Be in the know. 5 key reads for Friday…

  1. Inside the turnaround plan to make Vans, Supreme, and The North Face cool again (fortune)
  2. Apple Loses $113 Billion in Value After Regulators Close In (bloomberg)
  3. China and US Start Working Group to Combat Flood of Fentanyl (bloomberg)
  4. Japan’s Era of Stagnant Salaries, Steady Prices and Mortgages That Never Go Up Is Over (bloomberg)
  5. Magnificent Seven? It’s More Like the Blazing Two and Tepid Five (bloomberg)

Be in the know. 30 key reads for Thursday…

  1. Cowboys owner Jerry Jones puts another $100 million into Frisco’s Comstock Resources (dallasnews)
  2. China’s Central Bank Sees Room for More RRR Cuts (bloomberg)
  3. Fed Officials Still See Three Interest-Rate Cuts This Year, Buoying Stocks (wsj)
  4. Productivity is way up
  5. The Billionaire Taking on Disney Just Wants Some Respect (nytimes)
  6. Short Sellers Up Their Wagers Against Commercial Real Estate Again (bloomberg)
  7. Fed’s interest-rate decision makes bank stocks more attractive: analyst (marketwatch)
  8. Boeing targets a culprit of 737 MAX production woes: ‘Traveled work’ (yahoo)
  9. For Real Estate, Rate Cuts Can’t Come Soon Enough (zerohedge)
  10. Chewy (CHWY) stock jumps on better-than-anticipated Q4 top and bottom line (streetinsider)
  11. Reddit prices stock at top of target range in biggest social media IPO since Pinterest (streetinsider)
  12. 6 Highest Yielding Dividend Kings With Yields Up To 9.9% (247wallst)
  13. Private equity giant Apollo offers $11B for Paramount Pictures studio: report (nypost)
  14. SocGen’s Kabra Is Now Among the Biggest Bulls on US Stock (bloomberg)
  15. Apple Braces for Antitrust Lawsuit From DOJ (barrons)
  16. The Stock Market Is Already Way Up. 8 Stocks That Can Still Outperform. (barrons)
  17. Replacing Boeing CEO Calhoun Won’t Be Easy (barrons)
  18. Fundstrat’s Tom Lee sees small-cap benchmark Russell 2000 surging by 50% in 2024 (cnbc)
  19. Cheesecake Factory and 4 More Stocks Ready to Pop, From a Small-Cap Pro (barrons)
  20. Home Sales Jumped in February to Fastest Pace in a Year. Prices Are Up, Too. (barrons)
  21. Nike Reports Earnings Today. It Has Lots of Work to Do. (barrons)
  22. Nvidia Is Using Its Old 1990s Playbook To Best Its AI Rivals (barrons)
  23. Biden’s EPA Gives Automakers More Leeway to Phase Out Gas-Engine Cars (wsj)
  24. Elon Musk’s Neuralink Shows First Patient Using Its Brain Implant (wsj)
  25. Why Arizona Law Firms Are a Hot Investment for Private Equity (wsj)
  26. Nelson Peltz Wins Key Endorsement in Disney Battle (wsj)
  27. Airport Security Is a Confusing Mess Right Now (wsj)
  28. US Initial Jobless Claims Ease in Sign of Resilient Labor Market (bloomberg)
  29. The frugal life of Warren Buffett: How the billionaire spends his fortune, from McDonald’s breakfasts to a rare and ‘indefensible’ splurge (yahoo)
  30. Apple’s Tim Cook meets key suppliers in Shanghai as 57th China store opens (scmp)

 

Be in the know. 35 key reads for Wednesday…

  1. How Has the Fed’s Outlook Changed? Here’s What to Watch Today (wsj)
  2. PDD Stock Soars as Temu Parent Posts Huge Earnings Beat. What It Means for Alibaba. (barrons)
  3. Intel Gets Up to $8.5 Billion in Chips Act Funding from Biden Administration (barrons)
  4. Is a June rate cut still possible? Fed’s Powell will look to keep options open this week. (marketwatch)
  5. The Bank of Japan Just Handicapped a Winning Strategy. What to Know About the Yen Carry Trade. (barrons)
  6. Energy Suppliers Are Racing to Keep Up with the Data-Driven Energy Surge (barrons)
  7. The big tech rally is living on borrowed time, says UBS (marketwatch)
  8. ‘Mr. Yen’ says authorities may soon intervene as Japanese currency eyes multi-decade lows (marketwatch)
  9. Apple CEO Tim Cook Is in China After iPhone Sales Weaken. (barrons)
  10. The Latest Options Craze Resembles Past Manias. That’s Not a Good Thing. (barrons)
  11. Fed is ‘so far from equilibrium’ as markets await rate guidance, BlackRock’s Rick Rieder says (marketwatch)
  12. Boeing CFO Talks Cash, Spirit, And How to Fix Quality. (barrons)
  13. Apple Looks to External Partners to Boost AI Efforts (wsj)
  14. Why the Fed’s ‘Dot Plot’ Is the Center of Attention (wsj)
  15. The Era of No-Brainer 5% Returns on Cash Is Ending (wsj)
  16. Shares of Gucci Owner Tumble After Sales Warning (wsj)
  17. Understanding the Boeing Mess (wsj)
  18. NYC landlords luring workers back to offices with pickleball, golf simulators, arcade games and gourmet food (nypost)
  19. Here’s everything to expect from the Federal Reserve’s policy meeting (cnbc)
  20. Hong Kong’s national security law has analysts divided on its social and economic ramifications (cnbc)
  21. A Lady Gaga Google Search shows how AI is upending the world’s most profitable online business. ‘Site owners are terrified.’ (businessinsider)
  22. Once Again, Baltimore Hopes to Fight Blight With $1 Homes (governing)
  23. 4 signals that suggest the stock market’s bull rally could soon reverse (businessinsider)
  24. China’s Central Bank Names Two Scholars as New Policy Advisers (bloomberg)
  25. China to Use Public Auctions for Sale of Special Ultra-Long Debt (bloomberg)
  26. Intel prepares for $100 billion spending spree across four US states (reuters)
  27. West is ‘too optimistic’ on nuclear projects, warns engineering chief (ft)
  28. Alibaba-backed Moonshot AI expands Chinese-character prompt for Kimi chatbot (scmp)
  29. Tencent doubles share buy-backs while earnings miss estimates (scmp)
  30. Wouldn’t be surprised if more FOMC members predicted less than two rate cuts in 2024: Jeremy Siegel (cnbc)
  31. Rumors over ‘next James Bond’ left shaken and stirred by Aaron Taylor-Johnson speculation (wral)
  32. How the BOJ’s plan for a smooth exit from negative rates unraveled (reuters)
  33. BOJ Needs to Do More to Change Direction of Yen: Major (bloomberg)
  34. Goldman’s Hatzius Says US on Track for 2.4% Core PCE (bloomberg)
  35. Alibaba Raises $317 Million From Sale of Stake in EV Maker XPeng (bloomberg)