Be in the know. 22 key reads for Tuesday…

  1. JP Morgan quant who called summer rebound in stocks says rally could continue even if corporate profits decline (marketwatch)
  2. Chinese stocks get cheaper for money managers who don’t want to be late for economy reopening party (scmp)
  3. China’s Alibaba teams up with Tesla rival Xpeng on tech for driverless cars (cnbc)
  4. Slow Days. The Energy Report 08/02/2022 (Phil Flynn)
  5. PayPal Stock Has Taken a Beating. Why They’re Worth a Look Before Earnings. (barrons)
  6. OPEC Meets This Week. Can It Still Swing the Market? (barrons)
  7. The Liberty Times, a large newspaper in Taiwan, said Pelosi would be landing in Taiwan around 10:20 p.m. local time. (barrons)
  8. Uber Is Cash Flow Positive for First Time. The Stock Soars. (barrons)
  9. The dollar will weaken and these stocks could outperform, says Evercore (marketwatch)
  10. Renters Finally See Market Starting to Cool After Record Growth (wsj)
  11. JPMorgan’s Kolanovic Stands Apart in Saying Stocks Will Rebound (bloomberg)
  12. JPMorgan’s China Calls Show Market Timing Is Tough (bloomberg)
  13. Climate Bill Could be a ‘Significant Tailwind’ for Tesla, GM, and Ford – Goldman (streetinsider)
  14. Potential for Short Squeeze is Increasing – Citi (streetinsider)
  15. Hints of 1982 have one strategist saying the bear market is over: Morning Brief (yahoo)
  16. US Audit Watchdog Insists on Full Access in China-Delisting Case (yahoo)
  17. Crunch looms in China-US wrangle over delistings (ft)
  18. European imports of Russian diesel jump, highlighting challenge to EU plans for ban (ft)
  19. Yen rises to two-month high as investors slash short bets (ft)
  20. Ant Group restructuring continues with top management change at Alipay (scmp)
  21. China unveils system for filing antitrust reviews as tech crackdown eases (scmp)
  22. China in Longest Streak of Liquidity Withdrawals Since February (bloomberg)