Be in the know. 30 key reads for Friday…

  1. Fed Doesn’t Yet Favor a Half-Point Hike or an Emergency Move (bloomberg)
  2. Alibaba Earnings Are Coming. Here’s When, What to Expect and 4 Numbers to Watch. (barrons)
  3. Preferred Stock Yields Hit 5% After Sharp Market Selloff (barrons)
  4. Brazil Lures Value Investors. Don’t Expect a Carnival. (barrons)
  5. Opinion: Inflation fears are overblown — five reasons why you need to buy the dip in stocks (marketwatch)
  6. Air Taxis Are Hot. Blade Blows Away Sales Estimates. (barrons)
  7. Zillow Is Betting on a Housing Super App After Its Home-Flipping Exit. What Wall Street Thinks. (barrons)
  8. Why British Stocks Are Outperforming the U.S. (barrons)
  9. Inflation Is Surging. Here Are Some Portfolio Changes to Consider. (barrons)
  10. Moving on US women’s hockey team advances to semifinals, but it wasn’t easy (nypost)
  11. WarnerMedia-Discovery merger OK’d, but Amazon-MGM remains in limbo (nypost)
  12. China’s Anti-Graft Show Is Educational, With Unintended Lessons (nytimes)
  13. Turkey Sees Inflation Easing to Single Digits by 2023 Election (bloomberg)
  14. When Will China Be the World’s Biggest Economy? Maybe Never (bloomberg)
  15. $1 Billion in Super Bowl Bets Reshapes Sports Fandom (bloomberg)
  16. Why Russia-Ukraine Tensions Are So Hard to Defuse (bloomberg)
  17. Why Some Chinese Are ‘Lying Flat’ and What That Means (bloomberg)
  18. China’s biggest chipmaker SMIC posts record revenue despite U.S. sanctions (cnbc)
  19. The Fed is still likely to take a measured approach to rate hikes despite calls for bigger action (cnbc)
  20. France’s Macron Bets on Nuclear Power to Fight Climate Change (wsj)
  21. Coke and PepsiCo Earnings Show Big Sales Gains on Big Price Increases (wsj)
  22. Shareholders Reign Supreme Despite CEO Promises to Society (wsj)
  23. My Head Says Rams. My Heart Says Bengals. It’s a Super Bowl Toss-Up! (wsj)
  24. Schools Lift Mask Requirements, Change Rules as Omicron Recedes (wsj)
  25. Nokia to launch equivalent of up to $342 million in stock repurchases (marketwatch)
  26. U.S. consumer sentiment falls to ‘stunning’ decade low as inflation expectations hit 13-year high (marketwatch)
  27. Bond Veterans Say Market Wrong to See Fed Hikes Ending Near 2% (bloomberg)
  28. Fed Scrambles To Push Back Against Damage Caused By Bullard’s “Immature, Unprofessional” Comments (zerohedge)
  29. Goldman ups Fed hike forecast to 7 rate increases in 2022 after CPI data (streetinsider)
  30. Traders crank up bets of aggressive Fed action to combat hot inflation (ft)

Be in the know. 35 key reads for Thursday…

  1. Disney Stock Is Jumping. Streaming Was Strong and Theme Parks Rebounded. (barrons)
  2. Shale Billionaire Hamm Hands Most of His Stock to 5 Children (bloomberg)
  3. As Oil Hits $90, High Cost Shale Basins Are Hurriedly Coming Back Online (zerohedge)
  4. Coca-Cola’s Earnings Top Estimates. Sales Rise on Higher Prices. (barrons)
  5. PepsiCo Stock Rises on Earnings Beat and Full-Year Sales Outlook (barrons)
  6. After Meme-Stock Turmoil, SEC Proposes 1-Day Settlement of Trades (barrons)
  7. Inflation Hits Another Four-Decade High. Prices Rose More Than Expected. (barrons)
  8. Despite Jobs Blowout, Here’s a Reason to Bet on a Less Aggressive Fed (barrons)
  9. Tyson Foods May Have Solved Inflation. (barrons)
  10. Wall Street Is Wrong About Inflation (barrons)
  11. This Company Purchases Properties and Rents Them Back. (barrons)
  12. China’s Consumer Spending During Spring Festival Was Weak. But Olympics-Related Wares Were a Hit. (barrons)
  13. Natural Gas Has Seen Big Price Swings. Why Investors Should Buckle Up. (barrons)
  14. GE Is Selling a Power Asset. It’s a Sign of What’s to Come. (barrons)
  15. AstraZeneca Stock Rises Because It Sees More Sales—and Raised Its Dividend (barrons)
  16. Uber Stock Gains. Here’s What Investors Like About Its Earnings. (barrons)
  17. How there’s been a Greenspan-sized tightening to the economy even before the first Fed hike (marketwatch)
  18. British Stock Market Is Beating the U.S. (barrons)
  19. The Real Reason America Doesn’t Have Enough Truck Drivers (nytimes)
  20. Half-Point Fed Hike in March Is a Coin Flip After Hot Inflation (bloomberg)
  21. Fox Posts Higher Revenue on Ad Sales Strength (wsj)
  22. Nine states outlined plans this week to roll back requirements that people wear masks at indoor venues—including businesses and, in some cases, schools—as Covid-19 case numbers decline and pressure to return to normal life rises. (wsj)
  23. In Russia and Ukraine Talks, European Leaders Seek Central Role in Continent’s Fate (wsj)
  24. European Scientists Set Nuclear-Fusion Energy World Record (wsj)
  25. Let’s Face It, LinkedIn Might Be the Best Social Network Right Now (wsj)
  26. S. Jobless Claims Fell by More Than Forecast Last Week to 223,000 (bloomberg)
  27. Rent Inflation Shows That Landlords Have the Upper Hand Again (bloomberg)
  28. S. Foreclosures Surge in January After End of Pandemic Freeze (bloomberg)
  29. Novartis’s Move to Covid Market Opens the Door for New Type of Drug (bloomberg)
  30. Warren Buffett’s Top Stock Last Year Was the Bank He’s Been Bailing On (bloomberg)
  31. GOLDMAN SACHS: These 26 small-cap stocks have the most attractive sales growth, profit margins, and valuations among their peers (businessinsider)
  32. Kellogg sees annual profit above expectations as price hikes help (reuters)
  33. MGM China’s 2021 revenue beats forecasts with 85 per cent jump (scmp)
  34. The Numbers. The Energy Report 02/10/2022 (Phil Flynn)
  35. Biotechs face cash crunch after stock market ‘bloodbath’ (ft)