Be in the know. 18 key reads for Wednesday…

  1. Alnylam Stock Rockets 50% as Trial Results Raise Hope for a Blockbuster (barrons)
  2. GOLDMAN SACHS: Buy these 25 names that are poised to stand out while recession fears make stock picking historically hard (businessinsider)
  3. OPEC+ Answers Biden’s Diplomacy With ‘Minuscule’ Output Hike (bloomberg)
  4. Job Openings Fell in June as Labor Market Cools Off (barrons)
  5. Has Alibaba Stock Bottomed? Check the Chart. (thestreet)
  6. Alibaba and Tesla Rival XPeng Are Teaming Up. (barrons)
  7. 30-year fixed mortgage rate saw biggest weekly decline since 2020 (foxbusiness)
  8. Shale patch pioneer Chesapeake to ditch oil in favour of natural gas (ft)
  9. Premium on Alibaba’s Hong Kong stock over US shares widens to seven times historical average after primary listing application (scmp)
  10. A fifth of US-listed Chinese firms probably not qualified for a Hong Kong listing, narrowing escape options: CMB Wing Lung analysts (scmp)
  11. OPEC ON TAP. The Energy Report 08/03/2022 (Phil Flynn)
  12. Google searches for ‘sell my home fast’ spike 2,750% (nypost)
  13. Profits Slump at CNN as Ratings Plummet (nytimes)
  14. Pelosi Stares Down Xi’s Threats, Giving China a Reality Check (bloomberg)
  15. Russia is Europe’s biggest energy supplier – but the US is sending more gas by boat than Russia is by pipeline (businessinsider)
  16. Treasury Slashes Auction Sizes Through October Despite QT, Plans Biggest Cuts To 20Y Bond (zerohedge)
  17. China Caixin services PMI improves further in July (marketwatch)
  18. Keep running with the bond bulls, says Bank of America (marketwatch)

Be in the know. 22 key reads for Tuesday…

  1. JP Morgan quant who called summer rebound in stocks says rally could continue even if corporate profits decline (marketwatch)
  2. Chinese stocks get cheaper for money managers who don’t want to be late for economy reopening party (scmp)
  3. China’s Alibaba teams up with Tesla rival Xpeng on tech for driverless cars (cnbc)
  4. Slow Days. The Energy Report 08/02/2022 (Phil Flynn)
  5. PayPal Stock Has Taken a Beating. Why They’re Worth a Look Before Earnings. (barrons)
  6. OPEC Meets This Week. Can It Still Swing the Market? (barrons)
  7. The Liberty Times, a large newspaper in Taiwan, said Pelosi would be landing in Taiwan around 10:20 p.m. local time. (barrons)
  8. Uber Is Cash Flow Positive for First Time. The Stock Soars. (barrons)
  9. The dollar will weaken and these stocks could outperform, says Evercore (marketwatch)
  10. Renters Finally See Market Starting to Cool After Record Growth (wsj)
  11. JPMorgan’s Kolanovic Stands Apart in Saying Stocks Will Rebound (bloomberg)
  12. JPMorgan’s China Calls Show Market Timing Is Tough (bloomberg)
  13. Climate Bill Could be a ‘Significant Tailwind’ for Tesla, GM, and Ford – Goldman (streetinsider)
  14. Potential for Short Squeeze is Increasing – Citi (streetinsider)
  15. Hints of 1982 have one strategist saying the bear market is over: Morning Brief (yahoo)
  16. US Audit Watchdog Insists on Full Access in China-Delisting Case (yahoo)
  17. Crunch looms in China-US wrangle over delistings (ft)
  18. European imports of Russian diesel jump, highlighting challenge to EU plans for ban (ft)
  19. Yen rises to two-month high as investors slash short bets (ft)
  20. Ant Group restructuring continues with top management change at Alipay (scmp)
  21. China unveils system for filing antitrust reviews as tech crackdown eases (scmp)
  22. China in Longest Streak of Liquidity Withdrawals Since February (bloomberg)