Be in the know. 20 key reads for Friday…

  1. Amazon Stock Soars (barrons)
  2. The best trades of the last 50 years show what investors should do now (marketwatch)
  3. Wall Street is watching for a $10 billion domestic box office in 2026. Disney could get it there (cnbc)
  4. The Fed’s first rate cut won’t happen until June after surprisingly cautious guidance from the central bank, Bank of America says (businessinsider)
  5. More people than ever are upgrading their iPhones, and more on what we learned from Apple’s Q1 earnings (businessinsider)
  6. January Hiring Came in Strong With 353,000 Jobs Added (barrons)
  7. Commercial Real Estate Will Rebound, Including Office Sector, Says Investor (barrons)
  8. Brazil Is on a Roll. 5 Stocks to Play. (barrons)
  9. Bristol Myers New Drugs Drive Upbeat Outlook. The Stock Is On the Mend. (barrons)
  10. Amazon says the ‘magic words.’ They could spur a $100 billion market-cap boost. (marketwatch)
  11. Punxsutawney Phil predicts an early spring at Groundhog Day festivities (marketwatch)
  12. The GOAT of Formula One Is Set for Move to Ferrari (wsj)
  13. Apple Sales Rise in Holiday Quarter, Ending Streak of Declines (wsj)
  14. Donald Trump would not keep Jerome Powell, says Fed chair would ‘help the Democrats’ (nypost)
  15. Hermes Expands in Hong Kong Betting on Return of Luxury Shoppers (bloomberg)
  16. UMich Inflation Exp Slows, Sentiment Hits Highest Since 2021 (zerohedge)
  17. China and the U.S. Are Talking, but Their Détente Has Limits (nytimes)
  18. China needs to learn lessons from 1990s Japan (ft)
  19. Nvidia’s newly-tailored China chip to compete with rival Huawei product (scmp)
  20. Alibaba Spin-Off as PBOC Steps Up Real Estate Support (chinalastnight)

Be in the know. 24 key reads for Thursday…

  1. China Factory Activity Expands Again, Private Survey Shows (bloomberg)
  2. Canada Goose’s stock rockets after luxury outerwear company offers upbeat guidance (marketwatch)
  3. China pledges to stick with fiscal expansion to spur economy (reuters)
  4. Powell Navigates ‘Toxic’ Politics of Rate Cuts as Election Nears (wsj)
  5. Macau Casinos’ Revenue Climbs Ahead of Lunar New Year Holiday (bloomberg)
  6. Fed Signals Cuts Are Possible but Not Imminent as It Holds Rates Steady (wsj)
  7. It’s Amazon Earnings Day. 3 Things That Could Go Right. (barrons)
  8. Op-Ed: Two Wrongs on China Tariffs Certainly Don’t Make a Right (barrons)
  9. Teva Plans to Divest Drug Ingredients Business in Next Step of Strategic Shift (barrons)
  10. More Americans apply for unemployment benefits but layoffs still historically low (yahoo)
  11. Beijing Pledges More Fiscal Support (wsj)
  12. China Vows to Keep Up Spending in 2024 After Stimulus Cut (yahoo)
  13. The US House passes the bipartisan tax deal to expand the child tax credit. Up next: the Senate. (yahoo)
  14. Ant Group inks partnership with Shanghai to help the city’s AI ambitions (scmp)
  15. Eurozone inflation slows to 2.8% in January (ft)
  16. Big central banks are pivoting towards rate cuts (reuters)
  17. Decline in China’s property sector may be slowing (reuters)
  18. Alibaba Said to Weigh Sale of Mall Chain in Latest Overhaul Step (bloomberg)
  19. China’s Central Bank Adds $21 Billion in Cheap Funds for Housing (bloomberg)
  20. Disney (DIS) agrees to sell 60% of its India media unit at a $3.9B valuation – WSJ (streetinsider)
  21. Fed Shouldn’t Take Too Long to Conclude Inflation Is Beaten (wsj)
  22. The Companies Calling Workers Back to the Office Five Days a Week (wsj)
  23. The Wall Street strategist that nailed the 2023 bull market is mulling a boost to his 2024 price target after a strong January (businessinsider)
  24. US Companies Turning More Optimistic on China, Survey Shows (blooomberg)

 

“It’s Good To Be The King” Stock Market (and Sentiment Results)…

On Wednesday evening, I joined Phil Yin on CGTN America to discuss Boeing Earnings, the Fed, Markets and more.  Thanks to Phil and Ryan Gallagher for having me on.  In the segment I referenced Mel Books famous line, “it’s good to be the King!” from his 1981 film “History of the World part I.”  Find out why “it’s good to be the king” and why “competition is for suckers” here: Continue reading ““It’s Good To Be The King” Stock Market (and Sentiment Results)…”