Be in the know. 19 key reads for Wednesday…

  1. Why investors need to watch Japan as a key source of market risk in 2025 (businessinsider)
  2. Traders Are Betting on a Quarter-Point Rate Cut Next Week (barrons)
  3. US CPI Brings No Surprises, Firming Up Fed Rate-Cut Bets (bloomberg)
  4. Boeing Stock Is Taking Off. Here’s Why. (barrons)
  5. Walgreens Is in Talks to Sell Itself to Private-Equity Firm Sycamore Partners (wsj)
  6. The Fate of Markets Rests on Trump’s Dollar Policy (wsj)
  7. JetBlue’s Turnaround Plan: First-Class Seats and Fewer Routes (wsj)
  8. The Rise of Theo Von, the Resident Quipster of Podcasting’s ‘Manosphere’ (wsj)
  9. How to Get Off a Long Flight Feeling Your Best (bloomberg)
  10. Mortgage refinance demand surges 27%, as interest rates drop for the third straight week (cnbc)
  11. Fed Chair Jerome Powell can serve remainder of term, says Trump’s Treasury pick Bessent (cnbc)
  12. Here’s Who Owns US Debt (zerohedge)
  13. The 3 Highest Yielding Dogs of the Dow Are December Holiday Bargains (247wallst)
  14. China property: a tale of rising sales and falling prices in top cities (scmp)
  15. China stocks regain appeal as Xi signals major stimulus in Politburo meeting (scmp)
  16. Gulf financiers expect investments in China to return up to 35 per cent next year based on bets that Beijing will implement additional stimulus measures, according to speakers at a summit in the United Arab Emirates (UAE). (scmp)
  17. China’s yuan likely to stabilise and strengthen, central bank says (reuters)
  18. Trump Trolls Trudeau, Calls Him Governor of Canada (bloomberg)
  19. Now the Bears Are Apologizing? (carsongroup)

Be in the know. 13 key reads for Tuesday…

  1. Boeing reportedly restarts 737 Max production a month after strike ended (cnbc)
  2. Citi’s Manthey Sees Europe Stocks Rising Almost 10% by End-2025 (bloomberg)
  3. Beneath the hood, stocks just suffered their worst day of the year. Some are worried. (marketwatch)
  4. The best stock pickers market in 25 years is upon us. Here’s where the opportunities are. (marketwatch)
  5. Exclusive: Boeing restarts 737 MAX production a month after strike ended, sources say (reuters)
  6. US small business sentiment nears 3-1/2-year high in November (reuters)
  7. China Auto Sales Sustain Momentum on Subsidies, Campaigns (wsj)
  8. Wall Street Is Betting Billions on Rental Homes as Ownership Slips Out of Reach (wsj)
  9. Here’s why Disney is doubling down on cruises with a $12B spending spree (nypost)
  10. NYC’s Five-Star Pierre Hotel Near Central Park Is on the Market (bloomberg)
  11. Money Managers Cast Doubt on Economic Impact of Trump’s Tariffs (bloomberg)
  12. Boeing to layoff hundreds in Washington state as company-wide cuts continue (foxbusiness)
  13. Ahern: First time a U.S. stock reacted to U.S.-China political tensions. (cnbc)

Be in the know. 28 key reads for Monday…

  1. Alibaba Stock Jumps, Trip.com Set For Break Out On Latest China Stimulus Plans (investors)
  2. China’s Politburo mentioned these two words for the first time in more than a decade. Stocks soared. (marketwatch)
  3. A statement from the Chinese Politburo said it will “implement more proactive fiscal policies and moderately loose monetary policies, enrich and improve the policy toolbox, [and] strengthen extraordinary counter-cyclical adjustments,” according to an English translation. (marketwatch)
  4. Nvidia reportedly facing China antitrust probe. Why that matters for the stock. (marketwatch)
  5. Ant Group gets new CEO as billionaire founder Jack Ma talks up AI in rare appearance (cnbc)
  6. China’s Latest Stimulus News Is All About. (barrons)
  7. Jack Ma makes rare speech at Ant Group’s 20th anniversary (scmp)
  8. Trump says he won’t try to oust Powell from Fed. That’s a near-term positive for stocks, according to Tom Lee. (marketwatch)
  9. Nvidia Stock Drops. China Is Probing the AI Chip Maker. (barrons)
  10. It’s time to sell the U.S. dollar, Morgan Stanley says (marketwatch)
  11. The switch from the speculative to the highly speculative may see these investors get burned (marketwatch)
  12. Alibaba, Nio Stock Jump. What China’s Latest Stimulus Push Is All About. (barrons)
  13. Trump Targets Canada With Tariff Threats—and Trolling (wsj)
  14. Dividend Stocks Are Primed for a Comeback in 2025 (wsj)
  15. Why Disney Is Plowing Cash Into a Cruise Line Expansion (wsj)
  16. Mondelez Exploring Takeover of US Chocolate Maker Hershey (bloomberg)
  17. Google Unveils New Quantum Computer With Mind-Boggling Speed (bloomberg)
  18. Steve Cohen Spends $1.6 Billion on Mets Payroll With Soto Bet (bloomberg)
  19. ‘Moana 2’ Cruises to Another Record Weekend and $600 Million Globally (bloomberg)
  20. China’s New Monetary Policy Echoes 2008 Stance (bloomberg)
  21. China vows ‘more proactive’ fiscal stimulus measures, ‘moderately’ looser monetary policy (cnbc)
  22. China’s top leaders are set to discuss GDP growth target, stimulus measures amid economic worries (cnbc)
  23. Chinese Premier Vows to Do Everything Possible to Expand Demand (bloomberg)
  24. China loosens monetary policy stance for first time in 14 years (ft)
  25. National Team Buys Stocks Before Economic Conference, Week In Review (chinalastnight)
  26. Proactive Fiscal Policies & “Moderately Loose” Monetary Policy Unleash Hong Kong Buying (chinalastnight)
  27. China Politburo policy shift spurs surge in stocks, bonds (reuters)
  28. Proactive Fiscal Policies & “Moderately Loose” Monetary Policy Unleash Hong Kong Buying (chinalastnight)

Be in the know. 7 key reads for Saturday…

  1. November Jobs Report Isn’t as Strong as It Looks. What It Means for the Fed. (barrons)
  2. Odds of a Quarter-Point Rate Cut in December Spike (barrons)
  3. DOGE Plans to Cut $500B From Over 1,200 Programs. Just 24 Make Up the Most of It. (barrons)
  4. Bill Gross Is On the Alert as Momentum Mania Sweeps Wall Street (bloomberg)
  5. US Consumer Borrowing Jumps on Surge in Credit-Card Balances (bloomberg)
  6. Hormel Foods (HRL) Raises Dividend for 59th Consecutive Year (dgi)
  7. Why The Classic Ferrari Daytona Is So Coveted By Collectors (maxim)

Be in the know. 22 key reads for Friday…

  1. China Has ‘a Lot of Room’ to Raise Fiscal Deficit, Xinhua Says (bloomberg)
  2. 10-year Treasury yield falls to lowest since mid-October after strong jobs report (marketwatch)
  3. Intel’s New Board Members Offer Clues About CEO Search (barrons)
  4. Trump picks former senator Perdue for ambassador to China (ft)
  5. Intel adds some much-needed help to its board (marketwatch)
  6. BofA’s Hartnett Warns Froth Is Building in US Stocks, Crypto (bloomberg)
  7. Hiring Bounced Back in November, With 227,000 Jobs Added (wsj)
  8. Unemployment rate ticked up to 4.2% (wsj)
  9. Trump Picks Musk Confidant as AI, Crypto Czar (wsj)
  10. As the U.S. Stock Market Booms, It’s Time to Look Abroad. 12 Picks From Our Experts. (barrons)
  11. Temu’s Operations Suspended in Vietnam (wsj)
  12. For Small-Cap Stocks, Look Past the ‘Trump Trade’ (wsj)
  13. This market maven raised his S&P 500 target three times this year. Now he says there’s too many bulls (marketwatch)
  14. Stock buybacks soar as holiday rally breaks records (marketwatch)
  15. Wall Street veteran David Rosenberg offers up apology for his stock-market pessimism (marketwatch)
  16. Hong Kong stocks rise on stimulus hopes ahead of key China economic meeting (scmp)
  17. Investors search for fresh China stimulus signs ahead of economic conference (scmp)
  18. Xinhua Editorial Highlights Domestic Consumption Increase (chinalastnight)
  19. BOJ is holding cards close to its chest on December rate hike (reuters)
  20. Hong Kong’s IPO Activity Emerges From Drought (wsj)
  21.  AlipayHK Becomes Official Partner of NBA China Games (aastocks)
  22. Is This Wildly Overvalued Stock Market Doomed? Yes, but Maybe Not Yet (wsj)

Be in the know. 10 key reads for Thursday…

  1. Disney Boosts Dividend 33% After Achieving Streaming Profit (bloomberg)
  2. CN Regulators Raise Refinancing Ratio for Stock Repurchases & Increases to 90% from 70%: Rumor (aastocks)
  3. Trump Vows to ‘Impound’ Money Congress Appropriates. Can He Do It? (bloomberg)
  4. Powell Addresses Shadow Chair Proposal, Reiterates the Fed Isn’t in a Rush to Cut Rates (barrons)
  5. Waller Is Leaning Toward a December Cut. This Is Why. (barrons)
  6. The Necktie Is Making an Office Comeback (wsj)
  7. November Electric Vehicle Sales Roar (Silently) (chinalastnight)
  8. PDD ‘s Temu Asked to Suspend Operations in Vietnam: Rumor (aastocks.com)
  9. Jeff Bezos says he’s optimistic about Trump, will help administration reduce regulation (cnbc)
  10. French government toppled in no-confidence vote brought by opposition (cnbc)

Be in the know. 12 key reads for Wednesday…

  1. GXO Spurns Acquisition Offers as CEO Wilson Steps Down (bloomberg)
  2. Is it time to buy China? The Chart Master talks the technicals (cnbc)
  3. Intel Considers Outsiders for CEO, Including Marvell’s Head. Intel also is considering Cadence veteran Lip-Bu Tan (bloomberg)
  4. CEOs Are Getting Tossed Out at Record Pace (bloomberg)
  5. Trump Mulls Replacing Hegseth With DeSantis (wsj)
  6. Wall Street is betting on a strong US economy in 2025: Morning Brief (finance.yahoo)
  7. Private payrolls grew by 146,000 in November, less than expected, ADP says (cnbc)
  8. Alibaba to sponsor China’s Lunar New Year gala to reach thrifty consumers (scmp)
  9. Dollar Tree Stock Jumps After Earnings Beat. Now It’s Seeking a New CFO as Well as a CEO. (barrons)
  10. Intel’s Next CEO? Why Apple, TSMC, Marvell Executives Could Be in the Mix. (barrons)
  11. Breaking Down Trump’s Tariffs on China and the World, in Charts (wsj)
  12. Oz “the Wall Street Mentalist” blindly guesses 2 top stocks (cnbc)

Be in the know. 21 key reads for Tuesday…

  1. INTEL’S BOARD SHORTLISTING POTENTIAL CEO CANDIDATES, INCLUDING FORMER BOARD MEMBER LIP-BU TAN, SOURCES SAY (wikipedia)
  2. Devils dominate struggling Rangers, cruise to easy win at MSG (cbsnews)
  3. China Leaders Plan to Discuss GDP Target, Stimulus Next Week (bloomberg)
  4. Alibaba Cloud aims high in Southeast Asia with new AI partners (scmp)
  5. Long Island couple wants to ‘Make Christmas Great Again’ — with this giant 42-foot, $3K inflatable lawn Santa (nypost)
  6. A Santa Rally Could Lead to a Sober January. Be Cautious—Not Bearish. (barrons)
  7. Small-Cap Stocks Are Breaking Out. The Big Test Is Coming. (barrons)
  8. The S&P 500 Is Set for Back-to-Back 20% Gains. What History Says Happens Next. (barrons)
  9. China Bans Export of Materials Key to Making Chips. How These Stocks Reacted. (barrons)
  10. ‘Contrarians aren’t being rewarded,’ and short sellers of U.S. stocks are giving up, says Citigroup (marketwatch)
  11. This bank’s outrageous predictions include the dollar tanking (marketwatch)
  12. Trump reportedly jokes Canada could be 51st U.S. state if tariffs wreck economy (marketwatch)
  13. AI data centers need power. How long can our aging grid meet demand? (marketwatch)
  14. Yelp reveals its Best New Restaurants of 2024 — and an NYC spot topped the list (nypost)
  15. Art Cashin, Wall Street veteran for over 60 years, dead at 83: ‘True giant in our industry’ (nypost)
  16. Musk, Vivek face target-rich environment for vile federal regs and waste (nypost)
  17. Intel’s Chief Executive Is Out Amid Chipmaker’s Struggles (nytimes)
  18. Trump’s Election Powers US Business Sentiment to Multi-Year High (bloomberg)
  19. China’s AI balancing act — beating the U.S. but keeping the tech from threatening Beijing’s rule (cnbc)
  20. Intel has more than 65% of the market for traditional PCs and 85% of the server market, according to Edward Jones. (businessinsider)
  21. China Economic Work Conference Dates Announced (chinalastnight)

Be in the know. 13 key reads for Monday…

  1. Intel CEO Gelsinger Retires. The Stock Is Gaining. (barrons)
  2. ’Tis the season to go car shopping, and there’s some cheery news for buyers (marketwatch)
  3. Macau Gaming Revenue Rises 14.9% in November, Exceeds Estimate (bloomberg)
  4. Googling Is for Old People. That’s a Problem for Google. (wsj)
  5. America’s Biggest Apartment Owner Takes a Leap Into Modular Homes (wsj)
  6. ‘Moana 2’ Lifts Box Office to Thanksgiving Record With $221 Million Haul (wsj)
  7. For EV Startups, Things Are Going From Bad to Worse (wsj)
  8. Meet the Billionaires Taking Over Professional Bull Riding (wsj)
  9. Sales of Bibles Are Booming, Fueled by First-Time Buyers and New Versions (wsj)
  10. The Best TV Shows of 2024: Small-Screen Sophistication (wsj)
  11. Latest U.S. strike on China’s chips hits semiconductor toolmakers, Reuters reports (cnbc)
  12. Critics said Musk ‘overpaid’ for Twitter. Thanks to Trump and xAI, it could actually be a steal. (businessinsider)
  13. Bull market is setting up a December chase, says Carson Group’s Ryan Detrick (cnbc)