Be in the know. 30 key reads for Monday…

  1. Auto Stocks Are Down. They Could Be a Great Recession-Recovery Play. (barrons)
  2. China Central Bank Governor Pledges Stronger Support to Economy (blooberg)
  3. GOLDMAN SACHS: Buy these 21 low-downside stocks because history shows their profits will hold up during a potential recession (businessinsider)
  4. Supply Chains Inching Back to Normal Brace for Headwinds of Softer Demand (bloomberg)
  5. Brussels urges EU to turn down heat to resist Russian gas curbs (ft)
  6. Finding Opportunity in the Tech Wreck—Especially in China (barrons)
  7. Cameron Smith Overtakes Rory McIlroy to Win the 150th British Open (nytimes)
  8. Boeing Stock Rises as Delta Orders 100 Boeing MAX 10 Jets (barrons)
  9. What Tech Earnings Will Tell Us About a Second-Half Recession (barrons)
  10. Here’s why the 60/40 model suddenly has life again (marketwatch)
  11. Don’t fear the bear. It gives you chances to pick winning stocks and beat the market. (marketwatch)
  12. Fed officials signal 75-basis-point rate hike likely at upcoming meeting (marketwatch)
  13. Delta Selloff Has Gone a ‘Little Too Far,’ Analyst Says. The Stock Could Rally Soon. (barrons)
  14. Europe Fears Widespread Economic Fallout if Russian Gas Outage Drags On (wsj)
  15. China orders banks to open the credit taps to help developers deliver (scmp)
  16. The Big Read. Europe’s defence sector: will war in Ukraine transform its fortunes? (ft)
  17. Russian gas cuts threaten to shutter Germany industry (ft)
  18. Royal Caribbean to buy Endeavor cruise ship at ‘significantly below’ construction cost (yahoo)
  19. With Bearish Sentiment Off The Charts, $5.5 Billion In Daily Stock Buybacks Set To Flood Markets (zerohedge)
  20. China Adds Liquidity for First Time Since June (bloomberg)
  21. The Andy Jassy Way at Amazon (nytimes)
  22. Chip Investment Decisions Await Congressional Action on $52 Billion Funding Bill (wsj)
  23. China Tries to Jump-Start Its ETF Market With Foreign Money (wsj)
  24. Is a recession improbable or inevitable? JPMorgan, Goldman Sachs, and 10 other top investing firms reveal their predictions for the economy for the rest of 2022 (businessinsider)
  25. BofA’s Loan Revenue Rises as Rates Increase; Costs Climb (bloomberg)
  26. Did Buffett and Munger See BYD’s One Problem? (bloomberg)
  27. Russian gas holds the keys to the euro as the energy crisis weighs on Europe’s economy and currency (businessinsider)
  28. The Fed’s escalating inflation fight is taking the last bit of air out of meme-stock-style speculation, trading expert says (businessinsider)
  29. It’s a matter of ‘when and not if’ Europe gets hit by power crunch as Russia chokes off energy supplies, Rystad Energy says (businessinsider)
  30. Ford unveils new F-150 Raptor R pickup with 700 horsepower (cnbc)