Be in the know. 15 key reads for Friday…

  1. BofA’s Hartnett Sees Risk-On Rally If Jobs Are as Expected (bloomberg)
  2. Unemployment rate falls to 4.1% as U.S. economy adds 254,000 jobs in September (marketwatch)
  3. Hong Kong stocks add to 3-week rally as Alibaba, Tencent lead tech gainers (scmp)
  4. FedEx, Shipping and Rail Stocks in Focus as Port Strike Nears End (barrons)
  5. CEOs Are on the Hunt for More M&A. Where the Next Deals Are. (barrons)
  6. Citi’s Turnaround Plan Is Stained by Warren’s Call for Growth Limits (barrons)
  7. China Stocks Rally Reignites as Alibaba, JD.com, Tencent Shares Rise. What’s Driving It. (barrons)
  8. Dividend and China Funds Come Roaring Back as Nvidia Stalls (barrons)
  9. Oil Surges After Biden Says U.S. Discussing Israel Attack on Iran Facilities (wsj)
  10. How to connect your iPhone to a satellite to send important messages (usatoday)
  11. TSA PreCheck vs. Global Entry vs. CLEAR: Which is better? (cnbc)
  12. Dockworkers union agrees to suspend port strike until Jan. 15 after tentative deal (marketwatch)
  13. Medicare mess sends Humana shares on worst fall since financial crisis (yahoo)
  14. The tailwinds for a European consumer recovery are building (ft)
  15. Beijing is trying to put a ‘floor’ on the economy with its stimulus measures: China Beige Book CEO (cnbc)

Be in the know. 14 key reads for Thursday…

  1. Fundstrat’s Tom Lee on 6,000 S&P 500 year-end target: Setup into year-end has a lot of tailwinds (cnbc)
  2. China Ready for $1.4 Trillion Fiscal Support, Top Economist Says (bloomberg)
  3. Hong Kong Takes Breather as Fiscal Policy Bazooka Awaits (chinalastnight)
  4. PayPal Completes Its First Business Transaction Using Stablecoin (bloomberg)
  5. Nike Stock Dives. Why More Losses Wouldn’t Be a Surprise. (barrons)
  6. 17 Ways to Play U.S. and China Dividend Stocks With Growth Appeal (barrons)
  7. Investors fearing a scary start to October should focus instead on Friday’s jobs report (marketwatch)
  8. Turns out, the stock market can succeed without the Magnificent Seven (marketwatch)
  9. Weight-Loss Drugs Are Everywhere Now. How the GLP-1 Copycats Took Over. (barrons)
  10. LVMH Took Over the Paris Olympics. Now It’s Snagged Formula One. (wsj)
  11. MIT economist says AI can only handle 5% of jobs, fears stock crash (nypost)
  12. Mortgage Rates Near 6% Are Enough to Start Up a Refinancing Wave (bloomberg)
  13. US Jobless Claims Remain Subdued, Consistent With Low Layoffs (bloomberg)
  14. Natural Gas Higher as Temperatures Slowly Back Down (wsj)

Be in the know. 30 key reads for Wednesday…

  1. Auto sales rebound and point to strong third-quarter GDP (marketwatch)
  2. China Rally Spurs $7 Billion Loss for Shorts of US-Listed Stocks (bloomberg)
  3. From Pearl Harbor to Sept. 11, here’s how stocks typically react to the outbreak of wars (marketwatch)
  4. China Back to Dominating Emerging Markets as MSCI Weight Soars (bloomberg)
  5. Chinese Homebuyers Scout Showrooms at Midnight After Stimulus (bloomberg)
  6. The $459,000 Ferrari 12Cilindri Sports Car Will Be a New Classic (bloomberg)
  7. Nike Seeks to Wipe Slate Clean for New CEO, Withdraws Guidance (bloomberg)
  8. Xi’s Stimulus Blitz Adds $130 Billion to Coffers of China’s Rich (bloomberg)
  9. Dockworkers Make $150,000. Why They’re on Strike. (barrons)
  10. Boeing Stock Rose Despite Report Saying A Share Offering Is Coming (barrons)
  11. How Will the Port Strike Affect the Price of Gasoline, Food, and Other Products? (barrons)
  12. Port Strike Could Benefit Container Shippers Even as It Hits Retailers, Manufacturers (barrons)
  13. Port Strikes Mean Trucking Rail, Stocks Are Set for a Boost. Check Out These 3. (barrons)
  14. Port Strikes Aren’t About Pay. This Is the Real Issue. (barrons)
  15. Israel Vows To Make Iran Pay For Missile Attack (barrons)
  16. Emerging Market Stocks Have Popped. Expect More Outperformance. (barrons)
  17. October tends to be a positive month for stocks — unless a presidential election is looming (marketwatch)
  18. Hong Kong stocks surge to 20-month high as China-stimulus rally continues apace (marketwatch)
  19. Nike Stock Drops as Doubts on Outlook Outweigh Strong Earnings (barrons)
  20. Port Strike Puts Pressure on Harris, Biden Ahead of Election (wsj)
  21. A CVS Breakup Is No Easy Fix for Its Problems (wsj)
  22. Biden to Sign Bill Allowing Chip Projects to Skirt Key Environmental Review (nytimes)
  23. Chinese Stocks Soar More Than 7% in Hong Kong on Stimulus Bets (bloomberg)
  24. 3 cheap areas of the stock market to buy as the Fed unveils a ‘rare double whammy’ of stimulus, BofA says (businessinsider)
  25. How ‘Big Short’ became ‘Big Squeeze’ as Wall Street misread China’s stock market (scmp)
  26. China stock market surge: investors rush to buy shares amid policy easing hopes (scmp)
  27. ADP jobs report shows 143,000 gain. Cooling U.S. labor market leads to slower wage increases. (marketwatch)
  28. China’s foreign investors hope stimulus will end ‘deep winter’ (ft)
  29. Top shale boss says US ‘unusually vulnerable’ to Middle East oil shock (ft)
  30. Israel Plans to Bomb Iranian Oil Facilities in Retaliation or Even Attack Nuclear Facilities: Report (aastocks)

 

Be in the know. 22 key reads for Tuesday…

  1. Disney Stock Gets an Upgrade. (barrons)
  2. Hedge fund mogul Larry Robbins seeks overhaul at struggling CVS: report (nypost)
  3. The stock market is entering the most volatile month of an election year — but the rally may be here to stay (marketwatch)
  4. Chamber of Commerce calls on Biden to stop dockworkers strike, citing inflation fears (marketwatch)
  5. Into Lebanon Ahead of Expected Ground Incursion (wsj)
  6. US Deploys a ‘Few Thousand’ More Troops to Middle East (bloomberg)
  7. Employers Boost Dockworker Wage Offer in Bid to Keep Ports Open (bloomberg)
  8. Ports strike could have $4 billion daily impact, but these container stocks are well positioned (marketwatch)
  9. A port strike would be ill-timed, but disruption could boost these companies (marketwatch)
  10. A port strike could be an economic ‘tsunami’ affecting these sectors (marketwatch)
  11. Port strike could come at a ‘high political cost’ for Harris campaign (marketwatch)
  12. Powell Says Fed Not in a Hurry, Will Lower Rates ‘Over Time’ (bloomberg)
  13. Michael Dell Unloads $1.2 Billion in Second Big Dell Stock Sale (bloomberg)
  14. California Clampdown on Retail Theft, Drug Crimes Wins Backing of Over 70 Mayors (bloomberg)
  15. China to Allow Home Buyers to Refinance Mortgages in Latest Easing Move (wsj)
  16. A Week of Shock and Awe Ignites China’s Stock Markets (wsj)
  17. Many Dockworkers Make $150,000 or More. Why They’re About to Strike. (barrons)
  18. Boeing, Union Stall on Strike Talks. Pensions Are a Problem. (barrons)
  19. Alibaba, JD, and Baidu Stocks Rise. The China Trade Is Still Thriving. (barrons)
  20. The Market Could Defy History in October. Where to Find Gains. (barrons)
  21. This hedge-fund manager says it’s a ‘max-long’ moment for stocks (marketwatch)
  22. Boeing Weighs Raising at Least $10 Billion Selling Stock (bloomberg)