Be in the know. 13 key reads for Friday…

  1. Small-cap stocks beating S&P 500 this quarter as investors expect Fed rate cuts (marketwatch)
  2. Top Economist Backs Off Recession Call. Why He Made the ‘Very Difficult Decision.’ (barrons)
  3. Temu and Shein face U.S. crackdown as Biden administration cites abuse of trade loophole (marketwatch)
  4. Alibaba, Tencent, & Meituan Are Buying Their Stock. Are You? (chinalastnight)
  5. Boeing Workers Vote to Strike, Halt Jet Production (barrons)
  6. ‘Real’ Interest Rates Point to Bigger Fed Cut (barrons)
  7. Investor sentiment dived in September. Here’s why it’s a good sign for stock bulls. (marketwatch)
  8. Mortgage rates are falling ahead of the Fed’s planned rate cut. How borrowers can capitalize. (marketwatch)
  9. ECB Cuts Interest Rates for Second Time in Three Months (wsj)
  10. Tech giants and investors are shoveling cash into artificial intelligence amid questions about whether it will pay off (wsj)
  11. Traders See 40% Chance of a Half-Point Fed Cut by Next Week (bloomberg)
  12. The Return of the Gas-Guzzling, Huge-Engine Supercar (bloomberg)
  13. China Internal Passport Revamp Could Fuel New China Growth (bloomberg)

Be in the know. 12 key reads for Thursday…

  1. Alibaba to benefit more from cross-border link, trading history of Tencent, Meituan shows (scmp)
  2. China to Cut Rates on $5 Trillion Mortgages as Soon as September (bloomberg)
  3. ECB Cuts Interest Rate. It’s Finally on the Same Page as the Fed. (barrons)
  4. PPI Inflation Data Was Tame in August. (barrons)
  5. Jobless claims inch up to 230,000, but still no sign of rising layoffs (marketwatch)
  6. Xi Urges Efforts to Hit Annual Growth Target Amid Rising Doubt (bloomberg)
  7. PGA Tour Meets With Saudi Fund in Hopes of Getting Closer to Deal (nytimes)
  8. “Gelsinger insists the time to reap the rewards is finally arriving. He says Intel’s foundry business has “engagements” with a number of customers for $15 billion, spread out over multiple years.” (bloomberg)
  9. Ajit Jain, Buffett’s insurance leader for nearly 40 years, dumps more than half of Berkshire stake (cnbc)
  10. Chinese chip making shows progress with new EUV patent from domestic lithography champion (scmp)
  11. 5B Southbound Trading Net Inflow to BABA-W (aastocks)
  12. Consumer Staples Stocks Are Looking Pricey. It’s Time to Sell. (barrons)