Be in the know. 22 key reads for Wednesday…

  1. China Is Opening Fast. Don’t Miss the Rebound for Stocks. (barrons)
  2. The Rest of the World Is Running With the Bulls (bloomberg)
  3. Shanghai eyes 5.5 per cent consumption-led economic growth for 2023 (scmp)
  4. Used car prices post biggest drop ever as new luxury car sales boom (yahoo)
  5. Jamie Dimon Is Changing His Tune About an Economic Hurricane. He’s Not Alone. (barrons)
  6. Trust the bond market, not the Fed, on interest rates, Gundlach says (marketwatch)
  7. 18 stock picks in a ‘Goldilocks’ scenario for U.S. consumers (marketwatch)
  8. Rents Take a Breather. Why Housing Stocks Are for Serious Buyers. (barrons)
  9. European Stocks Are Outshining U.S. Peers (wsj)
  10. Disney Adds Lower Priced Theme Park Access and Perks (wsj)
  11. China Jet Fuel Demand Set To Soar Ahead Of Lunar New Year (zerohedge)
  12. Hedge Fund Shorting Of Tech Stocks Hits Record High, Goldman Prime Finds (zerohedge)
  13. JPM Trading Desk Sees 85% Odds CPI Print Will Push S&P At Least 1.5% Higher (zerohedge)
  14. Where The World’s Ultra-Wealthy Live (zerohedge)
  15. Analysts praise Boeing (BA) after ‘strong’ December orders/deliveries (streetinsider)
  16. Activist investor Bluebell Capital builds stake in Bayer AG, pushes for breakup reports Bloomberg (streetinsider)
  17. As Infrastructure Money Lands, the Job Dividends Begin (nytimes)
  18. Fed’s No-Rate-Cut Mantra Rejected by Markets Seeing Recession (bloomberg)
  19. China Shows Why Emerging-Markets Investing Is So Much Fun (bloomberg)
  20. Mortgage refinance demand surges, as homeowners take advantage of lower interest rates (cnbc)
  21. Iconic West Coast burger chain heads east in big expansion (foxbusiness)
  22. What Terry Smith gets wrong (and right) this time on Unilever (ft)