Be in the know. 23 key reads for Monday…

  1. An out-of-the box idea for China and Trump (ft)
  2. A Bond Selloff Is Rocking the World. You Might Want to Take the Other Side. (wsj)
  3. China Boosts Yuan Support With Warning, Capital Control Tweaks (bloomberg)
  4. China’s Trade Surplus Reaches a Record of Nearly $1 Trillion (nytimes)
  5. Boeing Stock Would Benefit From a Breakup, Specialist Says (barrons)
  6. China and the U.K. have the opposite problem. They just struck a deal. (marketwatch)
  7. The bull market is still intact. This pullback is just the cost of doing business, says strategist (marketwatch)
  8. Goldman Sachs Is All-In on the American Exceptionalism Trade (barrons)
  9. Moderna Stock Sinks. It Disappoints With Covid-19 Vaccine Forecast. (barrons)
  10. China Downplays Deflation Troubles. Bond Vigilantes Aren’t Buying It. (barrons)
  11. The Car Market’s Hottest Deal: The Cheap EV Lease (wsj)
  12. Stocks Are Close to Wiping Out Trump Bump as Rate Fears Kick In (bloomberg)
  13. Investors Hope Earnings Season Can Revive Faltering Stock Rally (wsj)
  14. We’re ‘cautiously optimistic’ about the economic outlook, says JPMorgan’s Gabriela Santos (cnbc)
  15. December Imports Increase On Domestic Demand (chinalastnight)
  16. China’s Export Boom Means Trump Tariffs Would Hit Beijing Where It Hurts (wsj)
  17. Meet Trump’s Economic Whisperers (nytimes)
  18. China Securities Regulator Vows Efforts to Stabilize Market (bloomberg)
  19. China’s imports post surprise growth in December; exports beat expectations as higher tariffs loom (cnbc)
  20. Opinion: The stock market’s ‘Trump bump’ will be back. Just be patient. (marketwatch)
  21. There goes 80% of the market, says one reaction to new White House microchip rules (marketwatch)
  22. Trump should declare California an ‘opportunity zone’: Jeff Sica (foxbusiness)
  23. Natural-Gas Stocks Are Set to Beat the Market. Here’s Why. (yahoo)

 

Be in the know. 10 key reads for Sunday…

  1. ‘Ready to talk’ Greenland leaders open to speak with Trump after prez-elect expressed interest to make territory part of America (nypost)
  2. Stock market’s ‘Trump bump’ nearly erased thanks to bond selloff. What’s next. (marketwatch)
  3. On Bubble Watch (oaktreecapital)
  4. Why the odds may favor value stocks (oakmark)
  5. Chick-fil-A’s Lemon-Squeezing Robots Are Saving 10,000 Hours of Work (bloomberg)
  6. Can American Drivers Learn to Love Roundabouts? (bloomberg)
  7. How Much Would Buying Greenland Cost? (nytimes)
  8. Stocks Wrestle with Rates Typical January Action So Far (almanactrader)
  9. A Bond Selloff Is Rocking the World. You Might Want to Take the Other Side. (wsj)
  10. Tariff fears trump modest jobs growth (scottgrannis)

 

Be in the know. 17 key reads for Saturday…

  1. Fundstrat’s Tom Lee on why rise in yields might be false flag (cnbc)
  2. Meet Alibaba’s AI coder: an automated system that can build an app ‘in minutes’ (scmp)
  3. Biotech Stocks Prepare For Action In 2025. Weight-Loss Drugs, AI And Trump 2.0 Are The Catalysts. (investors)
  4. Opinion: The stock market has one more chance to fight off the bears (marketwatch)
  5. The Market Is Overreacting. Don’t Lose Your Head. (barrons)
  6. S. stocks are expensive ‘on almost any valuation metric.’ Why they could remain so for a while. (marketwatch)
  7. ASML Is the Chip-Equipment Leader. Its Stock Is Poised to Bounce Back. (barrons)
  8. China’s Central Bank Beefs Up Support as Yuan Nears 16-Month Low (wsj)
  9. Self-Driving Cars Don’t Do Snow. Goodyear Says the Solution Is Smarter Tires. (wsj)
  10. Warren Buffett Prepares His Middle Child for the Job of a Lifetime (wsj)
  11. Detroit Auto Show flaunts the old and the new at iconic car show (usatoday)
  12. Macy’s lists 66 ‘underproductive’ stores set for closure; over 80 closures still to come (usatoday)
  13. Hershey Seeks New CEO With Michele Buck Departing Next Year (bloomberg)
  14. Blowout Jobs Report Fuels Wall Street Fear of ‘Lose-Lose’ Market (bloomberg)
  15. China Vows Proactive Fiscal Policy, Bigger Deficit to Aid Growth (bloomberg)
  16. Delta Cracked the Code for Post-Pandemic Profits (bloomberg)
  17. G Sachs Chief Economist Expects Trump to Slap ~20% Extra Tariffs on Most CN Goods on Avg. Only (aastocks)