- Get ready for the ‘reflation and reopening trade’ to kick into high gear, says JPMorgan’s top quant (MarketWatch)
- The FAANG Stocks Could Fall, if History Is Any Guide (Barron’s)
- Tech Stocks Waver After Netflix Results (Barron’s)
- Legendary investor Bill Miller says the window is closing on the SPAC market, but singles out 2 names that remain attractive (Business Insider)
- For AT&T’s Earnings, HBO Max Is the Only Thing to Watch (Barron’s)
- The Fed won’t taper until 2023 at the earliest, says former White House economist. Here’s why. (MarketWatch)
- Central Banks Are Trying to Muscle Aside Bitcoin (Barron’s)
- This chart shows the deluge of corporate spending on technology since 1980 (MarketWatch)
- Why Growth Stocks’ Rebound Doesn’t Mean Value’s Comeback Is Over (Barron’s)
- Coca-Cola CEO says company will raise prices to offset higher commodity costs (CNBC)
- Prices for household staples like diapers, tampons poised to surge (New York Post)
- Johnson & Johnson (JNJ) COVID-19 Vaccine Roll-out to Resume in Europe Following EMA Review (streetinsider)
- Weekly mortgage demand jumps 8.6% after interest rates fall to a two-month low (CNBC)
- U.S. inflation could hit 3% or 4% by the middle of 2022, veteran strategist warns (CNBC)
- Stock-market sentiment shifts after investor euphoria pushed U.S. equities to record highs (MarketWatch)
- 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)
- Vertex to study experimental gene-editing therapy as treatment for sickle cell, beta-thalassemia (MarketWatch)
- Fisker could jump another 116% due to rising reservations and an EV boom, BofA says (Business Insider)
- These Are the Stocks to Play Europe’s Red-Hot Property Market, Says JPMorgan (Barron’s)
- Blackstone Bets on India’s Rising E-Commerce With Warehouse Deal (Wall Street Journal)
Be in the know. 20 key reads for Wednesday…
