Be in the know. 11 key reads for Wednesday…

  1. Why Breaking Up Google Would Be Hard to Do (nytimes)
  2. Why a CPI surprise could trip up the Fed’s rate-cutting plans (marketwatch)
  3. JPMorgan’s strategists are starting to sound less bearish on stocks (marketwatch)
  4. Activists Want Pfizer, CVS. Healthcare Could Rebound. (barrons)
  5. September Fed Minutes to Shed Light on Rate-Cut Debate (barrons)
  6. UPS, FedEx Stocks are Ripe for Buying. The Case for a Shipping Upturn. (barrons)
  7. When Cell Service Is Down, You Can Send iPhone Texts via Satellite (wsj)
  8. Boeing Withdraws Contract Offer as Union Talks Break Down (bloomberg)
  9. Disneyland hikes ticket prices for its highest-demand days (cnbc)
  10. China’s property stimulus raises optimism — but more steps are needed for a sectoral turnaround (cnbc)
  11. Generac CEO says pressure on the power grid ‘is only going to get worse’ from weather and technology (cnbc)

Be in the know. 10 key reads for Tuesday…

  1. China state planner lays out further actions to boost economy but no new plans for major stimulus (cnbc)
  2. GLP-1 drug demand rising, but not all packaged food companies in the crosshairs (streetinsider)
  3. Pfizer CEO’s Job Is at Risk. A Shot of Discipline Could Help. (wsj)
  4. Nobel Prize in Physics Awarded to Duo for Machine Learning (wsj)
  5. The Great Florida Migration Is Coming Undone (wsj)
  6. MicroRNA Pioneers Win Nobel Prize in Medicine (wsj)
  7. Hurricane Milton Churns Toward Florida as Category 4 Storm (wsj)
  8. China Markets Warn Xi More Stimulus Is Needed to Fuel Rally (bloomberg)
  9. China confident to achieve full-year growth target: economic planner (people)
  10. Chinese tech giants from ByteDance to Meituan see surge in ‘golden week’ consumer spending (scmp)

Be in the know. 13 key reads for Monday…

  1. China’s rally still has ‘more legs,’ Goldman Sachs says (marketwatch)
  2. “Whatever It Takes” Is On The Table (chinalastnight)
  3. Pfizer Stock Rises After It Gets an Activist. What Starboard’s Track Record With Pharma Tells Us. (barrons)
  4. Emerging Market Stocks Are Beating the U.S. Why They’ll Keep Winning. (barrons)
  5. Tech Stocks Usually Rise in October. This Month, Not So Much. (barrons)
  6. Why Goldman Sachs has bumped up its S&P 500 target for the third time this year (marketwatch)
  7. Stock market’s soft-landing rally faces CPI inflation test. Here’s what investors should do. (marketwatch)
  8. Google’s Grip on Search Slips as TikTok and AI Startup Mount Challenge (wsj)
  9. US Yields Back at 4% for First Time Since August on Fed Rethink (bloomberg)
  10. Boeing-Lockheed Venture Launches New Rocket in Key Test (bloomberg)
  11. Hurricane Milton Nears Category 5 Strength as It Menaces Florida (bloomberg)
  12. Goldman Says Surging Chinese Stocks May Advance Another 20% (bloomberg)
  13. China Is Making Investor Calls So Awkward (bloomberg)

Be in the know. 7 key reads for Sunday…

  1. This wasn’t a monster employment number (scottgranis)
  2. Nike tries to rip off the band-aid for investors. Its stock price is feeling the sting (marketwatch)
  3. 33 Undervalued Stocks (morningstar)
  4. This Ex-Shoe Salesman Built A $5.5 Billion Fortune In Aging Apartment Buildings (forbes)
  5. 5 Questions For The Fed’s Austan Goolsbee—Including: Did They Move Fast Enough On Inflation? (forbes)
  6. Saying No: How Successful People Protect Their Time And Focus (forbes)
  7. China home sales rise after stimulus measures, state media says (reuters)

Be in the know. 10 key reads for Saturday…

  1. China’s stock rally for the ages shows power of crowds (ft)
  2. China home sales rise after stimulus measures, state media says (reuters)
  3. Time to Get Out of Money-Market Funds? Why It May Already Be Too Late. (barrons)
  4. S. stocks’ remarkable 2024 run is likely to continue during the fourth quarter, history shows (marketwatch)
  5. S. Hiring Accelerated in September, Blowing Past Expectations (wsj)
  6. The Mets’ Season Looked Over. Then the Polar Bear Roared. (wsj)
  7. Investors grab European equities to gain cheap US exposure (ft)
  8. Angelina Jolie Is Selling Her Ferrari 250 GT in Paris (bloomberg)
  9. 3 bullish catalysts could keep the bull rally alive and boost stocks 13% in the coming year, research firm says (businessinsider)
  10. How China’s stimulus could provide a boost to new CEOs at Nike and Starbucks down the line (cnbc)

Be in the know. 15 key reads for Friday…

  1. BofA’s Hartnett Sees Risk-On Rally If Jobs Are as Expected (bloomberg)
  2. Unemployment rate falls to 4.1% as U.S. economy adds 254,000 jobs in September (marketwatch)
  3. Hong Kong stocks add to 3-week rally as Alibaba, Tencent lead tech gainers (scmp)
  4. FedEx, Shipping and Rail Stocks in Focus as Port Strike Nears End (barrons)
  5. CEOs Are on the Hunt for More M&A. Where the Next Deals Are. (barrons)
  6. Citi’s Turnaround Plan Is Stained by Warren’s Call for Growth Limits (barrons)
  7. China Stocks Rally Reignites as Alibaba, JD.com, Tencent Shares Rise. What’s Driving It. (barrons)
  8. Dividend and China Funds Come Roaring Back as Nvidia Stalls (barrons)
  9. Oil Surges After Biden Says U.S. Discussing Israel Attack on Iran Facilities (wsj)
  10. How to connect your iPhone to a satellite to send important messages (usatoday)
  11. TSA PreCheck vs. Global Entry vs. CLEAR: Which is better? (cnbc)
  12. Dockworkers union agrees to suspend port strike until Jan. 15 after tentative deal (marketwatch)
  13. Medicare mess sends Humana shares on worst fall since financial crisis (yahoo)
  14. The tailwinds for a European consumer recovery are building (ft)
  15. Beijing is trying to put a ‘floor’ on the economy with its stimulus measures: China Beige Book CEO (cnbc)

Be in the know. 14 key reads for Thursday…

  1. Fundstrat’s Tom Lee on 6,000 S&P 500 year-end target: Setup into year-end has a lot of tailwinds (cnbc)
  2. China Ready for $1.4 Trillion Fiscal Support, Top Economist Says (bloomberg)
  3. Hong Kong Takes Breather as Fiscal Policy Bazooka Awaits (chinalastnight)
  4. PayPal Completes Its First Business Transaction Using Stablecoin (bloomberg)
  5. Nike Stock Dives. Why More Losses Wouldn’t Be a Surprise. (barrons)
  6. 17 Ways to Play U.S. and China Dividend Stocks With Growth Appeal (barrons)
  7. Investors fearing a scary start to October should focus instead on Friday’s jobs report (marketwatch)
  8. Turns out, the stock market can succeed without the Magnificent Seven (marketwatch)
  9. Weight-Loss Drugs Are Everywhere Now. How the GLP-1 Copycats Took Over. (barrons)
  10. LVMH Took Over the Paris Olympics. Now It’s Snagged Formula One. (wsj)
  11. MIT economist says AI can only handle 5% of jobs, fears stock crash (nypost)
  12. Mortgage Rates Near 6% Are Enough to Start Up a Refinancing Wave (bloomberg)
  13. US Jobless Claims Remain Subdued, Consistent With Low Layoffs (bloomberg)
  14. Natural Gas Higher as Temperatures Slowly Back Down (wsj)

Be in the know. 30 key reads for Wednesday…

  1. Auto sales rebound and point to strong third-quarter GDP (marketwatch)
  2. China Rally Spurs $7 Billion Loss for Shorts of US-Listed Stocks (bloomberg)
  3. From Pearl Harbor to Sept. 11, here’s how stocks typically react to the outbreak of wars (marketwatch)
  4. China Back to Dominating Emerging Markets as MSCI Weight Soars (bloomberg)
  5. Chinese Homebuyers Scout Showrooms at Midnight After Stimulus (bloomberg)
  6. The $459,000 Ferrari 12Cilindri Sports Car Will Be a New Classic (bloomberg)
  7. Nike Seeks to Wipe Slate Clean for New CEO, Withdraws Guidance (bloomberg)
  8. Xi’s Stimulus Blitz Adds $130 Billion to Coffers of China’s Rich (bloomberg)
  9. Dockworkers Make $150,000. Why They’re on Strike. (barrons)
  10. Boeing Stock Rose Despite Report Saying A Share Offering Is Coming (barrons)
  11. How Will the Port Strike Affect the Price of Gasoline, Food, and Other Products? (barrons)
  12. Port Strike Could Benefit Container Shippers Even as It Hits Retailers, Manufacturers (barrons)
  13. Port Strikes Mean Trucking Rail, Stocks Are Set for a Boost. Check Out These 3. (barrons)
  14. Port Strikes Aren’t About Pay. This Is the Real Issue. (barrons)
  15. Israel Vows To Make Iran Pay For Missile Attack (barrons)
  16. Emerging Market Stocks Have Popped. Expect More Outperformance. (barrons)
  17. October tends to be a positive month for stocks — unless a presidential election is looming (marketwatch)
  18. Hong Kong stocks surge to 20-month high as China-stimulus rally continues apace (marketwatch)
  19. Nike Stock Drops as Doubts on Outlook Outweigh Strong Earnings (barrons)
  20. Port Strike Puts Pressure on Harris, Biden Ahead of Election (wsj)
  21. A CVS Breakup Is No Easy Fix for Its Problems (wsj)
  22. Biden to Sign Bill Allowing Chip Projects to Skirt Key Environmental Review (nytimes)
  23. Chinese Stocks Soar More Than 7% in Hong Kong on Stimulus Bets (bloomberg)
  24. 3 cheap areas of the stock market to buy as the Fed unveils a ‘rare double whammy’ of stimulus, BofA says (businessinsider)
  25. How ‘Big Short’ became ‘Big Squeeze’ as Wall Street misread China’s stock market (scmp)
  26. China stock market surge: investors rush to buy shares amid policy easing hopes (scmp)
  27. ADP jobs report shows 143,000 gain. Cooling U.S. labor market leads to slower wage increases. (marketwatch)
  28. China’s foreign investors hope stimulus will end ‘deep winter’ (ft)
  29. Top shale boss says US ‘unusually vulnerable’ to Middle East oil shock (ft)
  30. Israel Plans to Bomb Iranian Oil Facilities in Retaliation or Even Attack Nuclear Facilities: Report (aastocks)

 

Be in the know. 22 key reads for Tuesday…

  1. Disney Stock Gets an Upgrade. (barrons)
  2. Hedge fund mogul Larry Robbins seeks overhaul at struggling CVS: report (nypost)
  3. The stock market is entering the most volatile month of an election year — but the rally may be here to stay (marketwatch)
  4. Chamber of Commerce calls on Biden to stop dockworkers strike, citing inflation fears (marketwatch)
  5. Into Lebanon Ahead of Expected Ground Incursion (wsj)
  6. US Deploys a ‘Few Thousand’ More Troops to Middle East (bloomberg)
  7. Employers Boost Dockworker Wage Offer in Bid to Keep Ports Open (bloomberg)
  8. Ports strike could have $4 billion daily impact, but these container stocks are well positioned (marketwatch)
  9. A port strike would be ill-timed, but disruption could boost these companies (marketwatch)
  10. A port strike could be an economic ‘tsunami’ affecting these sectors (marketwatch)
  11. Port strike could come at a ‘high political cost’ for Harris campaign (marketwatch)
  12. Powell Says Fed Not in a Hurry, Will Lower Rates ‘Over Time’ (bloomberg)
  13. Michael Dell Unloads $1.2 Billion in Second Big Dell Stock Sale (bloomberg)
  14. California Clampdown on Retail Theft, Drug Crimes Wins Backing of Over 70 Mayors (bloomberg)
  15. China to Allow Home Buyers to Refinance Mortgages in Latest Easing Move (wsj)
  16. A Week of Shock and Awe Ignites China’s Stock Markets (wsj)
  17. Many Dockworkers Make $150,000 or More. Why They’re About to Strike. (barrons)
  18. Boeing, Union Stall on Strike Talks. Pensions Are a Problem. (barrons)
  19. Alibaba, JD, and Baidu Stocks Rise. The China Trade Is Still Thriving. (barrons)
  20. The Market Could Defy History in October. Where to Find Gains. (barrons)
  21. This hedge-fund manager says it’s a ‘max-long’ moment for stocks (marketwatch)
  22. Boeing Weighs Raising at Least $10 Billion Selling Stock (bloomberg)

Be in the know. 10 key reads for Monday…

  1. Hang Seng & China Internet Outperforming S&P 500 Year to Date (chinalastnight)
  2. Alibaba’s AI-Powered Cancer Detection Tool Recognized on Fortune’s 2024 Change the World List (alizila)
  3. Is The Japanese Yen Reversing Upward? (seeitmarket)
  4. Hedging Goes Out the Door With Burst of China Stocks Euphoria (bloomberg)
  5. Japanese Stocks Plummet on Rate Hike Worries (bloomberg)
  6. Boeing Union Says Talks Halted on Pensions, Pay Demands (bloomberg)
  7. Xi Has Finally Realized What’s Ailing China (bloomberg)
  8. China to cut existing mortgage rates by the end of October (reuters)
  9. China Moves to Cut Mortgage Rates to Revive Housing Market (bloomberg)
  10. Alibaba looks on course for a turnaround amid investor frenzy for Chinese stocks (scmp)