Be in the know. 28 key reads for Monday…

  1. The Fed needs to stay put on rates (ft)
  2. Hedge Funds Brawl Over Battered Commercial Real Estate (wsj)
  3. Commercial Real Estate Sentiment vs. Reality (bloomberg)
  4. China has announced a slew of measures to bolster its economy. Here’s what we know so far (cnbc)
  5. President Xi Chairs CCP Politburo Meeting, Laying out 2H23 Econ Work (aastocks)
  6. China Holds Off on Major Stimulus as It Signals Property Easing (bloomberg)
  7. China’s Alibaba says will not join Ant Group share buyback (reuters)
  8. Xi’s Housing Speculation Warning Left Out of Politburo Statement (bloomberg)
  9. Earnings Are the Tech-Stock Rally’s Next Big Test (barrons)
  10. The AI Bubble Isn’t Big Enough. Why There’s More Upside Ahead for Big Tech. (barrons)
  11. Restaurants Are Packed Again. Earnings Will Show How Long They’ll Stay That Way. (barrons)
  12. Elon Musk Says Twitter Will Change Its Logo to X (wsj)
  13. IPO Market Awakens From Long Slumber (wsj)
  14. Why Businesses Can’t Stop Asking for Tips (wsj)
  15. Big Pharma Bets Big on China (wsj)
  16. Beijing Offers Love, but Chinese Entrepreneurs Aren’t Buying It (nytimes)
  17. Fed, ECB Weigh End-Game After Next Rate Hikes to Curb Inflation (bloomberg)
  18. A ‘momentous week’ ahead as the Fed, ECB and Bank of Japan near pivot point (cnbc)
  19. China to resume 15-day visa-free entry for citizens of Singapore and Brunei (cnbc)
  20. Podcast: Why We May Be About to See the Shortest Housing Cycle Ever (bloomberg)
  21. China Politburo Shifts Stance on Property, Keeps Fiscal Language (bloomberg)
  22. China to Review Official Appointments, Removals Tuesday (bloomberg)
  23. China’s Options to Retaliate in Trade Fight With US Are Limited (bloomberg)
  24. Altice USA Said to Be Considering a Sale of Cheddar News (nytimes)
  25. China’s Politburo Aims To Stabilize Property Market By Intensifying “Counter-Cyclical Adjustments” (zerohedge)
  26. AT&T, Verizon Investors Have More Than Lead Cables to Worry About (wsj)
  27. China Addresses Investor Concerns in Global Fund Meeting (bloomberg)
  28. The Fed and the Dollar (bloomberg)