China Nears First Investment Decline in 3 Decades After Sharp Monthly Drop The New York TimesChina's retail sales growth sharply misses estimates in November, deepening consumption worries CNBCChina's economy stalls in November as calls grow for reform ReutersChina's Retail Sales Weaken to Worst Since Covid as Growth Slows Bloomberg.comChina investment falls for third straight month in blow to economy
The latest Fed rate cut is reigniting a "rotation trade" out of trendy AI-linked names. It is a sign investors are feeling more confident about the economy.