Tag: StockMarket

Be in the know. 13 key reads for Sunday…

  1. So Much for Tariffs? Businesses Could Avoid Paying $250 Billion in Levies, Goldman Sachs Says. (barrons)
  2. Investors Bet Trump Will Make Europe Investable Again (wsj)
  3. Trump Tries to Forge ‘Golden Age’ Economy of Self-Reliance and Defiance (wsj)
  4. Business elites truly believe Trump could be on the verge of solving one of the world’s most difficult problems: The Ukraine War (com)
  5. The podcast bros who helped put Trump back in the White House (ft)
  6. ‘Leveraged to the hilt’: PE-backed firms hit by wave of bankruptcies (ft)
  7. How Canada Goose went from making Antarctic outerwear to selling luxury status symbols, and where it goes from here (businessinsider)
  8. 10 Best Cheap Stocks to Buy Under $10 (morningstar)
  9. The Cheat Sheet on Trump’s First Week (nytimes)
  10. 2021-2024 Textbook 4-Year Cycle in The Books (jeffhirsch)
  11. Javier Milei’s free-market shock therapy to transform Argentina’s economy gets huge endorsement as sudden growth rebound seen (fortune)
  12. How (un)popular is China’s Communist Party? (economist)
  13. The 18 Best New Supercars of 2025 (robbreport)

Be in the know. 22 key reads for Saturday…

  1. Dollar falls after Trump hints at softer stance on China tariffs (ft)
  2. Dollar Posts Worst Week in 14 Months as Tariff Risks Subside (boomberg)
  3. Diageo Weighs Options for Guinness in Portfolio Review (bloomberg)
  4. Will the Chinese Consumer Finally Start Spending? (bloomberg)
  5. Beacon Roofing Seeks Potential Rivals to QXO Takeover Bid (bloomberg)
  6. Dollar Posts Worst Week in 14 Months as Tariff Risks Subside
  7. Home Sales Had Their Worst Year Since 1995. There May Be a Silver Lining. (barrons)
  8. American Express Earnings Show Its Card Members Keep Spending. Why the Stock Is Falling. (barrons)
  9. Mid-Cap Stocks Have Been in the Shadows. Why 2025 Could Be Their Year. (barrons)
  10. Why Donald Trump Is Racing So Fast to Remake America (wsj)
  11. Beijing Signals Readiness to Talk to Trump’s Team, Even Old Foes (wsj)
  12. Burberry Sees Positive Signs as Turnaround Plan Continues (wsj)
  13. Trump Unleashes Surprise Global Rally by Backing Off Key Promise (bloomberg)
  14. China Welcomes Back Hollywood Films in Bid to Boost Spending (bloomberg)
  15. AI-Driven Power Boom Will Drive Demand 38% Higher on Top US Grid (bloomberg)
  16. AI, Stargate and China Were the Talk of Davos (bloomberg)
  17. Why the Stock Market Might Be at Peak Concentration Risk (bloomberg)
  18. AmEx CFO says spending picked up at year-end, thanks to millennials and Gen Z (cnbc)
  19. Stock Investors Like Trump 2.0 (wsj)
  20. US stocks at most expensive relative to bonds since dotcom era (ft)
  21. Beijing tells insurers to buy more Chinese stocks (ft)
  22. Why Boeing’s stock isn’t tumbling, even after an ‘eye-watering’ loss warning (marketwatch)

Be in the know. 20 key reads for Friday…

  1. China’s New Rules to Add $138 Billion Into Market, Analysts Say (bloomberg)
  2. Japan Raises Interest Rates to Highest Level Since 2008 (nytimes)
  3. Japan core inflation climbs to a 16-month high, boosting case for rate hikes (cnbc)
  4. Trump Says He Would ‘Rather Not’ Have to Impose Tariffs on China (bloomberg)
  5. Boeing Preannounced Earnings. They Were Dreadful—but That’s OK. (barrons)
  6. Boeing pre-reported losses ‘not that bad’, says Jefferies’ Kahyaoglu (cnbc)
  7. Yuan Gains as Trump Dials Back Tariff Threats (bloomberg)
  8. Europe’s Stoxx 600 Hits Record High on Trump Tariff Relief (bloomberg)
  9. Trump Says He’ll Demand Interest Rates Drop, Urges OPEC to Cut Oil Prices in Davos Speech (barrons)
  10. Trump Can Capture the Fed. Here’s How. (barrons)
  11. TikTok’s Possible Buyers, From Elon Musk to MrBeast (bloomberg)
  12. Disney Raises Iger’s Pay by 30%, Reflecting Turnaround in Profit (bloomberg)
  13. Trump Says He Knows Interest Rates Better Than Fed Chief Powell (bloomberg)
  14. Trump Looks to China to Help Press Putin Into a Deal to End War (bloomberg)
  15. Mortgage Rates in US Drop for First Time in More Than a Month (bloomberg)
  16. Trump piles pressure on Fed chair Jay Powell to cut interest rates (ft)
  17. Beijing tells insurers to buy more Chinese stocks (ft)
  18. Hong Kong stocks rise on Trump’s China optimism and Wall Street rally (scmp)
  19. Like a Good Neighbor, Chinese Insurance Companies Are There To Buy Stocks (chinalastnight)
  20. China’s Flattening Yield Curve Is Putting PBOC in Focus (bloomberg)