Be in the know. 17 key reads for Tuesday…

  1. China Weighs More Stimulus With $139 Billion of Special Bonds (bloomberg)
  2. A new dawn NASA, Lockheed Martin debut quiet supersonic ‘son of Concorde’ plane — capable of flying NYC to London in 3.5 hours (nypost)
  3. Pfizer CEO Bourla Bets His Pension on Company Stock (barrons)
  4. Goldman Sachs Equity-Trading Surge Drives Jump in Profit (bloomberg)
  5. Goldman Client Survey Shows Geopolitics Is Biggest Risk in 2024 (bloomberg)
  6. Trump is a ‘transactional president’ but may not rock the boat on China, Standard Chartered CEO says (cnbc)
  7. Li Qiang says China’s economy grew an ‘estimated’ 5.2% in 2023 (ft)
  8. Beijing tells some investors not to sell as Chinese stock rout resumes (ft)
  9. G Sachs Adjusts TPs on BABA-SW (09988.HK)/ JD-SW (09618.HK)/ TENCENT (00700.HK)/ PDD (PDD.US); Ratings Buy (aastocks)
  10. Citi says Baidu (BIDU) stock selloff overdone (streetinsider)
  11. Investors are now ‘very optimistic’, BofA’s monthly fund manager survey shows (streetinsider)
  12. Another Wall Street bank has boosted its S&P 500 target. Here’s why. (marketwatch)
  13. CHART OF THE DAY: Technology stocks will grow to 50% of the S&P 500 amid a growing labor shortage, Fundstrat says (businessinsider)
  14. Chinese Premier Makes Surprise Economic Growth Reveal (wsj)
  15. Goldman Sachs lists 10 reasons it’s more confident than others about the U.S. economy (marketwatch)
  16. China Sees Record Nine Billion Trips Over This Lunar New Year (bloomberg)
  17. Chinese Splurging on ‘Revenge Travel’ Is Pressuring the Yuan (bloomberg)

Be in the know. 15 key reads for Martin Luther King Jr. Day…

  1. Forget Meme Stocks and Bitcoin. These Investors Are Hunting Quality. (wsj)
  2. Buy stocks because a recession is extremely unlikely in 2024, according to a Wall Street strategist (businessinsider)
  3. What the Rich and Powerful Will Be Doing in Davos (barrons)
  4. Alibaba, TikTok woo US with AI and live-streaming e-commerce at CES trade show, setting the tone for 2024 (scmp)
  5. Vanguard’s Bitcoin ETF Snub Highlights Wall Street Divide (barrons)
  6. Banks Can Boost Valuations By $7 Trillion, Report Says. Here’s How. (barrons)
  7. Market Forecasters Got It Wrong Last Year. It Wasn’t the First Time. (barrons)
  8. Consumers Just Don’t Care About Inflation, for Snacks (barrons)
  9. Energy Prices Are Falling, and the Stocks Are Out of Favor. That’s the Good News. (barrons)
  10. The Businesses That Rescued America From Inflation, Recession, Lost Jobs (wsj)
  11. Hertz, Tesla and the Perils of CEO Groupthink (wsj)
  12. Crash Parties, Escape Dull Chitchat and Make Powerful Friends: What Davos Elites Know (wsj)
  13. Biotech and pharma companies are betting on a promising class of cancer drugs to drive growth (cnbc)
  14. Goldman Sachs offers 10 reasons why it’s more confident about the U.S. economy (marketwatch)
  15. Douyin Denies Contact with BABA-SW for Taking over Digital Media & Entertainment Biz (aastocks)

Be in the know. 18 key reads for Sunday…

  1. Gearing up for the year of interest rate cuts (ft)
  2. Alibaba’s DingTalk Hits 700M Users and Unveils AI Agent to Boost Workspace Productivity (alizila)
  3. Alibaba invites merchants to test AI chat tool designed to improve shopper interaction (technode)
  4. China Export Growth Beats Forecasts (tradingeconomics)
  5. China Wants To Ditch The Dollar (noemamag)
  6. The People Who Brought You Travis Kelce (nytimes)
  7. Taiwan Voters Defy Beijing in Electing New President (wsj)
  8. ‘This Has Been Going on for Years.’ Inside Boeing’s Manufacturing Mess. (wsj)
  9. China’s 2023 bank lending at record high, but economy still struggling (reuters)
  10. Weekly leading economic index (WLEI) (advisorperspectives)
  11. Where To Eat, Drink, & Stay In Santorini (maxim)
  12. Production of the Dreamy De Tomaso P72 Hypercar Will Begin This Year (thedrive)
  13. Alibaba’s Animate Anyone makes historical people dance (technode)
  14. CES 2024: Chinese tech companies return in numbers with robot cleaners, giant TVs, and lots of AI (technode)
  15. The case of the serial sinking Spanish ships (NPR)
  16. Economic slowdown on top of lower inflation begs for major adjustments (scottgrannis)
  17. This Lamborghini Islero doesn’t just wear the Raging Bull, it’s part of the family (classicdriver)
  18. Alibaba News Roundup: Taylor Swift’s Eras Tour Movie Distributed in China By Alibaba Pictures; Alibaba.com Launches Digital Pavilion for French Brands; AliExpress Opens Official Youth Olympic Games Online Store (alizila)

Be in the know. 12 key reads for Saturday…

  1. ESPN, NFL in advanced talks on agreement that could give league stake in TV giant (nypost)
  2. U.S. dollar index faces ‘death cross’: What’s next? (marketwatch)
  3. Bank Earnings Were Better Than They Looked. Here’s Why. (barrons)
  4. Disney studio Pixar set to slash jobs, layoffs are ‘imminent: report (nypost)
  5. Taiwan Picks New Leader in Election Closely Watched by World (bloomberg)
  6. Dividend Increases for the Dividend Aristocrats in 2023 (dgi)
  7. FedEx Stock Ended 2023 on a Rough Patch. Why This Year Should Be Better. (barrons)
  8. Why Airline Stocks Are Worth a Flier: Passenger Demand Is Growing (barrons)
  9. Energy Prices Are Falling, and the Stocks Are Out of Favor. That’s the Good News. (barrons)
  10. Howard Hughes, Carrier, and More Stocks See Action From Activist Investors (barrons)
  11. AI’s Next Big Thing Is Coming This Year. And It Will Change One of Our Oldest Gadgets. (barrons)
  12. Healthcare Stocks Are Trying to Break Out. What They Need Now. (barrons)