Be in the know. 20 key reads for Monday…

  1. Albemarle to divest Ketjen control, Eurecat stake in $660 mln deal (reuters)
  2. Trump says US, China are going to come away with deal (reuters)
  3. Trump Suggests He May Drop Probe on First-Term China Trade Deal (bloomberg)
  4. China Urged to Weigh 2008-Style Mega Stimulus by Ex-PBOC Adviser (bloomberg)
  5. China’s industrial profits surge 21.6% in September, biggest jump in nearly two years (cnbc)
  6. Trump Reaches Trade Pacts With Southeast Asian Nations (wsj)
  7. Alibaba Affiliate Ant Group Files ‘AntCoin’ Trademark in Hong Kong, Hinting at Crypto Ambitions (coindesk)
  8. Mastercard and PayPal partner on AI agent payment platform (investing)
  9. Fed poised to cut rates this week, with more easing likely on tap (reuters)
  10. Bessent Names Fed Chair Finalists Ahead of Year-End Decision (bloomberg)
  11. Buybacks take backseat as AI drives record US capex spending (reuters)
  12. OpenAI shunned advisers on $1.5tn of deals (ft)
  13. Retail Leverage Goes To Extremes (zerohedge)
  14. U.S. sanctions on Russia could push Brent above $85, Barclays warns (streetinsider)
  15. Trump praises Ford’s F-150 as Japan’s new leader reportedly eyes major order (foxbusiness)
  16. Toyota Posts Record First-Half as US Offsets Japan, China (bloomberg)
  17. Why It’s Still So Expensive to Build Homes in America (bloomberg)
  18. History shows this year’s stock-market losers are actually likely to be November’s winners (marketwatch)
  19. Workers reject Boeing’s latest offer after nearly 3 months on strike (nypost)
  20. The Best Consumer Defensive Stocks to Buy (morningstar)