Be in the know. 22 key reads for Saturday…

  1. The Nasdaq Is Off to Hot Start This Year. It Still Has Room to Run. (barrons)
  2. The Fed has won its ‘war’ against inflation, says JPMorgan analyst. And now it needs to stop hiking interest rates. (marketwatch)
  3. Chip Stocks Roar Back To Life As Inflation Eases (investors)
  4. U.S. Will Hit the Debt Limit Soon. This Is What’s at Stake. (barrons)
  5. ‘Deep Value’ Stocks Look Ready to Bounce Back From a Tough 2022 (barrons)
  6. The Age of Free Money Is Over. But There Are Still Plenty of Opportunities, Barron’s Roundtable Pros Say. (barrons)
  7. For All His Criticisms of Disney, Peltz and Iger Probably Agree: Streaming Has to Be Fixed (barrons)
  8. Big Tech Could Rebound Big Time. Here’s How. (barrons)
  9. Akamai CEO Tom Leighton Is Scooping Up Stock (barrons)
  10. AMD CEO Lisa Su Says the Future Will Be AI-Powered (barrons)
  11. China’s Reopening Is Unlikely to Spark Surge for Commodities (barrons)
  12. The Fed: Whose Words Carry the Most Weight (barrons)
  13. Commentary: Russia’s Oil Industry Has Been Rewired by Sanctions. That’s Fine by Moscow. (barrons)
  14. Tanking Biotech Stocks Will Mean a Big Year for Deals. Who Could Benefit. (barrons)
  15. To pick 2023’s winners, look to 2022’s losers (marketwatch)
  16. Small-cap stocks outperform so far in 2023 as U.S. equities book second week of gains this year (marketwatch)
  17. Why the Fed is still seeing $2.2 trillion in daily demand for its overnight repo facility (marketwatch)
  18. Europe’s Mild Winter Cushions Economic Blow of Ukraine War (wsj)
  19. America’s Biggest Banks Are Girding for a Recession but Aren’t Feeling One Yet (wsj)
  20. Chips Are the New Oil and America Is Spending Billions to Safeguard Its Supply (wsj)
  21. Global bond market rebounds strongly as inflation fears recede (ft)
  22. US stocks notch largest weekly gains in two months (ft)

Be in the know. 27 key reads for Friday…

  1. Alibaba drives deeper into autonomous driving with Geely partnership (scmp)
  2. Inflation Is Turning the Corner (wsj)
  3. One And Done? Fed Mouthpiece Nick T Says Next Fed Hike Will Be 25bps (zerohedge)
  4. JPMorgan, Wells Fargo and Bank of America beat earnings expectations, but worries about ‘headwinds’ remain (marketwatch)
  5. The Fed has won its ‘war’ against inflation. Now it needs to stop hiking interest rates, JP Morgan analyst says. (marketwatch)
  6. Disney braces for board battle, with activist investor Nelson Peltz hatching a plan to ‘restore the magic’ (marketwatch)
  7. Boeing’s 737 MAX Takes Off From China for First Time in Nearly 4 Years (barrons)
  8. China’s Government to Take Golden Shares in Alibaba, TencentBank of America Tops Estimates. (bloomberg)
  9. Revenue Driven Up by Higher Rates. (barrons)
  10. JPMorgan Chase Sees ‘Mild Recession’ Ahead. Earnings Still Smash Expectations. (barrons)
  11. Brazilian Stocks Rose After Riots but President’s Path Looks Rough (barrons)
  12. S. Inflation Slowed for Sixth Straight Month in December (wsj)
  13. Tesla Just Cut Prices on Model Y and Model 3. This Is Why. (barrons)
  14. Ford Stock Is on Fire. The Reason Isn’t What You’d Expect. (barrons)
  15. Microsoft Bets Big on the Creator of ChatGPT in Race to Dominate A.I. (nytimes)
  16. Yellen Sees Turnaround of Supply Chains in US Inflation Data (bloomberg)
  17. Goldman’s Wealth CIO Says US Stocks Could Rally Despite Recession (bloomberg)
  18. Bosch Doubles Down on China With $1 Billion EV Parts Plant (bloomberg)
  19. China’s exports slump less than expected in December (cnbc)
  20. Retail investors have sold all of the stocks they bought during the pandemic trading boom (businessinsider)
  21. Wharton Professor Jeremy Siegel says the Fed needs to end its aggressive inflation-fighting policy and stop hiking rates now (businessinsider)
  22. TSMC Expects to Outsmart the Chip Downturn (wsj)
  23. For the Fed, ‘3% is the new 2%’ when it comes to inflation (yahoo)
  24. ‘Yellowstone’ Show Has Suburbanites Dressing Like Cattle Ranchers (wsj)
  25. China’s Junk-Bond Market Creaks Open With a $400 Million Sale (wsj)
  26. China property crisis: Officials draft 21-point action plan to aid developers (scmp)
  27. BoJ under pressure over next move as bond yields and yen surge (ft)