Be in the know. 15 key reads for Friday…

  1. What Bullard got wrong about a 7% fed funds rate (and why the terminal rate may be closer than you think) (marketwatch)
  2. China Growth Target Should Be at Least 5%, PBOC Adviser Says (bloomberg)
  3. JD Reports Higher Quarterly Sales, Defying China Downturn Fears (bloomberg)
  4. Boeing Is Taking Action to Fix Its Defense Business (barrons)
  5. A year after the Nasdaq peak, why stocks could rally from here. (marketwatch)
  6. How 18 semiconductor stocks shine when compared with Nvidia this earnings season (marketwatch)
  7. Zuckerberg Says This Will Be a Sales Driver Before His Big Bet on the Metaverse (barrons)
  8. Here’s another reason softer inflation may be a game-changer for stocks: the dollar may finally have peaked (marketwatch)
  9. He Thought His Home Might Sell for $30 Million. Fifteen Months Later, It’s ‘The Steal of the Century.’ (wsj)
  10. Wall Street Economists Split on Whether Fed Cuts Rates in 2023 (bloomberg)
  11. China’s Covid Cases Near Record High in Test for Looser Rules (bloomberg)
  12. Ray Dalio says none of China’s new leadership team appear to be ‘extremists’ (cnbc)
  13. An iPhone Factory Needs Workers. The Chinese Government Wants to Help. (nytimes)
  14. Masa-Son Steps Back From Running Softbank, Personally Owes Almost $5 Billion To Troubled Tech Giant (zerohedge)
  15. Macron says China’s ability to pressure Russia is ‘extremely useful’ (ft)

Be in the know. 20 key reads for Thursday…

  1. Alibaba stock heads higher after earnings as profit tops expectations (marketwatch)
  2. AliViews: Alibaba’s CEO Daniel Zhang on Q2 Earnings (alizila)
  3. Alibaba Group Announces September Quarter 2022 Results (alibabagroup)
  4. PCAOB’s Finish Line, Dynamic Zero Reiterated, Alibaba & NetEase Report (chinalastnight)
  5. Alibaba Investor Call Presentation (alibabagroup)
  6. Stocks Are Sliding on Hawkish Fed Talk (barrons)
  7. Fed to Face Rising Tensions in Next Congress on Inflation and Jobs (bloomberg)
  8. Walmart, Target, and the Looming White-Collar Recession (barrons)
  9. Veteran manager offers 5 ‘cheap, quality, dividend’ stocks that will let you play one of tech’s biggest themes. (marketwatch)
  10. Fed’s Waller Outlines Case for Slower Interest Rate Hikes (barrons)
  11. Hong Kong to Reduce Covid Testing Requirement for Arrivals (bloomberg)
  12. Tencent Wins First Major Game Approval as China Crackdown Eases (bloomberg)
  13. Alibaba Says Conversion to Primary Listing in Hong Kong Delayed (bloomberg)
  14. G-20 Leaders Agree to Declaration Against War, Pressuring Russia (wsj)
  15. Amazon Confirms Corporate Staff Cuts That Could Hit 10,000 Employees (wsj)
  16. Russia’s war in Ukraine is the biggest culprit pulling the global economy into a downturn, IMF chief says (businessinsider)
  17. Alibaba Conjures Up Cost Savings (wsj)
  18. China’s Top Officials Give Clues on Party’s Economic Strategy (bloomberg)
  19. China grants new video game licences to Tencent and NetEase in November (scmp)
  20. Bullard Says Fed Should Raise Rates to ‘Minimum’ of 5% to 5.25% (bloomberg)