Be in the know. 25 key reads for Tuesday…

  1. Yellen Readies Big Changes for Treasury (New York Times)
  2. Bank of America profits jump as it releases over $800m of loan loss reserves (Financial Times)
  3. Dollar Shorts Mount Before Yellen Outlines Market-Based Policy (Bloomberg)
  4. BofA Clients With $561 Billion Say Bitcoin Is Most Crowded Trade (Bloomberg)
  5. Goldman Sachs Says Buy Stocks on Any Market Weakness (Bloomberg)
  6. Goldman Sachs crushes analysts’ estimates on stronger-than-expected stock trading, banking (CNBC)
  7. Bank of America posts profit that exceeds analysts’ expectations (CNBC)
  8. China’s shift from coal helped push natural gas prices to a peak: Eurasia Group (CNBC)
  9. Oil demand will pick up in 2021, but it will take until the second half of the year for that to filter through. The IEA is forecasting a rise of 5.5 million barrels per day in demand. (Business Insider)
  10. Investor bets against the dollar are at their biggest in almost 10 years, but rising Treasury yields are a red flag for bears, analysts say (Business Insider)
  11. How Walgreens, CVS, Kroger, and other retailers plan to leverage tech, convenience, and public trust to get the chaotic mass vaccine rollout back on track (Business Insider)
  12. Emerging Markets Have Less Reason to Fear the Fed (Wall Street Journal)
  13. Tomorrow Q4 Earnings Begin In Earnest: Here’s What To Expect… And Why They Don’t Matter (ZeroHedge)
  14. The Dogs of the Dow and Other High Yielders Keep Roaring Into 2021 (Barron’s)
  15. The Stock Market Can’t Get Much Better From Here. Why a Correction Could Be Coming. (Barron’s)
  16. FT Alphaville presents: the EV bubble in real time (Financial Times)
  17. Occidental claims green push ‘does more than Tesla’ (Financial Times)
  18. Coronavirus latest: Halliburton signals oil industry poised to climb back after 2020 crash (Financial Times)
  19. Boeing 737 Max recertified to fly in Europe from next week (Financial Times)
  20. Investors think there’s more chance Tesla and bitcoin will halve than double, warns Deutsche Bank (MarketWatch)
  21. Blackstone’s Schwarzman: New U.S. admin going to take a ‘softer tone’ towards China (Reuters)
  22. The Geezer, Still a Goat: Ageless Tom Brady’s at It Again (Wall Street Journal)
  23. Keystone XL Oil Project Pledges Zero Carbon Emissions (Wall Street Journal)
  24. After Stock Surge, Investors Ask Companies What’s Ahead (Wall Street Journal)
  25. Social-Media Algorithms Rule How We See the World. Good Luck Trying to Stop Them. (Wall Street Journal)