Be in the know. 22 key reads for Wednesday…

  1. China Is Opening Fast. Don’t Miss the Rebound for Stocks. (barrons)
  2. The Rest of the World Is Running With the Bulls (bloomberg)
  3. Shanghai eyes 5.5 per cent consumption-led economic growth for 2023 (scmp)
  4. Used car prices post biggest drop ever as new luxury car sales boom (yahoo)
  5. Jamie Dimon Is Changing His Tune About an Economic Hurricane. He’s Not Alone. (barrons)
  6. Trust the bond market, not the Fed, on interest rates, Gundlach says (marketwatch)
  7. 18 stock picks in a ‘Goldilocks’ scenario for U.S. consumers (marketwatch)
  8. Rents Take a Breather. Why Housing Stocks Are for Serious Buyers. (barrons)
  9. European Stocks Are Outshining U.S. Peers (wsj)
  10. Disney Adds Lower Priced Theme Park Access and Perks (wsj)
  11. China Jet Fuel Demand Set To Soar Ahead Of Lunar New Year (zerohedge)
  12. Hedge Fund Shorting Of Tech Stocks Hits Record High, Goldman Prime Finds (zerohedge)
  13. JPM Trading Desk Sees 85% Odds CPI Print Will Push S&P At Least 1.5% Higher (zerohedge)
  14. Where The World’s Ultra-Wealthy Live (zerohedge)
  15. Analysts praise Boeing (BA) after ‘strong’ December orders/deliveries (streetinsider)
  16. Activist investor Bluebell Capital builds stake in Bayer AG, pushes for breakup reports Bloomberg (streetinsider)
  17. As Infrastructure Money Lands, the Job Dividends Begin (nytimes)
  18. Fed’s No-Rate-Cut Mantra Rejected by Markets Seeing Recession (bloomberg)
  19. China Shows Why Emerging-Markets Investing Is So Much Fun (bloomberg)
  20. Mortgage refinance demand surges, as homeowners take advantage of lower interest rates (cnbc)
  21. Iconic West Coast burger chain heads east in big expansion (foxbusiness)
  22. What Terry Smith gets wrong (and right) this time on Unilever (ft)

Be in the know. 20 key reads for Tuesday…

  1. Alibaba (BABA) stock is a new Top Pick at Goldman Sachs and Morgan Stanley (streetinsider)
  2. Xi Jinping’s plan to reset China’s economy and win back friends (ft)
  3. The Fed will start cutting rates this summer as core PCE inflation will drop to 2.1%, says UBS’ global chief economist (businessinsider)
  4. Chinese stocks have been on a tear. Morgan Stanley says it’s turning even more bullish on China. (marketwatch)
  5. Ant Group Won’t Be Squashed After All (wsj)
  6. US Online Prices Drop a Fourth Month on Steep Holiday Discounts (bloomberg)
  7. The Chatbots Are Coming for Google (bloomberg)
  8. ChatGPT Is No Magic Bullet for Microsoft’s Bing (bloomberg)
  9. 5 Beaten-Down Stocks That Can Outperform This Year (barrons)
  10. Meta, Alphabet, and Uber Are Top Tech Stock Picks for 2023, Says Analyst (barrons)
  11. Beijing Signals Two-Year Internet Crackdown May Be Coming to an End (wsj)
  12. Pfizer gears up to make Covid drug Paxlovid in China (ft)
  13. Emerging market stocks jump 20% from October low (ft)
  14. Experts Spent Years ‘Angst-ing’ Over Value. In the End, the Answer Was in the Textbook. (institutionalinvestor)
  15. Jamie Dimon sounds alarm on rising US debt having ‘potentially disastrous outcomes’ (foxbusiness)
  16. Mary Daly Says Slower Rate Raises Could Help Fed Account for Monetary Policy Lags (wsj)
  17. Meta Named Favorite Internet Stock for 2023 in JPMorgan Survey (bloomberg)
  18. Amazon expands its service that adds Prime badge to other sites (cnbc)
  19. A new rally in US housing could drive a 20% surge in Zillow stock, Bank of America says (businessinsider)
  20. ‘Stocks look downright cheap’: These are the top 33 bargain stocks to buy heading into 2023, according to Morningstar (businessinsider)

Be in the know. 26 key reads for Monday…

  1. Eurozone inflation returns to single figures in sharper than expected fall (ft)
  2. Goldman to Cut About 3,200 Jobs This Week After Cost Review (bloomberg)
  3. Alibaba Leads China Tech Gains as Regulatory Woes Ease Further (bloomberg)
  4. Asia Stocks On Track to Enter Bull Market as China Rally Extends (bloomberg)
  5. Beijing Signals Two-Year Internet Crackdown May Be Coming to an End (wsj)
  6. Looking to Play American Airlines, JetBlue? Consider Their Convertible Bonds. (barrons)
  7. Goldman Sees China Stock, Yuan Gains Extending on Policy Shifts (bloomberg)
  8. Hedge Funds Boost Dollar Shorts on Bets for Slower Fed Hikes (bloomberg)
  9. Jack Ma Is Giving Up Control of Ant. What Does That Mean for Ant’s IPO Reboot? (bloomberg)
  10. Over 800,000 UK Households to See Mortgage Rates Double in 2023 (bloomberg)
  11. Country Garden Stocks Triple on Funding, China Property Support (bloomberg)
  12. Tech Companies Keep Slashing Jobs (bloomberg)
  13. These Are the Wall Street Firms Making Job Cuts (bloomberg)
  14. FDA Approves Eisai and Biogen’s New Alzheimer’s Therapy (barrons)
  15. Used-Car Dealers’ Stocks Attract Buying From Insiders (barrons)
  16. The Dow takes ‘important first step’ toward a new bull market (marketwatch)
  17. Globalization is not dead, but it is facing a big tail-risk, expert says (marketwatch)
  18. Opinion: Republicans and Democrats actually agree that America must be a tech leader. Here’s what this means for the U.S. economy and jobs. (marketwatch)
  19. Tech’s Bill Is Coming Due. Investors Aren’t the Only Ones Who Will Pay. (barrons)
  20. Wall Street Sets Low Bar for Corporate Earnings Season (wsj)
  21. As White-Collar Layoffs Rise, Blue-Collar Resilience Faces Test in 2023 (wsj)
  22. China Reopens to the World as International Travel Restrictions End (wsj)
  23. Goldman Sachs: These 40 stocks have at least 34% upside right now while the rest of the market struggles for gains in 2023 (businessinsider)
  24. Chinese rush to renew passports as COVID border curbs lifted (reuters)
  25. Alibaba founder Jack Ma in Thailand to continue study of farming technology (scmp)
  26. Jeff Ubben takes $500mn stake in Bayer (ft)