Be in the know. 21 key reads for Friday…

  1. China’s Big Comeback Is Just Getting Started. How to Play It. (barrons)
  2. Inflation Is on the Right Track as Key Gauge Cools Again (barrons)
  3. Inflation in U.S. could turn negative by midyear, says billionaire investor Barry Sternlicht. A risk is that the Fed will keep lifting interest rates anyway. (marketwatch)
  4. Alibaba denies reports it is building a global headquarters in Singapore, saying development is for its Lazada subsidiary (scmp)
  5. Chinese Education Stocks Gain After Post-Crackdown Business Overhauls (wsj)
  6. Louis Vuitton’s Owner Is Still Reading China’s Tea Leaves (wsj)
  7. How Nasdaq’s Stellar Run Could Squash Tech’s Bear Market by March (barrons)
  8. Pending Home Sales Snap Six-Month Decline (barrons)
  9. Intel Blames Weak Showing on China (barrons)
  10. L3Harris Revenue Beats Expectations, Helped by Defense Spending. The Stock Is Rising. (barrons)
  11. Chewy’s Future: More Customers and Improving Margins, Says Analyst (barrons)
  12. This little-known indicator is bullish for 2023 (marketwatch)
  13. Inflation rate slows again to 15-month low (marketwatch)
  14. Consumer sentiment strengthens in final January reading (marketwatch)
  15. QQQ is bleeding assets, but are ETF investors ‘finally bailing’ on growth stocks just as tech stocks jump in 2023? (marketwatch)
  16. Corporate Layoffs Spread Beyond High-Growth Tech Giants (wsj)
  17. Fed Sees Soft Landing as Silver Lining of Temp Jobs Decline (bloomberg)
  18. China looks past Covid as tourist bookings surge for the Lunar New Year (cnbc)
  19. Florida man wins $1M on scratch-off ticket after being cut in line at Publix (foxbusiness)
  20. Intel says it will take back share from AMD, but some are skeptical (reuters)
  21. Chinese Consumers Embrace Life Free From Zero-Covid Controls (wsj)

Be in the know. 11 key reads for Thursday…

  1. Indonesia Signals End of Hikes as Fed Peak Rate Comes to View (bloomberg)
  2. What the poet, playboy and prophet of bubbles can still teach us (ft)
  3. US Economy Grows at 2.9% Pace, Faster Than Expected (bloomberg)
  4. ChatGPT’s Need for Computing Power Keeps It Tethered to Microsoft (bloomberg)
  5. American Airlines Posts Record Revenue. It’s Upbeat About 2023. (barrons)
  6. S. durable-goods orders rose 5.6% in December but dipped excluding transportation (marketwatch)
  7. The auto industry was the lone and notable standout. Texas Instruments said sales in that sector rose in the mid-single digit percentage range on a year-over-year basis. (wsj)
  8. Party City’s founder blames bankruptcy on private equity firms that jacked up prices (nypost)
  9. Here’s when US home price declines could end, Goldman Sachs says (nypost)
  10. Hong Kong stocks hit 11-month high as Year of the Rabbit kicks off in style (scmp)
  11. ‘They need the parts’: Aircraft shortage fuels boom for repair shops (ft)