Be in the know. 18 key reads for Friday…

  1. Opinion: Stocks have been rising over the past 5 months — why aren’t investors convinced? (marketwatch)
  2. Investors piled $354 bln into cash since Ukraine war – BofA (reuters)
  3. Bonds record longest inflow streak since November 2021 – BofA (streetinsider)
  4. Markets are overrun with bearish sentiment that ignores the resilient economy, strategist says; ‘Earnings can hang in there’ (businessinsider)
  5. What recession? Consumer sentiment hits 13-month high in February (marketwatch)
  6. Buy Micron Stock Because Memory Chip Demand Will Rebound, Says J.P. Morgan (barrons)
  7. Bank of America’s CEO, on Inflation, Recession, and the Fed (barrons)
  8. Inflation Comes in Higher in Troubling Sign for Fed (barrons)
  9. The War in Ukraine Has Boosted Defense Stocks. There Are More Gains to Come. (barrons)
  10. S. to Expand Troop Presence in Taiwan for Training Against China Threat (wsj)
  11. China Urges End to Ukraine War, Calls for Peace Talks (wsj)
  12. Chip Makers Turn Cutthroat in Fight for Share of Federal Money (nytimes)
  13. Fed’s Mester says she has hope that inflation can be brought down without a recession (cnbc)
  14. The next bull market in stocks won’t kick off until the Fed is forced to bail out the US government, Bank of America says (businessinsider)
  15. Nobel economist Paul Krugman warns of nagging inflation – but he sees only a 25% chance of a US recession (businessinsider)
  16. Janet Yellen now sees a chance the US economy will avoid a recession as inflation is coming down (businessinsider)
  17. Warren Buffett’s must-read annual letter arrives Saturday. Here’s what to expect from the investing legend (cnbc)
  18. US Dollar Strength & Political Rhetoric Weigh on Markets, Week in Review (chinalastnight)