Be in the know. 20 key reads for Thursday…

  1. The Bull Market in US Stocks Is Just Starting, Evercore Says (bloomberg)
  2. Opinion: How Trump’s election could push this ‘Roaring 2020s’ stock market into the 2030s (marketwatch)
  3. Opinion: ‘The market isn’t overbought yet, so enjoy the party.’ How to trade the post-election melt-up. (marketwatch)
  4. The Fed is draining liquidity from markets for longer than expected. Here’s why it’s making Wall Street nervous. (marketwatch)
  5. Moderna Earnings Beat Estimates. But Its Future Still Looks Uncertain. (barrons)
  6. Trump Comeback Means Reckoning for China as It Draws Up Stimulus (bloomberg)
  7. China urges U.S. cooperation as Trump trade threat looms (cnbc)
  8. Trump likely to uphold CHIPS Act despite his campaign rhetoric, policy experts say (cnbc)
  9. China October exports record highest jump in 19 months, imports decline more than expected (cnbc)
  10. Chinese Stocks Bounce Back as Stimulus Hopes Offset Trump Risks (bloomberg)
  11. Trump’s return is not all bad news for Chinese stock investors: analysts (scmp)
  12. China’s Preferred Candidate Wins As Mainland Investors Buy The Hong Kong Dip in Size (chinalastnight)
  13. PBOC Pledges to Maintain Supportive Monetary Policy at Meeting with Foreign Financial Institutions (aastocks)
  14. Trump’s 60% Tariffs on CN Goods to Cut CN Econ Growth by 2 ppts: Report (aastocks)
  15. What will M&A look like under a Trump administration (cnbc)
  16. How Donald Trump Won—by Being Donald Trump (wsj)
  17. New Starbucks CEO Scouted Cafes Before Taking Over: What He’s Tackling First (wsj)
  18. Wayfair Ups Promotions Without Taking a Big Financial Hit. Here’s How They Do It. (wsj)
  19. Is This Undefeated Team the Best Story in College Sports? (wsj)
  20. Xi congratulates Trump on his election as U.S. president (cn)

Be in the know. 10 key reads for Wednesday…

  1. Trump Defeats Harris, Marking Historic Comeback. Former president is first in over a century to reclaim the White House after losing it (wsj)
  2. Fed Readies a Rate Cut and Faces These Four Questions (wsj)
  3. Beijing puts no price cap on land sale, signalling property-market shift (scmp)
  4. Services PMI Beats As Premier Li Signals Economic Policy Support (chinalastnight)
  5. China’s central bank affirms supportive monetary policy stance at closely watched meeting (cnbc)
  6. Nuclear Energy’s AI Boom Blew a Fuse—Here’s What Could Happen Next (wsj)
  7. AI Startup Perplexity to Triple Valuation to $9 Billion in New Funding Round (wsj)
  8. China’s New Stock Accounts Hit Nine-Year High as Market Booms (bloomberg)
  9. The next U.S. president could face a tax battle in 2025 — here’s what it means for investors (cnbc)
  10. Elon Musk says his super PAC won’t go away after the 2024 election (businessinsider)

Be in the know. 7 key reads for Tuesday…

  1. Boeing Strike Ends, Work Set To Resume (investors)
  2. Fox Corp. shares soar as record ad boom ahead of elections helps revenue beat estimates (nypost)
  3. Housing market hits highest inventory since 2019 as sellers flood the market (nypost)
  4. What the Prediction Markets Think. Odds of winning implied by trades on different platforms (bloomberg)
  5. Alibaba’s Black Friday alternative hits US with AliExpress Singles’ Day sales (scmp)
  6. YUM China’s Results Are “Finger Lickin’ Good”, NPC Kicks Off (chinalastnight)
  7. 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…

  1. 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)
  2. The SALT Deduction Fight Is Coming Back—Whoever Wins the Election (wsj)
  3. The ‘Trump Trade’ Isn’t What You Think (wsj)
  4. China gears up for a big week as markets await U.S. elections and stimulus details (cnbc)
  5. China’s Singles Day shopping festival is more than halfway over. Here’s how consumers are spending (cnbc)
  6. Striking Boeing machinists vote on union-backed contract proposal, this time with a warning (cnbc)
  7. The incumbent party has historically won if stocks rally into an election. Here’s why this time could be different. (businessinsider)
  8. Alibaba brings Singles’ Day to US with AliExpress, offering alternative to Black Friday (scmp)
  9. China’s Singles Day shopping festival is more than halfway over. Here’s how consumers are spending (cnbc)
  10. China Reviews Plan to Refinance Local Governments’ Hidden Debt (bloomberg)
  11. Talen Stock Tumbles on Amazon Nuclear Power Deal Setback. Constellation, Vistra Down, Too. (barrons)

Be in the know. 15 key reads for Sunday…

  1. Market expert bullish on China’s Alibaba (foxbusiness)
  2. The burrito king in coffee land: Starbucks CEO Brian Niccol’s most important job is fixing the bad vibes (fortune)
  3. Nvidia’s stock performance has been ‘staggering.’ But recent buyers of the stock are taking a far greater risk than they realize (fortune)
  4. ChatGPT releases a search engine, an opening salvo in a brewing war with Google for dominance of the AI-powered internet (fortune)
  5. Why Kamala and Trump are turning to podcasts to woo uncertain voters (nypost)
  6. Cool, cool, cooling jobs (npr)
  7. Abundant reserves enabled a soft landing (scottgrannis)
  8. 🔴 【LIVE BLOG】Alibaba’s 2024 11.11 Global Shopping Festival 🔥:Brands Surge, 88VIP Drives Growth 📈(Continuous Updating)(alizila)
  9. Warren Buffett is sitting on over $325 billion cash as Berkshire Hathaway keeps selling Apple stock (apnews)
  10. Tech Earnings Fail to Fire Up Traders With Sky-High Expectations (bloomberg)
  11. Fed and Peers Will Go Ahead With Rate Cuts After This Week’s US Election (bloomberg)
  12. Harnett: This Is The Most Contrarian Post-Election Trade (zerohedge)
  13. Alibaba cuts ‘dozens of employees’ at metaverse unit as sector’s hype cools down (scmp)
  14. China may have big opportunity to change household & consumer sentiment: Longview’s Dewardric McNeal (cnbc)
  15. China Eases Curbs to Woo Global Investors Ahead of US Elections (bloomberg)

Be in the know. 15 key reads for Saturday…

  1. Berkshire Sold 25% of Its Apple Stock in the Third Quarter (barrons)
  2. Berkshire Sold Bank of America Stock Again. Here’s Why. (barrons)
  3. Wells Fargo, Capital One, and Other Value Picks From a Berkshire Board Member (barrons)
  4. Intel Stock Needs an Nvidia-Like Run to Save the CEO’s Stock Awards (barrons)
  5. US adds just 12,000 jobs as storms and strikes hit labour market (ft)
  6. Betting Markets Tend to Get Elections Right—With Some Notable Exceptions (wsj)
  7. Ski Bums Love It. So Do Billionaires and History Buffs. How This Aspen Hotel Kept Its Gilded Age Appeal. (wsj)
  8. Paralyzed people may soon be able to walk thanks to NYC innovation — and that’s only the beginning (nypost)
  9. Wall Street frets over Big Tech’s $200bn AI spending splurge (ft)
  10. Boeing Reaches New Deal With Union in Hopes of Ending Strike (nytimes)
  11. Fed seen agreeing to quarter-point rate cut, while disputes flare about the road ahead (marketwatch)
  12. This closely watched stock-market indicator hit a 2½-year high. What it says will happen next. (marketwatch)
  13. AI Today and Tomorrow (bridgewater)
  14. Mopar Unleashes All-Electric Plymouth GTX Muscle Car (maxim)
  15. How John Hennessey Builds Some Of The World’s Fastest Supercars (maxim)

Be in the know. 12 key reads for Friday…

  1. Cooper Standard Reports Third Quarter Results; Continuing Lean Initiatives Delivering Cost Savings as Planned (cooperstandard)
  2. Intel CEO’s turnaround mirrors some moves by Steve Jobs. (marketwatch)
  3. Boeing Dismantles DEI Team as Pressure Builds on New CEO (bloomberg)
  4. U.S. Added Only 12,000 Jobs in October. Blame Strikes, Storms. (barrons)
  5. Walmart Is on a Winning Streak. How the Walton Family Keeps the World’s Biggest Retailer on Track. (barrons)
  6. Boeing Stock Rises After Offer to Pay $119,000 a Year. Vote Due Next Week as Strike Rolls On. (barrons)
  7. Wayfair Stock Leaps on Earnings Beat. CEO Is Focused on ‘Healthy Profitability.’ (barrons)
  8. Intel Says Sales Outlook Is Improving (wsj)
  9. The Fed’s Preferred Inflation Gauge Cooled Overall in September (nytimes)
  10. Boeing Gains After Union Endorses Sweetened Offer to End Strike (bloomberg)
  11. Real Estate Prices & Transaction Volume Rebound In October, Week in Review (chinalastnight)
  12. Intel books big charges for restructuring, but here’s why its stock is surging (marketwatch)

Be in the know. 26 key reads for Thursday…

  1. China’s Economy Shows Flashes of Stimulus Taking Hold (bloomberg)
  2. China Home Sales Slump Eases as Stimulus Boosts Buyer Morale (bloomberg)
  3. AliExpress Invites U.S. Retailers to Sell on the Platform (aliexpress)
  4. Alibaba Stock Has Soared. It’s Still Cheap Enough to Buy. (barrons)
  5. BABA-W’s AliExpess Sees Some Merchants’ Stocking Growth 8x+ (aastocks)
  6. Meta Stock Falls Further After Facebook Parent’s Earnings Beat. Spending Is an Issue. (barrons)
  7. Intel Reports Earnings Today. Analysts Are Worried About the Outlook. (barrons)
  8. PCE Inflation Slips to 2.1% Annual Rise, Moves Closer to the Fed’s Target (barrons)
  9. Boeing Stock Won’t Budge Despite All the Bad News. This Is Why. (barrons)
  10. Estée Lauder Stock Is Dropping on Disappointing Guidance and Cut Dividend (barrons)
  11. 23 Stocks That Pay a Huge Dividend. Why They Should Be a Better Bet Than Treasuries. (barrons)
  12. Temu’s debut in Vietnam faces scrutiny after Indonesian ban (scmp)
  13. Boeing’s New 6% Convertible Preferred Stock Scores With Investors (barrons)
  14. Microsoft Shares Slip as Forecast Sparks Concern About AI and Cloud Revenue (wsj)
  15. Starbucks Is Bringing Back the Condiment Bar (wsj)
  16. US Jobless Claims Fall to Five-Month Low as Storm Impact Fades (bloomberg)
  17. American Airlines Busts Travelers Who Cut the Boarding Line (wsj)
  18. China Central Bank Adds $70 Billion With New Liquidity Tool (bloomberg)
  19. Boeing strike will dent last jobs report before election (cnbc)
  20. How Hermès is bucking the global luxury slowdown (cnbc)
  21. Why the bond market may have it entirely backwards on Trump and Harris (marketwatch)
  22. Disney to Pay More Than $500 Million to Air the Grammys (wsj)
  23. Can We Prevent Cancer With a Shot? (wsj)
  24. Science Is Finding Ways to Regenerate Your Heart (wsj)
  25. Eurozone inflation rises to 2% in October (ft)
  26. Big Tech’s AI splurge worries investors about returns ahead of Amazon results (reuters)

Be in the know. 10 key reads for Wednesday…

  1. PayPal’s Real Friends Will Have to Be Patient (wsj)
  2. Boeing, Union Hold ‘Productive’ Talks in Attempt to End Strike (bloomberg)
  3. Super Micro Stock in Free Fall After Accountant Resigns (barrons)
  4. New retail car sales increased 2% in the latest week of data, and they are now up 10% over last year. (cox)
  5. U.S. Economic Growth Extended Solid Streak in Third Quarter (wsj)
  6. Eli Lilly Stock Plummets After Earnings Miss (barrons)
  7. China Beige Book Sees Economy Perking Up. (barrons)
  8. What the Election Means for Tesla and Other Car Stocks (barrons)
  9. US Hiring in ADP Data Rises to Fastest Pace in More Than a Year (bloomberg)
  10. Mortgage demand stalls as interest rates surge higher ahead of election (cnbc)

Be in the know. 20 key reads for Tuesday…

  1. VF Stock Surges After Q2 Sales Beat, Profit Swing (footwearnews)
  2. 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)
  3. China Weighs $1.4 Trillion Fiscal Stimulus Package, Reuters Says (bloomberg)
  4. It Has Your Money—and Your Pants Size. Here’s What PayPal Is Doing With Them. (wsj)
  5. Alphabet’s Search and Spending Is All Wall Street Cares About. (barrons)
  6. 3 Titans Spent Tens of Billions on AI. Will They Regret It? (barrons)
  7. Pfizer Rises After Earnings Beat, Guidance Hike (barrons)
  8. Boeing Moves to Raise $19 Billion in Equity (wsj)
  9. Bosses Are Calling Workers Back to the Office. That’s Good News for Landlords. (wsj)
  10. At Boeing and Starbucks, Different Problems but Similar CEO Messages (wsj)
  11. Estée Lauder Succession Drama to End With Insider Pick (wsj)
  12. The 25 Best Pizza Places in New York Right Now (nytimes)
  13. Milei’s Revamp Offers CEOs a Glimmer of Optimism About Argentina (bloomberg)
  14. China Investors Scour Protest Data for Clues to Next Stimulus Moves (bloomberg)
  15. CEOs Are Saying This Is as Bad as It Gets for Their Earnings (bloomberg)
  16. What’s Different Between 2016 Trump Trade and Now (bloomberg)
  17. Fed goes quiet ahead of its Nov. 7 meeting, with quarter-point cut seen as likely (marketwatch)
  18. Ministry Of Finance Hints At NPC Fiscal Policy, Reiterates 2024 GDP Goal (chinalastnight)
  19. JPMorgan CEO Jamie Dimon says ‘it’s time to fight back’ on regulation (reuters)
  20. Job openings fall to lowest level since January 2021 (yahoo)