Be in the know. 20 key reads for Monday…

  1. JPMorgan Analysts Behind ‘Uninvestable’ Call Upgrade China Tech (bloomberg)
  2. Shanghai heads towards June 1 end of lockdown as Covid-19 cases dip (scmp)
  3. China’s Weight To Increase in MSCI EM (chinalastnight)
  4. The Faangs will be back (ft)
  5. China Rate Cut in Focus as Economy Counts Cost of Covid Zero (bloomberg)
  6. Collapse Of China Credit Growth Opens Door For Rate Cuts (zerohedge)
  7. Walmart’s Earnings Will Set the Tone for Other Retailers (barrons)
  8. SPACs Have a Bad Rap. Why That Isn’t Fair. (barrons)
  9. Under Armour Stock Could Climb 50% From Here (barrons)
  10. Shanghai Lays Out Covid-19 Reopening Plan as China Cancels 2023 Soccer Tournament (wsj)
  11. Individual Investors Step Back From Options Bets (wsj)
  12. Investors Stay Put, Because They Can’t Think of Better Options (wsj)
  13. Warren Buffett Spends Big as Stock Market Sells Off (wsj)
  14. China’s Economic Activity Collapses Under Xi’s Covid Zero Policy (bloomberg)
  15. Bernanke says the Fed’s slow response to inflation ‘was a mistake’ (cnbc)
  16. Boeing management needs a reboot after losing its way, Ryanair CEO says (cnbc)
  17. Will the stock market recover? Bank of America and UBS strategists share 4 reasons why Wall Street should have hope — and 4 reasons why there may be more pain ahead (businessinsider)
  18. Gloomy Goldman offers 20 ‘safety’ stocks with valuations below the previous 2 bear markets (marketwatch)
  19. Zero Hour. The Energy Report 05/16/2022 (Phil Flynn)
  20. Sweden Makes Formal Decision to Apply for NATO Membership (bloomberg)