Be in the know. 25 key reads for Tuesday…

  1. China Unleashes Stimulus Blitz in Push to Hit Annual Growth Goal (bloomberg)
  2. China’s Stimulus Is a Big Deal. What It Means for Markets and Stocks. (barrons)
  3. China Mulls Stock Stability Fund, Unlocks $113 Billion From PBOC (bloomberg)
  4. China Unveils Biggest Package Yet to Boost Property Market (bloomberg)
  5. China Unleashes Stimulus Package to Revive Economy, Markets (bloomberg)
  6. China’s central bank unveils most aggressive stimulus since pandemic (yahoo)
  7. China Panics: Cuts Multiple Rates And Reserve Ratio Requirements, Goes All-In To Prop Up Stocks (zerohedge)
  8. Chinese Stocks Rally Most in Seven Months on Stimulus Blitz (bloomberg)
  9. China unveils raft of measures to boost economy (bbc)
  10. HK Disneyland Resort Ticket Prices to Rise 5-7% From Tmr (aastocks)
  11. Alibaba, JD.com, NIO Stocks Surge After China Interest Rate Cut and New Stimulus (barrons)
  12. Cash Is Pouring Out of Money-Market Funds. What’s Hot Instead. (barrons)
  13. Chicago Fed’s Goolsbee sees ‘a lot’ of interest-rate cuts coming over the next year (marketwatch)
  14. Five Key Takeaways as China Unveils Stimulus to Boost Economy (bloomberg)
  15. Fed’s jumbo interest rate cut puts the U.S. on track for a soft landing, Goldman CFO says (cnbc)
  16. September consumer confidence falls the most in three years (cnbc)
  17. Why stocks have a lot more room to rally before hitting a peak, according to a technical analyst (businessinsider)
  18. Here’s What Happens to Markets When Interest Rates Fall, in Charts (wsj)
  19. Boeing Makes New Offer to Union in Hopes of Ending Strike (wsj)
  20. China’s big-bang stimulus boosts yuan; Aussie up after RBA (streetinsider)
  21. Foreigners are piling into China’s free money trade. How long can it last? (ft)
  22. Perplexity in talks with top brands on ads model as it challenges Google (ft)
  23. Alibaba’s DingTalk launches new service bundled with AI features (scmp)
  24. PBOC to set up US$71 billion swap facility to prop up stock market (scmp)
  25. PBOC Cuts With More to Come, Buybacks Roll On (chinalastnight)

Be in the know. 23 key reads for Monday…

  1. Intel Stock Rises on Report of Apollo Investment. Why It’s a Good Sign. (barrons)
  2. China Stimulus Hopes Add to Fed Cues as EM Stocks Hit July Highs (bloomberg)
  3. China stimulus calls are growing louder — inside and outside the country (cnbc)
  4. China’s youth unemployment hits fresh high amid economic slowdown and restrictive hiring policies (cnbc)
  5. Nvidia Stock Is Slumping. What What Tesla Can Tell Us. (barrons)
  6. The Dow at 50,000. How It Could Happen—and When. (barrons)
  7. These Restaurants Are Ordering Up CEOs. How It Goes Down With the Stocks. (barrons)
  8. Fed’s Bostic Sees a U.S. Economy Ready for Neutral Interest Rates (barrons)
  9. Wall Street’s most cautious voice says defensive stocks are now too rich. What alternatives are left? (marketwatch)
  10. Boeing’s Defense Head Leaves. Starliner Wasn’t the Only Reason. (barrons)
  11. ‘Reagan’ Defies Negative Reviews And Holds Strong In Box Office Top 5 (forbes)
  12. Investors cheer a soft landing scenario after Fed’s big rate cut. But they’re still keeping their guard up for a downturn. (marketwatch)
  13. 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)
  14. How Bill Ackman Is Pursuing Howard Hughes’ Real Estate Empire (barrons)
  15. Amazon Fell Behind in AI. An Alexa Creator Is Leading Its Push to Catch Up. (wsj)
  16. The Rate Cut Happened. Not All Borrowing Costs Are Going Down. (wsj)
  17. Elliott Hill Loved Nike and Left It. Now He’s Back as CEO (wsj)
  18. How a Surfer Who Never Finished College Became a Biotech Billionaire (wsj)
  19. 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)
  20. Minneapolis Fed President Neel Kashkari: Fed is likely to make smaller rate moves going forward (youtube)
  21. Bull Market Chance at 80% With Fed Cuts, Says Ed Yardeni (bloomberg)
  22. How Foot Locker is waging a comeback after its breakup with Nike (cnbc)
  23. S. business activity suffers small loss of momentum in September, PMI shows (marketwatch)

Be in the know. 7 key reads for Sunday…

  1. Alibaba Cloud unveils latest Qwen 2.5 LLM, CEO addresses speed of AI development (technode)
  2. Alibaba, Nvidia collaborate on advanced autonomous-driving solution (scmp)
  3. Cox Automotive Forecast: August U.S. Auto Sales Show Stability Amid Seasonal and Labor Day Boost (coxautoinc)
  4. This Bulletproof Rezvani Vengeance SUV Has A Private Jet-Style Interior (maxim)
  5. Qualcomm wants to buy Intel. Would that be enough to overtake Nvidia? (fastcompany)
  6. AliViews: Eddie Wu Discusses AI, Alibaba Cloud and More at the 2024 Apsara Conference (alizila)
  7. The Fed’s Jumbo Rate Cut Is a Sign of True Confidence (barrons)

Be in the know. 12 key reads for Saturday…

  1. Qualcomm Approached Intel About a Takeover in Recent Days (wsj)
  2. Interest Rates Fall, but Central Banks Are No Longer in Lock Step (nytimes)
  3. Small-cap stocks post longest rally since 2021 after Fed rate cut. What’s next? (marketwatch)
  4. Nike Has a New CEO. 4 Things to Know. (barrons)
  5. The Price War in Weight-Loss Drugs Is Here (wsj)
  6. The Work From Home Free-for-All Is Coming to an End (wsj)
  7. Boeing ousts head of troubled space unit after astronauts left stranded, billions in losses (nypost)
  8. Mobileye Jumps After Intel Says It Won’t Sell Majority Stake (bloomberg)
  9. Why a top analyst just raised his year-end S&P 500 price target to the highest on Wall Street (businessinsider)
  10. The mystery of Masayoshi Son, SoftBank’s great disrupter (ft)
  11. Three Mile Island Plans to Reopen as Demand for Nuclear Power Grows (nytimes)
  12. Lotus Unveils Wedge-Shaped ‘Theory 1’ Concept EV (maxim)