Long U.S. dollar now seen as the most crowded trade, but bodes ill for the greenback (marketwatch)
10-, 30-year yields have biggest weekly drops in months as investors flock to safety on Middle East tensions (marketwatch)
Small-cap index books historic second ‘death cross’ in a year. Is a turnaround coming? (marketwatch)
What to make of the UAW’s shifting strike tactics after the latest escalation (cnbc)
“It’s pretty apparent that Disney’s popularity just continues to soar and ticket prices continue to rise. So the park will only continue to become more expensive and more crowded.” (nypost)
Central banks still need to justify the case for ‘higher for longer’ rates (ft)
AI is getting ‘more hype than it deserves,’ Warren Buffett’s right-hand man Charlie Munger says (fortune)
Why stocks could be primed for a Santa Claus rally as resurgent earnings and falling rents push inflation down (businessinsider)
Carmakers Say They Can’t Afford UAW Demands, While Paying CEOs $1 Billion (bloomberg)
Citigroup’s Profit Tops Estimates. Tough Choices Are Paying Off. (barrons)
Higher Bond Yields Likely to Extend Fed Rate Pause. Officials are signaling that a run-up in long-term interest rates might substitute for a further central bank rate hike (wsj)
General Motors reaches deal with Canadian autoworkers hours after union initiates strikes (cnbc)
Why the Weight-Loss Drug Hype Looks Overdone (barrons)
GLP-1 drugs are still in demand. Insurers are cutting back coverage in response, Found study shows (fiercehealthcare)
Ozempic Won’t Kill Americans’ Taste for Sugary Snacks (barrons)
Janet Yellen Suggests Much Lower For Much Longer (zerohedge)
Wholesale inflation accelerates more than expected in September (foxbusiness)
Emerging-market stocks are looking cheap, especially relative to the U.S. Does that mean it is time to buy? (marketwatch)
Dividend stocks are dirt cheap. It may be time to back up the truck. (marketwatch)
Samsung Reports 78% Drop in Profit. Why It Could Be Good News for Micron and Intel. (barrons)
Age-old excellence NYC’s best new restaurant is a 186-year-old steakhouse (com)
104-year-old woman dies after breaking world record for oldest skydiver (nypost)
The Fed tool that is having a powerful impact (ft)
Ozempic Shows Promise Treating Kidney Failure in Blow to Dialysis Firms (bloomberg)
What You Need to Know About Drugs Like Wegovy Being Used for Weight Loss (bloomberg)
UAW Chief Will Speak (barrons) and, the decision to forgo the all-in strike that many industry observers had expected has so far considerably softened the disruption to the companies’ factory footprints and bottom lines. (wsj)
Buy the Dip in Global Stocks as Rates Peak, Citi Strategists Say (bloomberg)
The stock market is building up to a major ‘buy’ signal (marketwatch)
Pepsi Stock Gets Rocked by Weight-Loss Drug Fears. Earnings Could Make Shares a Buy. (barrons)
Why High Interest Rates Hurt Clean Energy Stocks More Than Oil Stocks (barrons)
TSMC Stock Rises. There’s Life in Chips After All. (barrons)
Reports that China has been dumping Treasury bonds have been greatly exaggerated (marketwatch)
Jobs report shows big 336,000 gain in hiring in September. Labor market is still hot. (marketwatch)
Here’s what to expect when banks report earnings, and how cheap their stocks are now (marketwatch)
The Long Dry Spell at One of America’s Most Innovative Companies (wsj)
Are the Bulls About to Return to Britain? (bloomberg)
Doing Business in China? You Should Stay the Course (bloomberg)
Hong Kong stocks rally on property easing speculation, China recovery bets (scmp)
Is the US strategy of engaging China working? (reuters)
Alibaba’s Lazada is courting sellers affected by Indonesia’s e-commerce ban on social media (cnbc)
China plans to ease one of the biggest hurdles for foreign business (cnbc)
Citi Raises China GDP Forecast, Saying Economy Has Bottomed Out (bloomberg)
Goldman Sachs: These 40 stocks have the biggest upside right now ahead of a Q4 market rally — including one that could rise over 175% (businessinsider)
How Intel’s New Spinoff Could Help It Take On Nvidia (barrons)
Google’s Digital Assistant Gets Smarter, Teaming Up With Bard (barrons)
Real Supercars Won’t Be Electric Until 2030, McLaren CEO Says (bloomberg)
Ozempic Is Making People Buy Less Food, Walmart Says (bloomberg)
Booking Flies High in a Tricky Travel Market. It Has Room to Go Higher. (barrons)
AI Will Be Bigger Than Industrial Revolution, Says Leading AI Executive (barrons)
