Be in the know. 11 key reads for Friday…

  1. Hong Kong stocks rebound as Beijing ramps up support for institutional buying (scmp)
  2. The American Worker Is Becoming More Productive (wsj)
  3. FMC shares pop as KeyBanc says selloff is overdone (streetinsider)
  4. What stocks’ worst stumble since 1952 in the final days of 2024 may mean for 2025 (marketwatch)
  5. Hindenburg Research shorts Carvana, calling company’s turnaround a ‘mirage’ (cnbc)
  6. China’s central bank plans policy overhaul as pressure mounts on economy (ft)
  7. Baidu’s Robin Li predicts ‘exponential’ boom in AI apps in 2025 (scmp)
  8. Roaring Kitty’s Stock Memes Can’t Fix Unity Software (barrons)
  9. Why the U.S. economy is still strong despite the Fed’s 2022-’23 rate hikes (marketwatch)
  10. The Debt Ceiling Makes a Comeback. What It Means for Bonds. (barrons)
  11. <Research>M Stanley: BABA-W’s Full Sale of SUNART RETAIL Expected to Enhance Yr-end Shareholder Returns (aastocks)

Be in the know. 15 key reads for Monday…

  1. Chinese EV makers BYD, Nio, Li and XPeng end 2024 on a sales high (marketwatch)
  2. Jobless claims drop to 8-month low to end 2024. Low U.S. unemployment fuels economy. (marketwatch)
  3. Natural gas prices spike on forecasts of colder than expected winter (foxbusiness)
  4. The Bull and Bear Case for 2025 (nytimes)
  5. PBOC Seen Delaying Reserve Ratio Cut After $233 Billion Cash Injection Last Month (bloomberg)
  6. China E-Commerce Giant Alibaba Sells Stake In Retail Firm Sun Art To Focus On Core Business (investors)
  7. Drug-Trial Results Could Shake Up Pharma Stocks in 2025. Watch Eli Lilly, Pfizer, and More. (barrons)
  8. The U.S. Dollar Is Riding High. Trump Could Put an End to All That. (barrons)
  9. 2025’s Five Highest Yielding Dogs of the Dow Could Explode Higher (247wallst)
  10. Stock Bears Are Going Extinct. Time to Worry? (bloomberg)
  11. China’s Xi Jinping Nods to ‘External Uncertainties’ in New Year’s Speech. Weeks before Trump takes office, country’s leader seeks to shore up confidence that its economy can withstand threats (wsj)
  12. The Levi Strauss Heir Elected to Save San Francisco (wsj)
  13. Beijing & Guangzhou Home Sales Rise In 2024, Tariff Concerns Lead To Risk Off (chinalastnight)
  14. Mexico, Betting Trump Is Bluffing on Tariffs, Sees an Opportunity. (nytimes)
  15. Why the Dow had such a miserable December versus other indexes (marketwatch)