Be in the know. 23 key reads for Monday…

  1. An out-of-the box idea for China and Trump (ft)
  2. A Bond Selloff Is Rocking the World. You Might Want to Take the Other Side. (wsj)
  3. China Boosts Yuan Support With Warning, Capital Control Tweaks (bloomberg)
  4. China’s Trade Surplus Reaches a Record of Nearly $1 Trillion (nytimes)
  5. Boeing Stock Would Benefit From a Breakup, Specialist Says (barrons)
  6. China and the U.K. have the opposite problem. They just struck a deal. (marketwatch)
  7. The bull market is still intact. This pullback is just the cost of doing business, says strategist (marketwatch)
  8. Goldman Sachs Is All-In on the American Exceptionalism Trade (barrons)
  9. Moderna Stock Sinks. It Disappoints With Covid-19 Vaccine Forecast. (barrons)
  10. China Downplays Deflation Troubles. Bond Vigilantes Aren’t Buying It. (barrons)
  11. The Car Market’s Hottest Deal: The Cheap EV Lease (wsj)
  12. Stocks Are Close to Wiping Out Trump Bump as Rate Fears Kick In (bloomberg)
  13. Investors Hope Earnings Season Can Revive Faltering Stock Rally (wsj)
  14. We’re ‘cautiously optimistic’ about the economic outlook, says JPMorgan’s Gabriela Santos (cnbc)
  15. December Imports Increase On Domestic Demand (chinalastnight)
  16. China’s Export Boom Means Trump Tariffs Would Hit Beijing Where It Hurts (wsj)
  17. Meet Trump’s Economic Whisperers (nytimes)
  18. China Securities Regulator Vows Efforts to Stabilize Market (bloomberg)
  19. China’s imports post surprise growth in December; exports beat expectations as higher tariffs loom (cnbc)
  20. Opinion: The stock market’s ‘Trump bump’ will be back. Just be patient. (marketwatch)
  21. There goes 80% of the market, says one reaction to new White House microchip rules (marketwatch)
  22. Trump should declare California an ‘opportunity zone’: Jeff Sica (foxbusiness)
  23. Natural-Gas Stocks Are Set to Beat the Market. Here’s Why. (yahoo)