Be in the know. 16 key reads for Tuesday…

  1. ‘Margin Debt’ Is at Normal Levels Again. That’s Good for Stocks. (barrons)
  2. Here are the kinds of stocks set to rally as the stock market changes its character amid inflation ‘falling like a rock’, according to Fundstrat’s Tom Lee (businessinsider)
  3. The Fed’s Inflation Fight Must Cause More Pain—to the Labor Market (barrons)
  4. GE Stock Just Got an Upgrade. Here’s Why the Stock Could Rise 20%. (barrons)
  5. Internet & Reopening Plays Roll On (chinalastnight)
  6. Fed to Weigh Higher Interest Rates Next Year While Slowing Rises This Month (wsj)
  7. Beijing Seeks Positive Spin on Covid Easing as Risks Rise (wsj)
  8. Meta’s Targeted Ad Model Faces Restrictions in EU (wsj)
  9. JPMorgan CEO Jamie Dimon Calls Crypto Tokens ‘Pet Rocks’ (bloomberg)
  10. Wall Street Managers Are Learning to Love Treasury Bonds Again (bloomberg)
  11. Jamie Dimon says Ukraine war shows we still need cheap, secure energy from oil and gas (cnbc)
  12. Middle Eastern and Asian companies are snapping up aging oil tankers to transport Russian crude as charter rates soar (businessinsider)
  13. Fed Reversal. The Energy Report 12/06/2022 (Phil Flynn)
  14. Stocks are trading at a fair valuation, and it’s not time to be bearish as the market has deflated and the Fed is on track for a soft landing, former PIMCO chief economist says (businessinsider)
  15. The Big Read. Germany confronts a broken business model (ft)
  16. China reduces penalties imposed on a range of ride-hailing violations (scmp)