Be in the know. 17 key reads for Wednesday…

  1. Boeing delivers 55 planes in September, on track for most in a year since 2018 (cnbc)
  2. Boeing’s $4.7 Billion Spirit Deal Cleared in EU, With Conditions (wsj)
  3. Boeing awarded $2.7 billion in contracts for Patriot missile seekers (reuters)
  4. Jeep Maker Stellantis Plans $13 Billion Investment to Boost U.S. Manufacturing (wsj)
  5. Nissan, Ford and Stellantis explore hybrid Rogue SUV partnership (usatoday)
  6. Global EV sales hit monthly record of 2.1 million, with 62% Chinese-made (scmp)
  7. Intel signals return to AI race with new chip to launch next year (reuters)
  8. The AI boom is lifting the stock market, but it may be masking a weaker economy (cnbc)
  9. Powell Signals Fed Is on Track to Keep Cutting Rates (nytimes)
  10. Fed’s Powell signals quantitative tightening may end in coming months (streetinsider)
  11. Boston Fed President Susan Collins Makes the Case for More Rate Cuts (barrons)
  12. Housing Policies Are in Focus. What Trump Could Have in Store, According to These Analysts (barrons)
  13. China’s Li Renews Call to Boost Consumption Side of Economy (bloomberg)
  14. Chinese firms pull back from listing in the U.S. as Hong Kong IPOs see a surge (cnbc)
  15. LVMH sales beat on improved China sparks luxury sector rally (reuters)
  16. The real value trade is abroad (ft)
  17. Concerns Mount Over Europe’s Below-Average NatGas Storage Levels Ahead Of Winter (zerohedge)