Be in the know. 20 key reads for Tuesday…

  1. Illumina Soars As Activist Carl Icahn Sets Up Battle For Control (investors)
  2. Relief in Silicon Valley After ‘Near-Death Experience’ for VCs (barrons)
  3. Regulators Had the Tools to Prevent Customer Concentration at Failed Banks (barrons)
  4. Bank Stocks Recover After Biggest Day of Losses Since 2020 (barrons)
  5. 5 Things to Know Before Buying Bank Stocks (barrons)
  6. 3 Regional Bank Stocks That Might Be Opportunities in the Selloff (barrons)
  7. Goldman Sachs Now Sees No Fed Rate Hike in March. The Path Beyond Is Uncertain. (barrons)
  8. Moody’s Has a Hard Look at Bank Ratings. It Isn’t Just First Republic Under Scrutiny. (barrons)
  9. Boeing Deal for Jets From Saudi Arabia Might Be Bigger Than First Imagined (barrons)
  10. Regional banks are seeing flight of deposits to too-big-to-fail megabanks (marketwatch)
  11. Uber and Lyft Stocks Rise After Court Victory. (barrons)
  12. Fed’s Magical Accounting Might Save Banks but Doom Rate Increases (wsj)
  13. China’s Xi Plans to Speak With Zelensky for First Time Since Ukraine War Broke Out (wsj)
  14. China’s Premier Seeks to Soothe Anxieties About Economy, Business Environment (wsj)
  15. Federal Reserve’s Path Is Murkier After Bank Blowup (nytimes)
  16. China’s New Premier Needs to Revive Growth. How Far Will Loyalty Get Him? (nytimes)
  17. Brainard Must Help Contain SVB Crisis She Warned Was Coming (bloomberg)
  18. 1-Year Inflation Expectations Tumble At Fastest Pace On Record (zerohedge)
  19. These 23 bank stocks offer upside after Silicon Valley Bank’s stunning collapse sent the whole sector plummeting, according to Bank of America (businessinsider)
  20. The weekend US officials hatched a plan to stave off a banking crisis (ft)