Be in the know. 33 key reads for Thursday…

  1. BlackRock and Ray Dalio Say Investors Should Be in China. Weighing the Risks. (Barron’s)
  2. S. Initial Jobless Claims Fall by Most Since Late June in Week (Bloomberg)
  3. ECB Slows Pandemic Bond Buying as Europe’s Economy Rebounds (Bloomberg)
  4. Atlanta Fed’s Bostic tells Wall Street Journal a taper decision is unlikely to come this month (marketwatch)
  5. Tiananmen Massacre Vigil Organizers Arrested by Hong Kong Authorities (Wall Street Journal)
  6. Wall Street Strategists Are Cautious About This Fall. Why They’re Worried. (Barron’s)
  7. 6 Energy Stocks That Don’t Deserve to Be Left Behind (Barron’s)
  8. 5 Incredibly Safe Dividend Stocks to Buy (247wallst)
  9. Intel Expects Huge Growth in Auto Chips. It’s Bulking Up in Europe. (Barron’s)
  10. Natural-gas futures rally to highest finish since 2014 on slow U.S. output recovery, tight supplies (MarketWatch)
  11. Chinese state op-ed defends Xi’s regulatory crackdown and foreign investment (New York Post)
  12. Hurricane Ida’s Fallout Continues to Cripple U.S. Oil Production (Wall Street Journal)
  13. A Vintage Lotus That Stays Ahead of the Curve (Wall Street Journal)
  14. China Stocks Hammered Again On Regulations Despite Some Optimism (IBD)
  15. Cathie Wood’s Ark cuts China positions ‘dramatically’ (Financial Times)
  16. As a Delta Wave Peaks in Some States, Others Brace for What’s Next (Wall Street Journal)
  17. BlackRock-Soros Feud Is a Microcosm of Wall Street’s China Dilemma (Wall Street Journal)
  18. Eric Church and Chris Stapleton top CMA Awards 2021 nominations (USA Today)
  19. Tencent Leads $60 Billion Loss as Game Crackdown Fears Grow (Bloomberg)
  20. Fidelity Cuts Ant Valuation Again as China Crackdown Spreads (Bloomberg)
  21. China Tells Gaming Firms to End ‘Solitary’ Focus on Profit (Bloomberg)
  22. What Xi Means by ‘Disorderly Capital’ Is $1.5 Trillion Question (Bloomberg)
  23. Walmart Rethinks Its China ‘Hypermarket’ Strategy Amid Alibaba Gains (Bloomberg)
  24. Traders Rush to Dump China Tech Stocks as Gaming Targeted Again (Bloomberg)
  25. European Central Bank slows its bond purchases as euro zone inflation surges (CNBC)
  26. Tencent, NetEase shares dive after Chinese regulators summon firms; report of game approval freezes (CNBC)
  27. Yellen urges Congress to raise debt limit, warns about extraordinary measures running out soon (CNBC)
  28. The six reasons why Jim Cramer is concerned about the stock market in September (CNBC)
  29. TEXT-Lagarde’s statement after ECB policy meeting (Reuters)
  30. JPMorgan Raises PT on Netflix (NFLX), Analyst Says 4Q Should Become Strongest Content Quarter Ever (StreetInsider)
  31. Analysis-Investors betting on ‘stable’ choice of Powell renomination at Fed (Reuters)
  32. China’s factory inflation hits 13-year high as materials costs soar (Reuters)
  33. ECB Preview: The First Taper, But Don’t Call It That (ZeroHedge)

Be in the know. 17 key reads for Wednesday…

  1. Manchin privately tells WH he’ll back $1T of Biden’s budget resolution: report (Fox Business)
  2. Wall Street sees as much as 56% upside for its 20 favorite stocks (MarketWatch)
  3. Goldman Sachs Expects Less GDP Growth This Year. Blame Delta and Consumer Spending. (Barron’s)
  4. 5 Utility Stocks for Investors Chasing Yield (Barron’s)
  5. BlackRock responds to Soros’ criticism of its China investments (Fox Business)
  6. Intel’s Salvation Lies in Europe—but Not With Fabs (Wall Street Journal)
  7. Wells Fargo Isn’t Missing the Party Yet (Wall Street Journal)
  8. Intel to Invest Up to $95 Billion in European Chip-Making Amid U.S. Expansion (Wall Street Journal)
  9. Elliott Management Has a More Than $1 Billion Stake in Citrix Systems (Wall Street Journal)
  10. Wall Street Can’t Get Enough Fixer-Upper Houses (Wall Street Journal)
  11. Apple Likely Has More App Store Deals to Make (Wall Street Journal)
  12. SEC needs to find a way to curb payment for order flow (Financial Times)
  13. Japan upgrades Q2 GDP on stronger business spending (Reuters)
  14. 5 reasons why UBS just boosted its year-end S&P 500 forecast to among the highest on Wall Street (Business Insider)
  15. China’s central bank keeps the brakes on economic stimulus (CNBC)
  16. Investment Banks Turn Sour on U.S. Equity Outlook (Bloomberg)
  17. Ray Dalio Says China Opportunities Can’t Be Neglected (Bloomberg)