Be in the know. 10 key reads for Thursday…

  1. How Elon Musk and Taylor Swift Can Resolve U.S.-China Relations (nytimes)
  2. China may be poised for a decade-long bull run: Hedge fund (cnbc)
  3. The Next Big Fed Debate: Has the Era of Very Low Rates Ended? (wsj)
  4. ‘Bluey’ Is Headed to Theaters, Backed by Disney (nytimes)
  5. Dow Sinks 1,100 Points After Fed Decision. The blue-chip index fell for a 10th day, its longest losing streak since 1974 (barrons)
  6.  No misteak! A look inside the best NYC steakhouse in decades (nypost)
  7. Trump Demands Lawmakers Rip Up House Speaker’s Compromise Spending Bill (barrons)
  8. Why stocks and bonds slumped — and market volatility soared — after Fed meeting (marketwatch)
  9. Jim Cramer explains why the market melted down after the Fed cut rates (cnbc)
  10. Why one of the biggest U.S. mortgage lenders expects housing demand to double in 2025 (marketwatch)

“Healthcare Left for Dead” Stock Market (and Sentiment Results)…

First Move, Wrong Move?

Well, just when I thought I was done with the article of the week, Chair Powell hosted the Fed Presser and made things interesting!  I’ve been doing this for a while and have come out several times after Fed meetings saying, “the first move is often the wrong move.”  I think it may apply once again, but could take a few days to play out. Continue reading ““Healthcare Left for Dead” Stock Market (and Sentiment Results)…”

Be in the know. 10 key reads for Wednesday…

  1. A Fed Rate Cut Is Almost a Sure Thing. But Watch the ‘Dot Plot.’ (barrons)
  2. The Fed Is Poised to Cut Rates Next Week. But 2025 Is Another Matter. (barrons)
  3. China sentiment improves amid stimulus talk, but Morgan Stanley still cautious (streetinsider)
  4. Will the Fed Keep Cutting in 2025? (wsj)
  5. Pfizer Sees 2025 Revenue in Line With Wall Street Views (wsj)
  6. U.S. Retail Sales Improved Last Month, Continuing Gains (wsj)
  7. Oreo Owner Mondelez Taps AI to Tweak Its Classic Snacks (wsj)
  8. Bank of America’s Moynihan Hints That He’s Just Getting Started 15 Years In (bloomberg)
  9. The National Team Says No More To The Stock Market’s Decline (chinalastnight)
  10. One popular Wall Street indicator flashes stock-market sell signal (marketwatch)