Be in the know. 18 key reads for Thursday…

  1. Taiwan Semi Tops Estimates. Demand for Cars Helped. (barrons)
  2. China Readies $1.1 Trillion to Support Xi’s Infrastructure Push (bloomberg)
  3. Get ready for a summer of sales, as prices for everything from department-store goods to high-end watches get deeply discounted as inventory stacks up (businessinsider)
  4. Pharma Is Place to Hide During Recession (wsj)
  5. Global Natural-Gas Markets Are Getting Scared (wsj)
  6. Inflation May Have Peaked, but the Fed Won’t Back Off (wsj)
  7. JPMorgan Halts Share Buybacks as Earnings Miss Estimates (bloomberg)
  8. Hot Inflation Report Puts Pressure on Federal Reserve (wsj)
  9. S. Economy Slows in Several Parts of the Country, Fed’s Beige Book Says (wsj)
  10. Why Jeremy Siegel Doesn’t Think We’re in for a Rerun of ’70s Stagflation (barrons)
  11. Estée Lauder Stock Has Had an Ugly 2022. Why the Next 12 Months Could Be Beautiful. (barrons)
  12. Tiger Woods becoming team player is transformation no one saw coming (nypost)
  13. Producer Prices Top Forecasts But Signs of Softening Emerge (bloomberg)
  14. Two pieces of good news for investors and three moves to make now in the wake of surging CPI, from UBS (marketwatch)
  15. Oil Plunges To Post-Putin Lows, Breaks Key Technical Support (zerohedge)
  16. The Big Read. Ukraine: can Russia still win the war? (ft)
  17. Putin’s stamina for war will test the west’s resolve (ft)
  18. Liquidity is a bigger worry for investor returns than growth (ft)