Be in the know. 7 key reads for Friday…

  1. New-Vehicle Prices Climb in November, While Higher Incentives Continue to Entice Buyers (coxautoinc)
  2. Stocks Could Gain Another 20% in 2025. Embrace the Bubble. (barrons)
  3. Record inflows into U.S. stocks to drive ‘Santa rally’ in last days of 2024, Goldman says (marketwatch)
  4. Trump’s invitation to Xi for inauguration could signal a ‘grace period’ before China faces tariffs (marketwatch)
  5. This hasn’t happened to U.S. stocks in more than 20 years — here’s why investors should be concerned (marketwatch)
  6. AI Stocks Face a New Test. Here Are the 3 Big Questions Hanging Over Tech in 2025. (barrons)
  7. The Fed Is Poised to Cut Rates Next Week. But 2025 Is Another Matter. (barrons)

Be in the know. 24 key reads for Thursday…

  1. How Intel Quantum Chips Could Retransform Silicon-Based Computing (eetimes)
  2. Central Economic Work Conference (CEWC) Release Highlights Domestic Consumption Revival: Deep Dive (chinalastnight)
  3. China Vows Bigger Fiscal Spending to Boost Consumption Next Year (bloomberg)
  4. China stresses plans to boost growth at top agenda-setting meeting (cnbc)
  5. A Wave of AI Pessimism Is Coming. How to Outlast It. (barrons)
  6. Muted wholesale inflation report likely gives final go-ahead for Fed to cut interest rates (marketwatch)
  7. Morgan Stanley says these are the main debates for stocks next year — including DOGE and AI (marketwatch)
  8. China’s Yield Discount to Treasuries Reaches Widest Since 2002 (bloomberg)
  9. Nvidia Stock Falters. What’s Driving the AI Chip Maker Now. (barrons)
  10. Elon Musk’s wealth just crossed $400 billion — now he can say he’s Rockefeller rich (marketwatch)
  11. GameStop has ‘virtually no chance’ of returning to profitability in its core business, says Wedbush (marketwatch)
  12. How Liquid Death Turned Plain Water Into a $1.4 Billion Beverage Brand (wsj)
  13. The future of nightlife? Spending time with friends at a very different kind of club (nypost)
  14. US Jobless Claims Rises to Two-Month High After Thanksgiving (bloomberg)
  15. Swiss National Bank takes leap with 50-basis-point interest rate cut amid franc strength (cnbc)
  16. One of Wall Street’s biggest bulls sees the S&P 500 soaring 16% early next year before a sharp sell-off in the 2nd half (businessinsider)
  17. China Sees Needs to Increase 2025 Fiscal Deficit, Cut RRR (bloomberg)
  18. China Expands Private Pensions Nationwide Despite Challenges (bloomberg)
  19. Trump Sends Xi Jinping an Unprecedented Invitation (bloomberg)
  20. Chinese Consumption Stocks Surge on Policy Optimism, Vouchers (bloomberg)
  21. The Big Read. Could weight-loss drugs treat other chronic diseases? (ft)
  22. Trump has options to mitigate the rising US budget deficit (ft)
  23. The State Administration for Market Regulation and the Ministry of Commerce have directed Pinduoduo owner PDD to fix this practice (scmp)
  24. Tencent boss Pony Ma praises China’s economic policy, stimulus for private sector (scmp)