Be in the know. 16 key reads for Friday…

  1. US Homebuilder Sentiment Rises By Most Since 2024 (bloomberg)
  2. U.S. Treasury Yields Sink to Lowest Level Since 2024 (barrons)
  3. The Era of the Illiquid Millionaire Is Here (bloomberg)
  4. Fed’s Waller Calls for Quarter-Point Rate Cut at October Meeting (barrons)
  5. Fed’s Stephen Miran says he wants half-point interest rate cut this month (nypost)
  6. US Nears Tariff Relief for Auto Industry After Lobbying Push (bloomberg)
  7. Morgan Stanley issues dip-buying call on Chinese stocks even as savings rotation stalls (scmp)
  8. A Strong Start For Alibaba’s Singles Day (chinalastnight)
  9. Alibaba’s Zhang on AI in E-Commerce (youtube)
  10. Alibaba and Ant to Buy Hong Kong Office Space for $925 Million (bloomberg)
  11. North America’s LNG export capacity could more than double by 2029, EIA says (reuters)
  12. US Reports Biggest Ever Budget Surplus For Month Of September Thanks To Record Tariffs (zerohedge)
  13. Analysts Grow More Confident About Strength of Corporate Profits (bloomberg)
  14. AI Is Punishing Quality Stocks. They’re About to Fight Back. (barrons)
  15. Oracle Isn’t Answering the Hardest Questions About Its AI Plans (wsj)
  16. Regional Banks Tumble as Traders Sell First, Ask Questions Later (bloomberg)