Be in the know. 22 key reads for Tuesday…

  1. What does a pivot look like? Here’s how Australia’s central bank framed a dovish surprise. (marketwatch)
  2. S. Auto Sales Point to Continued Demand (nytimes)
  3. Fed Pivot Trade Sparks Again as Bonds Rally, Dollar Weakens (bloomberg)
  4. Sell low, buy high – max pain market remains king (zerohedge)
  5. Analysts Think 9 Cheapest Of The Cheap Stocks Are Worth A Shot (investors)
  6. Bond Yields Are Coming Back. What to Buy Now. (barrons)
  7. Gilead Has Growth Potential in HIV and Oncology Franchises, Analyst Says (barrons)
  8. Tech Stocks Are Rising, and J.P. Morgan Likes Amazon and Uber Best (barrons)
  9. Why an OPEC+ oil production cut could be less than meets the eye (marketwatch)
  10. Treasury Yields Fall on Hopes the Fed Won’t Hike Rates as High as Feared (barrons)
  11. Quite a pivot: Ray Dalio has just reversed his long-held stance on this key asset class. (marketwatch)
  12. K. Scraps Plan to Cut Income-Tax Rate for Top Earners (wsj)
  13. FedEx stock rises after setting $1.5 billion accelerated repurchase agreement (marketwatch)
  14. US to Announce New Limits on Chip Technology Exports to China (bloomberg)
  15. ‘We must change course’: UN warns that the world is on the brink of recession (cnbc)
  16. Hopes of a Fed pivot are rising. Here’s why the RBA’s lower-than-expected rate hike has buoyed investors. (businessinsider)
  17. The Fed will hike rates once more in November and then stop because the soaring dollar risks breaking markets, market veteran Ed Yardeni says (businessinsider)
  18. Alphabet (GOOGL) and Meta (META) Remain BofA’s Top Value Internet Stocks (streetinsider)
  19. Ford (F) EV Sales Tripled in September; F-150 Lightning Continues as Best-Selling EV Pickup (streetinsider)
  20. $22 Billion in ‘Unrelenting’ New Short Positions Were Added Last Week – Citi (streetinsider)
  21. Apple supplier Foxconn ‘cautiously optimistic’ about fourth-quarter outlook (scmp)
  22. Real Estate Rebounds on Policy Support, China Begins Golden Week Holiday (chinalastnight)