Be in the know. 25 key reads for Tuesday…

  1. Hopes of China easing Covid restrictions further take hold as market observers detect a delicate shift in tone (scmp)
  2. Big hedge funds shop for bargains in corporate debt markets (ft)
  3. Reasons Are Adding Up for Optimism on Inflation (bloomberg)
  4. Xi Jinping Needs to Bring Jack Ma Back Into the Fold (bloomberg)
  5. China Weighs Gradual Zero-Covid Exit but Proceeds With Caution, Without Timeline (wsj)
  6. Meta Is Spending Like an Oil Company. It Needs to Stop. (barrons)
  7. Nvidia Plans New Chip for China to Meet U.S. Rules (barrons)
  8. Where to Find Stocks That Will Rise 10 Times (barrons)
  9. Xi’s New No. 2 Faces Challenge to Make China’s Economy Hum Again (bloomberg)
  10. Why Central Banks Got Serious About Digital Money (bloomberg)
  11. China Expands Financing Tool That Can Support Ailing Developers (bloomberg)
  12. Semiconductor stocks have bounced from 2022 lows — and analysts expect upside of at least 28% in the next year (marketwatch)
  13. What midterm election results mean for the stock-market bounce, according to Morgan Stanley’s Wilson (marketwatch)
  14. Norwegian Cruise Line Beats Earnings Estimates and Signals Record 2023. The Stock Is Rising. (barrons)
  15. Jokowi Says Joe Biden, Xi Jinping to Attend G-20 Summit in Bali (bloomberg)
  16. China’s Lockdowns Fail to Contain Covid as People’s Anger Grows (bloomberg)
  17. Hedge-Fund Manager Who Helped Expose Luckin Coffee’s Fraud Bets on Chinese Chain’s Comeback (wsj)
  18. JPMorgan breaks down 4 reasons why it’s time to buy into small and mid-cap stocks amid aggressive monetary tightening (businessinsider)
  19. There’s only a 35% chance that the US suffers a recession in the next year, top Goldman Sachs economist says (businessinsider)
  20. Jeremy Siegel says the housing crash will force Fed chief Powell to ‘flip sometime’ on inflation and pivot (businessinsider)
  21. There are 2 big catalysts that could be a ‘game changer’ for the stock market this week, according to Fundstrat’s Tom Lee (businessinsider)
  22. Nobel laureate Paul Krugman says ‘true’ US inflation may have cooled to below 4% – and points to falling rental prices and slowing wage growth as proof (businessinsider)
  23. Alibaba’s international arm is spending millions to expand into South Korea (cnbc)
  24. Berkshire Sold $5 Billion of Financial Stocks, Possibly Citigroup and Bank of NY (barrons)
  25. This year’s World Internet Conference to have less glitz and more policy (scmp)

Be in the know. 20 key reads for Monday…

  1. Worst Looks Over for Emerging Currencies, Morgan Stanley Says (bloomberg)
  2. Here’s how much China stocks still could rally from zero-COVID, say Goldman Sachs strategists (marketwatch)
  3. China Traders Look Beyond Covid-Zero Pledge to Snap Up Stocks (bloomberg)
  4. Alibaba and Other Chinese Stocks Are Rallying Again. (barrons)
  5. Meta Platforms Braces for Big Layoffs: WSJ (barrons)
  6. Senior White House Official Involved in Undisclosed Talks With Top Putin Aides (wsj)
  7. At 49, She’s Running the New York Marathon Faster Than She Ran at 35. (A Lot Faster.) (wsj)
  8. Amazon Sweetens Prime Offerings as Growth Stalls (wsj)
  9. Is China About to End Covid Zero? Here’s What We Know Right Now (bloomberg)
  10. Chinese Trade Unexpectedly Drops as Demand Slowdown Worsens (bloomberg)
  11. The Beijing Marathon Returns, With Some Covid-Zero Conditions (bloomberg)
  12. EU says it has serious concerns about Biden’s Inflation Reduction Act (cnbc)
  13. Investors are seeking further clarity on inflation from Fed speakers. (cnbc)
  14. Goldman Sachs says China is still ‘months away’ from reopening (cnbc)
  15. Afraid to cruise? Not at all, say fans who are causing ‘explosion of bookings’ (cnbc)
  16. Carbon Credits Emerge as a Focus at COP27 (nytimes)
  17. Cash App Gets the Money (wsj)
  18. Hedge-Fund Manager Who Helped Expose Luckin Coffee’s Fraud Bets on Chinese Chain’s Comeback (wsj)
  19. Xi Jinping has secured his power at home. Now he’s stepping back out on the international stage (cnn)
  20. Morgan Stanley’s Wilson Says US Midterms Could Fuel Equity Rally (bloomberg)

Be in the know. 5 key reads for Sunday…

  1. U.S. audit inspection of Chinese companies in Hong Kong ends – sources (reuters)
  2. Election Day and Day After Historically Bullish (Almnanac Trader)
  3. The 25 Greatest Supercars of the 21st Century (So Far) (robbreport)
  4. What are Alibaba’s strategies on livestreaming and loyalty membership programs on Singles Day 2022? (technode)
  5. Mark Bergen on Apple’s Threat to the Online Ad Industry (bloomberg)

Be in the know. 20 key reads for Saturday…

  1. US Debt-Servicing Costs Skyrocket: $1.4 Trillion In Interest Payments On Deck (zerohedge)
  2. What Midterm Elections Could Mean for Tech (barrons)
  3. PayPal Stock Is Down, but Wall Street Likes the Long-Term View (barrons)
  4. Teva Is ‘on the Way’ to Leaving Opioid Litigation Behind, CEO Says (barrons)
  5. Berkshire’s Operating Profit Rose 20% in 3Q. Buybacks Totaled $1.1 Billion. (barrons)
  6. China Quashes Rumors It’s Set to Ease Rigid Covid Containment Measures (barrons)
  7. Here’s strong new evidence that a U.S. stock-market rally is coming soon (marketwatch)
  8. A Stock Trader’s Guide to China’s Potential Exit From Covid Zero (bloomberg)
  9. Fed warns of ‘low’ market liquidity in $24 trillion Treasury market, in latest financial stability report (marketwatch)
  10. Greg Jensen nailed inflation, the Ray Dalio leadership change, and won at poker. Inside his big year. (marketwatch)
  11. China’s Xi urges Russia-Ukraine peace talks, warns against nuclear conflict (marketwatch)
  12. Higher Rates Hammer Home Buyers—and Make Mortgage REITs Lucrative for Investors (barrons)
  13. For Chip Makers, the Flip from Shortage to Glut Intensifies (wsj)
  14. Fox Is Cleared to Buy FanDuel Stake for About $3.7 Billion (wsj)
  15. News in-depth. How Elon Musk’s ‘war room’ of advisers are transforming Twitter (ft)
  16. Fed warns sharply higher interest rates could spark financial distress (ft)
  17. Carl Icahn snaps up shares of canning giant Crown. Here’s how he may build value (cnbc)
  18. Siegel and Schwartz on Stocks for the Long Run (bloomberg)
  19. 12 Lessons on Money and More From Warren Buffett and Charlie Munger (morningstar)
  20. Free Cash Flow: Back to Basics (Aswath Damodaran)