Be in the know. 19 key reads for Tuesday…

  1. HSI Co.: BABA-W To be Added to Hang Seng Stock Connect Hong Kong Index, Hang Seng SCHK China Technology Index (aastocks)
  2. Boeing Stock Is Rising. More Cash Means a Stronger Balance Sheet. (barrons)
  3. Exclusive: China May Add 6 Trillion Yuan ($843B USD) in Treasury Bonds to Buttress Economy (caixinglobal)
  4. Boeing Stock Fell. Why Analysts Are Still Backing Shares. (barrons)
  5. Brendan Ahern, CIO at KraneShares, highlights China’s recent stimulus efforts, noting the need for more details, especially on boosting domestic consumption. (cnbc)
  6. Starbucks scales back discounts as new CEO seeks turnaround (foxbusiness)
  7. Charles Payne: As the market rises you will hear more bubble warnings (foxbusiness)
  8. Alibaba, JD.com, Pinduoduo launch campaigns for Singles’ Day shopping festival on same day (scmp)
  9. Hedge-fund manager who could be Trump Treasury secretary says tariffs can be negotiated lower (marketwatcch)
  10. Google orders small modular nuclear reactors for its data centres (ft)
  11. Stuart Varney: Elon Musk ‘opens the door to a new era in space exploration’ (foxbusiness)
  12. CEOs and Analysts Are at Odds About S&P 500’s Earnings Outlook (bloomberg)
  13. Smaller-Cap Stocks Can Fill the Mag 7 Market Void. 4 to Play. (barrons)
  14. Is BABA Stock A Buy Now? (investors)
  15. Boeing Stock Is Rising. More Cash Means a Stronger Balance Sheet. (barrons)
  16. More Bank Earnings Are Here. The Results Are Impressive. (barrons)
  17. The bull market is entering its 3rd year. Here’s what history says will happen next. (marketwatch)
  18. Uncertainty around the elusive ‘neutral’ interest rate could pose a real risk for markets (marketwatch
  19. What Really Happens on the Ground When the US Slaps Tariffs on China (bloomberg)

Be in the know. 7 key read reads for Monday…

  1. China Says It Has a Big Stimulus Coming—But Still Won’t Say How Big (wsj)
  2. What if Warren Buffett had faced Kamala Harris’s unrealized-capital-gains tax from the outset? Here are the numbers. (marketwatch)
  3. 6 Dividend Stocks to Buy—Once Tax-Loss Season Is Over (barrons)
  4. Nike tries to get back in the race as sneaker sales gather pace (ft)
  5. Alibaba’s Lazada courts Armani, D&G to fend off Shopee, TikTok (scmp)
  6. CSRC Chairman Wu Qing will give a speech at the 2024 Financial Street Forum Annual meeting on October 18th in Beijing. He is expected to speak to the “Nine National Measures” supporting corporate governance, including Chinese companies paying dividends and buying back stock. (chinalastnight)
  7. The Bull Market Has Lasted 2 Years. Is It Just Getting Started? (barrons)