- The Bull Market in US Stocks Is Just Starting, Evercore Says (bloomberg)
- Opinion: How Trump’s election could push this ‘Roaring 2020s’ stock market into the 2030s (marketwatch)
- Opinion: ‘The market isn’t overbought yet, so enjoy the party.’ How to trade the post-election melt-up. (marketwatch)
- The Fed is draining liquidity from markets for longer than expected. Here’s why it’s making Wall Street nervous. (marketwatch)
- Moderna Earnings Beat Estimates. But Its Future Still Looks Uncertain. (barrons)
- Trump Comeback Means Reckoning for China as It Draws Up Stimulus (bloomberg)
- China urges U.S. cooperation as Trump trade threat looms (cnbc)
- Trump likely to uphold CHIPS Act despite his campaign rhetoric, policy experts say (cnbc)
- China October exports record highest jump in 19 months, imports decline more than expected (cnbc)
- Chinese Stocks Bounce Back as Stimulus Hopes Offset Trump Risks (bloomberg)
- Trump’s return is not all bad news for Chinese stock investors: analysts (scmp)
- China’s Preferred Candidate Wins As Mainland Investors Buy The Hong Kong Dip in Size (chinalastnight)
- PBOC Pledges to Maintain Supportive Monetary Policy at Meeting with Foreign Financial Institutions (aastocks)
- Trump’s 60% Tariffs on CN Goods to Cut CN Econ Growth by 2 ppts: Report (aastocks)
- What will M&A look like under a Trump administration (cnbc)
- How Donald Trump Won—by Being Donald Trump (wsj)
- New Starbucks CEO Scouted Cafes Before Taking Over: What He’s Tackling First (wsj)
- Wayfair Ups Promotions Without Taking a Big Financial Hit. Here’s How They Do It. (wsj)
- Is This Undefeated Team the Best Story in College Sports? (wsj)
- Xi congratulates Trump on his election as U.S. president (cn)
Category: What I’m Reading Today
Be in the know. 10 key reads for Wednesday…
- Trump Defeats Harris, Marking Historic Comeback. Former president is first in over a century to reclaim the White House after losing it (wsj)
- Fed Readies a Rate Cut and Faces These Four Questions (wsj)
- Beijing puts no price cap on land sale, signalling property-market shift (scmp)
- Services PMI Beats As Premier Li Signals Economic Policy Support (chinalastnight)
- China’s central bank affirms supportive monetary policy stance at closely watched meeting (cnbc)
- Nuclear Energy’s AI Boom Blew a Fuse—Here’s What Could Happen Next (wsj)
- AI Startup Perplexity to Triple Valuation to $9 Billion in New Funding Round (wsj)
- China’s New Stock Accounts Hit Nine-Year High as Market Booms (bloomberg)
- The next U.S. president could face a tax battle in 2025 — here’s what it means for investors (cnbc)
- Elon Musk says his super PAC won’t go away after the 2024 election (businessinsider)
Be in the know. 7 key reads for Tuesday…
- Boeing Strike Ends, Work Set To Resume (investors)
- Fox Corp. shares soar as record ad boom ahead of elections helps revenue beat estimates (nypost)
- Housing market hits highest inventory since 2019 as sellers flood the market (nypost)
- What the Prediction Markets Think. Odds of winning implied by trades on different platforms (bloomberg)
- Alibaba’s Black Friday alternative hits US with AliExpress Singles’ Day sales (scmp)
- YUM China’s Results Are “Finger Lickin’ Good”, NPC Kicks Off (chinalastnight)
- A split Congress is probably the favorite for the markets, says Wharton’s Jeremy Siegel (cnbc)
Be in the know. 11 key reads for Monday…
- Advance Auto Parts Closes on Sale of Worldpac to Carlyle. Advance Auto Parts said the transaction strengthens its balance sheet and liquidity with $1.5 billion of cash proceeds. (aftermarketnews)
- The SALT Deduction Fight Is Coming Back—Whoever Wins the Election (wsj)
- The ‘Trump Trade’ Isn’t What You Think (wsj)
- China gears up for a big week as markets await U.S. elections and stimulus details (cnbc)
- China’s Singles Day shopping festival is more than halfway over. Here’s how consumers are spending (cnbc)
- Striking Boeing machinists vote on union-backed contract proposal, this time with a warning (cnbc)
- The incumbent party has historically won if stocks rally into an election. Here’s why this time could be different. (businessinsider)
- Alibaba brings Singles’ Day to US with AliExpress, offering alternative to Black Friday (scmp)
- China’s Singles Day shopping festival is more than halfway over. Here’s how consumers are spending (cnbc)
- China Reviews Plan to Refinance Local Governments’ Hidden Debt (bloomberg)
- Talen Stock Tumbles on Amazon Nuclear Power Deal Setback. Constellation, Vistra Down, Too. (barrons)
Be in the know. 15 key reads for Sunday…
- Market expert bullish on China’s Alibaba (foxbusiness)
- The burrito king in coffee land: Starbucks CEO Brian Niccol’s most important job is fixing the bad vibes (fortune)
- Nvidia’s stock performance has been ‘staggering.’ But recent buyers of the stock are taking a far greater risk than they realize (fortune)
- ChatGPT releases a search engine, an opening salvo in a brewing war with Google for dominance of the AI-powered internet (fortune)
- Why Kamala and Trump are turning to podcasts to woo uncertain voters (nypost)
- Cool, cool, cooling jobs (npr)
- Abundant reserves enabled a soft landing (scottgrannis)
- 🔴 【LIVE BLOG】Alibaba’s 2024 11.11 Global Shopping Festival 🔥:Brands Surge, 88VIP Drives Growth 📈(Continuous Updating)(alizila)
- Warren Buffett is sitting on over $325 billion cash as Berkshire Hathaway keeps selling Apple stock (apnews)
- Tech Earnings Fail to Fire Up Traders With Sky-High Expectations (bloomberg)
- Fed and Peers Will Go Ahead With Rate Cuts After This Week’s US Election (bloomberg)
- Harnett: This Is The Most Contrarian Post-Election Trade (zerohedge)
- Alibaba cuts ‘dozens of employees’ at metaverse unit as sector’s hype cools down (scmp)
- China may have big opportunity to change household & consumer sentiment: Longview’s Dewardric McNeal (cnbc)
- China Eases Curbs to Woo Global Investors Ahead of US Elections (bloomberg)
Be in the know. 15 key reads for Saturday…
- Berkshire Sold 25% of Its Apple Stock in the Third Quarter (barrons)
- Berkshire Sold Bank of America Stock Again. Here’s Why. (barrons)
- Wells Fargo, Capital One, and Other Value Picks From a Berkshire Board Member (barrons)
- Intel Stock Needs an Nvidia-Like Run to Save the CEO’s Stock Awards (barrons)
- US adds just 12,000 jobs as storms and strikes hit labour market (ft)
- Betting Markets Tend to Get Elections Right—With Some Notable Exceptions (wsj)
- Ski Bums Love It. So Do Billionaires and History Buffs. How This Aspen Hotel Kept Its Gilded Age Appeal. (wsj)
- Paralyzed people may soon be able to walk thanks to NYC innovation — and that’s only the beginning (nypost)
- Wall Street frets over Big Tech’s $200bn AI spending splurge (ft)
- Boeing Reaches New Deal With Union in Hopes of Ending Strike (nytimes)
- Fed seen agreeing to quarter-point rate cut, while disputes flare about the road ahead (marketwatch)
- This closely watched stock-market indicator hit a 2½-year high. What it says will happen next. (marketwatch)
- AI Today and Tomorrow (bridgewater)
- Mopar Unleashes All-Electric Plymouth GTX Muscle Car (maxim)
- How John Hennessey Builds Some Of The World’s Fastest Supercars (maxim)
Be in the know. 12 key reads for Friday…
- Cooper Standard Reports Third Quarter Results; Continuing Lean Initiatives Delivering Cost Savings as Planned (cooperstandard)
- Intel CEO’s turnaround mirrors some moves by Steve Jobs. (marketwatch)
- Boeing Dismantles DEI Team as Pressure Builds on New CEO (bloomberg)
- U.S. Added Only 12,000 Jobs in October. Blame Strikes, Storms. (barrons)
- Walmart Is on a Winning Streak. How the Walton Family Keeps the World’s Biggest Retailer on Track. (barrons)
- Boeing Stock Rises After Offer to Pay $119,000 a Year. Vote Due Next Week as Strike Rolls On. (barrons)
- Wayfair Stock Leaps on Earnings Beat. CEO Is Focused on ‘Healthy Profitability.’ (barrons)
- Intel Says Sales Outlook Is Improving (wsj)
- The Fed’s Preferred Inflation Gauge Cooled Overall in September (nytimes)
- Boeing Gains After Union Endorses Sweetened Offer to End Strike (bloomberg)
- Real Estate Prices & Transaction Volume Rebound In October, Week in Review (chinalastnight)
- Intel books big charges for restructuring, but here’s why its stock is surging (marketwatch)
Be in the know. 26 key reads for Thursday…
- China’s Economy Shows Flashes of Stimulus Taking Hold (bloomberg)
- China Home Sales Slump Eases as Stimulus Boosts Buyer Morale (bloomberg)
- AliExpress Invites U.S. Retailers to Sell on the Platform (aliexpress)
- Alibaba Stock Has Soared. It’s Still Cheap Enough to Buy. (barrons)
- BABA-W’s AliExpess Sees Some Merchants’ Stocking Growth 8x+ (aastocks)
- Meta Stock Falls Further After Facebook Parent’s Earnings Beat. Spending Is an Issue. (barrons)
- Intel Reports Earnings Today. Analysts Are Worried About the Outlook. (barrons)
- PCE Inflation Slips to 2.1% Annual Rise, Moves Closer to the Fed’s Target (barrons)
- Boeing Stock Won’t Budge Despite All the Bad News. This Is Why. (barrons)
- Estée Lauder Stock Is Dropping on Disappointing Guidance and Cut Dividend (barrons)
- 23 Stocks That Pay a Huge Dividend. Why They Should Be a Better Bet Than Treasuries. (barrons)
- Temu’s debut in Vietnam faces scrutiny after Indonesian ban (scmp)
- Boeing’s New 6% Convertible Preferred Stock Scores With Investors (barrons)
- Microsoft Shares Slip as Forecast Sparks Concern About AI and Cloud Revenue (wsj)
- Starbucks Is Bringing Back the Condiment Bar (wsj)
- US Jobless Claims Fall to Five-Month Low as Storm Impact Fades (bloomberg)
- American Airlines Busts Travelers Who Cut the Boarding Line (wsj)
- China Central Bank Adds $70 Billion With New Liquidity Tool (bloomberg)
- Boeing strike will dent last jobs report before election (cnbc)
- How Hermès is bucking the global luxury slowdown (cnbc)
- Why the bond market may have it entirely backwards on Trump and Harris (marketwatch)
- Disney to Pay More Than $500 Million to Air the Grammys (wsj)
- Can We Prevent Cancer With a Shot? (wsj)
- Science Is Finding Ways to Regenerate Your Heart (wsj)
- Eurozone inflation rises to 2% in October (ft)
- Big Tech’s AI splurge worries investors about returns ahead of Amazon results (reuters)
Be in the know. 10 key reads for Wednesday…
- PayPal’s Real Friends Will Have to Be Patient (wsj)
- Boeing, Union Hold ‘Productive’ Talks in Attempt to End Strike (bloomberg)
- Super Micro Stock in Free Fall After Accountant Resigns (barrons)
- New retail car sales increased 2% in the latest week of data, and they are now up 10% over last year. (cox)
- U.S. Economic Growth Extended Solid Streak in Third Quarter (wsj)
- Eli Lilly Stock Plummets After Earnings Miss (barrons)
- China Beige Book Sees Economy Perking Up. (barrons)
- What the Election Means for Tesla and Other Car Stocks (barrons)
- US Hiring in ADP Data Rises to Fastest Pace in More Than a Year (bloomberg)
- Mortgage demand stalls as interest rates surge higher ahead of election (cnbc)
Be in the know. 20 key reads for Tuesday…
- VF Stock Surges After Q2 Sales Beat, Profit Swing (footwearnews)
- For fiscal 2024, PayPal now expects adjusted earnings per share to grow in the high teens, compared with an earlier forecast of low to mid-teens growth. (barrons)
- China Weighs $1.4 Trillion Fiscal Stimulus Package, Reuters Says (bloomberg)
- It Has Your Money—and Your Pants Size. Here’s What PayPal Is Doing With Them. (wsj)
- Alphabet’s Search and Spending Is All Wall Street Cares About. (barrons)
- 3 Titans Spent Tens of Billions on AI. Will They Regret It? (barrons)
- Pfizer Rises After Earnings Beat, Guidance Hike (barrons)
- Boeing Moves to Raise $19 Billion in Equity (wsj)
- Bosses Are Calling Workers Back to the Office. That’s Good News for Landlords. (wsj)
- At Boeing and Starbucks, Different Problems but Similar CEO Messages (wsj)
- Estée Lauder Succession Drama to End With Insider Pick (wsj)
- The 25 Best Pizza Places in New York Right Now (nytimes)
- Milei’s Revamp Offers CEOs a Glimmer of Optimism About Argentina (bloomberg)
- China Investors Scour Protest Data for Clues to Next Stimulus Moves (bloomberg)
- CEOs Are Saying This Is as Bad as It Gets for Their Earnings (bloomberg)
- What’s Different Between 2016 Trump Trade and Now (bloomberg)
- Fed goes quiet ahead of its Nov. 7 meeting, with quarter-point cut seen as likely (marketwatch)
- Ministry Of Finance Hints At NPC Fiscal Policy, Reiterates 2024 GDP Goal (chinalastnight)
- JPMorgan CEO Jamie Dimon says ‘it’s time to fight back’ on regulation (reuters)
- Job openings fall to lowest level since January 2021 (yahoo)