Tag: StockMarket

Be in the know. 20 key reads for Wednesday…

  1. Disney wins the 2024 box office as year-end receipts offer a welcome boost (cnbc)
  2. Treasuries Surge as Easing Inflation Boosts Fed Rate-Cut Bets (bloomberg)
  3. China Faces Harsh Dilemma as Its Currency Comes Under Pressure (wsj)
  4. Consumer & Technology Stocks Lead China Rally (chinalastnight)
  5. China stocks rise on report that Trump is considering a gradual approach to tariffs (yahoo)
  6. Joseph Tsai: BABA-W Imports US$50B Worth US Goods Annually to Help Cushion Trade Deficit (aastocks)
  7. Microsoft pauses hiring in U.S. consulting unit as part of cost-cutting plan, memo says (cnbc)
  8. Meta announces 5% cuts in preparation for ‘intense year’ — read the internal memo (cnbc)
  9. Intel to spin off venture capital arm as chipmaker continues to restructure (cnbc)
  10. Odds of Multiple Rate Cuts in 2025 Are Rising (barrons)
  11. Treasury Yields, Dollar Fall Following December Inflation Data (barrons)
  12. Trump Plans ‘Energy Dominance’ Executive Orders After Inauguration (wsj)
  13. Access to Your Airport Lounge Is Getting Even Harder (wsj)
  14. ‘Red Note,’ a Chinese App, Is Dominating Downloads, Thanks to TikTok Users (nytimes)
  15. Housing Costs Show Signs of Cooling But Remain Sticky (bloomberg)
  16. China State Grid Plans Record $89 Billion Spend Amid Green Surge (bloomberg)
  17. Wall Street Sees Best CPI Day Since October 2023: Markets Wrap (bloomberg)
  18. How Scott Bessent Won Over MAGA and Wall Street (bloomberg)
  19. ‘Accidents waiting to happen’ in private credit, says Wellcome Trust (ft)
  20. Investors pour billions into S&P equal weight fund as tech fears rise (ft)

Be in the know. 10 key reads for Tuesday…

  1. Dow adds more than 350 points, but Nasdaq closes lower as investors rotate out of tech (cnbc)
  2. Trump Team Studies Gradual Tariff Hikes Under Emergency Powers (bloomberg)
  3. Buy on dips in this Chinese internet stock, JPM says (investing)
  4. US Wholesale Inflation Surprisingly Eases on Drop in Food Prices (bloomberg)
  5. Producer Inflation Cooled Slightly in December (barrons)
  6. Palantir Stock Is Down This Year After an Incredible 2024. Why Jefferies Remains Bearish. (barrons)
  7. Manufacturers Could Shine in 2025. Eight Stocks to Watch. (barrons)
  8. Growth Stocks Are Getting Crushed. Here Are 8 Bargains. (barrons)
  9. Large-cap U.S. stocks may be heading for a lost decade, this contrarian warns. What to buy instead. (marketwatch)
  10. Which insurance companies have the most exposure in California? (foxbusiness)

Be in the know. 23 key reads for Monday…

  1. An out-of-the box idea for China and Trump (ft)
  2. A Bond Selloff Is Rocking the World. You Might Want to Take the Other Side. (wsj)
  3. China Boosts Yuan Support With Warning, Capital Control Tweaks (bloomberg)
  4. China’s Trade Surplus Reaches a Record of Nearly $1 Trillion (nytimes)
  5. Boeing Stock Would Benefit From a Breakup, Specialist Says (barrons)
  6. China and the U.K. have the opposite problem. They just struck a deal. (marketwatch)
  7. The bull market is still intact. This pullback is just the cost of doing business, says strategist (marketwatch)
  8. Goldman Sachs Is All-In on the American Exceptionalism Trade (barrons)
  9. Moderna Stock Sinks. It Disappoints With Covid-19 Vaccine Forecast. (barrons)
  10. China Downplays Deflation Troubles. Bond Vigilantes Aren’t Buying It. (barrons)
  11. The Car Market’s Hottest Deal: The Cheap EV Lease (wsj)
  12. Stocks Are Close to Wiping Out Trump Bump as Rate Fears Kick In (bloomberg)
  13. Investors Hope Earnings Season Can Revive Faltering Stock Rally (wsj)
  14. We’re ‘cautiously optimistic’ about the economic outlook, says JPMorgan’s Gabriela Santos (cnbc)
  15. December Imports Increase On Domestic Demand (chinalastnight)
  16. China’s Export Boom Means Trump Tariffs Would Hit Beijing Where It Hurts (wsj)
  17. Meet Trump’s Economic Whisperers (nytimes)
  18. China Securities Regulator Vows Efforts to Stabilize Market (bloomberg)
  19. China’s imports post surprise growth in December; exports beat expectations as higher tariffs loom (cnbc)
  20. Opinion: The stock market’s ‘Trump bump’ will be back. Just be patient. (marketwatch)
  21. There goes 80% of the market, says one reaction to new White House microchip rules (marketwatch)
  22. Trump should declare California an ‘opportunity zone’: Jeff Sica (foxbusiness)
  23. Natural-Gas Stocks Are Set to Beat the Market. Here’s Why. (yahoo)