Be in the know. 25 key reads for Friday…

  1. Asia Stocks Jump Most Since 2020 as China Covid Zero Pivot Seen (bloomberg)
  2. Biden Set to Meet With China’s Xi on Monday (barrons)
  3. Powell’s Favored Curve Calls Time on the Fed’s Tightening Cycle (bloomberg)
  4. Some US Officials See Winter As Opportunity For Diplomacy In Ukraine (zerohedge)
  5. Plane Ticket Bookings Double in Hour as China Eases Covid Rules (bloomberg)
  6. Chinese Stocks in US Jump on Watershed Moment for Covid Policy (bloomberg)
  7. China Eases Quarantine, Ends Flight Bans in Covid Zero Shift (bloomberg)
  8. These Are China’s 20 New Guidelines for Easing Covid Zero (bloomberg)
  9. Here’s What Changed in Top China Leadership’s Covid Language (bloomberg)
  10. Dollar flags after biggest daily fall since 2015 (reuters)
  11. Boeing Sees Bright Future in India as Clouds Persist Over China (bloomberg)
  12. What China’s Covid Pivot Means for Its Beaten-Down Markets (bloomberg)
  13. China May Inject Cash Soon as $139-Billion Maturity Wall Looms (bloomberg)
  14. Chinese travel, consumption stocks rally as Beijing eases COVID rules (marketwatch)
  15. Big Pharma Stocks Are Breaking Out. Here Are Some Winners. (barrons)
  16. China’s Biggest Shopping Event Is Friday. Why the Stakes Are High. (barrons)
  17. 2- and 10-year Treasury yields post biggest daily drops in over a decade after October inflation data (marketwatch)
  18. Federal Judge in Texas Strikes Down Biden Student-Loan Forgiveness Program (wsj)
  19. The Dollar Is on Track for Its Worst Day in 13 Years. That’s Good News for the Stock Market. (barrons)
  20. Market Explosion Sends CTAs Into Short Covering Frenzy: $79BN To Buy (zerohedge)
  21. The stock market is poised for a significant year-end rally because ‘inflation is basically over’, Wharton professor Jeremy Siegel says (businessinsider)
  22. Nobel economist Paul Krugman says the drop in inflation means a soft landing of the economy is ‘increasingly plausible’ (businessinsider)
  23. Citi says investors have up to six weeks to keep squeezing the bears after the inflation surprise (marketwatch)
  24. Bridgewater’s China bets suffer again after stock sell-off but founder Dalio sees bright long-term outlook (scmp)
  25. Money leaves US equity funds for first time in four weeks (reuters)