Be in the know. 20 key reads for Wednesday…

  1. Alibaba, JD.com claim big win in Singles’ Day sales as consumption picks up pace (scmp)
  2. Inflation Picks Up to 2.6%, but Door Stays Open to Fed Rate Cut (wsj)
  3. Breaking Up Can Send Honeywell Stock Up 75%, Says Activist Investor Elliott. (barrons)
  4. The Chinese economy is more dependent on exports, making tariffs more potent, yet it’s less reliant on American markets and increasingly bent on self-sufficiency. (nytimes)
  5. Key Advisers to Trump Back Scott Bessent for Treasury Secretary (bloomberg)
  6. Baidu boasts strong AI user growth alongside launch of first smart glasses (scmp)
  7. Asia Goes Risk Off as Singles Day Shines (chinalastnight)
  8. Who’s Who in Trump’s New Administration (bloomberg)
  9. Financial markets could benefit from Donald Trump’s second term, says Wharton’s Jeremy Siegel. (marketwatch)
  10. Trump’s win prompting auto CEOs to bring manufacturing back to US, former exec says (foxbusiness)
  11. A Guide to Trump’s Tariff Plans: Expect High Drama and a Bumpy Rollout (bloomberg)
  12. Citigroup CEO Fraser Says It’s ‘Game On’ for Deals in the US (bloomberg)
  13. Disney Explores Wider Field of Candidates to Succeed Iger (wsj)
  14. Trump Is Recruiting a Team of China Hawks. So Why Is Beijing Relieved? (wsj)
  15. Trump chooses Musk and Ramaswamy to lead government efficiency effort (ft)
  16. Tencent beats estimates with 47% profit jump, driven by video gaming (scmp)
  17. China Cuts Taxes for Home Purchases in Fiscal Policy Support (bloomberg)
  18. China Taps Global Bankers for Feedback to Lift Market Confidence (bloomberg)
  19. Disney set to report earnings tomorrow: Here’s what to expect (cnbc)
  20. How ‘Yellowstone’ Captured America (nytimes)

Be in the know. 10 key reads for Tuesday…

  1. S&P 500 Closes Above 6000 Level (barrons)
  2. Here Come the Mid-Caps. It’s Time to Bet on the S&P 400. (barrons)
  3. Alibaba, JD.com Stocks Gain After China Stimulus Letdown. Earnings Could Drive Them Higher. (barrons)
  4. Yardeni Sees New S&P 500 High at 10,000. ‘Animal Spirits Are Back.’ (barrons)
  5. Osman’s firm specializes in corporate breakups and spin offs. He sees “100% upside to the current stock price” in a breakup scenario. Boeing shares closed just under $152 on Friday. (barrons)
  6. Trump’s Policies Could Mean Fewer Fed Rate Cuts. What That Means for Stocks. (barrons)
  7. Small-cap stocks are smoking the S&P 500. Bond yields may hold the key. (marketwatch)
  8. Google Executive Picked to Supercharge News Efforts Has Resigned (wsj)
  9. How Trump will transform banking regulation — even with Powell at the Fed (marketwatch)
  10. China Nears Record $1 Trillion Trade Surplus as Trump Returns (bloomberg)