Be in the know. 30 key reads for Wednesday…

  1. Auto sales rebound and point to strong third-quarter GDP (marketwatch)
  2. China Rally Spurs $7 Billion Loss for Shorts of US-Listed Stocks (bloomberg)
  3. From Pearl Harbor to Sept. 11, here’s how stocks typically react to the outbreak of wars (marketwatch)
  4. China Back to Dominating Emerging Markets as MSCI Weight Soars (bloomberg)
  5. Chinese Homebuyers Scout Showrooms at Midnight After Stimulus (bloomberg)
  6. The $459,000 Ferrari 12Cilindri Sports Car Will Be a New Classic (bloomberg)
  7. Nike Seeks to Wipe Slate Clean for New CEO, Withdraws Guidance (bloomberg)
  8. Xi’s Stimulus Blitz Adds $130 Billion to Coffers of China’s Rich (bloomberg)
  9. Dockworkers Make $150,000. Why They’re on Strike. (barrons)
  10. Boeing Stock Rose Despite Report Saying A Share Offering Is Coming (barrons)
  11. How Will the Port Strike Affect the Price of Gasoline, Food, and Other Products? (barrons)
  12. Port Strike Could Benefit Container Shippers Even as It Hits Retailers, Manufacturers (barrons)
  13. Port Strikes Mean Trucking Rail, Stocks Are Set for a Boost. Check Out These 3. (barrons)
  14. Port Strikes Aren’t About Pay. This Is the Real Issue. (barrons)
  15. Israel Vows To Make Iran Pay For Missile Attack (barrons)
  16. Emerging Market Stocks Have Popped. Expect More Outperformance. (barrons)
  17. October tends to be a positive month for stocks — unless a presidential election is looming (marketwatch)
  18. Hong Kong stocks surge to 20-month high as China-stimulus rally continues apace (marketwatch)
  19. Nike Stock Drops as Doubts on Outlook Outweigh Strong Earnings (barrons)
  20. Port Strike Puts Pressure on Harris, Biden Ahead of Election (wsj)
  21. A CVS Breakup Is No Easy Fix for Its Problems (wsj)
  22. Biden to Sign Bill Allowing Chip Projects to Skirt Key Environmental Review (nytimes)
  23. Chinese Stocks Soar More Than 7% in Hong Kong on Stimulus Bets (bloomberg)
  24. 3 cheap areas of the stock market to buy as the Fed unveils a ‘rare double whammy’ of stimulus, BofA says (businessinsider)
  25. How ‘Big Short’ became ‘Big Squeeze’ as Wall Street misread China’s stock market (scmp)
  26. China stock market surge: investors rush to buy shares amid policy easing hopes (scmp)
  27. ADP jobs report shows 143,000 gain. Cooling U.S. labor market leads to slower wage increases. (marketwatch)
  28. China’s foreign investors hope stimulus will end ‘deep winter’ (ft)
  29. Top shale boss says US ‘unusually vulnerable’ to Middle East oil shock (ft)
  30. Israel Plans to Bomb Iranian Oil Facilities in Retaliation or Even Attack Nuclear Facilities: Report (aastocks)

 

Be in the know. 22 key reads for Tuesday…

  1. Disney Stock Gets an Upgrade. (barrons)
  2. Hedge fund mogul Larry Robbins seeks overhaul at struggling CVS: report (nypost)
  3. The stock market is entering the most volatile month of an election year — but the rally may be here to stay (marketwatch)
  4. Chamber of Commerce calls on Biden to stop dockworkers strike, citing inflation fears (marketwatch)
  5. Into Lebanon Ahead of Expected Ground Incursion (wsj)
  6. US Deploys a ‘Few Thousand’ More Troops to Middle East (bloomberg)
  7. Employers Boost Dockworker Wage Offer in Bid to Keep Ports Open (bloomberg)
  8. Ports strike could have $4 billion daily impact, but these container stocks are well positioned (marketwatch)
  9. A port strike would be ill-timed, but disruption could boost these companies (marketwatch)
  10. A port strike could be an economic ‘tsunami’ affecting these sectors (marketwatch)
  11. Port strike could come at a ‘high political cost’ for Harris campaign (marketwatch)
  12. Powell Says Fed Not in a Hurry, Will Lower Rates ‘Over Time’ (bloomberg)
  13. Michael Dell Unloads $1.2 Billion in Second Big Dell Stock Sale (bloomberg)
  14. California Clampdown on Retail Theft, Drug Crimes Wins Backing of Over 70 Mayors (bloomberg)
  15. China to Allow Home Buyers to Refinance Mortgages in Latest Easing Move (wsj)
  16. A Week of Shock and Awe Ignites China’s Stock Markets (wsj)
  17. Many Dockworkers Make $150,000 or More. Why They’re About to Strike. (barrons)
  18. Boeing, Union Stall on Strike Talks. Pensions Are a Problem. (barrons)
  19. Alibaba, JD, and Baidu Stocks Rise. The China Trade Is Still Thriving. (barrons)
  20. The Market Could Defy History in October. Where to Find Gains. (barrons)
  21. This hedge-fund manager says it’s a ‘max-long’ moment for stocks (marketwatch)
  22. Boeing Weighs Raising at Least $10 Billion Selling Stock (bloomberg)

Be in the know. 10 key reads for Monday…

  1. Hang Seng & China Internet Outperforming S&P 500 Year to Date (chinalastnight)
  2. Alibaba’s AI-Powered Cancer Detection Tool Recognized on Fortune’s 2024 Change the World List (alizila)
  3. Is The Japanese Yen Reversing Upward? (seeitmarket)
  4. Hedging Goes Out the Door With Burst of China Stocks Euphoria (bloomberg)
  5. Japanese Stocks Plummet on Rate Hike Worries (bloomberg)
  6. Boeing Union Says Talks Halted on Pensions, Pay Demands (bloomberg)
  7. Xi Has Finally Realized What’s Ailing China (bloomberg)
  8. China to cut existing mortgage rates by the end of October (reuters)
  9. China Moves to Cut Mortgage Rates to Revive Housing Market (bloomberg)
  10. Alibaba looks on course for a turnaround amid investor frenzy for Chinese stocks (scmp)

Be in the know. 18 key reads for Sunday…

  1. Billionaire investor David Tepper on China: Central bank comments ‘exceeded expectations’ (cnbc)
  2. Those calling Intel a company in decline are missing the point entirely—it’s now a corporate actor on the geopolitical stage (fortune)
  3. Helene Leaves US South Reeling From Flooding and Power Outages (bloomberg)
  4. Nvidia Has ‘Two Glaring Holes’ In Its Data Center Offering (investors)
  5. China Cries Uncle With Big Pledge on Property Crisis (bloomberg)
  6. Chinese stocks post best week since 2008 after stimulus blitz (ft)
  7. Sterling’s rally has further to run, say Wall Street banks (ft)
  8. The case for a melt-up in markets (ft)
  9. Sterling’s rally has further to run, say Wall Street banks (ft)
  10. Masayoshi Son is the $100 billion gambler who went from dirt track to tech titan — and he isn’t done betting yet (businessinsider)
  11. The Restaurant List (nytimes)
  12. It was a September to remember for stocks — but October presents fresh challenges for the rally (marketwatch)
  13. 8 incredible golf courses in the US you can build a whole vacation around (usatoday)
  14. 10 Undervalued Wide-Moat Stocks (morningstar)
  15. McLaren’s Next Supercar Is Coming Next Month (robbreport)
  16. This Bulletproof Rezvani Vengeance SUV Has A Private Jet-Style Interior (maxim)
  17. The World’s First Official James Bond Bar Just Opened in London—Here’s a Look Inside (robbreport)
  18. Four Seasons Yachts Wants to Take You to the Caribbean for the Holidays (robbreport)

Be in the know. 5 key reads for Saturday…

  1. 21 Stocks to Play a ‘Magical Moment’ in Healthcare (barrons)
  2. Inflation Cooled in August. The Fed Looks Like It Made the Right Call. (barrons)
  3. Wynn Stock Is Eyeing Its Best Week in 2 Years. China Isn’t the Only Reason. (barrons)
  4. ‘Sell in May’ was a costly mistake. Should you buy stocks now at record highs? (marketwatch)
  5. Wall Street’s Risk Binge Expands to Even Unloved Assets After Global Policy Easing (bloomberg)

 

Be in the know. 29 key reads for Friday…

  1. Hedge fund billionaire David Tepper says he’s loading up on Chinese stocks after the nation’s stimulus bazooka (businessinsider)
  2. China’s biggest stock buying frenzy in years overwhelms exchange (yahoo)
  3. Intel and US race to finalise $8.5bn in chips funding by year’s end (ft)
  4. China stocks see best week since 2008 on stimulus impact as most Asia markets rise (cnbc)
  5. Chinese stocks could surge higher as investors get ‘FOMO,’ Goldman Sachs says (marketwatch)
  6. Arm Is Rebuffed by Intel After Inquiring About Buying Product Unit (bloomberg)
  7. PayPal’s stock is having its best year since 2020, and this is a big reason why (marketwatch)
  8. Alibaba, NIO and Other Chinese Stocks Rise Again. Stimulus Is a Gift That Keeps on Giving. (barrons)
  9. Fed’s Rate Cut Is Jolting Small Businesses to Spend Again (wsj)
  10. Fed’s Preferred Inflation Gauge Cooled in August (wsj)
  11. Boeing’s Union Declines Vote on the Company’s ‘Best and Final’ Offer (barrons)
  12. Wall Street Wants More Big Rate Cuts. Fed Officials Don’t Agree. (barrons)
  13. Why Fed bets were so out of whack: Waller explains what put him ‘over the edge’ for a jumbo rate cut (marketwatch)
  14. CPC Follows Up Monetary Stimulus With Fiscal Measures (chinalastnight)
  15. China ETFs set for best week on record after Beijing fires policy ‘bazooka’ to boost economy. Is it time to jump in? (marketwatch)
  16. Global stock-market capitalization is set to surpass its highest level in three years after the Federal Reserve cut interest rates and China began stimulating its economy this month. (marketwatch)
  17. Why stock-market investors are freaking out over economic data they used to ignore (marketwatch)
  18. Fed Gets a Boost From China Stimulus. How It Impacts U.S. Rate Cuts. (barrons)
  19. PayPal CEO Marks a Year on the Job. The Race for Change at the Fintech Is a ‘Marathon.’ (barrons)
  20. Don’t Wait for More Shoes to Drop. Nike Stock Is a Bargain. (barrons)
  21. Spirits maker Diageo confirmed its outlook for the near and medium term (wsj)
  22. Disney slashes 300 jobs this week as CEO Bob Iger continues belt-tightening (nypost)
  23. Quant Hedge Funds Trapped in Short Squeeze After China Glitch (bloomberg)
  24. Xi’s Big Stimulus Week Aims to Draw a Line Under China Slowdown (bloomberg)
  25. China’s central bank, top political leaders appear to be abandoning a reluctance to act forcefully on the economy (wsj)
  26. When Will Money-Market Funds Lose Their Allure? (wsj)
  27. Why analysts are calling Cava the next Chipotle (cnbc)
  28. Alibaba, Tencent rally as Beijing stimulus plans push China’s tech stocks to 13-month high (cnbc)
  29. Yen bounces back as veteran lawmaker Ishiba wins PM contest (streetinsider)

Be in the know. 20 key reads for Thursday…

  1. Intel Has a Great Chip for the First Time In Years (barrons)
  2. China’s Politburo Supercharges Stimulus With Housing, Rates Vows (bloomberg)
  3. China pledges to ensure fiscal spending among steps signaling urgency (bloomberg)
  4. Hedge Funds Snap Up Chinese Equities on Stimulus Optimism (bloomberg)
  5. House, Senate Approve Spending Bill to Keep Government Open (barrons)
  6. Alibaba’s Singles’ Day preparation includes US$5.7 billion in aid to merchants (scmp)
  7. China Weighs Injecting $142 Billion of Capital Into Top Banks (bloomberg)
  8. China Seeks to Resolve Structural Issues to Shore Up Employment (bloomberg)
  9. Fed’s Kugler Sees Plenty More Rate Cuts Ahead (barrons)
  10. Why now may be a good time to take ‘opportunistic’ profits in gold and silver (marketwatch)
  11. The Policy Dragon Awakens As Mainland China & Hong Kong Rally (chinalastnight)
  12. Visa Is in the Hot Seat. MasterCard and Others Could Benefit. (barrons)
  13. Boeing, Union to Resume Pay Talks as Strike Nears Third Week (bloomberg)
  14. Tracking Hurricane Helene’s Latest Path (bloomberg)
  15. PayPal expands services to allow merchants to buy and sell crypto (cnbc)
  16. Here are the most important days for the stock market between now and the November election, according to BofA (businessinsider)
  17. Wall Street just got another sign that dealmaking is on its way back (finance.yahoo)
  18. Dollar General asks shareholders to reject investment firm’s stock-purchase offer (marketwatch)
  19. China’s yuan continues upward climb after Beijing’s stimulus roll-out (scmp)
  20. Chinese homeowners cheer Beijing’s move to cut mortgage rates by a half point (scmp)

 

Be in the know. 20 key reads for Wednesday…

  1. Chinese yuan hits strongest level against dollar in over 16 months as investors assess PBOC stimulus (cnbc)
  2. China to Give Cash Handouts for the Poor in Rare Use of Aid (bloomberg)
  3. Nvidia CEO Jensen Huang Sold $713 Million of Stock. (barrons)
  4. China’s Stock Market Awakens From a Long Slumber. It’s Not Too Late to Ride It Higher. (barrons)
  5. Berkshire Hathaway Sold More BofA Stock. It Now Owns 10.5%. (barrons)
  6. Stock-market indicator with a near-perfect track record is flashing a ‘buy’ signal (marketwatch)
  7. Real Estate Stocks Have Come Too Far, Too Fast. What to Do With Them Now. (barrons)
  8. A wave of retail investor cash may hit the stock market when interest rates reach this level (marketwatch)
  9. Chinese stocks extend gains after Beijing’s stimulus bazooka (marketwatch)
  10. Location, Location, Golf Simulator. A Developer Cracks the Office Market Code. (wsj)
  11. China Boost Sends EM Stocks to Longest Winning Streak Since July (bloomberg)
  12. China central bank cuts medium-term loan rate (reuters)
  13. Still ‘plenty of upside’ in China trade: BTIG (streetinsider)
  14. Fed’s Bostic says economy returning to normal, policy should also ‘normalize’ (streetinsider)
  15. What China’s biggest stimulus since the pandemic means for US investors: Morning Brief (yahoo)
  16. Investors welcome ‘unprecedented’ central bank loans to try to boost markets but analysts say fiscal stimulus is needed (ft)
  17. China’s US$114 billion stock market rescue plan sparks hope for rally (scmp)
  18. Monetary Policy Bazooka Unleashed (chinalastnight)
  19. US Mortgage Rates Fall Again, Triggering Big Wave of Refinancing (bloomberg)
  20. China Cuts One-Year Policy Rate by Most Ever in Stimulus Drive (bloomberg)

Be in the know. 25 key reads for Tuesday…

  1. China Unleashes Stimulus Blitz in Push to Hit Annual Growth Goal (bloomberg)
  2. China’s Stimulus Is a Big Deal. What It Means for Markets and Stocks. (barrons)
  3. China Mulls Stock Stability Fund, Unlocks $113 Billion From PBOC (bloomberg)
  4. China Unveils Biggest Package Yet to Boost Property Market (bloomberg)
  5. China Unleashes Stimulus Package to Revive Economy, Markets (bloomberg)
  6. China’s central bank unveils most aggressive stimulus since pandemic (yahoo)
  7. China Panics: Cuts Multiple Rates And Reserve Ratio Requirements, Goes All-In To Prop Up Stocks (zerohedge)
  8. Chinese Stocks Rally Most in Seven Months on Stimulus Blitz (bloomberg)
  9. China unveils raft of measures to boost economy (bbc)
  10. HK Disneyland Resort Ticket Prices to Rise 5-7% From Tmr (aastocks)
  11. Alibaba, JD.com, NIO Stocks Surge After China Interest Rate Cut and New Stimulus (barrons)
  12. Cash Is Pouring Out of Money-Market Funds. What’s Hot Instead. (barrons)
  13. Chicago Fed’s Goolsbee sees ‘a lot’ of interest-rate cuts coming over the next year (marketwatch)
  14. Five Key Takeaways as China Unveils Stimulus to Boost Economy (bloomberg)
  15. Fed’s jumbo interest rate cut puts the U.S. on track for a soft landing, Goldman CFO says (cnbc)
  16. September consumer confidence falls the most in three years (cnbc)
  17. Why stocks have a lot more room to rally before hitting a peak, according to a technical analyst (businessinsider)
  18. Here’s What Happens to Markets When Interest Rates Fall, in Charts (wsj)
  19. Boeing Makes New Offer to Union in Hopes of Ending Strike (wsj)
  20. China’s big-bang stimulus boosts yuan; Aussie up after RBA (streetinsider)
  21. Foreigners are piling into China’s free money trade. How long can it last? (ft)
  22. Perplexity in talks with top brands on ads model as it challenges Google (ft)
  23. Alibaba’s DingTalk launches new service bundled with AI features (scmp)
  24. PBOC to set up US$71 billion swap facility to prop up stock market (scmp)
  25. PBOC Cuts With More to Come, Buybacks Roll On (chinalastnight)

Be in the know. 23 key reads for Monday…

  1. Intel Stock Rises on Report of Apollo Investment. Why It’s a Good Sign. (barrons)
  2. China Stimulus Hopes Add to Fed Cues as EM Stocks Hit July Highs (bloomberg)
  3. China stimulus calls are growing louder — inside and outside the country (cnbc)
  4. China’s youth unemployment hits fresh high amid economic slowdown and restrictive hiring policies (cnbc)
  5. Nvidia Stock Is Slumping. What What Tesla Can Tell Us. (barrons)
  6. The Dow at 50,000. How It Could Happen—and When. (barrons)
  7. These Restaurants Are Ordering Up CEOs. How It Goes Down With the Stocks. (barrons)
  8. Fed’s Bostic Sees a U.S. Economy Ready for Neutral Interest Rates (barrons)
  9. Wall Street’s most cautious voice says defensive stocks are now too rich. What alternatives are left? (marketwatch)
  10. Boeing’s Defense Head Leaves. Starliner Wasn’t the Only Reason. (barrons)
  11. ‘Reagan’ Defies Negative Reviews And Holds Strong In Box Office Top 5 (forbes)
  12. Investors cheer a soft landing scenario after Fed’s big rate cut. But they’re still keeping their guard up for a downturn. (marketwatch)
  13. The Fed’s rate cut should make it easier to get a job — eventually. Here are the industries that could ramp up hiring first. (marketwatch)
  14. How Bill Ackman Is Pursuing Howard Hughes’ Real Estate Empire (barrons)
  15. Amazon Fell Behind in AI. An Alexa Creator Is Leading Its Push to Catch Up. (wsj)
  16. The Rate Cut Happened. Not All Borrowing Costs Are Going Down. (wsj)
  17. Elliott Hill Loved Nike and Left It. Now He’s Back as CEO (wsj)
  18. How a Surfer Who Never Finished College Became a Biotech Billionaire (wsj)
  19. Rather than taxing Americans on the money they earn at their jobs and on their investments, Mr. Trump instead suggested imposing a broad tax on the goods that Americans buy from abroad. In his view, such tariffs could replace income taxes as the main source of federal revenue. (nytimes)
  20. Minneapolis Fed President Neel Kashkari: Fed is likely to make smaller rate moves going forward (youtube)
  21. Bull Market Chance at 80% With Fed Cuts, Says Ed Yardeni (bloomberg)
  22. How Foot Locker is waging a comeback after its breakup with Nike (cnbc)
  23. S. business activity suffers small loss of momentum in September, PMI shows (marketwatch)