Be in the know. 15 key reads for Sunday…

  1. China Plans Property Rescue as Xi Surprises With Policy Shifts (bloomberg)
  2. China’s 16-Point Plan to Rescue Its Ailing Property Sector (bloomberg)
  3. Biden Set to Meet Xi in Bid to Avert a Full Rupture in US-China Ties (bloomberg)
  4. Big Investors Are Giving Up on Crypto Markets Going Mainstream (bloomberg)
  5. Key Takeaways From Asean Meeting Before Xi-Biden Summit at G-20 (bloomberg)
  6. Eight Things to Watch for as Global Leaders Meet in Bali (bloomberg)
  7. Student Debt Relief Applications Halted After Court Ruling (bloomberg)
  8. A year-end melt up is the real pain trade (zerohedge)
  9. Goldman Desk: Year-End Rally Driven By $5BN In CTA Buying And $10BN In Buybacks Every Day (zerohedge)
  10. Beyond the Midterm Elections…Less Uncertainty and Historically Solid S&P 500 Performance (almanactrader)
  11. China regulators urge more financing support for property firms (reuters)
  12. What It’s Like To Top 200 MPH In A McLaren 720S Spider (maxim)
  13. Alibaba brings AR, VR, and virtual influencers to online shopping (technode)
  14. META Lesson 2: Accounting Inconsistencies and Consequences (aswathdamodaran)
  15. You Can Forget About Crypto Now (theatlantic)

Be in the know. 17 key reads for Saturday…

  1. The Dollar Is Tanking. That’s Good News for the Stock Market. (barrons)
  2. China Eases Zero-Covid Rules as Economic Toll and Frustrations Mount (wsj)
  3. Chinese Stocks Surge as Beijing Eases Some Covid Restrictions (wsj)
  4. An Inflation Reading Sends Stocks Soaring as if It Were 2020 (barrons)
  5. Alibaba said Singles Day sales were in line with last year (reuters)
  6. On Alibaba’s Singles Day, Chinese Brands Fill Shopping Baskets (nytimes)
  7. Intel CEO Pat Gelsinger Buys Up Intel, Mobileye Stock (barrons)
  8. Walgreens Stock Gets a New Bull With ‘Increased Faith’ (barrons)
  9. Disney Details Plans for Cost Cuts, Layoffs and Hiring Freeze in Memo (wsj)
  10. Krugman Says the Fed Should Pause Rate Hikes, Has Done Enough (bloomberg)
  11. China’s Li Says Nation to Boost Trade Cooperation With Asean (bloomberg)
  12. US Stock Rebound Has Room to Run, Morgan Stanley Says (bloomberg)
  13. Americans Have $5 Trillion in Cash, Thanks to Federal Stimulus (bloomberg)
  14. Jeremy Siegel says the crypto meltdown sparked by FTX’s implosion is not a Lehman Brothers moment and won’t spread contagion to stocks (businessinsider)
  15. Chinese are criticizing zero-Covid — in language censors don’t seem to understand (cnn)
  16. Tech-heavy Nasdaq Composite on track to score its biggest weekly gain since March (marketwatch)
  17. Graham & Dodd Annual Breakfast 2022 (substack)

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)