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)

Be in the know. 7 key reads for Sunday…

  1. Alibaba Cloud unveils latest Qwen 2.5 LLM, CEO addresses speed of AI development (technode)
  2. Alibaba, Nvidia collaborate on advanced autonomous-driving solution (scmp)
  3. Cox Automotive Forecast: August U.S. Auto Sales Show Stability Amid Seasonal and Labor Day Boost (coxautoinc)
  4. This Bulletproof Rezvani Vengeance SUV Has A Private Jet-Style Interior (maxim)
  5. Qualcomm wants to buy Intel. Would that be enough to overtake Nvidia? (fastcompany)
  6. AliViews: Eddie Wu Discusses AI, Alibaba Cloud and More at the 2024 Apsara Conference (alizila)
  7. The Fed’s Jumbo Rate Cut Is a Sign of True Confidence (barrons)

Be in the know. 12 key reads for Saturday…

  1. Qualcomm Approached Intel About a Takeover in Recent Days (wsj)
  2. Interest Rates Fall, but Central Banks Are No Longer in Lock Step (nytimes)
  3. Small-cap stocks post longest rally since 2021 after Fed rate cut. What’s next? (marketwatch)
  4. Nike Has a New CEO. 4 Things to Know. (barrons)
  5. The Price War in Weight-Loss Drugs Is Here (wsj)
  6. The Work From Home Free-for-All Is Coming to an End (wsj)
  7. Boeing ousts head of troubled space unit after astronauts left stranded, billions in losses (nypost)
  8. Mobileye Jumps After Intel Says It Won’t Sell Majority Stake (bloomberg)
  9. Why a top analyst just raised his year-end S&P 500 price target to the highest on Wall Street (businessinsider)
  10. The mystery of Masayoshi Son, SoftBank’s great disrupter (ft)
  11. Three Mile Island Plans to Reopen as Demand for Nuclear Power Grows (nytimes)
  12. Lotus Unveils Wedge-Shaped ‘Theory 1’ Concept EV (maxim)

Be in the know. 12 key reads for Friday…

  1. China Weighs Removing Major Homebuying Curbs to Boost Demand (bloomberg)
  2. How Luxury Stocks Lost Their Shine. These Are the Ones That Will Get It Back. (barrons)
  3. Small-Caps Are Outperforming. They Could Be the Stock Market’s Best Bet. (barrons)
  4. Chinese Officials are also mulling measures to shore up stock market (bloomberg)
  5. This Money Manager Likes Durable Businesses. 4 Industrial Stocks He’s Got His Eye On. (barrons)
  6. Yen Weakens as Ueda Indicates BOJ Isn’t in Hurry to Hike Rates (bloomberg)
  7. The Fed’s New R-Word Is ‘Recalibrate.’ Why Investors Love It. (barrons)
  8. Analysts warned about the fallout from a surging yen. But then this happened. (marketwatch)
  9. FedEx’s earnings miss may be more of a speed bump than a brick wall, analyst says (marketwatch)
  10. This is what the Fed’s interest-rate cut means for distressed companies (marketwatch)
  11. Hang Seng Index posts biggest weekly gain in 5 months (scmp)
  12. Alibaba CEO eyes greater AI research and development, open sources 100 new LLMs (scmp)

Be in the know. 18 key reads for Thursday…

  1. Hong Kong cuts base rate by 50 basis points to reboot economy (scmp)
  2. PayPal Stock Rises On Amazon Prime Checkout Partnership (investors)
  3. PayPal, Amazon Team Up in ‘First Step’ of Branded Checkout Collaboration (barrons)
  4. Central Bank Cuts Interest Rates in Half-Point Move (barrons)
  5. Fed Officials See Cooler Inflation Ahead This Year (barrons)
  6. Mortgage Rates Won’t Fall That Much. Don’t Be Too Disappointed. (barrons)
  7. Fed’s Powell Isn’t Dovish or Hawkish. He’s Bullish. (barrons)
  8. Small-cap stocks’ bullish ‘Fed day’ performance reflects investors’ confidence in the economy (marketwatch)
  9. Bond market gets a Fed wake-up call after pricing in a recession (marketwatch)
  10. Homeowners scramble to refinance with mortgage rates now at 2-year lows (marketwatch)
  11. Here’s when falling interest rates will hit your mortgage, car loan, credit-card bills and savings accounts (marketwatch)
  12. Starbucks should make this dramatic move to help its stock, BofA says (marketwatch)
  13. Fed starts rate-cutting cycle with a bang — but wants it to be the only one (marketwatch)
  14. Boeing Stock Is Steady Amid a Strike and Furloughs. Help Has Arrived. (barrons)
  15. Big Rate Cut Forces Fed to Contend With New Obstacles (wsj)
  16. The Fed Has Significantly Improved the Odds of a Soft Landing (wsj)
  17. Fed Opts for Outsize Cut as Powell Seeks to Ensure Soft Landing (bloomberg)
  18. Boeing starts furloughing tens of thousands of employees amid machinist strike (cnbc)

Be in the know. 12 key reads for Wednesday…

  1. The Fed Isn’t First to Cut Rates, but It Is the Signal Other Central Banks Want (wsj)
  2. Chinese chip stocks jump after claims of equipment breakthrough (finance.yahoo)
  3. Apple iPhone 16 Pro Max review: Long battery life and great cameras. Apple Intelligence isn’t ready (cnbc)
  4. Boeing Stock Is Steady as the Strike Continues. Help Has Arrived. (barrons)
  5. 3 ways the Fed interest-rate cut could jump-start buying and selling homes again (marketwatch)
  6. Fed interest-rate cut boosts home builders confidence (marketwatch)
  7. New-home construction posts biggest increase in 6 months (marketwatch)
  8. A Fed interest-rate cut could make small-cap stocks a good investment now (marketwatch)
  9. Chinese consumption edged up slightly during a major holiday this week from its pre-pandemic level (bloomberg)
  10. Chinese Stocks Edge Up as Mainland Markets Reopen After Break (bloomberg)
  11. Fed’s ‘Reverse Repo’ Balance Fell to Lowest Level in Over 3 Years. Why It Matters. (barrons)
  12. Dollar Stores Expand Aggressively Even as Sales Shrink (wsj)

Be in the know. 15 key reads for Tuesday…

  1. Intel stock jumps on plan to turn foundry business into subsidiary and allow for outside funding (cnbc)
  2. Intel to Make Custom AI Chip for Amazon (bloomberg)
  3. Big names like David Tepper and ‘Big Short’ investor Michael Burry are quietly upping their bets on the Chinese economy (cnbc)
  4. Fed to cut rates by a quarter point with a soft landing expected, according to CNBC Fed Survey (cnbc)
  5. China seeks a homegrown alternative to Nvidia — these are some of the companies to watch (cnbc)
  6. Markets Hinge on Powell Emulating Greenspan’s Soft Landing (bloomberg)
  7. A Fed interest-rate cut could make small-cap stocks a good investment now (marketwatch)
  8. Intel, Aiming to Reverse Slump, Unveils New Contracts and Cost Cuts (nytimes)
  9. Opinion: Why Intel’s latest move for its foundry business is so significant (marketwatch)
  10. U.S. Officials Jet to Beijing Amid Flood of Cheap Chinese Exports (wsj)
  11. Amazon Tells Workers to Return to Office Five Days a Week (wsj)
  12. Boeing, union negotiators to meet as striking workers dig in (reuters)
  13. This is the only Fed that eased while inflation surged all the way to its peak, says Jim Paulsen (cnbc)
  14. Intel’s Turnaround Is Working. Buy the Dip. (barrons)
  15. Intel made 3 big announcements since solvency concerns: Thomas Hayes (foxbusiness)