Be in the know. 12 key reads for Friday…

  1. China Weighs Removing Major Homebuying Curbs to Boost Demand (bloomberg)
  2. How Luxury Stocks Lost Their Shine. These Are the Ones That Will Get It Back. (barrons)
  3. Small-Caps Are Outperforming. They Could Be the Stock Market’s Best Bet. (barrons)
  4. Chinese Officials are also mulling measures to shore up stock market (bloomberg)
  5. This Money Manager Likes Durable Businesses. 4 Industrial Stocks He’s Got His Eye On. (barrons)
  6. Yen Weakens as Ueda Indicates BOJ Isn’t in Hurry to Hike Rates (bloomberg)
  7. The Fed’s New R-Word Is ‘Recalibrate.’ Why Investors Love It. (barrons)
  8. Analysts warned about the fallout from a surging yen. But then this happened. (marketwatch)
  9. FedEx’s earnings miss may be more of a speed bump than a brick wall, analyst says (marketwatch)
  10. This is what the Fed’s interest-rate cut means for distressed companies (marketwatch)
  11. Hang Seng Index posts biggest weekly gain in 5 months (scmp)
  12. Alibaba CEO eyes greater AI research and development, open sources 100 new LLMs (scmp)

Be in the know. 18 key reads for Thursday…

  1. Hong Kong cuts base rate by 50 basis points to reboot economy (scmp)
  2. PayPal Stock Rises On Amazon Prime Checkout Partnership (investors)
  3. PayPal, Amazon Team Up in ‘First Step’ of Branded Checkout Collaboration (barrons)
  4. Central Bank Cuts Interest Rates in Half-Point Move (barrons)
  5. Fed Officials See Cooler Inflation Ahead This Year (barrons)
  6. Mortgage Rates Won’t Fall That Much. Don’t Be Too Disappointed. (barrons)
  7. Fed’s Powell Isn’t Dovish or Hawkish. He’s Bullish. (barrons)
  8. Small-cap stocks’ bullish ‘Fed day’ performance reflects investors’ confidence in the economy (marketwatch)
  9. Bond market gets a Fed wake-up call after pricing in a recession (marketwatch)
  10. Homeowners scramble to refinance with mortgage rates now at 2-year lows (marketwatch)
  11. Here’s when falling interest rates will hit your mortgage, car loan, credit-card bills and savings accounts (marketwatch)
  12. Starbucks should make this dramatic move to help its stock, BofA says (marketwatch)
  13. Fed starts rate-cutting cycle with a bang — but wants it to be the only one (marketwatch)
  14. Boeing Stock Is Steady Amid a Strike and Furloughs. Help Has Arrived. (barrons)
  15. Big Rate Cut Forces Fed to Contend With New Obstacles (wsj)
  16. The Fed Has Significantly Improved the Odds of a Soft Landing (wsj)
  17. Fed Opts for Outsize Cut as Powell Seeks to Ensure Soft Landing (bloomberg)
  18. Boeing starts furloughing tens of thousands of employees amid machinist strike (cnbc)