Be in the know. 17 key reads for Tuesday…

  1. Taylor Swift Brings the Streaming Event of an Era to Disney+ December 12 (waltdisney)
  2. How China and the U.S. Are Racing to De-Escalate the Trade War (wsj)
  3. Trump and Xi still plan to meet this month, Bessent says (ft)
  4. China Keeps US Communication Lines Open as Tensions Flare Up (bloomberg)
  5. US, China leaders will avoid ‘race to the bottom’ on trade, Alibaba’s Joe Tsai says (scmp)
  6. Alibaba’s cloud business launches second data centre in Dubai (reuters)
  7. These Chinese Consumers Are Splurging. Little Luxuries Are Big Business. (barrons)
  8. Amazon and TikTok are helping Estee Lauder reinvent itself, Goldman Sachs says (marketwatch)
  9. OpenAI extends chip spending spree with multibillion-dollar Broadcom deal (ft)
  10. From OpenAI to Meta, firms channel billions into AI infrastructure as demand booms (reuters)
  11. Measuring risk in the AI financing boom (ft)
  12. Economists Are More Optimistic About Growth in the U.S. (barrons)
  13. Philly Fed President Anna Paulson Backs Two More Rate Cuts This Year (barrons)
  14. Foreign buyers flock to US shale gas (ft)
  15. Ford Cuts Production of Five Trucks, SUVs After Fire at Aluminum Supplier (wsj)
  16. October volatility is perfectly normal, says Carson Group’s Ryan Detrick (youtube)
  17. The New York City Office Market Is Roaring Back, and It’s Pricier Than Ever (wsj)