October 29 (Tuesday)

Markets
S&P 500 hits fresh all-time high, boosted by strong earnings and US-China trade progress (C)
After new record, these are the stocks Wall Street thinks will lead the next market leg higher (C)
Cracks in China Bonds Have Traders Watching $35 Billion Maturity (B)
Risk-Shy Investors Aren’t Hoarding as Much Cash as You Might Think (W)
Falling Rates Boost Mortgage Market to Precrisis Levels (W)

US
Housing Highlights Promises, Limits of Fed’s ‘Insurance’ Rate Cuts (W)
Even in Strong Economy, Most Families Don’t Have Enough Emergency Savings (N)

Europe
Johnson Loses Bid for Early Election but Takes New Tack to Get One (W)

US politics
Trump administration eases risks for banks on false lending claims (C)
House Democrats set vote on impeachment procedure amid Republican criticism (C)
Trump and Democratic rivals love to rip Big Tech companies – but their campaigns still pay them millions (C)
Here’s How Elizabeth Warren Could Pay for Medicare for All (W)

Geopolitics & trade
Trump: ‘ahead of schedule’ on China trade deal (R)
U.S. may extend tariff suspensions on $34 billion in Chinese goods (R)
China Investors Keep Making Deals in Silicon Valley Amid Pushback (W)

Industries & companies
Aerospace: Boeing CEO to Tell Senate ‘We Made Mistakes’ in 737 Max Jet (B)
Consumer: Juul to Cut About 500 Jobs (W)
Consumer: Vitamin-Based Vaping Products Proliferate Online (W)
FAANGs: Alphabet Earnings Dented by Spending on Cloud Business (B)
FAANGs: Apple Bets on New $249 AirPods Pro Amid Weak iPhone Sales (W)
FAANGs: Amazon could challenge loss of $10 billion Pentagon cloud deal as early as next week (R)
Financials: HSBC to ‘Remodel’ After Fall in Third-Quarter Profit (W)
Retail: ’Tis the Season for Surge Robots as Holiday Hiring Finds Automation (W)

Corporate finance
Tesla’s Elon Musk knew SolarCity faced a ‘liquidity crisis’ at time of 2016 deal, legal documents show (C)