Be in the know. 17 key reads for #MLKDay2023…

  1. Chinese Provinces Mostly Target Growth of 5% or More in 2023 (bloomberg)
  2. As China reopens and data surprises, economists are starting to get less gloomy (cnbc)
  3. Paul Krugman says the Fed’s pessimistic view of inflation feels a bit desperate, now that price pressures are cooling rapidly (businessinsider)
  4. From Disciplinarian to Cheerleader: Why China Is Changing Its Tone on Business (nytimes)
  5. Yellen Sets Surprise US-Chinese Meeting With Liu in Switzerland (bloomberg)
  6. As China Tech Stocks Roar Back, a New Normal Will Test Upside (bloomberg)
  7. Volkswagen Sees China Market Accelerating After Tough First Quarter (bloomberg)
  8. US Dollar Shorts Become Favorite Trade as Fed Seen Slowing Hikes (bloomberg)
  9. Didi Wins Okay to Relaunch Apps as China Tech Crackdown Ebbs (bloomberg)
  10. China Bad-Debt Firms Plan Property Support of Up to $24 Billion (bloomberg)
  11. Alibaba and Other Chinese Stocks Are Soaring as Tech Clampdown Eases (barrons)
  12. Alibaba Seeks to Boost Sales Abroad With Buy Now, Pay Later (wsj)
  13. Elon Musk slams the Fed’s tightening campaign again: ‘The higher the rates, the harder the fall’ (businessinsider)
  14. ‘If they’re flying, they’re buying’: Boeing (BA) 737 MAX returns to service in China (streetinsider)
  15. Amazon (AMZN) has the ‘most attractive risk-reward skew’ – Goldman Sachs (streetinsider)
  16. Dazed and Exhausted Stock Buyers Can Finally Catch Their Breath (yahoo)
  17. Charlie Munger: How to Invest in Stocks and Real Estate (gurufocus)