Be in the know. 20 key reads for Thursday…

  1. Intel Has a Great Chip for the First Time In Years (barrons)
  2. China’s Politburo Supercharges Stimulus With Housing, Rates Vows (bloomberg)
  3. China pledges to ensure fiscal spending among steps signaling urgency (bloomberg)
  4. Hedge Funds Snap Up Chinese Equities on Stimulus Optimism (bloomberg)
  5. House, Senate Approve Spending Bill to Keep Government Open (barrons)
  6. Alibaba’s Singles’ Day preparation includes US$5.7 billion in aid to merchants (scmp)
  7. China Weighs Injecting $142 Billion of Capital Into Top Banks (bloomberg)
  8. China Seeks to Resolve Structural Issues to Shore Up Employment (bloomberg)
  9. Fed’s Kugler Sees Plenty More Rate Cuts Ahead (barrons)
  10. Why now may be a good time to take ‘opportunistic’ profits in gold and silver (marketwatch)
  11. The Policy Dragon Awakens As Mainland China & Hong Kong Rally (chinalastnight)
  12. Visa Is in the Hot Seat. MasterCard and Others Could Benefit. (barrons)
  13. Boeing, Union to Resume Pay Talks as Strike Nears Third Week (bloomberg)
  14. Tracking Hurricane Helene’s Latest Path (bloomberg)
  15. PayPal expands services to allow merchants to buy and sell crypto (cnbc)
  16. Here are the most important days for the stock market between now and the November election, according to BofA (businessinsider)
  17. Wall Street just got another sign that dealmaking is on its way back (finance.yahoo)
  18. Dollar General asks shareholders to reject investment firm’s stock-purchase offer (marketwatch)
  19. China’s yuan continues upward climb after Beijing’s stimulus roll-out (scmp)
  20. Chinese homeowners cheer Beijing’s move to cut mortgage rates by a half point (scmp)

 

“Cowboys Owner Full of Gas” Stock Market and Sentiment Results…

General Market Updates

On Friday, I joined David Lin on “The Lin Report” to discuss implications of the front-loaded 50bps Fed cut.  Thanks to David for having me on.  As always, my conversations with David have a history of going viral and pulling significant engagement.  This was a good one!  Watch here to find out why: Continue reading ““Cowboys Owner Full of Gas” Stock Market and Sentiment Results…”

Be in the know. 20 key reads for Wednesday…

  1. Chinese yuan hits strongest level against dollar in over 16 months as investors assess PBOC stimulus (cnbc)
  2. China to Give Cash Handouts for the Poor in Rare Use of Aid (bloomberg)
  3. Nvidia CEO Jensen Huang Sold $713 Million of Stock. (barrons)
  4. China’s Stock Market Awakens From a Long Slumber. It’s Not Too Late to Ride It Higher. (barrons)
  5. Berkshire Hathaway Sold More BofA Stock. It Now Owns 10.5%. (barrons)
  6. Stock-market indicator with a near-perfect track record is flashing a ‘buy’ signal (marketwatch)
  7. Real Estate Stocks Have Come Too Far, Too Fast. What to Do With Them Now. (barrons)
  8. A wave of retail investor cash may hit the stock market when interest rates reach this level (marketwatch)
  9. Chinese stocks extend gains after Beijing’s stimulus bazooka (marketwatch)
  10. Location, Location, Golf Simulator. A Developer Cracks the Office Market Code. (wsj)
  11. China Boost Sends EM Stocks to Longest Winning Streak Since July (bloomberg)
  12. China central bank cuts medium-term loan rate (reuters)
  13. Still ‘plenty of upside’ in China trade: BTIG (streetinsider)
  14. Fed’s Bostic says economy returning to normal, policy should also ‘normalize’ (streetinsider)
  15. What China’s biggest stimulus since the pandemic means for US investors: Morning Brief (yahoo)
  16. Investors welcome ‘unprecedented’ central bank loans to try to boost markets but analysts say fiscal stimulus is needed (ft)
  17. China’s US$114 billion stock market rescue plan sparks hope for rally (scmp)
  18. Monetary Policy Bazooka Unleashed (chinalastnight)
  19. US Mortgage Rates Fall Again, Triggering Big Wave of Refinancing (bloomberg)
  20. China Cuts One-Year Policy Rate by Most Ever in Stimulus Drive (bloomberg)

Be in the know. 25 key reads for Tuesday…

  1. China Unleashes Stimulus Blitz in Push to Hit Annual Growth Goal (bloomberg)
  2. China’s Stimulus Is a Big Deal. What It Means for Markets and Stocks. (barrons)
  3. China Mulls Stock Stability Fund, Unlocks $113 Billion From PBOC (bloomberg)
  4. China Unveils Biggest Package Yet to Boost Property Market (bloomberg)
  5. China Unleashes Stimulus Package to Revive Economy, Markets (bloomberg)
  6. China’s central bank unveils most aggressive stimulus since pandemic (yahoo)
  7. China Panics: Cuts Multiple Rates And Reserve Ratio Requirements, Goes All-In To Prop Up Stocks (zerohedge)
  8. Chinese Stocks Rally Most in Seven Months on Stimulus Blitz (bloomberg)
  9. China unveils raft of measures to boost economy (bbc)
  10. HK Disneyland Resort Ticket Prices to Rise 5-7% From Tmr (aastocks)
  11. Alibaba, JD.com, NIO Stocks Surge After China Interest Rate Cut and New Stimulus (barrons)
  12. Cash Is Pouring Out of Money-Market Funds. What’s Hot Instead. (barrons)
  13. Chicago Fed’s Goolsbee sees ‘a lot’ of interest-rate cuts coming over the next year (marketwatch)
  14. Five Key Takeaways as China Unveils Stimulus to Boost Economy (bloomberg)
  15. Fed’s jumbo interest rate cut puts the U.S. on track for a soft landing, Goldman CFO says (cnbc)
  16. September consumer confidence falls the most in three years (cnbc)
  17. Why stocks have a lot more room to rally before hitting a peak, according to a technical analyst (businessinsider)
  18. Here’s What Happens to Markets When Interest Rates Fall, in Charts (wsj)
  19. Boeing Makes New Offer to Union in Hopes of Ending Strike (wsj)
  20. China’s big-bang stimulus boosts yuan; Aussie up after RBA (streetinsider)
  21. Foreigners are piling into China’s free money trade. How long can it last? (ft)
  22. Perplexity in talks with top brands on ads model as it challenges Google (ft)
  23. Alibaba’s DingTalk launches new service bundled with AI features (scmp)
  24. PBOC to set up US$71 billion swap facility to prop up stock market (scmp)
  25. PBOC Cuts With More to Come, Buybacks Roll On (chinalastnight)