Be in the know. 7 key reads for Saturday…

  1. The Fed Will Cut Rates in December, Says This Economist. Then It’s Wait and See. (barrons)
  2. Boeing CEO Takes Step to Heal Broken Culture (barrons)
  3. QXO Hires an AI Chief to Help Sell Items Like Pipes and Lumber (wsj)
  4. Wall Street giddy as Trump White House expected to OK fresh wave of mergers and acquisitions (nypost)
  5. Your Guide to Trump’s Day-One Agenda — From Taxes to Tariffs (bloomberg)
  6. China unveils $1.4tn package to shore up economy (ft)
  7. With Donald Trump in power, the dollar is likely to rally but then weaken (ft)

Be in the know. 10 key reads for Friday…

  1. 10-year Treasury yield ending week lower despite post-election pop (cnbc)
  2. How Powell Could Help Trump Fund His Economic Boom. (barrons)
  3. China Unveils $1.4 Trillion Debt Swap, Saves Stimulus for Trump (bloomberg)
  4. Icahn’s Firm Seeks Bigger Stake in Top Holding While Slashing Its Own Dividend (wsj)
  5. Trump’s Win Sets Off Race to Complete Chips Act Subsidy Deals (bloomberg)
  6. PBOC Signals Greater Resolve on Dovish Policy, Ample Liquidity (bloomberg)
  7. Investors Dial Back ‘Trump Trades’ as Policy Questions Remain (bloomberg)
  8. Global businesses bet on China’s market despite US trade tensions (scmp)
  9. Ant International drives AI in cross-border payments to boost global expansion (scmp)
  10. Mike Mayo Sees ‘Paradigm Shift’ for Banks on Trump Deregulation (bloomberg)