Be in the know. 15 key reads for Thursday…

  1. A $7.2 Billion China ETF Just Added the Most Cash Since 2011 (bloomberg)
  2. Alibaba Stock Rallies as the Regulatory Picture Brightens. Is This Time Really Different? (barrons)
  3. China’s Stocks Are Cheap. Why It Could Be Time to Bargain Hunt. (barrons)
  4. New Obesity Drugs From Lilly and Novo Nordisk Generate Excitement (barron)
  5. Corporate America Is Making Deals Again. What That Means for the Stock Market. (barrons)
  6. The ECB Will Hike Rates in July. What It Means for the Global Economy. (barrons)
  7. Lumber Prices Are Falling With a Thud. (barrons)
  8. Avoiding Recession May Require Moving the Inflation Goal Post (barrons)
  9. China Weighs Reviving Jack Ma’s Ant IPO as Crackdown Eases (bloomberg)
  10. Alibaba’s cloud business unit brings new services to global NFT market (scmp)
  11. JPMorgan Strategists Say Equities Are Flashing a Bullish Signal (bloomberg)
  12. All About Mohammed bin Salman, the Prince at the Center of US-Saudi Reset (bloomberg)
  13. Ethereum just completed a successful dress rehearsal for its most important upgrade (cnbc)
  14. This chart explains why the US will avoid a recession, according to JPMorgan strategists (businessinsider)
  15. Hong Kong Internet Stocks Fly on Significant Volume Increase (chinalastnight)

The “TGIF” Stock Market (and Sentiment Results)…

On Tuesday, I joined Liz Claman on Fox Business – the Claman Countdown – to discuss inflation.  For those of you wondering what our new “auto-parts supplier” position was in the last few weeks, I broke it on Liz’s show (below).  Thanks to Liz and Ellie Terrett for having me on:
Continue reading “The “TGIF” Stock Market (and Sentiment Results)…”