- Hang Seng & China Internet Outperforming S&P 500 Year to Date (chinalastnight)
- Alibaba’s AI-Powered Cancer Detection Tool Recognized on Fortune’s 2024 Change the World List (alizila)
- Is The Japanese Yen Reversing Upward? (seeitmarket)
- Hedging Goes Out the Door With Burst of China Stocks Euphoria (bloomberg)
- Japanese Stocks Plummet on Rate Hike Worries (bloomberg)
- Boeing Union Says Talks Halted on Pensions, Pay Demands (bloomberg)
- Xi Has Finally Realized What’s Ailing China (bloomberg)
- China to cut existing mortgage rates by the end of October (reuters)
- China Moves to Cut Mortgage Rates to Revive Housing Market (bloomberg)
- Alibaba looks on course for a turnaround amid investor frenzy for Chinese stocks (scmp)
Category: What I’m Reading Today
Be in the know. 18 key reads for Sunday…
- Billionaire investor David Tepper on China: Central bank comments ‘exceeded expectations’ (cnbc)
- Those calling Intel a company in decline are missing the point entirely—it’s now a corporate actor on the geopolitical stage (fortune)
- Helene Leaves US South Reeling From Flooding and Power Outages (bloomberg)
- Nvidia Has ‘Two Glaring Holes’ In Its Data Center Offering (investors)
- China Cries Uncle With Big Pledge on Property Crisis (bloomberg)
- Chinese stocks post best week since 2008 after stimulus blitz (ft)
- Sterling’s rally has further to run, say Wall Street banks (ft)
- The case for a melt-up in markets (ft)
- Sterling’s rally has further to run, say Wall Street banks (ft)
- Masayoshi Son is the $100 billion gambler who went from dirt track to tech titan — and he isn’t done betting yet (businessinsider)
- The Restaurant List (nytimes)
- It was a September to remember for stocks — but October presents fresh challenges for the rally (marketwatch)
- 8 incredible golf courses in the US you can build a whole vacation around (usatoday)
- 10 Undervalued Wide-Moat Stocks (morningstar)
- McLaren’s Next Supercar Is Coming Next Month (robbreport)
- This Bulletproof Rezvani Vengeance SUV Has A Private Jet-Style Interior (maxim)
- The World’s First Official James Bond Bar Just Opened in London—Here’s a Look Inside (robbreport)
- Four Seasons Yachts Wants to Take You to the Caribbean for the Holidays (robbreport)
Be in the know. 5 key reads for Saturday…
- 21 Stocks to Play a ‘Magical Moment’ in Healthcare (barrons)
- Inflation Cooled in August. The Fed Looks Like It Made the Right Call. (barrons)
- Wynn Stock Is Eyeing Its Best Week in 2 Years. China Isn’t the Only Reason. (barrons)
- ‘Sell in May’ was a costly mistake. Should you buy stocks now at record highs? (marketwatch)
- Wall Street’s Risk Binge Expands to Even Unloved Assets After Global Policy Easing (bloomberg)
Be in the know. 29 key reads for Friday…
- Hedge fund billionaire David Tepper says he’s loading up on Chinese stocks after the nation’s stimulus bazooka (businessinsider)
- China’s biggest stock buying frenzy in years overwhelms exchange (yahoo)
- Intel and US race to finalise $8.5bn in chips funding by year’s end (ft)
- China stocks see best week since 2008 on stimulus impact as most Asia markets rise (cnbc)
- Chinese stocks could surge higher as investors get ‘FOMO,’ Goldman Sachs says (marketwatch)
- Arm Is Rebuffed by Intel After Inquiring About Buying Product Unit (bloomberg)
- PayPal’s stock is having its best year since 2020, and this is a big reason why (marketwatch)
- Alibaba, NIO and Other Chinese Stocks Rise Again. Stimulus Is a Gift That Keeps on Giving. (barrons)
- Fed’s Rate Cut Is Jolting Small Businesses to Spend Again (wsj)
- Fed’s Preferred Inflation Gauge Cooled in August (wsj)
- Boeing’s Union Declines Vote on the Company’s ‘Best and Final’ Offer (barrons)
- Wall Street Wants More Big Rate Cuts. Fed Officials Don’t Agree. (barrons)
- Why Fed bets were so out of whack: Waller explains what put him ‘over the edge’ for a jumbo rate cut (marketwatch)
- CPC Follows Up Monetary Stimulus With Fiscal Measures (chinalastnight)
- China ETFs set for best week on record after Beijing fires policy ‘bazooka’ to boost economy. Is it time to jump in? (marketwatch)
- Global stock-market capitalization is set to surpass its highest level in three years after the Federal Reserve cut interest rates and China began stimulating its economy this month. (marketwatch)
- Why stock-market investors are freaking out over economic data they used to ignore (marketwatch)
- Fed Gets a Boost From China Stimulus. How It Impacts U.S. Rate Cuts. (barrons)
- PayPal CEO Marks a Year on the Job. The Race for Change at the Fintech Is a ‘Marathon.’ (barrons)
- Don’t Wait for More Shoes to Drop. Nike Stock Is a Bargain. (barrons)
- Spirits maker Diageo confirmed its outlook for the near and medium term (wsj)
- Disney slashes 300 jobs this week as CEO Bob Iger continues belt-tightening (nypost)
- Quant Hedge Funds Trapped in Short Squeeze After China Glitch (bloomberg)
- Xi’s Big Stimulus Week Aims to Draw a Line Under China Slowdown (bloomberg)
- China’s central bank, top political leaders appear to be abandoning a reluctance to act forcefully on the economy (wsj)
- When Will Money-Market Funds Lose Their Allure? (wsj)
- Why analysts are calling Cava the next Chipotle (cnbc)
- Alibaba, Tencent rally as Beijing stimulus plans push China’s tech stocks to 13-month high (cnbc)
- Yen bounces back as veteran lawmaker Ishiba wins PM contest (streetinsider)
Be in the know. 20 key reads for Thursday…
- Intel Has a Great Chip for the First Time In Years (barrons)
- China’s Politburo Supercharges Stimulus With Housing, Rates Vows (bloomberg)
- China pledges to ensure fiscal spending among steps signaling urgency (bloomberg)
- Hedge Funds Snap Up Chinese Equities on Stimulus Optimism (bloomberg)
- House, Senate Approve Spending Bill to Keep Government Open (barrons)
- Alibaba’s Singles’ Day preparation includes US$5.7 billion in aid to merchants (scmp)
- China Weighs Injecting $142 Billion of Capital Into Top Banks (bloomberg)
- China Seeks to Resolve Structural Issues to Shore Up Employment (bloomberg)
- Fed’s Kugler Sees Plenty More Rate Cuts Ahead (barrons)
- Why now may be a good time to take ‘opportunistic’ profits in gold and silver (marketwatch)
- The Policy Dragon Awakens As Mainland China & Hong Kong Rally (chinalastnight)
- Visa Is in the Hot Seat. MasterCard and Others Could Benefit. (barrons)
- Boeing, Union to Resume Pay Talks as Strike Nears Third Week (bloomberg)
- Tracking Hurricane Helene’s Latest Path (bloomberg)
- PayPal expands services to allow merchants to buy and sell crypto (cnbc)
- Here are the most important days for the stock market between now and the November election, according to BofA (businessinsider)
- Wall Street just got another sign that dealmaking is on its way back (finance.yahoo)
- Dollar General asks shareholders to reject investment firm’s stock-purchase offer (marketwatch)
- China’s yuan continues upward climb after Beijing’s stimulus roll-out (scmp)
- Chinese homeowners cheer Beijing’s move to cut mortgage rates by a half point (scmp)
Be in the know. 20 key reads for Wednesday…
- Chinese yuan hits strongest level against dollar in over 16 months as investors assess PBOC stimulus (cnbc)
- China to Give Cash Handouts for the Poor in Rare Use of Aid (bloomberg)
- Nvidia CEO Jensen Huang Sold $713 Million of Stock. (barrons)
- China’s Stock Market Awakens From a Long Slumber. It’s Not Too Late to Ride It Higher. (barrons)
- Berkshire Hathaway Sold More BofA Stock. It Now Owns 10.5%. (barrons)
- Stock-market indicator with a near-perfect track record is flashing a ‘buy’ signal (marketwatch)
- Real Estate Stocks Have Come Too Far, Too Fast. What to Do With Them Now. (barrons)
- A wave of retail investor cash may hit the stock market when interest rates reach this level (marketwatch)
- Chinese stocks extend gains after Beijing’s stimulus bazooka (marketwatch)
- Location, Location, Golf Simulator. A Developer Cracks the Office Market Code. (wsj)
- China Boost Sends EM Stocks to Longest Winning Streak Since July (bloomberg)
- China central bank cuts medium-term loan rate (reuters)
- Still ‘plenty of upside’ in China trade: BTIG (streetinsider)
- Fed’s Bostic says economy returning to normal, policy should also ‘normalize’ (streetinsider)
- What China’s biggest stimulus since the pandemic means for US investors: Morning Brief (yahoo)
- Investors welcome ‘unprecedented’ central bank loans to try to boost markets but analysts say fiscal stimulus is needed (ft)
- China’s US$114 billion stock market rescue plan sparks hope for rally (scmp)
- Monetary Policy Bazooka Unleashed (chinalastnight)
- US Mortgage Rates Fall Again, Triggering Big Wave of Refinancing (bloomberg)
- China Cuts One-Year Policy Rate by Most Ever in Stimulus Drive (bloomberg)
Be in the know. 25 key reads for Tuesday…
- China Unleashes Stimulus Blitz in Push to Hit Annual Growth Goal (bloomberg)
- China’s Stimulus Is a Big Deal. What It Means for Markets and Stocks. (barrons)
- China Mulls Stock Stability Fund, Unlocks $113 Billion From PBOC (bloomberg)
- China Unveils Biggest Package Yet to Boost Property Market (bloomberg)
- China Unleashes Stimulus Package to Revive Economy, Markets (bloomberg)
- China’s central bank unveils most aggressive stimulus since pandemic (yahoo)
- China Panics: Cuts Multiple Rates And Reserve Ratio Requirements, Goes All-In To Prop Up Stocks (zerohedge)
- Chinese Stocks Rally Most in Seven Months on Stimulus Blitz (bloomberg)
- China unveils raft of measures to boost economy (bbc)
- HK Disneyland Resort Ticket Prices to Rise 5-7% From Tmr (aastocks)
- Alibaba, JD.com, NIO Stocks Surge After China Interest Rate Cut and New Stimulus (barrons)
- Cash Is Pouring Out of Money-Market Funds. What’s Hot Instead. (barrons)
- Chicago Fed’s Goolsbee sees ‘a lot’ of interest-rate cuts coming over the next year (marketwatch)
- Five Key Takeaways as China Unveils Stimulus to Boost Economy (bloomberg)
- Fed’s jumbo interest rate cut puts the U.S. on track for a soft landing, Goldman CFO says (cnbc)
- September consumer confidence falls the most in three years (cnbc)
- Why stocks have a lot more room to rally before hitting a peak, according to a technical analyst (businessinsider)
- Here’s What Happens to Markets When Interest Rates Fall, in Charts (wsj)
- Boeing Makes New Offer to Union in Hopes of Ending Strike (wsj)
- China’s big-bang stimulus boosts yuan; Aussie up after RBA (streetinsider)
- Foreigners are piling into China’s free money trade. How long can it last? (ft)
- Perplexity in talks with top brands on ads model as it challenges Google (ft)
- Alibaba’s DingTalk launches new service bundled with AI features (scmp)
- PBOC to set up US$71 billion swap facility to prop up stock market (scmp)
- PBOC Cuts With More to Come, Buybacks Roll On (chinalastnight)
Be in the know. 23 key reads for Monday…
- Intel Stock Rises on Report of Apollo Investment. Why It’s a Good Sign. (barrons)
- China Stimulus Hopes Add to Fed Cues as EM Stocks Hit July Highs (bloomberg)
- China stimulus calls are growing louder — inside and outside the country (cnbc)
- China’s youth unemployment hits fresh high amid economic slowdown and restrictive hiring policies (cnbc)
- Nvidia Stock Is Slumping. What What Tesla Can Tell Us. (barrons)
- The Dow at 50,000. How It Could Happen—and When. (barrons)
- These Restaurants Are Ordering Up CEOs. How It Goes Down With the Stocks. (barrons)
- Fed’s Bostic Sees a U.S. Economy Ready for Neutral Interest Rates (barrons)
- Wall Street’s most cautious voice says defensive stocks are now too rich. What alternatives are left? (marketwatch)
- Boeing’s Defense Head Leaves. Starliner Wasn’t the Only Reason. (barrons)
- ‘Reagan’ Defies Negative Reviews And Holds Strong In Box Office Top 5 (forbes)
- Investors cheer a soft landing scenario after Fed’s big rate cut. But they’re still keeping their guard up for a downturn. (marketwatch)
- The Fed’s rate cut should make it easier to get a job — eventually. Here are the industries that could ramp up hiring first. (marketwatch)
- How Bill Ackman Is Pursuing Howard Hughes’ Real Estate Empire (barrons)
- Amazon Fell Behind in AI. An Alexa Creator Is Leading Its Push to Catch Up. (wsj)
- The Rate Cut Happened. Not All Borrowing Costs Are Going Down. (wsj)
- Elliott Hill Loved Nike and Left It. Now He’s Back as CEO (wsj)
- How a Surfer Who Never Finished College Became a Biotech Billionaire (wsj)
- Rather than taxing Americans on the money they earn at their jobs and on their investments, Mr. Trump instead suggested imposing a broad tax on the goods that Americans buy from abroad. In his view, such tariffs could replace income taxes as the main source of federal revenue. (nytimes)
- Minneapolis Fed President Neel Kashkari: Fed is likely to make smaller rate moves going forward (youtube)
- Bull Market Chance at 80% With Fed Cuts, Says Ed Yardeni (bloomberg)
- How Foot Locker is waging a comeback after its breakup with Nike (cnbc)
- S. business activity suffers small loss of momentum in September, PMI shows (marketwatch)
Be in the know. 7 key reads for Sunday…
- Alibaba Cloud unveils latest Qwen 2.5 LLM, CEO addresses speed of AI development (technode)
- Alibaba, Nvidia collaborate on advanced autonomous-driving solution (scmp)
- Cox Automotive Forecast: August U.S. Auto Sales Show Stability Amid Seasonal and Labor Day Boost (coxautoinc)
- This Bulletproof Rezvani Vengeance SUV Has A Private Jet-Style Interior (maxim)
- Qualcomm wants to buy Intel. Would that be enough to overtake Nvidia? (fastcompany)
- AliViews: Eddie Wu Discusses AI, Alibaba Cloud and More at the 2024 Apsara Conference (alizila)
- The Fed’s Jumbo Rate Cut Is a Sign of True Confidence (barrons)
Be in the know. 12 key reads for Saturday…
- Qualcomm Approached Intel About a Takeover in Recent Days (wsj)
- Interest Rates Fall, but Central Banks Are No Longer in Lock Step (nytimes)
- Small-cap stocks post longest rally since 2021 after Fed rate cut. What’s next? (marketwatch)
- Nike Has a New CEO. 4 Things to Know. (barrons)
- The Price War in Weight-Loss Drugs Is Here (wsj)
- The Work From Home Free-for-All Is Coming to an End (wsj)
- Boeing ousts head of troubled space unit after astronauts left stranded, billions in losses (nypost)
- Mobileye Jumps After Intel Says It Won’t Sell Majority Stake (bloomberg)
- Why a top analyst just raised his year-end S&P 500 price target to the highest on Wall Street (businessinsider)
- The mystery of Masayoshi Son, SoftBank’s great disrupter (ft)
- Three Mile Island Plans to Reopen as Demand for Nuclear Power Grows (nytimes)
- Lotus Unveils Wedge-Shaped ‘Theory 1’ Concept EV (maxim)