Be in the know. 20 key reads for Tuesday…

  1. BofA Survey ‘Screams’ Capitulation Among Investors (bloomberg)
  2. Are Chinese stocks set for a 2015-style rebound? A pick-up in margin trading volume offers good leading signal (scmp)
  3. Key Takeaways from President Xi’s Speech at China’s Party Congress (chinalastnight)
  4. China’s Economy Is Recovering and Improving, Premier Li Says (bloomberg)
  5. BofA’s Moynihan Says Consumers Are Showing Little Weakness (bloomberg)
  6. JPMorgan’s Kolanovic Trims Risk as He Turns More Wary on Economy (bloomberg)
  7. Forecast for US Recession Within Year Hits 100% in Blow to Biden (bloomberg)
  8. White House Planning Oil Reserve Release Announcement This Week (bloomberg)
  9. China Wants to Be Part of Global Economy Despite Domestic Focus (bloomberg)
  10. Small-Time Options Traders Bet Big on US Stocks Falling Further (bloomberg)
  11. Fund managers ‘scream capitulation’ as cash levels rise to highest in 21 years, Bank of America says (marketwatch)
  12. The Fed Is Playing With Fire (barrons)
  13. Xi’s Contradictory Vision for China (wsj)
  14. Even as US Inflation Climbs, Wall Street Sees Steep Fall Coming (bloomberg)
  15. Consumer Banking Props Up Wall Street as Markets Slump (bloomberg)
  16. Xi Must End Covid-Zero Shadow Over World Economy (bloomberg)
  17. AT&T Is Counting on Government Stimulus Dollars to Help Fund Its Broadband Future (bloomberg)
  18. China delayed the release of key economic data to avoid distraction amid the Communist Party Congress, not to conceal data, analysts say (businessinsider)
  19. Dan Loeb’s Third Point builds stake in Colgate, sees value in pet food business in potential spinoff (cnbc)
  20. Gilts and pound rally as Hunt aims to steady market with fiscal plans (ft)