- The Fed Will Cut Rates in December, Says This Economist. Then It’s Wait and See. (barrons)
- Boeing CEO Takes Step to Heal Broken Culture (barrons)
- QXO Hires an AI Chief to Help Sell Items Like Pipes and Lumber (wsj)
- Wall Street giddy as Trump White House expected to OK fresh wave of mergers and acquisitions (nypost)
- Your Guide to Trump’s Day-One Agenda — From Taxes to Tariffs (bloomberg)
- China unveils $1.4tn package to shore up economy (ft)
- With Donald Trump in power, the dollar is likely to rally but then weaken (ft)
Hedge Fund Tips with Tom Hayes – VideoCast – Episode 264
Hedge Fund Tips with Tom Hayes – Podcast – Episode 264
Where is money flowing today?
Hedge Fund Trade Tip (PIN) – Position Idea Notification
Quote of the Day…
Hedge Fund Trade Tip (PIN) – Position Idea Notification
Hedge Fund Trade Tip (PIN) – Position Idea Notification
Be in the know. 10 key reads for Friday…
- 10-year Treasury yield ending week lower despite post-election pop (cnbc)
- How Powell Could Help Trump Fund His Economic Boom. (barrons)
- China Unveils $1.4 Trillion Debt Swap, Saves Stimulus for Trump (bloomberg)
- Icahn’s Firm Seeks Bigger Stake in Top Holding While Slashing Its Own Dividend (wsj)
- Trump’s Win Sets Off Race to Complete Chips Act Subsidy Deals (bloomberg)
- PBOC Signals Greater Resolve on Dovish Policy, Ample Liquidity (bloomberg)
- Investors Dial Back ‘Trump Trades’ as Policy Questions Remain (bloomberg)
- Global businesses bet on China’s market despite US trade tensions (scmp)
- Ant International drives AI in cross-border payments to boost global expansion (scmp)
- Mike Mayo Sees ‘Paradigm Shift’ for Banks on Trump Deregulation (bloomberg)
Tom Hayes – Quoted in Reuters article – 11/7/2024
Thanks to Chibuike Oguh for including me in his article on Reuters. You can find it here: