Be in the know. 17 key reads for Tuesday…

  1. China Weighs More Stimulus With $139 Billion of Special Bonds (bloomberg)
  2. A new dawn NASA, Lockheed Martin debut quiet supersonic ‘son of Concorde’ plane — capable of flying NYC to London in 3.5 hours (nypost)
  3. Pfizer CEO Bourla Bets His Pension on Company Stock (barrons)
  4. Goldman Sachs Equity-Trading Surge Drives Jump in Profit (bloomberg)
  5. Goldman Client Survey Shows Geopolitics Is Biggest Risk in 2024 (bloomberg)
  6. Trump is a ‘transactional president’ but may not rock the boat on China, Standard Chartered CEO says (cnbc)
  7. Li Qiang says China’s economy grew an ‘estimated’ 5.2% in 2023 (ft)
  8. Beijing tells some investors not to sell as Chinese stock rout resumes (ft)
  9. G Sachs Adjusts TPs on BABA-SW (09988.HK)/ JD-SW (09618.HK)/ TENCENT (00700.HK)/ PDD (PDD.US); Ratings Buy (aastocks)
  10. Citi says Baidu (BIDU) stock selloff overdone (streetinsider)
  11. Investors are now ‘very optimistic’, BofA’s monthly fund manager survey shows (streetinsider)
  12. Another Wall Street bank has boosted its S&P 500 target. Here’s why. (marketwatch)
  13. CHART OF THE DAY: Technology stocks will grow to 50% of the S&P 500 amid a growing labor shortage, Fundstrat says (businessinsider)
  14. Chinese Premier Makes Surprise Economic Growth Reveal (wsj)
  15. Goldman Sachs lists 10 reasons it’s more confident than others about the U.S. economy (marketwatch)
  16. China Sees Record Nine Billion Trips Over This Lunar New Year (bloomberg)
  17. Chinese Splurging on ‘Revenge Travel’ Is Pressuring the Yuan (bloomberg)