Be in the know. 23 key reads for Thursday…

  1. Treasuries Gain as Fed Cuts, Traders Wager on Two More in 2026 (bloomberg)
  2. Fed Chair Jerome Powell Says U.S. May Be Drastically Overstating Jobs Numbers (wsj)
  3. Fed to Resume Net Asset Purchases With $40 Billion in Securities This Month (wsj)
  4. Wall Street Reacts To Powell’s “More Dovish Than Expected” Rate Cut (zerohedge)
  5. Powell’s Hawkish Talk Could Just Be Talk. Why the Fed Might Not Be Done Cutting Rates. (barrons)
  6. Mortgage Rates Tick Lower After Fed Move. What It Means for Home Sales. (barrons)
  7. 10 High-Yielding Dividend Stocks to Buy for 2026 (barrons)
  8. Small-Cap Stocks May Be Ready to Outperform After Five Years of Lagging (barrons)
  9. Bigger tax refunds — up to $2,000 on average — could give stocks a boost next year (marketwatch)
  10. U.S. Investors Are Going Big on China AI Despite Concerns in Congress (wsj)
  11. AI race: Meta reported to use Alibaba’s Qwen for ‘Avocado’ model in likely win for China (scmp)
  12. China’s AI Power Play: Cheap Electricity From World’s Biggest Grid (wsj)
  13. Hong Kong set to keep its IPO crown in 2026 on mega deals and return of US capital: UBS (scmp)
  14. China Vows to Boost Domestic Demand (wsj)
  15. China Puts Rate Cuts in Play, Reaffirms Proactive Fiscal Policy (bloomberg)
  16. Oracle Shares Tumble as AI Spending Outruns Returns (wsj)
  17. Investors Turn to ‘Over Hated and Underweighted’ Energy Stocks (bloomberg)
  18. Here’s why this analyst says Boeing stock is well positioned for 2026 (streetinsider)
  19. Pfizer Is Cutting Hundreds of Jobs in Switzerland to Lower Costs (bloomberg)
  20. Pfizer stock gets Outperform rating from BMO as tucatinib shows promise (investing)
  21. Disney Exec on Media Mergers, Jimmy Kimmel and What Makes Good TV (bloomberg)
  22. EU Mulls Five-Year Reprieve for Hybrid Cars From Combustion Ban (bloomberg)
  23. Diageo Taps Into Guinness Boom With New London Tourist Hub (bloomberg)