Tag: StockMarket

Be in the know. 20 key reads for Thursday…

  1. Baidu’s $1bn bond draws strong demand despite China tech crackdown (Financial Times)
  2. Tencent Earnings Good Enough to Forget Regulatory Woes for One Day (Barron’s)
  3. Dogecoin Alone Accounted For 62% Of Crypto Revenue For Robinhood In Q2 (Benzinga)
  4. Fed would make ‘very serious mistake’ tapering this year, analyst says (Fox Business)
  5. Most Fed officials believe stimulus could start winding down this year (Financial Times)
  6. 5 Raymond James Analyst Favorite Stocks Look Safe and Pay Big, Dependable Dividends (24/7 Wall Street)
  7. US consumers flock to the shops despite spread of Delta variant (Financial Times)
  8. Why Jim Cramer Is Bullish On Disney At Current Levels: ‘The Greatest Story Ever Told’ (Benzinga)
  9. Philly Fed factory index falls in July to lowest since December (Reuters)
  10. Ray Dalio, Al Gore, and 8 other Alibaba investors may have seen $1.4 billion wiped off their stakes this quarter. Ken Fisher, Jeremy Grantham, Bill Miller, and Steve Cohen were also shareholders as of June 30. (Business Insider)
  11. Soaring demand for the world’s least-liked commodity sees coal prices jump 106% this year (CNBC)
  12. Anxiety Ripples Through Markets Worried About China and Covid (Bloomberg)
  13. Contrarian Investors Should Love Emerging Markets (Bloomberg)
  14. China Tech Rout Deepens as New Regulations Mulled; Alibaba Dives (Bloomberg)
  15. Bilibili Beats Views, But Long Stock Slide Continues (Investor’s Business Daily)
  16. Rowe Price CEO Leads With His Top 10 List (Investor’s Business Daily)
  17. XPeng Is Quadrupling Capacity. It Expects to Sell More Electric Vehicles. (Barron’s)
  18. Tencent to Work With Chinese Regulators to Limit Minors’ Online Game Time (Wall Street Journal)
  19. Officials debated timing, mechanics of plans to reduce $120 billion in monthly bond purchases at July meeting, minutes show (Wall Street Journal)
  20. Amazon Plans to Open Large Retail Locations Akin to Department Stores (Wall Street Journal)

Be in the know. 20 key reads for Wednesday…

  1. What the Afghanistan Withdrawal Means for Defense Stocks (Barron’s)
  2. BlackRock calls for investors to lift allocations to China’s markets (Financial Times)
  3. HSBC’s Chairman Says China Opportunities ‘Too Big to Ignore’ Despite Politics (Bloomberg)
  4. Goldman Is Back on Top —Of the Shareholder List for the Troubled Chinese Stock Formerly Known as GSX (institutionalinvestor)
  5. Tencent profits jump 29% despite China’s regulatory crackdown (Financial Times)
  6. Minutes of the Fed’s July Meeting Due Today. Look for Clues on the Taper Debate. (Barron’s)
  7. Krispy Kreme Climbs As Sales, Outlook Top Estimates. Its CEO Sees More To Come. (Barron’s)
  8. Rich Investors Are Buying Risky Credit That Banks Won’t Touch (Bloomberg)
  9. Americans Turn Against China Stocks as Crackdown Angst Deepens (Bloomberg)
  10. Hedge Funds Blindsided by China Risk (Bloomberg)
  11. China Eyes Wealth Redistribution in Push for ‘Common Prosperity’ (Bloomberg)
  12. China Looks to Be Defusing Government’s Hidden Debt Bomb (Bloomberg)
  13. Tencent is Ready to Back Its Biggest Investment Yet (Bloomberg)
  14. Labor Day has been a turning point in markets the last three years. Here’s what one strategist sees happening next. (MarketWatch)
  15. Baidu launches second chip and a ‘robocar’ to set up AI and driverless future (CNBC)
  16. Tencent Looks Abroad as Beijing Tightens the Screws at Home (Wall Street Journal)
  17. ViacomCBS upgraded to Overweight from Equal Weight at Wells Fargo (The Fly)
  18. Investors Bet Corporate Spending and Buybacks Will Support Stocks (Wall Street Journal)
  19. Walmart’s Earnings Report Shows Sales Rose as Shoppers Returned to Stores (Wall Street Journal)
  20. The $2.5 million 2022 Lamborghini Countach is already sold out (Fox Business)

Be in the know. 20 key reads for Tuesday…

  1. Boeing Stock Can Gain 35%. How It Can Win the Future by Fixing Its Problems Now. (Barron’s)
  2. Walmart Earnings Topped Expectations (Barron’s)
  3. The Infrastructure Deal Will Shred Red Tape (Barron’s)
  4. Forget $100 Oil. Here’s What to Watch in Energy Now. (Barron’s)
  5. China’s Summer of Stock Market Turbulence: A Timeline (Bloomberg)
  6. Afghanistan Crisis Could Set Back Biden’s Legislative Push (Barron’s)
  7. Here’s what Vanguard found to be the most potent inflation-fighting asset class (MarketWatch)
  8. S. retail sales slump 1.1% due to shortage of cars and shift in consumer spending (MarketWatch)
  9. How did stimulus checks affect household finances? (MarketWatch)
  10. Biden Administration Expected to Call for Covid-19 Vaccine Booster Shots (Wall Street Journal)
  11. Fed Officials Weigh Ending Asset Purchases by Mid-2022 (Wall Street Journal)
  12. China’s Economic Recovery Is Losing Steam (Wall Street Journal)
  13. Drop in U.S. Retail Sales Underscores Shift to Services Spending (Bloomberg)
  14. China Tech Stocks Slump as Nation Issues Draft Competition Rules (Bloomberg)
  15. S. Factory Output Rose by Most in Four Months, Lifted by Autos (Bloomberg)
  16. Investors Bet Corporate Spending and Buybacks Will Support Stocks (Wall Street Journal)
  17. Dan Loeb’s Third Point Acquires Stakes in Sofi (SOFI), SentinelOne (S), and Didi (DIDI); Increases Intel (INTC) Stake and Exits ContextLogic (WISH), Rocket (RKT), Zillow (ZG), and New York Times (NY) (Street Insider)
  18. US banks and brokers set stage for shift to one-day equities settlement (Financial Times)
  19. Roche’s Arthritis Drug, Used As COVID-19 Treatment, Faces Supply Shortage (Benzinga)
  20. Alibaba Launches New NFT Marketplace: What You Need To Know (Benzinga)