Be in the know. 12 key reads for Thursday…

  1. I.M.F. Says Inflation Fight Is Largely Over but Warns of New Threats (nytimes)
  2. China’s Rally Continues Despite Scepticism (bloomberg)
  3. Musk Floats Tackling Robotaxi Rules in Government (bloomberg)
  4. Boeing’s CEO wants to make it ‘great again.’ Here’s what’s standing in the way. (marketwatch)
  5. Commercial property’s moment of truth (ft)
  6. The EU Court of Justice, Europe’s top court, ruled on Thursday in favour of Intel ending a nearly two-decade-long fight between the U.S. chipmaker and EU regulators who had said it had tried to thwart a rival. (reuters)
  7. Boeing Workers Reject a $23,000 Raise. What Comes Next. (barrons)
  8. Starbucks’ Dividend Hike Is a Vote of Confidence in the Stock (barrons)
  9. Apple’s Most Disruptive Product in Years Launches Next Week. This Number Shows Why It Won’t Move the Stock. (barrons)
  10. Europe’s Rate Cuts Will Lift Stocks. Where to Find Value. (barrons)
  11. This massive flooring company says the housing market will get better — next year (marketwatch)
  12. United Parcel Service Stock Is Up Because the Bottom Is In (barrons)

“Tale of Two Cities” Stock Market (and Sentiment Results)…

What’s Behind The Rise in Bond Yields?

On Wednesday, I joined the great Stuart Varney on Fox Business to discuss Bond Yields, Election, Fed, Outlook, Boeing, Misconceptions about the “Trump Trade”, and a lot more. Thanks to Stuart, Preston Mizell and Christian Dagger for having me on. Continue reading ““Tale of Two Cities” Stock Market (and Sentiment Results)…”

Be in the know. 10 key reads for Wednesday…

  1. US Insider Selling Soars To 3 Year High As China Buybacks Surge To Record (zerohedge)
  2. 2 trillion yuan fund could offer China’s stock market ‘instant’ lift: think tank (scmp)
  3. Bank of America CEO Urges Fed to Not Go Too Hard on Rates (bloomberg)
  4. Traders’ enthusiasm for stocks returns to level seen just before 10% drop last year (marketwatch)
  5. America Is Primed for a Home-Renovation Resurgence (wsj)
  6. Starbucks Suspends Guidance as Sales Slump Persists (wsj)
  7. Apple Intelligence Isn’t Very Smart Yet—and Apple’s OK With That (wsj)
  8. Trump says car loan interest deduction will only apply to US-made vehicles: ‘Don’t want it to benefit other countries’ (nypost)
  9. Disney World annual pass prices jump overnight, and that’s not all (usatoday)
  10. Singles Day Pre Sales Start (chinalastnight)