Be in the know. 10 key reads for Saturday…

  1. Boeing to cut 17,000 jobs (reuters)
  2. Boeing files unfair labor practice charges against union (bloomberg)
  3. Why Chinese stocks will climb another 50% from current levels, research CEO says (businessinsider)
  4. Nvidia Stock’s Overhang: Insiders Are Free to Sell a Lot More Shares (barrons)
  5. China’s stock-market rally may ride on Beijing’s weekend stimulus announcement (marketwatch)
  6. Boeing’s bonds again show more confidence in the troubled aerospace giant than the stock (marketwatch)
  7. Fed’s Goolsbee Says Rates Are ‘Way Above’ Normal. Expect More Cuts. (barrons)
  8. JPMorgan’s Dimon Says Economy ‘Remains Resilient’ (barrons)
  9. As Conflict Spreads, Will Defense Stocks Regain Their Cold War Allure? (wsj)
  10. The Federal Reserve may have pretty much just hit its 2% inflation target (cnbc)

Be in the know. 8 key reads for Friday…

  1. China Investors Expect $283 Billion of New Stimulus This Weekend (bloomberg)
  2. GXO Logistics could see $85/share in potential takeover – analyst (seekingalpha)
  3. Donald Trump Calls for Making Car-Loan Interest Tax Deductible (wsj)
  4. 5 Numbers That Explain Why Boeing Won’t Go Bankrupt (barrons)
  5. The big question hanging over banks as earnings season starts (yahoofinance)
  6. Ministry of Finance Announces Ultra-Long Bond Issuance Before Weekend Meeting (chinalastnight)
  7. Inflation Continues Its Bumpy Decline With Mixed September Reading (wsj)
  8. Mets Postseason Run Pushes Steve Cohen Toward Baseball Glory (bloomberg)

Be in the know. 10 key reads for Thursday…

  1. XPO-Spinoff GXO Logistics Is Said to Explore Potential Sale (bloomberg)
  2. Copper Rebounds From Two-Week Low With Eye on China Briefing (bloomberg)
  3. PBOC Starts $71 Billion Liquidity Tool for China Stock Investors (bloomberg)
  4. Hurricane Milton Makes Landfall Near Tampa as Category 3 (bloomberg)
  5. These Are America’s Most Popular Cars (By Generation) (zerohedge)
  6. Alphabet Might Get Broken Up. It Could Be Good for the Stock. (barrons)
  7. Lululemon and Nike Are Less Popular Among Teens. Why That’s a Problem. (barrons)
  8. Fed officials were divided on whether to cut rates by half a point in September, minutes show (cnbc)
  9. The Dow is running hot. History says that’s usually a good sign. (marketwatch)
  10. ‘I’m Not Satoshi,’ Says Man Who HBO Suggests Created Bitcoin (bloomberg)

Be in the know. 11 key reads for Wednesday…

  1. Why Breaking Up Google Would Be Hard to Do (nytimes)
  2. Why a CPI surprise could trip up the Fed’s rate-cutting plans (marketwatch)
  3. JPMorgan’s strategists are starting to sound less bearish on stocks (marketwatch)
  4. Activists Want Pfizer, CVS. Healthcare Could Rebound. (barrons)
  5. September Fed Minutes to Shed Light on Rate-Cut Debate (barrons)
  6. UPS, FedEx Stocks are Ripe for Buying. The Case for a Shipping Upturn. (barrons)
  7. When Cell Service Is Down, You Can Send iPhone Texts via Satellite (wsj)
  8. Boeing Withdraws Contract Offer as Union Talks Break Down (bloomberg)
  9. Disneyland hikes ticket prices for its highest-demand days (cnbc)
  10. China’s property stimulus raises optimism — but more steps are needed for a sectoral turnaround (cnbc)
  11. Generac CEO says pressure on the power grid ‘is only going to get worse’ from weather and technology (cnbc)

Be in the know. 10 key reads for Tuesday…

  1. China state planner lays out further actions to boost economy but no new plans for major stimulus (cnbc)
  2. GLP-1 drug demand rising, but not all packaged food companies in the crosshairs (streetinsider)
  3. Pfizer CEO’s Job Is at Risk. A Shot of Discipline Could Help. (wsj)
  4. Nobel Prize in Physics Awarded to Duo for Machine Learning (wsj)
  5. The Great Florida Migration Is Coming Undone (wsj)
  6. MicroRNA Pioneers Win Nobel Prize in Medicine (wsj)
  7. Hurricane Milton Churns Toward Florida as Category 4 Storm (wsj)
  8. China Markets Warn Xi More Stimulus Is Needed to Fuel Rally (bloomberg)
  9. China confident to achieve full-year growth target: economic planner (people)
  10. Chinese tech giants from ByteDance to Meituan see surge in ‘golden week’ consumer spending (scmp)

Be in the know. 13 key reads for Monday…

  1. China’s rally still has ‘more legs,’ Goldman Sachs says (marketwatch)
  2. “Whatever It Takes” Is On The Table (chinalastnight)
  3. Pfizer Stock Rises After It Gets an Activist. What Starboard’s Track Record With Pharma Tells Us. (barrons)
  4. Emerging Market Stocks Are Beating the U.S. Why They’ll Keep Winning. (barrons)
  5. Tech Stocks Usually Rise in October. This Month, Not So Much. (barrons)
  6. Why Goldman Sachs has bumped up its S&P 500 target for the third time this year (marketwatch)
  7. Stock market’s soft-landing rally faces CPI inflation test. Here’s what investors should do. (marketwatch)
  8. Google’s Grip on Search Slips as TikTok and AI Startup Mount Challenge (wsj)
  9. US Yields Back at 4% for First Time Since August on Fed Rethink (bloomberg)
  10. Boeing-Lockheed Venture Launches New Rocket in Key Test (bloomberg)
  11. Hurricane Milton Nears Category 5 Strength as It Menaces Florida (bloomberg)
  12. Goldman Says Surging Chinese Stocks May Advance Another 20% (bloomberg)
  13. China Is Making Investor Calls So Awkward (bloomberg)

Be in the know. 7 key reads for Sunday…

  1. This wasn’t a monster employment number (scottgranis)
  2. Nike tries to rip off the band-aid for investors. Its stock price is feeling the sting (marketwatch)
  3. 33 Undervalued Stocks (morningstar)
  4. This Ex-Shoe Salesman Built A $5.5 Billion Fortune In Aging Apartment Buildings (forbes)
  5. 5 Questions For The Fed’s Austan Goolsbee—Including: Did They Move Fast Enough On Inflation? (forbes)
  6. Saying No: How Successful People Protect Their Time And Focus (forbes)
  7. China home sales rise after stimulus measures, state media says (reuters)

Be in the know. 10 key reads for Saturday…

  1. China’s stock rally for the ages shows power of crowds (ft)
  2. China home sales rise after stimulus measures, state media says (reuters)
  3. Time to Get Out of Money-Market Funds? Why It May Already Be Too Late. (barrons)
  4. S. stocks’ remarkable 2024 run is likely to continue during the fourth quarter, history shows (marketwatch)
  5. S. Hiring Accelerated in September, Blowing Past Expectations (wsj)
  6. The Mets’ Season Looked Over. Then the Polar Bear Roared. (wsj)
  7. Investors grab European equities to gain cheap US exposure (ft)
  8. Angelina Jolie Is Selling Her Ferrari 250 GT in Paris (bloomberg)
  9. 3 bullish catalysts could keep the bull rally alive and boost stocks 13% in the coming year, research firm says (businessinsider)
  10. How China’s stimulus could provide a boost to new CEOs at Nike and Starbucks down the line (cnbc)

Be in the know. 15 key reads for Friday…

  1. BofA’s Hartnett Sees Risk-On Rally If Jobs Are as Expected (bloomberg)
  2. Unemployment rate falls to 4.1% as U.S. economy adds 254,000 jobs in September (marketwatch)
  3. Hong Kong stocks add to 3-week rally as Alibaba, Tencent lead tech gainers (scmp)
  4. FedEx, Shipping and Rail Stocks in Focus as Port Strike Nears End (barrons)
  5. CEOs Are on the Hunt for More M&A. Where the Next Deals Are. (barrons)
  6. Citi’s Turnaround Plan Is Stained by Warren’s Call for Growth Limits (barrons)
  7. China Stocks Rally Reignites as Alibaba, JD.com, Tencent Shares Rise. What’s Driving It. (barrons)
  8. Dividend and China Funds Come Roaring Back as Nvidia Stalls (barrons)
  9. Oil Surges After Biden Says U.S. Discussing Israel Attack on Iran Facilities (wsj)
  10. How to connect your iPhone to a satellite to send important messages (usatoday)
  11. TSA PreCheck vs. Global Entry vs. CLEAR: Which is better? (cnbc)
  12. Dockworkers union agrees to suspend port strike until Jan. 15 after tentative deal (marketwatch)
  13. Medicare mess sends Humana shares on worst fall since financial crisis (yahoo)
  14. The tailwinds for a European consumer recovery are building (ft)
  15. Beijing is trying to put a ‘floor’ on the economy with its stimulus measures: China Beige Book CEO (cnbc)

Be in the know. 14 key reads for Thursday…

  1. Fundstrat’s Tom Lee on 6,000 S&P 500 year-end target: Setup into year-end has a lot of tailwinds (cnbc)
  2. China Ready for $1.4 Trillion Fiscal Support, Top Economist Says (bloomberg)
  3. Hong Kong Takes Breather as Fiscal Policy Bazooka Awaits (chinalastnight)
  4. PayPal Completes Its First Business Transaction Using Stablecoin (bloomberg)
  5. Nike Stock Dives. Why More Losses Wouldn’t Be a Surprise. (barrons)
  6. 17 Ways to Play U.S. and China Dividend Stocks With Growth Appeal (barrons)
  7. Investors fearing a scary start to October should focus instead on Friday’s jobs report (marketwatch)
  8. Turns out, the stock market can succeed without the Magnificent Seven (marketwatch)
  9. Weight-Loss Drugs Are Everywhere Now. How the GLP-1 Copycats Took Over. (barrons)
  10. LVMH Took Over the Paris Olympics. Now It’s Snagged Formula One. (wsj)
  11. MIT economist says AI can only handle 5% of jobs, fears stock crash (nypost)
  12. Mortgage Rates Near 6% Are Enough to Start Up a Refinancing Wave (bloomberg)
  13. US Jobless Claims Remain Subdued, Consistent With Low Layoffs (bloomberg)
  14. Natural Gas Higher as Temperatures Slowly Back Down (wsj)