Be in the know. 22 key reads for Friday…

  1. China Has ‘a Lot of Room’ to Raise Fiscal Deficit, Xinhua Says (bloomberg)
  2. 10-year Treasury yield falls to lowest since mid-October after strong jobs report (marketwatch)
  3. Intel’s New Board Members Offer Clues About CEO Search (barrons)
  4. Trump picks former senator Perdue for ambassador to China (ft)
  5. Intel adds some much-needed help to its board (marketwatch)
  6. BofA’s Hartnett Warns Froth Is Building in US Stocks, Crypto (bloomberg)
  7. Hiring Bounced Back in November, With 227,000 Jobs Added (wsj)
  8. Unemployment rate ticked up to 4.2% (wsj)
  9. Trump Picks Musk Confidant as AI, Crypto Czar (wsj)
  10. As the U.S. Stock Market Booms, It’s Time to Look Abroad. 12 Picks From Our Experts. (barrons)
  11. Temu’s Operations Suspended in Vietnam (wsj)
  12. For Small-Cap Stocks, Look Past the ‘Trump Trade’ (wsj)
  13. This market maven raised his S&P 500 target three times this year. Now he says there’s too many bulls (marketwatch)
  14. Stock buybacks soar as holiday rally breaks records (marketwatch)
  15. Wall Street veteran David Rosenberg offers up apology for his stock-market pessimism (marketwatch)
  16. Hong Kong stocks rise on stimulus hopes ahead of key China economic meeting (scmp)
  17. Investors search for fresh China stimulus signs ahead of economic conference (scmp)
  18. Xinhua Editorial Highlights Domestic Consumption Increase (chinalastnight)
  19. BOJ is holding cards close to its chest on December rate hike (reuters)
  20. Hong Kong’s IPO Activity Emerges From Drought (wsj)
  21.  AlipayHK Becomes Official Partner of NBA China Games (aastocks)
  22. Is This Wildly Overvalued Stock Market Doomed? Yes, but Maybe Not Yet (wsj)

Be in the know. 10 key reads for Thursday…

  1. Disney Boosts Dividend 33% After Achieving Streaming Profit (bloomberg)
  2. CN Regulators Raise Refinancing Ratio for Stock Repurchases & Increases to 90% from 70%: Rumor (aastocks)
  3. Trump Vows to ‘Impound’ Money Congress Appropriates. Can He Do It? (bloomberg)
  4. Powell Addresses Shadow Chair Proposal, Reiterates the Fed Isn’t in a Rush to Cut Rates (barrons)
  5. Waller Is Leaning Toward a December Cut. This Is Why. (barrons)
  6. The Necktie Is Making an Office Comeback (wsj)
  7. November Electric Vehicle Sales Roar (Silently) (chinalastnight)
  8. PDD ‘s Temu Asked to Suspend Operations in Vietnam: Rumor (aastocks.com)
  9. Jeff Bezos says he’s optimistic about Trump, will help administration reduce regulation (cnbc)
  10. French government toppled in no-confidence vote brought by opposition (cnbc)

Be in the know. 12 key reads for Wednesday…

  1. GXO Spurns Acquisition Offers as CEO Wilson Steps Down (bloomberg)
  2. Is it time to buy China? The Chart Master talks the technicals (cnbc)
  3. Intel Considers Outsiders for CEO, Including Marvell’s Head. Intel also is considering Cadence veteran Lip-Bu Tan (bloomberg)
  4. CEOs Are Getting Tossed Out at Record Pace (bloomberg)
  5. Trump Mulls Replacing Hegseth With DeSantis (wsj)
  6. Wall Street is betting on a strong US economy in 2025: Morning Brief (finance.yahoo)
  7. Private payrolls grew by 146,000 in November, less than expected, ADP says (cnbc)
  8. Alibaba to sponsor China’s Lunar New Year gala to reach thrifty consumers (scmp)
  9. Dollar Tree Stock Jumps After Earnings Beat. Now It’s Seeking a New CFO as Well as a CEO. (barrons)
  10. Intel’s Next CEO? Why Apple, TSMC, Marvell Executives Could Be in the Mix. (barrons)
  11. Breaking Down Trump’s Tariffs on China and the World, in Charts (wsj)
  12. Oz “the Wall Street Mentalist” blindly guesses 2 top stocks (cnbc)