Be in the know. 35 key reads for Tuesday…

  1. China’s consumer sector, long plagued by a property slump that has slowed the economy and dampened sentiment, could be nearing a “tipping point”, as consumers save less and spend more following last September’s stimulus blitz, analysts said. (scmp)
  2. Intel’s Potential Buyers Speculated Ahead of Trump’s Inauguration: A Quick Round-up (trendforce)
  3. Trump Holds Off on Immediate China Tariffs, Calls for Study (bloomberg)
  4. Xi Calls for Proactive Macro Policies to Keep China Momentum (bloomberg)
  5. Hartnett suggests being long on international stocks like Europe, China and emerging markets amid policy easing in those regions. He also recommends buying rate-sensitive stocks like homebuilders, utilities, financials and REITs as the 30-year Treasury yield has peaked below 5%. (bloomberg)
  6. Analysts Agree These 8 Warren Buffett Stocks Will Soar In 2025 (investors)
  7. Trump’s Inflation-Cutting Push Suggests Regulatory Cuts Are Coming (barrons)
  8. Trump Signs Order Freezing Government Hiring, Mandates Workers Return to Office (barrons)
  9. Tariffs on Mexico, Canada Could Come as Soon as Feb. 1, Trump Says (barrons)
  10. Trump’s Day 1 orders target EVs, inflation, immigration. Here’s what could come next. (marketwatch)
  11. Trump Signs Executive Orders Focused on the Border, Energy (wsj)
  12. China Signals It Is Open to a Deal Keeping TikTok in U.S. (wsj)
  13. Big Pharma, Beaten Down Under Biden, Hopes for New Chapter Under Trump (wsj)
  14. Trump’s Tariff Shifts Are a Warning for Corporate America to Expect Whiplash (bloomberg)
  15. Trump Signs Executive Order to Cancel Federal DEI Requirements (bloomberg)
  16. Trump Again Calls for EU to Buy More US Energy to Avoid Tariffs (bloomberg)
  17. Trump Lifts Biden’s Freeze On Liquefied Natural Gas Exports (bloomberg)
  18. Treasuries Rally on First Trading Day Under Trump Presidency (bloomberg)
  19. Trump May Be a Net Positive for the Jobs Market, Randstad Says (bloomberg)
  20. Japanese Stocks Drop After Trump Talks About Tariff Plan (bloomberg)
  21. Trump Says He Will Stop Leasing Federal Land for Wind Farms (bloomberg)
  22. Trump Says He’ll Fill US Strategic Oil Reserve ‘Right to the Top’ (bloomberg)
  23. Trump to Sign Orders Defining Sexes, Ending DEI in Agencies (bloomberg)
  24. Jefferies downgrades Apple to rare underperform rating (cnbc)
  25. Stanley Druckenmiller says ‘animal spirits’ are back in markets because of Trump (cnbc)
  26. Trump trade memorandum doesn’t impose tariffs, but he says some could be coming (cnbc)
  27. As WEF gets underway, the list of world leaders not attending Davos speaks volumes (cnbc)
  28. Should you sell Apple’s stock? This analyst makes the case with 3 reasons. (marketwatch)
  29. These are the 2 most important questions for 2025, according to BofA (streetinsider)
  30. Stuart Varney: Patriotism has made a comeback (foxbusiness)
  31. Tech war: China creates US$8.2 billion AI investment fund amid tightened US trade controls (scmp)
  32. Chinese regulators express support for capital markets ahead of Trump’s inauguration (scmp)
  33. Hong Kong stocks rise on positive talks between Trump and Xi (scmp)
  34. Guggenheim expects Fed to cut rates about every quarter in 2025 (reuters)
  35. It’s a Tough Time for Builders. D.R. Horton’s Outlook Could Be a Bright Spot. (barrons)

Be in the know. 10 key reads for Monday…

  1. Is Elon Musk About to Buy Intel (INTC)? (247wallst)
  2. Dollar Eases as Trump’s Second Term Approaches (tradingeconomics)
  3. China Stocks Climb After Xi-Trump Call (tradingeconomics)
  4. TikTok Restores US Service, Credits Trump (zerohedge)
  5. Hartnett: Historic Rout In Treasuries Ending As “Trump Can’t Allow Bigger Debt And Deficits” (zerohedge)
  6. Trump wants to visit China, strengthen relationship: Report (yahoo)
  7. The truth behind your $12 dress: Inside the Chinese factories fuelling Shein’s success (bbc)
  8. Don Julio (Diageo Owned) Debuts ‘Year Of The Snake’ 1942 Añejo Tequila (maxim)
  9. Pagani Utopia Has Vision-Blurring Performance (roadandtrack)
  10. China ready to work with US for steady growth of ties: Chinese VP (globaltimes)