Be in the know. 14 key reads for Wednesday…

  1. The Fed’s Next Big Rate Hike Is Coming. Don’t Expect Powell to Tip His Hand. (barrons)
  2. Meta, Amazon, and Other Stocks Most Vulnerable to Tax-Loss Harvesting (barrons)
  3. Recession Is the Dark Cloud Hanging Over Powell’s Inflation-Busting Fed (barrons)
  4. Shopify CEO Buys $10 Million of Stock in the Open Market (barrons)
  5. GSK Raises Guidance as Earnings Help Shore Up Position of CEO (barrons)
  6. Traders Expect Higher Interest Rates to Stay for Foreseeable Future (wsj)
  7. Fed Meeting to Focus on Interest Rates’ Coming Path (wsj)
  8. US Holds Quarterly Debt Sales Steady, Keeps Pondering Buybacks (bloomberg)
  9. Reopening Rumor Sends Stocks Flying (chinalastnight)
  10. Tencent and China Unicom get Beijing’s nod for public-private JV (scmp)
  11. John Lee urges global banks to ‘get in front’ as Hong Kong roars back (scmp)
  12. US ETFs draw almost $500bn of inflows despite grim year for Wall St (ft)
  13. Fed set for another big rate hike, may tamp down future tightening (reuters)
  14. Goldman Sachs’ Solomon Sees Deal Recovery Possible Next Year (bloomberg)

Be in the know. 12 key reads for Tuesday…

  1. Healthy Singles’ Day presales for Alibaba, JD.com despite slow economy (scmp)
  2. Alibaba, JD.com, and Other Chinese Stocks Are Flying Amid Covid Rule Rumors (barrons)
  3. Jack Ma’s talent scheme lands in Hong Kong as Ant Group joins hands with government to train fintech professionals (scmp)
  4. What Fed Chair Powell can say to keep the stock-market rally alive — or kill it (marketwatch)
  5. Meta shareholders rage at ‘tone-deaf’ Mark Zuckerberg’s metaverse push (nypost)
  6. JPMorgan Says Dovish Fed Could Spark 10% S&P Surge (bloomberg)
  7. Hyun Song Shin Explains Why This Dollar Shock Is So Unique (bloomberg)
  8. Jerome Powell’s favorite bond-market gauge is on the verge of inverting, a sign of impending recession. That could mean a Fed pivot within months. (businessinsider)
  9. Higher Interest Rates Fuel Losses at the Federal Reserve (wsj)
  10. Fed Meeting to Focus on Rates’ Coming Path (wsj)
  11. Dollar drops as optimism spreads before Fed and BoE decisions (reuters)
  12. Tightening Has Peaked, Yields are in ‘Process of Peaking Out’ – JPM’s Kolanovic (streetinsider)

Be in the know. 15 key reads for Monday…

  1. Ant CEO says AlipayHK now has almost half the city’s population signed up as users (scmp)
  2. Chinese tech giants’ push into U.S., Europe’s markets sets up potential clash with Amazon (cnbc)
  3. exclusive | JPMorgan’s wealth chief Erdoes backs China markets after stock rout as best opportunity to emerge when doubters flee (scmp)
  4. HKEX chairwoman: China economy sure to rebound as reforms continue and markets ‘digest’ leadership reshuffle (scmp)
  5. Dovish FOMC Would See Traders Scrambling to Catch Up, Survey Shows (bloomberg)
  6. Jerome Powell Is Popular. His War on Inflation Could Change That. (nytimes)
  7. The Midterms Are Almost Here. What’s at Stake for the Economy. (barrons)
  8. 3 Potential Outcomes for the Midterms—and What Each Scenario Would Mean (barrons)
  9. The Dow Is Having a Great Month, the Nasdaq Is Having a Good One. What History Says Happens Next. (barrons)
  10. Higher Interest Rates Fuel Losses at the Federal Reserve (wsj)
  11. Morgan Stanley’s Wilson Says End of Fed Tightening Nearing (bloomberg)
  12. China Covid Cases Top 2,500, Rising the Most in Over 80 Days (bloomberg)
  13. China’s factory activity drops, bogged down by more Covid controls (cnbc)
  14. Japan Spent Record $42 Billion in October to Prop Up Yen (bloomberg)
  15. Morgan Stanley: Why Inflation Is Likely To Fall Faster Than Most Expect Based On M2 Growth (zerohedge)

Be in the know. 10 key reads for Sunday…

  1. China’s State Council vows revived policy support for nation’s digital economy (scmp)
  2. According to Handelsblatt, the Founder of German mRNA Covid Vaccine maker BioNTech will be part of Olaf Scholz’s delegation to Beijing on November 4th. (twitter)
  3. China c.bank reaffirms it will step up support for real economy (reuters)
  4. Unhealthy talk about mini-purge by Xi Jinping could not be further from the truth (scmp)
  5. Have Global Central Bank Hawkishness & Inflation Both Peaked? (zerohedge)
  6. Siegel and Schwartz on Stocks for the Long Run (bloomberg)
  7. Cash-Rich Consumers Could Mean Higher Rates for Longer (wsj)
  8. November is Top NASDAQ Month in Midterm Years (Almanac Trader)
  9. Junk Bonds Reversal Would Be Bullish For Stocks! (kimblechartingsolutions)
  10. Flying Cars Are Finally Coming: Here Are 3 That Will Hit the Skies Soon (robbreport)

Be in the know. 25 key reads for Saturday…

  1. Charlie Munger’s Daily Journal is still betting on stocks (ft)
  2. Li Qiang, Xi’s right-hand man (ft)
  3. Elon Musk, Paul Krugman, and Jeremy Siegel are warning the Fed risks hiking rates too high and tanking the US economy. Here’s where 7 experts see danger. (businessinsider)
  4. The Midterms Are Almost Here. What’s at Stake for the Economy. (barrons)
  5. Top Manager Of Top Fund: We’re In A Recession Right Now (investors)
  6. Where Are Markets Headed? Six Pros Take Their Best Guess (wsj)
  7. Earnings and Cash Flows: A Primer on Free Cash Flow (aswathdamodaran)
  8. S. Pensions Take a Fresh Look at China. Mr. Folwell of North Carolina said his fund isn’t planning any changes to its China allocation. “It’s the second-largest economy in the world,” he said. (wsj)
  9. Activist board battles to get more personal (ft)
  10. China to launch market-making on tech-focused STAR Market on Monday (reuters)
  11. PBOC to Maintain Normal Monetary Policy, Keep Yuan Stable (bloomberg)
  12. Poland Picks US, Westinghouse for First Nuclear Power Plant (bloomberg)
  13. UBS points out that Chinese shares are the cheapest in a decade, and that positive policy surprises could create a sharp rally, but that it’s waiting for more certainty. (barrons)
  14. Don’t Expect Home Prices to Crash (barrons)
  15. Why the Dow is having a killer month as it heads for best October ever (marketwatch)
  16. Small-Cap Stocks Are ‘Spring-Loaded’ for Recovery. 7 to Buy Now, According to a Pro. (barrons)
  17. Meta’s Problems Can Be Fixed. Don’t Get Your Hopes Up That They Will. (barrons)
  18. Record Buybacks Could Be Over. And Investors Might Be Relieved (bloomberg)
  19. Tech Is Getting Boring. That’s a Good Thing. (wsj)
  20. The Home-Improvement Boom Isn’t Over Yet (wsj)
  21. A dead cat bounce 250 years in the making (ft)
  22. Another jumbo Fed rate hike is expected next week — and then life gets difficult for Powell (marketwatch)
  23. The electric Pininfarina Battista costs a whopping $2 million. Here’s what that gets you (cnn)
  24. Warren Buffett Is Collecting 25% to 54% Yields on 3 Stocks: Here’s His Secret (theglobeandmail)
  25. Billionaire investor Bill Ackman joins Elon Musk calling for a Ukraine cease-fire that includes major concessions to Russia (fortune)