Be in the know. 15 key reads for Tuesday…

  1. Fed’s Evans says he’s getting a little nervous about going too far, too fast with rate hikes (cnbc)
  2. Everybody Is Feeling Bad These Days. Why That’s Actually Good for the Market. (barrons)
  3. Don’t Hide When Markets Tank. Instead, Seek Out Opportunity. (barrons)
  4. Rents Drop for First Time in Two Years After Climbing to Records (wsj)
  5. China’s Central Bank Moves Further to Bolster the Yuan (wsj)
  6. Casino Shares Gain on Hopes of Renewed Tourism in Macau (wsj)
  7. Gundlach Starts Buying After Worst US Treasury Rout in Decades (bloomberg)
  8. Deflation Risks Loom in China Amid Property Crisis, Survey Shows (bloomberg)
  9. Pound steadies after hitting record low as investors weigh the chances of the Bank of England stepping in (businessinsider)
  10. The conditions needed for a stock market bottom are forming as investors get overly bearish, JPMorgan says (businessinsider)
  11. Lumber Prices Fall Back to Pre-Covid Levels (wsj)
  12. JPMorgan’s Kolanovic: ‘Stocks are Looking Increasingly Cheap’ (streetinsider)
  13. Hong Kong confident of attracting lost talent with ‘0+3’ travel rule (scmp)
  14. US Business Equipment Orders Rise by Most Since Start of Year (bloomberg)
  15. German Nuclear Power Extension More Likely, Minister Says (bloomberg)

Be in the know. 20 key reads for Monday…

  1. Macau to Reopen for Tours From Mainland China. Melco, Las Vegas Sands and Other Casino Stocks Climb. (barrons)
  2. Traders Who ‘Just Want to Survive’ Are Sitting on $5 Trillion Cash Pile (bloomberg)
  3. Wharton’s Siegel says Jerome Powell owes ‘the American people an apology’ (cnbc)
  4. Key Events This Week: PCE, Durables And A Barrage Of Fed Speakers (zerohedge)
  5. Atlanta Fed President Bostic expects job losses but says there’s a really good chance to get to 2% inflation without killing the economy (cnbc)
  6. China becomes ‘hothouse’ of intrigue ahead of crucial Communist party congress (theguardian)
  7. China’s Mistakes Can Be America’s Gain (theatlantic)
  8. Federal Reserve May Have Gone Too Far (investors)
  9. The Stock Market Is Reeling. Here’s What Could Stop the Pain. (barrons)
  10. Why the Midterm Elections Could Mark the Market’s Bottom (barrons)
  11. John Paulson on Frothy US Housing Market: This Time Is Different (bloomberg)
  12. UK Meltdown Raises Specter That Bond Market Vigilantes Are Returning (bloomberg)
  13. Central Banks May Stoke Risks by Raising Interest Rates Together (wsj)
  14. China Reins In Its Belt and Road Program, $1 Trillion Later (wsj)
  15. GOLDMAN SACHS: Buy these 26 stocks that are poised to outperform and generate rich cash flows in the near future despite the Fed’s rate hikes (businessinsider)
  16. The chief investment strategist at a $42 billion firm shares 9 stocks that can weather a recession while boosting income (businessinsider)
  17. Stifel’s stock chief shares 4 places to put your money now as an ‘immediate window’ for returns opens up while stocks hit a near-term bottom (businessinsider)
  18. China’s Central Bank Moves Further to Bolster the Yuan (wsj)
  19. Macau Gaming Stocks Surge, Relaxation of Travel Rules Seen as a ‘Positive Surprise’ (streetinsider)
  20. Travel Plays Fly on Hong Kong & Macau Reopening, PBOC Pumps Brakes on CNY Depreciation (chinalastnight)

Be in the know. 14 key reads for Sunday…

  1. Where You Can Find Stock-Market Bargains (wsj)
  2. XPeng Founder Lifts Stake With $30 Million Purchase After Plunge (bloomberg)
  3. The Fed’s Surprising Record With ‘Soft Landings’ From Inflation (wsj)
  4. Insights Live: Howard Marks on Top Misconceptions About Private Credit (OakTree)
  5. NYU Stern School of Business Professor of Finance Aswath Damodaran (ReCode)
  6. Our Ultimate Stock-Pickers’ Top 10 Dividend-Yielding Stocks (morningstar)
  7. “I’m Afraid…” Wharton Prof Rips Powell Apart Over Fed’s “Biggest Policy Mistake” Ever (zerohedge)
  8. Beto O’Rourke Says US Guest-Worker Program Would Help Slow Inflation (bloomberg)
  9. The Great Bond Bubble Is ‘Poof, Gone’ in Worst Year Since 1949 (bloomberg)
  10. US Is Inflating Its Debt Away After Unprecedented Spending Binge (bloomberg)
  11. Fed Hikes Rates By 75 Basis Points—Here’s Why It’s Not All Doom And Gloom For Investors (forbes)
  12. ECRI Weekly Leading Index Update (advisorperspectives)
  13. The World’s Wildest Hypercars Are On Display At L.A.’s Petersen Automotive Museum (maxim)
  14. Housing, yen, supply chains vs. the Fed (npr)

Be in the know. 20 key reads for Saturday…

  1. “I think we’re giving Powell too much praise. … The last two years are one of the biggest policy mistakes in the 110-year history of the Fed by staying so easy when everything was booming.” Wharton Professor Jeremy Siegel (marketwatch)
  2. Fundstrat’s Tom Lee is sticking with his bullish year-end stock market forecast even as yields soar and equities plunge amid sticky inflation (businessinsider)
  3. Amazon and Other Growth Stocks Have Been Hammered. Get Ready to Buy. (barrons)
  4. Healthcare Learned a Lot From Covid. 12 Ways to Invest Now. (barrons)
  5. Spooked Traders Just Piled Into Stock Protection at Record Rate (bloomberg)
  6. Junk-Bond Yields Top 8%. It Could Be a Good Time to Buy. (barrons)
  7. Brazil Stocks to Buy as Its Economy Booms (barrons)
  8. Why the ‘sell Rosh Hashanah, buy Yom Kippur’ trade is a tough call as stock-market selloff deepens (marketwatch)
  9. Home values in August saw their largest monthly decline since 2011. Some cities see house prices drop by 3%. (marketwatch)
  10. Jamie Dimon says stopping oil and gas funding would be ‘road to hell for America’ (marketwatch)
  11. Oil Retreats Below $80 (barrons)
  12. Uber Stock Can Rise on These 2 Trends (barrons)
  13. Stocks plummet over fears hawkish inflation policy will trigger recession (nypost)
  14. Bill Ackman: US should fight inflation with ‘increased immigration’ (nypost)
  15. Zuckerberg takes up MMA training: ‘This nerd is a silent killer’ (nypost)
  16. Investors demand overhaul of ‘outdated’ US accounting rules (ft)
  17. The Wrath of Kanye Threatens Sneaker Maker Adidas (bloomberg)
  18. Commodities Gauge Slumps to Lowest Since July Amid Broad Selloff (bloomberg)
  19. Wall Street Risks a Breaking Point After Week of Monetary Mania (bloomberg)
  20. China Vanke’s Property Management Arm Plans Up to $783.6 Million IPO (wsj)