uncertain. (barrons)
- Trump Comeback Means Reckoning for China as It Draws Up Stimulus (bloomberg)
- China urges U.S. cooperation as Trump trade threat looms (cnbc)
- Trump likely to uphold CHIPS Act despite his campaign rhetoric, policy experts say (cnbc)
- China October exports record highest jump in 19 months, imports decline more than expected (cnbc)
- Chinese Stocks Bounce Back as Stimulus Hopes Offset Trump Risks (bloomberg)
- Trump’s return is not all bad news for Chinese stock investors: analysts (scmp)
- China’s Preferred Candidate Wins As Mainland Investors Buy The Hong Kong Dip in Size (chinalastnight)
- PBOC Pledges to Maintain Supportive Monetary Policy at Meeting with Foreign Financial Institutions (aastocks)
- Trump’s 60% Tariffs on CN Goods to Cut CN Econ Growth by 2 ppts: Report (aastocks)
- What will M&A look like under a Trump administration (cnbc)
- How Donald Trump Won—by Being Donald Trump (wsj)
- New Starbucks CEO Scouted Cafes Before Taking Over: What He’s Tackling First (wsj)
- Wayfair Ups Promotions Without Taking a Big Financial Hit. Here’s How They Do It. (wsj)
- Is This Undefeated Team the Best Story in College Sports? (wsj)
- Xi congratulates Trump on his election as U.S. president (cn)
Be in the know. 10 key reads for Wednesday…
- Trump Defeats Harris, Marking Historic Comeback. Former president is first in over a century to reclaim the White House after losing it (wsj)
- Fed Readies a Rate Cut and Faces These Four Questions (wsj)
- Beijing puts no price cap on land sale, signalling property-market shift (scmp)
- Services PMI Beats As Premier Li Signals Economic Policy Support (chinalastnight)
- China’s central bank affirms supportive monetary policy stance at closely watched meeting (cnbc)
- Nuclear Energy’s AI Boom Blew a Fuse—Here’s What Could Happen Next (wsj)
- AI Startup Perplexity to Triple Valuation to $9 Billion in New Funding Round (wsj)
- China’s New Stock Accounts Hit Nine-Year High as Market Booms (bloomberg)
- The next U.S. president could face a tax battle in 2025 — here’s what it means for investors (cnbc)
- Elon Musk says his super PAC won’t go away after the 2024 election (businessinsider)
Be in the know. 7 key reads for Tuesday…
- Boeing Strike Ends, Work Set To Resume (investors)
- Fox Corp. shares soar as record ad boom ahead of elections helps revenue beat estimates (nypost)
- Housing market hits highest inventory since 2019 as sellers flood the market (nypost)
- What the Prediction Markets Think. Odds of winning implied by trades on different platforms (bloomberg)
- Alibaba’s Black Friday alternative hits US with AliExpress Singles’ Day sales (scmp)
- YUM China’s Results Are “Finger Lickin’ Good”, NPC Kicks Off (chinalastnight)
- A split Congress is probably the favorite for the markets, says Wharton’s Jeremy Siegel (cnbc)
Be in the know. 11 key reads for Monday…
- Advance Auto Parts Closes on Sale of Worldpac to Carlyle. Advance Auto Parts said the transaction strengthens its balance sheet and liquidity with $1.5 billion of cash proceeds. (aftermarketnews)
- The SALT Deduction Fight Is Coming Back—Whoever Wins the Election (wsj)
- The ‘Trump Trade’ Isn’t What You Think (wsj)
- China gears up for a big week as markets await U.S. elections and stimulus details (cnbc)
- China’s Singles Day shopping festival is more than halfway over. Here’s how consumers are spending (cnbc)
- Striking Boeing machinists vote on union-backed contract proposal, this time with a warning (cnbc)
- The incumbent party has historically won if stocks rally into an election. Here’s why this time could be different. (businessinsider)
- Alibaba brings Singles’ Day to US with AliExpress, offering alternative to Black Friday (scmp)
- China’s Singles Day shopping festival is more than halfway over. Here’s how consumers are spending (cnbc)
- China Reviews Plan to Refinance Local Governments’ Hidden Debt (bloomberg)
- Talen Stock Tumbles on Amazon Nuclear Power Deal Setback. Constellation, Vistra Down, Too. (barrons)
Be in the know. 15 key reads for Sunday…
- Market expert bullish on China’s Alibaba (foxbusiness)
- The burrito king in coffee land: Starbucks CEO Brian Niccol’s most important job is fixing the bad vibes (fortune)
- Nvidia’s stock performance has been ‘staggering.’ But recent buyers of the stock are taking a far greater risk than they realize (fortune)
- ChatGPT releases a search engine, an opening salvo in a brewing war with Google for dominance of the AI-powered internet (fortune)
- Why Kamala and Trump are turning to podcasts to woo uncertain voters (nypost)
- Cool, cool, cooling jobs (npr)
- Abundant reserves enabled a soft landing (scottgrannis)
- 🔴 【LIVE BLOG】Alibaba’s 2024 11.11 Global Shopping Festival 🔥:Brands Surge, 88VIP Drives Growth 📈(Continuous Updating)(alizila)
- Warren Buffett is sitting on over $325 billion cash as Berkshire Hathaway keeps selling Apple stock (apnews)
- Tech Earnings Fail to Fire Up Traders With Sky-High Expectations (bloomberg)
- Fed and Peers Will Go Ahead With Rate Cuts After This Week’s US Election (bloomberg)
- Harnett: This Is The Most Contrarian Post-Election Trade (zerohedge)
- Alibaba cuts ‘dozens of employees’ at metaverse unit as sector’s hype cools down (scmp)
- China may have big opportunity to change household & consumer sentiment: Longview’s Dewardric McNeal (cnbc)
- China Eases Curbs to Woo Global Investors Ahead of US Elections (bloomberg)
Be in the know. 15 key reads for Saturday…
- Berkshire Sold 25% of Its Apple Stock in the Third Quarter (barrons)
- Berkshire Sold Bank of America Stock Again. Here’s Why. (barrons)
- Wells Fargo, Capital One, and Other Value Picks From a Berkshire Board Member (barrons)
- Intel Stock Needs an Nvidia-Like Run to Save the CEO’s Stock Awards (barrons)
- US adds just 12,000 jobs as storms and strikes hit labour market (ft)
- Betting Markets Tend to Get Elections Right—With Some Notable Exceptions (wsj)
- Ski Bums Love It. So Do Billionaires and History Buffs. How This Aspen Hotel Kept Its Gilded Age Appeal. (wsj)
- Paralyzed people may soon be able to walk thanks to NYC innovation — and that’s only the beginning (nypost)
- Wall Street frets over Big Tech’s $200bn AI spending splurge (ft)
- Boeing Reaches New Deal With Union in Hopes of Ending Strike (nytimes)
- Fed seen agreeing to quarter-point rate cut, while disputes flare about the road ahead (marketwatch)
- This closely watched stock-market indicator hit a 2½-year high. What it says will happen next. (marketwatch)
- AI Today and Tomorrow (bridgewater)
- Mopar Unleashes All-Electric Plymouth GTX Muscle Car (maxim)
- How John Hennessey Builds Some Of The World’s Fastest Supercars (maxim)
Be in the know. 12 key reads for Friday…
- Cooper Standard Reports Third Quarter Results; Continuing Lean Initiatives Delivering Cost Savings as Planned (cooperstandard)
- Intel CEO’s turnaround mirrors some moves by Steve Jobs. (marketwatch)
- Boeing Dismantles DEI Team as Pressure Builds on New CEO (bloomberg)
- U.S. Added Only 12,000 Jobs in October. Blame Strikes, Storms. (barrons)
- Walmart Is on a Winning Streak. How the Walton Family Keeps the World’s Biggest Retailer on Track. (barrons)
- Boeing Stock Rises After Offer to Pay $119,000 a Year. Vote Due Next Week as Strike Rolls On. (barrons)
- Wayfair Stock Leaps on Earnings Beat. CEO Is Focused on ‘Healthy Profitability.’ (barrons)
- Intel Says Sales Outlook Is Improving (wsj)
- The Fed’s Preferred Inflation Gauge Cooled Overall in September (nytimes)
- Boeing Gains After Union Endorses Sweetened Offer to End Strike (bloomberg)
- Real Estate Prices & Transaction Volume Rebound In October, Week in Review (chinalastnight)
- Intel books big charges for restructuring, but here’s why its stock is surging (marketwatch)