- Why We Believe China Matters For Markets (nb)
- What’s needed for stocks to rally is capitulation, but that could come from unexpected sources, strategist says (marketwatch)
- Chinese Stock Traders Told Not to Disrupt Market Around Communist Party Meeting (wsj)
- 5 Things to Watch in Big Tech’s Results Next Week. (barrons)
- Good Company: Glice’s Eco-Friendly Skating Rinks (barrons)
- Pfizer Targets Covid Vaccine Price of at Least $110 a Dose (wsj)
- Buying on the Bad Chip News (wsj)
- Xi Must Finally Show Hand on What Third Term Will Look Like (bloomberg)
- How China Became a Threat to the US’s Tech Leadership (bloomberg)
- Fed Set to Raise Rates by 0.75 Point and Debate Size of Future Hikes (wsj)
- Ex-Treasury chief Larry Summers sees interest rates peaking above 5% – and says markets have priced in most of this hiking cycle (businessinsider)
- Fundstrat’s Tom Lee says the Fed could pause its rate hikes next year – and suggests stocks may rebound in the months ahead (businessinsider)
- Elon Musk has a new arch-enemy: the Fed (businessinsider)
- The housing market is in free fall with ‘no floor in sight,’ and prices could crash 20% in the next year, analyst says (businessinsider)
- Currency/China ADR Weakness as Hong Kong Sees Massive Buying from Mainland Investors (chinalastnight)
- Amazon (AMZN) Reiterated as Top Pick at Morgan Stanley, Credit Suisse (streetinsider)
- Nike (NKE): UBS Reiterates Buy on Strong Survey Results, HSBC More Cautious (streetinsider)