Be in the know. 10 key reads for Monday…

  1. Hedge Funds Boost Bearish Bets on Yen to Most in 19 Months (bloomberg)
  2. China Is Primed for Tactical Bounce, JPMorgan Says (bloomberg)
  3. Goods Deflation Is Back. It Could Speed Inflation’s Return to 2%. (wsj)
  4. Hedge funds keep selling Chinese stocks – Goldman Sachs (streetinsider)
  5. Alibaba transfers stakes in Chinese companies to new vehicle amid restructuring efforts (scmp)
  6. Zuckerberg Sells First Meta Shares in Two Years After 172% Surge (bloomberg)
  7. China Evergrande Gets an Unexpected Reprieve From Liquidation (nytimes)
  8. HEDGE FLOW Goldman: Hedge and mutual funds favour banking and healthcare over tech (reuters)
  9. McDonald’s raises China bet, bucking Western firms’ derisking trend (reuters)
  10. The Fed can’t be ‘anywhere near as stubborn’ when it comes to rate cuts: Wharton’s Jeremy Siegel (cnbc)