Be in the know. 17 key reads for Wednesday…

  1. Foreign investors trickle back into Asian equities on hopes of Fed rate cycle peak (reuters)
  2. The Oreo CEO Isn’t Scared of Ozempic. The Weight-Loss Drug Fad Will Fade. (barrons)
  3. Real Estate Rises, Did The CSRC Front Run The PCAOB On Audit Reviews? (chinalastnight)
  4. IMF Raises China’s GDP Forecast As Mainland Investors Buy The Hong Kong Dip In Size (chinalastnight)
  5. China’s President Xi to meet business executives in Silicon Valley: report (marketwatch)
  6. Morningstar: These are 10 of the best stocks to buy in November, and all of them are way cheaper than they should be (businessinsider)
  7. Bloomberg’s gauge of the dollar is heading for its worst month since July after the Federal Reserve signaled its almost two-year long tightening cycle may be coming to an end (bloomberg)
  8. Data on Pfizer’s New Weight Loss Pill Is Coming. Why it’s Crucial for the Stock. (barrons)
  9. Big Banks Cook Up New Way to Unload Risk (wsj)
  10. Some investors said it is possible that Chinese policy makers will pursue a fresh round of economic stimulus that could lead to a sharp rally in China-focused stocks. (wsj)
  11. Disney’s board is in focus as activist investor Peltz considers his next move (cnbc)
  12. Pain Trade Is to Lower Yields, Says Academy’s Peter Tchir (bloomberg)
  13. It’s Disney Earnings Day. Here’s What to Expect. (yahoo)
  14. ‘Powell has to be on high alert’: Wharton professor Jeremy Siegel says the Fed needs to consider rate cuts a lot sooner than the market thinks (businessinsider)
  15. ‘$4 trillion of cash is sloshing around the sidelines,’ says BlackRock exec. Here’s where he thinks that’s headed. (marketwatch)
  16. China’s economy still in medium-speed growth stage – c.bank advisor (reuters)
  17. Bonds are back in fashion just weeks after a historic rout. Here’s why fixed-income is suddenly luring in hordes of investors – including Warren Buffett. (businessinsider)