Be in the know. 20 key reads for Thursday…

  1. A Trader Spent $50 Million on Options Betting on S&P 500 Rally (Bloomberg)
  2. Imminent China Evergrande deal will see CCP take control (Asia Markets)
  3. It’s Just Evergrande. The Energy Report 09/23/2021 (Phil Flynn)
  4. Boeing lifts China jet demand estimate over two decades to $1.47 trln (Reuters)
  5. US jobless claim rise 351,000 in surprise jump (Fox Business)
  6. The Beginning of Tapering Is in Sight. What It Means for Markets. (Barron’s)
  7. Rates May Rise Sooner Than Expected, Fed Indicates (Barron’s)
  8. How the dean of valuation prices loss-making tech stocks — and his views on Amazon, Netflix and Airbnb (MarketWatch)
  9. China Will Need More Planes, Boeing Says. (Barron’s)
  10. Evergrande Is in Crisis, but a Risky China Still Beckons to Investors (Wall Street Journal)
  11. General Mills Shows Food Is Still Glorious (Wall Street Journal)
  12. Beyond Evergrande’s Troubles, a Slowing Chinese Economy (New York Times)
  13. China Pumps $17 Billion Into System Amid Evergrande Concerns (Bloomberg)
  14. China Tells Evergrande to Avoid Default on Near-Term Dollar Bonds (Bloomberg)
  15. BlackRock Targets China Tech Billions After ETF Loses Top Spot (Bloomberg)
  16. Big Pharma Isn’t Done Rolling Out Covid Treatments (Wall Street Journal)
  17. Carnival to have over half of its cruise ships sailing again by the end of October (MarketWatch)
  18. Oil Is Back Over $70 and 4 Stocks That Pay Massive Dividends Are Cheap (247wallst)
  19. ‘It’s really easy to navigate’ this stock market, says a BofA star strategist. Here’s what she says to do (marketwatch)
  20. The Fed prepares to tighten: five takeaways from its latest meeting (Financial Times)