Be in the know. 20 key reads for Monday…

  1. China Cuts Reserve Requirement Ratio (bloomberg)
  2. China regulator says govt policies not necessarily linked to overseas IPOs (reuters)
  3. Chinese Internet ADRs Selloff Is ‘Overdone,’ Citigroup Says (bloomberg)
  4. South Africa Fuels Omicron Hope by Dodging Hospitalization Surge (bloomberg)
  5. What Scares the Stock Market More Than Covid? The Federal Reserve. (barrons)
  6. China cloud primer: Alibaba, Tencent (bloomberg)
  7. How TikTok Reads Your Mind (nytimes)
  8. The Fed Faces Another Conundrum: The Bond Market Isn’t Following Its Lead (barrons)
  9. Morgan Stanley Sees Fed as Bigger Threat to Stocks Than Omicron (bloomberg)
  10. Hedge Funds Caught Massively Offside During Last Week’s Turmoil (bloomberg)
  11. PBOC cuts RRR by 50 basis points, unleashing 1.2 trillion yuan (bloomberg)
  12. Top China Covid Expert Hints at How Sealed Off Country May Return to ‘Normality’ (bloomberg)
  13. This is how to play China’s tech crackdown and these are the potential winners, according to one investor (cnbc)
  14. Apple’s iPhone Successor Comes Into Focus (wsj)
  15. Alibaba Reshuffles E-Commerce Teams Amid Competition (wsj)
  16. AT&T Looks Better, Except for Its Stock Price (bloomberg)
  17. China’s government is stepping in to help Evergrande deal with its debt, as it has with previous large-scale corporate clean-ups (businessinsider)
  18. Omicron Away. The Energy Report 12/06/2021 (Phil Flynn)
  19. Jim Cramer: Buy these 4 ‘bargain basement’ stocks to take full advantage of the omicron selloff — wait too long and you’ll kick yourself (yahoo)
  20. China Cuts RRR By 50bps; More Easing Expected (zerohedge)