Be in the know. 24 key reads for Thursday…

  1. China Factory Activity Expands Again, Private Survey Shows (bloomberg)
  2. Canada Goose’s stock rockets after luxury outerwear company offers upbeat guidance (marketwatch)
  3. China pledges to stick with fiscal expansion to spur economy (reuters)
  4. Powell Navigates ‘Toxic’ Politics of Rate Cuts as Election Nears (wsj)
  5. Macau Casinos’ Revenue Climbs Ahead of Lunar New Year Holiday (bloomberg)
  6. Fed Signals Cuts Are Possible but Not Imminent as It Holds Rates Steady (wsj)
  7. It’s Amazon Earnings Day. 3 Things That Could Go Right. (barrons)
  8. Op-Ed: Two Wrongs on China Tariffs Certainly Don’t Make a Right (barrons)
  9. Teva Plans to Divest Drug Ingredients Business in Next Step of Strategic Shift (barrons)
  10. More Americans apply for unemployment benefits but layoffs still historically low (yahoo)
  11. Beijing Pledges More Fiscal Support (wsj)
  12. China Vows to Keep Up Spending in 2024 After Stimulus Cut (yahoo)
  13. The US House passes the bipartisan tax deal to expand the child tax credit. Up next: the Senate. (yahoo)
  14. Ant Group inks partnership with Shanghai to help the city’s AI ambitions (scmp)
  15. Eurozone inflation slows to 2.8% in January (ft)
  16. Big central banks are pivoting towards rate cuts (reuters)
  17. Decline in China’s property sector may be slowing (reuters)
  18. Alibaba Said to Weigh Sale of Mall Chain in Latest Overhaul Step (bloomberg)
  19. China’s Central Bank Adds $21 Billion in Cheap Funds for Housing (bloomberg)
  20. Disney (DIS) agrees to sell 60% of its India media unit at a $3.9B valuation – WSJ (streetinsider)
  21. Fed Shouldn’t Take Too Long to Conclude Inflation Is Beaten (wsj)
  22. The Companies Calling Workers Back to the Office Five Days a Week (wsj)
  23. The Wall Street strategist that nailed the 2023 bull market is mulling a boost to his 2024 price target after a strong January (businessinsider)
  24. US Companies Turning More Optimistic on China, Survey Shows (blooomberg)