Be in the know. 24 key reads for Tuesday…

  1. DoubleLine’s Gundlach sees chance U.S. inflation could dip below forecasts in 2023 (marketwatch)
  2. BofA Survey Says Investors Are Less Gloomy on Growth Over China (bloomberg)
  3. China-US chip battle heats up as Beijing prepares to spend $143B to boost manufacturing: report (foxbusiness)
  4. CPI Misses Across The Board (zerohedge)
  5. US Core Inflation Slows, Giving Fed Some Breathing Room on Rates (bloomberg)
  6. “The current period of high inflation looks more like the price spikes that followed the end of wartime mobilization in the late 1940s than it does the beginning of a wage-price spiral that took root in the late 1960s and early 1970s.” (wsj)
  7. 10-year Treasury yield drops below 3.5% after inflation reading comes in lighter than expected (cnbc)
  8. China Halts Location Tracking App as Covid Restrictions Fall (wsj
  9. Moderna’s mRNA Cancer Vaccine Shows Promise in Preliminary Study (wsj)
  10. Senior US officials visit China, hold talks with vice foreign minister (reuters)
  11. BA Stock Rises: Boeing Sells Up To 200 Dreamliner Jets To United Airlines In ‘Historic’ Deal (investors)
  12. S. Sustainable Investments Plunge 51% from 2020 (barrons)
  13. Thoma Bravo Is Still Shopping for Software Deals. Its War Chest Is Overflowing. (barrons)
  14. State-owned Chinese banks help cash-strapped developers raise offshore loans (scmp)
  15. Guangzhou car show to revive industry confidence, boost economy: organisers (scmp)
  16. GE HealthCare Is About to Be Independent. This Is Where the Stock Should Trade. (barrons)
  17. Oracle’s Cloud Business Is Still Growing (barrons)
  18. S. to Announce Nuclear-Fusion Energy Breakthrough (wsj)
  19. Supply-Chain Shortfalls Targeted by New Bill (wsj)
  20. It’s Time to Prepare for Ukrainian Peace (wsj)
  21. Nestle to build $43M facility in war-torn Ukraine (nypost)
  22. Consumer prices rose less than expected in November (cnbc)
  23. Fed funds futures traders see more-than-50% chance of 25-basis-point rate hike in February after CPI report (marketwatch)
  24. “Stick A Fork In Inflation”… “Tomorrow Is The Last Hike This Cycle”: A Stunned Wall Street Reacts To The CPI Miss (zeorhedge)