Be in the know. 20 key reads for Tuesday…

  1. BofA Survey ‘Screams’ Capitulation Among Investors (bloomberg)
  2. Are Chinese stocks set for a 2015-style rebound? A pick-up in margin trading volume offers good leading signal (scmp)
  3. Key Takeaways from President Xi’s Speech at China’s Party Congress (chinalastnight)
  4. China’s Economy Is Recovering and Improving, Premier Li Says (bloomberg)
  5. BofA’s Moynihan Says Consumers Are Showing Little Weakness (bloomberg)
  6. JPMorgan’s Kolanovic Trims Risk as He Turns More Wary on Economy (bloomberg)
  7. Forecast for US Recession Within Year Hits 100% in Blow to Biden (bloomberg)
  8. White House Planning Oil Reserve Release Announcement This Week (bloomberg)
  9. China Wants to Be Part of Global Economy Despite Domestic Focus (bloomberg)
  10. Small-Time Options Traders Bet Big on US Stocks Falling Further (bloomberg)
  11. Fund managers ‘scream capitulation’ as cash levels rise to highest in 21 years, Bank of America says (marketwatch)
  12. The Fed Is Playing With Fire (barrons)
  13. Xi’s Contradictory Vision for China (wsj)
  14. Even as US Inflation Climbs, Wall Street Sees Steep Fall Coming (bloomberg)
  15. Consumer Banking Props Up Wall Street as Markets Slump (bloomberg)
  16. Xi Must End Covid-Zero Shadow Over World Economy (bloomberg)
  17. AT&T Is Counting on Government Stimulus Dollars to Help Fund Its Broadband Future (bloomberg)
  18. China delayed the release of key economic data to avoid distraction amid the Communist Party Congress, not to conceal data, analysts say (businessinsider)
  19. Dan Loeb’s Third Point builds stake in Colgate, sees value in pet food business in potential spinoff (cnbc)
  20. Gilts and pound rally as Hunt aims to steady market with fiscal plans (ft)

Be in the know. 15 key reads for Monday…

  1. George warns against too much haste in raising borrowing costs (bloomberg)
  2. Alibaba and Other China Stocks Jump as President Xi Reassures on Tech (BARRONS)
  3. Junk-Rated Companies Search for the Right Time to Tap Investors (wsj)
  4. China Seeks to Boost Stock Market as Xi Speech Disappoints (bloomberg)
  5. China’s Economy Needs to Double in Size to Meet Xi’s Ambitious Plans (bloomberg)
  6. Key Takeaways From Xi Jinping’s Two-Hour Speech (bloomberg)
  7. China’s Unexpected GDP Delay Blamed by Analysts on Party Meeting (bloomberg)
  8. Bank of America Posts Earnings Beat as Net Interest Income Surges (barrons)
  9. K. Bonds and Pound Rise. Government Calms Markets With U-Turn on Tax Cuts. (barrons)
  10. Boeing May Score a Big Order. The Stock Needs Good News. (barrons)
  11. Splunk Stock Jumps as Activist Starboard Said to Have Sizable Stake (barrons)
  12. China to ease share buyback rules amid a sluggish market (reuters)
  13. As Xi opens congress, China’s state hands keep markets steady (reuters)
  14. China’s new growth goals require a change for attracting foreign investors, official says (cnbc)
  15. P&G Bets Inflation Won’t Push Shoppers to Trade Down (wsj)