Be in the know. 14 key reads for Tuesday…
- Solventum Stock Jumps as Activist Trian Discloses Stake (barrons)
- General Motors shares rally after earnings and revenue beat, raises full-year outlook (streetinsider)
- These ‘cheap’ stocks could get a tailwind no matter who wins the White House (marketwatch)
- Small-caps likely to rally further on AI concerns and chance of Trump win, Goldman says (marketwatch)
- Boeing Gets Flurry of Orders at International Airshow (wsj)
- Yen rises as traders look to BOJ, while dollar holds steady (streetinsider)
- Investors want Fed cuts to be proactive rather than reactive, says JPMorgan’s Gabriela Santos (cnbc)
- HSI Company: Benjamin Graham’s Investment Philosophy Still Works in Current HK Mkt (aastocks)
- Top chip executive says China will soon see ‘explosive’ semiconductor growth (scmp)
- The PBOC Cuts Rates In Advance of Politburo Meeting (chinalastnight)
- Hong Kong stocks drift lower as investors eye more China policy support (scmp)
- Coca-Cola Beats, Boosts Full-Year Outlook on Higher Prices (bloomberg)
- China Rate Cut Steals Plenum’s Muffled Thunder (bloomberg)
- Now is the time to get bearish on the dollar, strategist says (marketwatch)
Tom Hayes – Bloomberg Radio Appearance – 7/22/2024
Bloomberg Radio Appearance – Thomas Hayes – Chairman of Great Hill Capital – July 22, 2024
Listen to full show at Bloomberg.com
Tom Hayes – BBC World News Appearance – 7/22/2024
Where is money flowing today?
Indicator of the Day (video): S&P Small Cap Advances
Quote of the Day…
Be in the know. 18 key reads for Monday…
- A Stock-Market Rotation of Historic Proportions Is Taking Shape (wsj)
- China Surprises With Rate Cut (bloomberg)
- China’s housing may get extra help by July’s end as policymakers strive to reverse slump (scmp)
- China Bond Yields Test PBOC Intervention Zone After Surprise Cut (bloomberg)
- China Vows to Accelerate New Affordable-Housing Model (bloomberg)
- China Unexpectedly Cuts Rates In Bid To Boost Economy, But Much More “Heavy Lifting” Needed (zerohedge)
- Xi Vows to Rewire China’s Finances, Help Indebted Regions (bloomberg)
- Boeing to sell up to 50 airplanes to Korean Air (marketwatch)
- The housing market is close to a rare buying opportunity with prices set to drop in pandemic boom towns, analyst says (businessinsider)
- Boeing ‘disappointed’ customers but is on the path to ‘transformational change,’ commercial jet CEO says (cnbc)
- Goldman Strategists Say Big Tech’s AI Splurge Worries Investors (bloomberg)
- Delta Air Lines Director Buys Large Block of Stock (barrons)
- Why the Fed is waiting a bit longer to lower interest rates (ft)
- Hong Kong stocks gain as China’s rate cut lifts hopes of economic momentum (scmp)
- The PBOC Cuts Rates In Advance of Politburo Meeting (chinalastnight)
- Salesforce reportedly orders staff to return to office ‘four to five days a week’ (nypost)
- Dalio’s Abu Dhabi Penthouse Shows Rise of New Hedge Fund Hubs (bloomberg)
- China extends tariff exemptions on certain US goods until February 2025 (cn)