Be in the know. 13 key reads for Thursday…

  1. JPMorgan Strategists Say Hedge Funds Cautious on Equity Exposure (bloomberg)
  2. Wells Fargo lifts U.S. growth outlook, expects two additional Fed rate cuts (streetinsider)
  3. Divided Fed officials saw another two interest rate cuts by the end of 2025, minutes show (cnbc)
  4. A Top Fed Official Favors More Interest Rate Cuts (nytimes)
  5. Small-Cap Stocks, Gold, and 3 More Trades for a ‘Great Releveraging’ (barrons)
  6. Mapping a Way Out of the US Housing Affordability Crisis (bloomberg)
  7. Retail Stock Pullback May Be a Holiday Buying Opportunity (barrons)
  8. Merger-shy US regional banks are finally taking plunge (ft)
  9. Alibaba Cloud inks multi-year deal with NBA China in latest sports-related collaboration (scmp)
  10. Alibaba chairman Joe Tsai says US-China AI competition is not ‘winner takes all’ (scmp)
  11. Disney raises admission prices for its theme parks during key holidays (reuters)
  12. Major Boeing customer Ryanair sees 737 production hitting 48 per month by April (reuters)
  13. PayPal CEO Says the ‘Granddaddy of Fintech’ is Ready to Disrupt Itself (newsweek)