Be in the know. 20 key reads for Wednesday…

  1. Get ready for the ‘reflation and reopening trade’ to kick into high gear, says JPMorgan’s top quant (MarketWatch)
  2. The FAANG Stocks Could Fall, if History Is Any Guide (Barron’s)
  3. Tech Stocks Waver After Netflix Results (Barron’s)
  4. Legendary investor Bill Miller says the window is closing on the SPAC market, but singles out 2 names that remain attractive (Business Insider)
  5. For AT&T’s Earnings, HBO Max Is the Only Thing to Watch (Barron’s)
  6. The Fed won’t taper until 2023 at the earliest, says former White House economist. Here’s why. (MarketWatch)
  7. Central Banks Are Trying to Muscle Aside Bitcoin (Barron’s)
  8. This chart shows the deluge of corporate spending on technology since 1980 (MarketWatch)
  9. Why Growth Stocks’ Rebound Doesn’t Mean Value’s Comeback Is Over (Barron’s)
  10. Coca-Cola CEO says company will raise prices to offset higher commodity costs (CNBC)
  11. Prices for household staples like diapers, tampons poised to surge (New York Post)
  12. Johnson & Johnson (JNJ) COVID-19 Vaccine Roll-out to Resume in Europe Following EMA Review (streetinsider)
  13. Weekly mortgage demand jumps 8.6% after interest rates fall to a two-month low (CNBC)
  14. U.S. inflation could hit 3% or 4% by the middle of 2022, veteran strategist warns (CNBC)
  15. Stock-market sentiment shifts after investor euphoria pushed U.S. equities to record highs (MarketWatch)
  16. Bitcoin’s momentum will see an ugly end as regulation kicks in and countries are no longer about to ignore its huge carbon footprint, an investment adviser says (Business Insider)
  17. Vertex to study experimental gene-editing therapy as treatment for sickle cell, beta-thalassemia (MarketWatch)
  18. Fisker could jump another 116% due to rising reservations and an EV boom, BofA says (Business Insider)
  19. These Are the Stocks to Play Europe’s Red-Hot Property Market, Says JPMorgan (Barron’s)
  20. Blackstone Bets on India’s Rising E-Commerce With Warehouse Deal (Wall Street Journal)

Be in the know. 15 key reads for Tuesday…

  1. Shell, Exxon Look to Profit From Capturing Customers’ Carbon Emissions (Wall Street Journal)
  2. Central Banks Are Trying to Muscle Aside Bitcoin (Barron’s)
  3. Procter & Gamble earnings beat as consumers hang on to pandemic cleaning habits; price hikes ahead (CNBC)
  4. Company earnings are rebounding, but anything short of perfect could be trouble. (New York Times)
  5. You’ve Come a Long Way. The Energy Report 04/20/2021 (Phil Flynn)
  6. The Rage of Carson Block (institutional investor)
  7. Natural gas producer EQT backs Biden’s methane crackdown (Financial Times)
  8. Johnson & Johnson Just Reported Earnings. This Number Is Critical. (Barron’s)
  9. 10 Stocks That Could Get Hit by Higher Taxes (Barron’s)
  10. Why the Reflation Trade Remains a Good Bet (Barron’s)
  11. These 6 Commercial REITs Are Too Cheap, Morgan Stanley Says (Barron’s)
  12. Lockheed Produced a Strong Quarter. (Barron’s)
  13. P&G Flags Price Increases as Earnings Beat Forecasts (Barron’s)
  14. These 20 Affordable European Companies May See Earnings Surge (Barron’s)
  15. Stock Shorts Collapse as No Hedge Fund Wants ‘Head Ripped Off’ (Bloomberg)