Be in the know. 22 key reads for Wednesday…

  1. Will Food Prices Stop Rising Quickly? Many Companies Say Yes. (nytimes)
  2. China Tightens Grip on Stocks With Net Sale Ban at Open, Close (bloomberg)
  3. Did The India Bubble Just Burst (zerohedge)
  4. Natural-gas prices bounce 8% as Chesapeake plans production cuts (marketwatch)
  5. Bank of America: These 25 stocks with sustainable dividends trading at a 50% discount to the market should outperform during this recovery (businessinsider)
  6. China Drafts Law to Protect Private Firms to Boost Confidence (bloomberg)
  7. Quant Hedge Funds Face China Clampdown After Rare Account Freeze (bloomberg)
  8. China Stocks Jump to Highest in Weeks (bloomberg)
  9. Why Nuclear Power Should Be Ramped Up (bloomberg)
  10. Two years after Apple quit Russia over Ukraine, Vision Pros are for sale in Moscow (cnbc)
  11. Amazon to replace Walgreens in Dow Industrial Average next week (cnbc)
  12. Crown Castle co-founder launches proxy fight after Elliott rejection (cnbc)
  13. Oppenheimer’s Stoltzfus expects stock rally to expand beyond the tech sector (streetinsider)
  14. Goldman turns positive on global equities (streetinsider)
  15. UBS now sees Fed starting to cut rates in June (streetinsider)
  16. China circumvents US tariffs by shipping more goods via Mexico (ft)
  17. Mortgage Rate Cut and New CSRC Head’s Outreach Lift Markets (chinalastnight)
  18. Nvidia is all about risk management and exposure maintenance, says Tim Urbanowicz (cnbc)
  19. UBS says hot, demand-driven inflation is positive for stocks, raises its S&P 500 target to a Wall Street high (businessinsider)
  20. AI’s golden child takes center stage today (businessinsider)
  21. 3 things could pop megacap stock bubble — and ‘weigh heavily’ on broader market (marketwatch)
  22. Fed Minutes May Shed Light on Rate-Cut Calculus (barrons)

Be in the know. 28 key reads for Tuesday…

  1. Wall Street’s ‘mob psychology’ could fuel a dangerous stock meltup, warns top strategist (marketwatch)
  2. Daytona 500 highlights: All the top moments from William Byron’s win in NASCAR opener (usatoday)
  3. Nvidia’s earnings report could kill the momentum driving U.S. stocks higher, regardless of how it turns out. (marketwatch)
  4. The Economy Is Booming, Data Show. Wall Street Disagrees. (wsj)
  5. Everything China’s Doing to Rescue Its Battered Stock Market (bloomberg)
  6. China boosts property funding with first cut in key loan rate since June (cnbc)
  8. China data shows biggest travel surge since COVID (marketwatch)
  9. China cuts mortgage rates by record amount to help struggling property sector (marketwatch)
  10. Wall Street Firms Are Flip-Flopping on Climate. Here’s Why. (nytimes)
  11. Citi’s Montagu: US equity futures bullish positioning unchanged despite pullback (streetinsider)
  12. Bernstein raises Disney (DIS) PT, expects positive impact from password-sharing crackdown (streetinsider)
  13. Is Highflyer Nvidia Losing Its Luster? (institutionalinvestor)
  14. How War in Europe Boosts the U.S. Economy (wsj)
  15. Billions Start Flowing to Chip Makers for New U.S. Factories (wsj)
  16. Tiger Woods Offers a Glimpse of What’s Next (wsj)
  17. Are Lithium Stocks at Rock Bottom? (wsj)
  18. Nike Joins Growing List of US Companies Doing Large Layoffs (bloomberg)
  19. Airbus says competition from China’s Comac C919 is ‘not going to rock the boat’ (cnbc)
  20. Elon Musk says Neuralink’s first patient can move a computer mouse ‘by just thinking’ (businessinsider)
  21. Goldman Sachs ups year-end S&P 500 target to 5,200, says Big Tech must do the heavy lifting (marketwatch)
  22. Nvidia’s Staying Power Is the $2 Trillion Question (wsj)
  23. These Drug Companies Are Going Nuclear to Fight Cancer (wsj)
  24. China’s New Securities Chief Meets With Market Participants to Address Concerns (wsj)
  25. In Rare Move, China Stock Watchdog Vows to Heed Market Criticisms to Avert $5 Trillion Rout (bloomberg)
  26. China Supercharges Stimulus With Biggest Cut In Mortgage Reference Rate On Record (zerohedge)
  27. Ozempic Users Slash Snack Buying At Supermarkets, Survey Finds (zerohedge)
  28. Lots of positive signals from the market beneath the mega-caps, says Ryan Detrick (cnbc)