Be in the know. 18 key reads for Tuesday…

  1. China’s Wealthy Shoppers Are Back. These Stocks Could Benefit. (barrons)
  2. Retail Investors Buy Record Amounts Of Six-Month Bills In Monday’s Auction (zerohedge)
  3. Xi blames Washington-led ‘containment, encirclement and suppression’ for challenges at home (wsj)
  4. China says U.S. relations have left ‘rational path’ (cnbc)
  5. Xi stressed the importance of the private sector to China’s economy, and urged companies to strengthen innovation and play a bigger role in establishing technology independence. (bloomberg)
  6. China Overhauls Financial Regulatory Regime to Control Risks (bloomberg)
  7. China rebuffs billionaire investor Mark Mobius’s warning that the government made it harder to get money out, report says (businessinsider)
  8. JPMorgan CEO Jamie Dimon says that the US can still avoid a recession and that the Russia-Ukraine war is the biggest geopolitical threat since World War II (businessinsider)
  9. Earnings Watch: ‘Analysts expect earnings declines for the first half of 2023, but earnings growth for the second half of 2023,’ FactSet says (marketwatch)
  10. Here’s what analysts are saying after China set its growth target at 5% (marketwatch)
  11. Powell Faces Congress. Inflation and the Debt Ceiling Are in Focus. (barrons)
  12. Consumer Spending Is Holding Back a Recession (barrons)
  13. Biden’s Budget Comes This Week. What It Means for the Debt Ceiling Fight and Stocks. (barrons)
  14. Powell’s Testimony Is About to Start. What History Says the Stock Market Does Next. (barrons)
  15. Capacity Tapped Out. The Energy Report 03/07/2023 (Phil Flynn)
  16. Why the Recession Is Always Six Months Away (wsj)
  17. NPC Begins, Premier Li Indicates China’s Economy Might Not Need Stronger Stimulus (chinalastnight)
  18. Big Tech Is the Big Artificial Intelligence Winner: Grab These 5 Top Stocks Before It’s Too Late (247wallst)