Be in the know. 10 key reads for Tuesday…

  1. China state planner lays out further actions to boost economy but no new plans for major stimulus (cnbc)
  2. GLP-1 drug demand rising, but not all packaged food companies in the crosshairs (streetinsider)
  3. Pfizer CEO’s Job Is at Risk. A Shot of Discipline Could Help. (wsj)
  4. Nobel Prize in Physics Awarded to Duo for Machine Learning (wsj)
  5. The Great Florida Migration Is Coming Undone (wsj)
  6. MicroRNA Pioneers Win Nobel Prize in Medicine (wsj)
  7. Hurricane Milton Churns Toward Florida as Category 4 Storm (wsj)
  8. China Markets Warn Xi More Stimulus Is Needed to Fuel Rally (bloomberg)
  9. China confident to achieve full-year growth target: economic planner (people)
  10. Chinese tech giants from ByteDance to Meituan see surge in ‘golden week’ consumer spending (scmp)

Be in the know. 13 key reads for Monday…

  1. China’s rally still has ‘more legs,’ Goldman Sachs says (marketwatch)
  2. “Whatever It Takes” Is On The Table (chinalastnight)
  3. Pfizer Stock Rises After It Gets an Activist. What Starboard’s Track Record With Pharma Tells Us. (barrons)
  4. Emerging Market Stocks Are Beating the U.S. Why They’ll Keep Winning. (barrons)
  5. Tech Stocks Usually Rise in October. This Month, Not So Much. (barrons)
  6. Why Goldman Sachs has bumped up its S&P 500 target for the third time this year (marketwatch)
  7. Stock market’s soft-landing rally faces CPI inflation test. Here’s what investors should do. (marketwatch)
  8. Google’s Grip on Search Slips as TikTok and AI Startup Mount Challenge (wsj)
  9. US Yields Back at 4% for First Time Since August on Fed Rethink (bloomberg)
  10. Boeing-Lockheed Venture Launches New Rocket in Key Test (bloomberg)
  11. Hurricane Milton Nears Category 5 Strength as It Menaces Florida (bloomberg)
  12. Goldman Says Surging Chinese Stocks May Advance Another 20% (bloomberg)
  13. China Is Making Investor Calls So Awkward (bloomberg)