Be in the know. 20 key reads for Thursday…

  1. The Bull Market in US Stocks Is Just Starting, Evercore Says (bloomberg)
  2. Opinion: How Trump’s election could push this ‘Roaring 2020s’ stock market into the 2030s (marketwatch)
  3. Opinion: ‘The market isn’t overbought yet, so enjoy the party.’ How to trade the post-election melt-up. (marketwatch)
  4. The Fed is draining liquidity from markets for longer than expected. Here’s why it’s making Wall Street nervous. (marketwatch)
  5. Moderna Earnings Beat Estimates. But Its Future Still Looks Uncertain. (barrons)
  6. Trump Comeback Means Reckoning for China as It Draws Up Stimulus (bloomberg)
  7. China urges U.S. cooperation as Trump trade threat looms (cnbc)
  8. Trump likely to uphold CHIPS Act despite his campaign rhetoric, policy experts say (cnbc)
  9. China October exports record highest jump in 19 months, imports decline more than expected (cnbc)
  10. Chinese Stocks Bounce Back as Stimulus Hopes Offset Trump Risks (bloomberg)
  11. Trump’s return is not all bad news for Chinese stock investors: analysts (scmp)
  12. China’s Preferred Candidate Wins As Mainland Investors Buy The Hong Kong Dip in Size (chinalastnight)
  13. PBOC Pledges to Maintain Supportive Monetary Policy at Meeting with Foreign Financial Institutions (aastocks)
  14. Trump’s 60% Tariffs on CN Goods to Cut CN Econ Growth by 2 ppts: Report (aastocks)
  15. What will M&A look like under a Trump administration (cnbc)
  16. How Donald Trump Won—by Being Donald Trump (wsj)
  17. New Starbucks CEO Scouted Cafes Before Taking Over: What He’s Tackling First (wsj)
  18. Wayfair Ups Promotions Without Taking a Big Financial Hit. Here’s How They Do It. (wsj)
  19. Is This Undefeated Team the Best Story in College Sports? (wsj)
  20. Xi congratulates Trump on his election as U.S. president (cn)