Be in the know. 10 key reads for Saturday…

  1. Jobs Report Points to a Smaller Fed Rate Cut (barrons)
  2. Get Ready for the New Nuclear Age. It Could Help Solve America’s Electricity Problems. (barrons)
  3. Fed’s Waller: ‘The Time Has Come’ to Cut Interest Rates (barrons)
  4. This Energy Drink Is Everywhere. Its Stock Can Still Provide a Jolt. (barrons)
  5. Starbucks Finally Gets Its New CEO. 4 Must-Do Tasks for a Turnaround. (barrons)
  6. Nvidia Stock Is Falling. CEO Jensen Huang Sold Another Chunk of Shares. (barrons)
  7. Hiring Softened This Summer, Teeing Up Fed Rate Cuts (wsj)
  8. Top Fed officials leave door open for large interest rate cuts if data worsens (ft)
  9. Buyers catch a break – more homes on the market are seeing prices cut as sellers get impatient (businessinsider)
  10. Chicago Fed’s Goolsbee says jobs, inflation trends justify multiple rate cuts — and soon (marketwatch)

Be in the know. 25 key reads for Friday…

  1. China’s Central Bank Sees Room to Lower Banks’ Reserve-Requirement Ratio (wsj)
  2. Alibaba launched a new AI platform and co-branded credit card with Mastercard to entice more global buyers and sellers to its platform. (yahoo)
  3. Alibaba merchants hail WeChat Pay adoption on Taobao and Tmall (scmp)
  4. PBOC Considers RRR Cut Ahead of US Fed Cuts (chinalastnight)
  5. Billionaire Mark Cuban warns taxing unrealized gains will ‘kill the stock market’ (foxbusiness)
  6. CEO Jensen Huang has sold more than $633 million in Nvidia stock since June (marketwatch)
  7. Fed’s Goolsbee says trend of economic data justifies multiple rate cuts, starting soon (marketwatch)
  8. This Energy Drink Is Everywhere. Its Stock Can Still Provide a Jolt. (barrons)
  9. Berkshire Hathaway Sells $760 Million of Bank of America Stock as Stake Keeps Shrinking (barrons)
  10. China buys US$12 billion worth of chip-making tools in a quarter (scmp)
  11. Competition Is Coming to Nvidia, Says J.P. Morgan’s Michael Cembalest (institutionalinvestor)
  12. The Japanese yen still poses ‘a very big risk’ to global markets. Here’s why. (marketwatch)
  13. Little-known Florida couple with GameStop winnings continues to build stake in JetBlue (marketwatch)
  14. Fintech giant Ant Group launches AI personal assistant app in China (scmp)
  15. Oracle billionaire Larry Ellison will control Paramount after Skydance deal: filing (nypost)
  16. Nordstrom Family Bids Again to Take Retailer Private (wsj)
  17. Alibaba allowing access to WeChat Pay would help Alibaba acquire users, especially people from smaller cities, the people said. WeChat has 1.37 billion users. (wsj)
  18. Intel Is Exploring Sale of Part of Stake in Mobileye (bloomberg)
  19. Paulson Sees Fed Cutting Rates to as Low as 2.5% by End of 2025 (bloomberg)
  20. The Yield Curve Is Disinverting. Why Should I Care? (bloomberg)
  21. Trump Tax Plan Lifts S&P Profit, Harris’ Would Cut, Goldman Says (bloomberg)
  22. August private payrolls rose by 99,000, smallest gain since 2021 and far below estimates, ADP says (cnbc)
  23. Family offices are about to surpass hedge funds, with $5.4 trillion in assets by 2030 (cnbc)
  24. Robby Starbuck: the activist pushing US companies to ditch their DEI vows (ft)
  25. Trump Vows 15% Corporate Tax and Taps Musk for Federal Audit (bloomberg)