Be in the know. 31 key reads for Friday…

  1. Chinese Stocks to Outperform Global Peers, Morgan Stanley Says (bloomberg)
  2. China’s Muted Inflation Leaves Room for Policy Stimulus (bloomberg)
  3. China’s Covid Exit Could Boost Europe and Latin America (barrons)
  4. Leuthold’s Paulsen Sees S&P 500 at 5,000 in New Bull Cycle (bloomberg)
  5. Elon Musk to remove 1.5 billion Twitter accounts, announces new feature for users’ tweets (foxbusiness)
  6. World’s Top Money Managers See Double-Digit Stock Gains in 2023 (bloomberg)
  7. Shanghai Disneyland Reopens as Businesses in China Welcome Covid-Control Easing (wsj)
  8. Asian stocks tick higher as China switches focus to growth (ft)
  9. Santa Claus rallies are a ‘meaningful’ trend, says financial advisor: What one could mean for investors this year (cnbc)
  10. Letter From Apple Supplier Foxconn’s Founder Prodded China to Ease Zero-Covid Rules (wsj)
  11. Amazon’s Bull Case Just Got Stronger Thanks to a Huge Pentagon Contract (barrons)
  12. Higher-Quality Junk Bonds: Worth a Careful Look (barrons)
  13. ‘I’m bullish because everybody is bearish’: Investment managers see gains possible in 2023 despite recessionary jitters (marketwatch)
  14. JPMorgan looks at ‘Armageddon scenario’ of Fed jacking rates up to 6.5%. Its conclusion may come as a surprise. (marketwatch)
  15. The $42 Billion Question: Why Aren’t Americans Ditching Big Banks? (wsj)
  16. S. vs. China: Can Comac’s C919 Compete With Boeing’s 737? (wsj)
  17. Amazon Launches TikTok-Style Feed in Push to Accelerate Social Shopping (wsj)
  18. US home prices will post first year-over-year decline in decade in 2023: experts (nypost)
  19. TSMC bucks broader chip slump with 50% revenue surge, helped by iPhone orders (cnbc)
  20. China’s Covid Pivot Sounds Like the Real Thing, Bumps and All (bloomberg)
  21. Fed Expected to Keep Peak Rates for Longer, Dashing Hopes for 2023 Cuts (bloomberg)
  22. China, Saudi Arabia stress importance of oil market stability as Xi visits Riyadh (cnbc)
  23. China’s yuan is set to get a boost as Covid measures ease: BK Asset Management (cnbc)
  24. Hong Kong stocks notch 2%; China reports inflation data in line with expectations (cnbc)
  25. JP Morgan asset managers buck the doomsayers of Wall Street, predicting a better 2023 for stocks and bonds (businessinsider)
  26. S. wholesale price inflation rate picks up in November but is lower for year (marketwatch)
  27. Opinion: Without more immigrants to America, high interest rates and sluggish growth will persist (marketwatch)
  28. China Stocks Cap Another Week of Hefty Gains on Reopening Moves (bloomberg)
  29. Santa Claus rallies are a ‘meaningful’ trend, says financial advisor: What one could mean for investors this year (cnbc)
  30. JPMorgan’s Kolanovic issues a tactical trade to sell energy stocks (streetinsider)
  31. Hong Kong Internet Rally Goes Free Solo on the Wall of Worry (chinalastnight)