Be in the know. 18 key reads for Wednesday…

  1. Biden-Xi Virtual Summit Set for Next Week, With Date to Come (bloomberg)
  2. China’s Xi says ready to work with U.S. on condition of ‘mutual respect’ (cnbc)
  3. Inflation Was Sharply Higher Than Expected in October (Barron’s)
  4. Why Coinbase’s chief expects the NFT market is more like Instagram than eBay (fnlondon)
  5. More pain likely for hedge funds as leveraged investors unwind wrong-way bond market bets, traders say (marketwatch)
  6. J&J Lauds Oklahoma Ruling That Tosses Out $465 Million Opioid Judgment (barrons)
  7. Evergrande Is Courting Default Again as $148 Million Payment Comes Due (barrons)
  8. Looking For Answers. The Energy Report 11/10/2021 (Phil Flynn)
  9. Business Costs Are Still Surging. Here’s One Reason for Optimism. (barrons)
  10. Inflation Was Supposed to Kill Margins. Why Companies Are Turning Higher Profits Anyway. (barrons)
  11. GE Is Splitting Up. The Pieces Are Worth More Than Wall Street Thinks. (barrons)
  12. AT&T, Verizon, and T-Mobile Make the Case for Their Beleaguered Stocks (barrons)
  13. Rolls-Royce plans to build small nuclear power plants in Britain. (New York Times)
  14. Inflation in U.S. Builds With Biggest Gain in Prices Since 1990 (bloomberg)
  15. Liquidity drought in Treasury market accompanies unexpected rally (Financial Times)
  16. China’s factory gate inflation soars to 26-year high on energy crunch (Financial Times)
  17. Li Ka-Shing Adds Hydrogen Bet to Bolster $31 Billion Fortune (bloomberg)
  18. Clorox CEO Sticking to Bold Post-Pandemic Plan After Stock Rout (bloomberg)

Be in the know. 20 key reads for Tuesday…

  1. Supply-Chain Constraints Were Harsh. Profit Margins Grew Anyway. (barrons)
  2. What China’s Tech Squeeze Is Doing to Singles’ Day (bloomberg)
  3. Nasdaq 100’s Sizzling Run to Record Flashes Warning (bloomberg)
  4. GE Will Split Into Three Units, Ending Conglomerate for Good (bloomberg)
  5. Not So Funny. The Energy Report 11/09/2021 (Phil Flynn)
  6. SoftBank Sells Off Portfolio of Large-Cap Tech Stocks (Barron’s)
  7. Larry Culp Is Building a Leaner, Meaner, More Profitable GE (Barron’s)
  8. Bank Stocks Have Been Big Winners. There’s More Upside in 2022. (Barron’s)
  9. Beam Gets FDA Nod for First Gene-Editing Trial (Barron’s)
  10. Following COP26? Look at These 3 Sustainable Investing Strategies and 40 Stock Picks. (barrons)
  11. Regeneron’s Antibody Drug Cut Risk of Covid-19 by 82%, Company Says (Wall Street Journal)
  12. S. Opens Borders to Vaccinated Europeans, Others, After More Than 18 Months (Wall Street Journal)
  13. Chinese Junk Bond Yields Top 25% as Property-Market Strains Intensify (Wall Street Journal)
  14. Infrastructure Projects to Boost Sales and Prices, Industry Executives Say (Wall Street Journal)
  15. Brainard Interviewed by Biden for Fed Chair as Search Heats Up (Bloomberg)
  16. Xi’s Expanding Power Is a Growing Risk for China’s Economy (bloomberg)
  17. Market bull Tony Dwyer sees the record breakout running through year end (CNBC)
  18. Wealth management products like Evergrande’s are a big hidden risk for China’s troubled property market, economists say (businessinsider)
  19. Rolls-Royce mini-nuclear power plant design gets UK state backing (Financial Times)
  20. China struggles to regulate house prices despite glut of controls (Financial Times)

Be in the know. 20 key reads for Monday…

  1. SoftBank unveils $8.8bn share buyback following investor pressure (Financial Times)
  2. S.-listed Chinese education companies jump on report of tutoring licensing (marketwatch)
  3. ChargePoint and Other EV-Charging Stocks Electrified by Infrastructure Bill (Barron’s)
  4. Coty Stock Surges on Earnings Beat and Outlook Boost (Barron’s)
  5. Airline Stocks Surge as U.S. Welcomes Travelers From Europe and Other Countries Again (Barron’s)
  6. Illumina’s Genetic Testing Business is Booming (Barron’s)
  7. Out Of Control. The Energy Report 11/08/2021 (Phil Flynn)
  8. Laggards for a Decade and Counting: Emerging-Market Stocks (Bloomberg)
  9. FANGs Are Getting Fatter on Falling Bond Yields (Bloomberg)
  10. Regeneron Antibody Prevents Covid Infections for 8 Months (Bloomberg)
  11. Xi Set to Unveil New Doctrine That Could Let Him Rule for Life (Bloomberg)
  12. S. Women Are Coming Back to the Job Market (Bloomberg)
  13. Here comes the travel boom (Yahoo! Finance)
  14. PwC to boost headcount in China by 20,000 with $1.25bn investment (Financial Times)
  15. Nuclear reactors are powering China’s energy transition (asiamarkets)
  16. Investors are sick of paying for private equity’s private jets (Financial Times)
  17. Chinese auto giant Geely launches electric truck, its rival to Tesla’s Semi (CNBC)
  18. What’s in the infrastructure bill? Electric vehicles, clean energy, and public transit are all included in $1 trillion policy (businessinsider)
  19. Are Investors Wrong To Worry About China? Morgan Stanley Responds… (zerohedge)
  20. Treehouse Foods (THS) Exploring Strategic Alternatives, Including Possible Sale to Maximize Value (streetinsider)