Be in the know. 13 key reads for Tuesday…

  1. Boeing reportedly restarts 737 Max production a month after strike ended (cnbc)
  2. Citi’s Manthey Sees Europe Stocks Rising Almost 10% by End-2025 (bloomberg)
  3. Beneath the hood, stocks just suffered their worst day of the year. Some are worried. (marketwatch)
  4. The best stock pickers market in 25 years is upon us. Here’s where the opportunities are. (marketwatch)
  5. Exclusive: Boeing restarts 737 MAX production a month after strike ended, sources say (reuters)
  6. US small business sentiment nears 3-1/2-year high in November (reuters)
  7. China Auto Sales Sustain Momentum on Subsidies, Campaigns (wsj)
  8. Wall Street Is Betting Billions on Rental Homes as Ownership Slips Out of Reach (wsj)
  9. Here’s why Disney is doubling down on cruises with a $12B spending spree (nypost)
  10. NYC’s Five-Star Pierre Hotel Near Central Park Is on the Market (bloomberg)
  11. Money Managers Cast Doubt on Economic Impact of Trump’s Tariffs (bloomberg)
  12. Boeing to layoff hundreds in Washington state as company-wide cuts continue (foxbusiness)
  13. Ahern: First time a U.S. stock reacted to U.S.-China political tensions. (cnbc)

Be in the know. 28 key reads for Monday…

  1. Alibaba Stock Jumps, Trip.com Set For Break Out On Latest China Stimulus Plans (investors)
  2. China’s Politburo mentioned these two words for the first time in more than a decade. Stocks soared. (marketwatch)
  3. A statement from the Chinese Politburo said it will “implement more proactive fiscal policies and moderately loose monetary policies, enrich and improve the policy toolbox, [and] strengthen extraordinary counter-cyclical adjustments,” according to an English translation. (marketwatch)
  4. Nvidia reportedly facing China antitrust probe. Why that matters for the stock. (marketwatch)
  5. Ant Group gets new CEO as billionaire founder Jack Ma talks up AI in rare appearance (cnbc)
  6. China’s Latest Stimulus News Is All About. (barrons)
  7. Jack Ma makes rare speech at Ant Group’s 20th anniversary (scmp)
  8. Trump says he won’t try to oust Powell from Fed. That’s a near-term positive for stocks, according to Tom Lee. (marketwatch)
  9. Nvidia Stock Drops. China Is Probing the AI Chip Maker. (barrons)
  10. It’s time to sell the U.S. dollar, Morgan Stanley says (marketwatch)
  11. The switch from the speculative to the highly speculative may see these investors get burned (marketwatch)
  12. Alibaba, Nio Stock Jump. What China’s Latest Stimulus Push Is All About. (barrons)
  13. Trump Targets Canada With Tariff Threats—and Trolling (wsj)
  14. Dividend Stocks Are Primed for a Comeback in 2025 (wsj)
  15. Why Disney Is Plowing Cash Into a Cruise Line Expansion (wsj)
  16. Mondelez Exploring Takeover of US Chocolate Maker Hershey (bloomberg)
  17. Google Unveils New Quantum Computer With Mind-Boggling Speed (bloomberg)
  18. Steve Cohen Spends $1.6 Billion on Mets Payroll With Soto Bet (bloomberg)
  19. ‘Moana 2’ Cruises to Another Record Weekend and $600 Million Globally (bloomberg)
  20. China’s New Monetary Policy Echoes 2008 Stance (bloomberg)
  21. China vows ‘more proactive’ fiscal stimulus measures, ‘moderately’ looser monetary policy (cnbc)
  22. China’s top leaders are set to discuss GDP growth target, stimulus measures amid economic worries (cnbc)
  23. Chinese Premier Vows to Do Everything Possible to Expand Demand (bloomberg)
  24. China loosens monetary policy stance for first time in 14 years (ft)
  25. National Team Buys Stocks Before Economic Conference, Week In Review (chinalastnight)
  26. Proactive Fiscal Policies & “Moderately Loose” Monetary Policy Unleash Hong Kong Buying (chinalastnight)
  27. China Politburo policy shift spurs surge in stocks, bonds (reuters)
  28. Proactive Fiscal Policies & “Moderately Loose” Monetary Policy Unleash Hong Kong Buying (chinalastnight)