Be in the know. 15 key reads for Wednesday…

  1. U.S. Inflation Cooled in February as Fed Confronts Bank Failures (wsj)
  2. Fed’s Loan Program Appears to Favor SVB (barrons)
  3. Credit Suisse Stock Tanks After Top Shareholder Rules Out Further Investment (barrons)
  4. Zuckerberg Goes to the Elon Musk School of Management (barrons)
  5. SVB collapse shows higher interest rates aren’t always a blessing for bank stocks (marketwatch)
  6. Bank woes means no more Fed rate hikes, says Apollo Global’s top economist (marketwatch)
  7. BlackRock’s Larry Fink warns of ‘slow rolling crisis’ as Fed’s inflation fight drags on for years (marketwatch)
  8. The FDIC May Need to Do Some Juggling to Pay Off Depositors (barrons)
  9. Boeing Deliveries Rise in February. Profits Need to Follow. (barrons)
  10. How Trivago Is Riding High on Inflation (barrons)
  11. 2 Banking Blowups: Why Today Isn’t 2008 (barrons)
  12. Time and money for love: China brainstorms ways to boost birth rate (reuters)
  13. US retail sales fall moderately; producer inflation slowing (reuters)
  14. Volkswagen Plans Almost $200 Billion in Investment Focusing on EVs, New Tech (wsj)
  15. Economy Shows Signs of Cooling After Hot Start to the Year (wsj)

Be in the know. 20 key reads for Tuesday…

  1. Illumina Soars As Activist Carl Icahn Sets Up Battle For Control (investors)
  2. Relief in Silicon Valley After ‘Near-Death Experience’ for VCs (barrons)
  3. Regulators Had the Tools to Prevent Customer Concentration at Failed Banks (barrons)
  4. Bank Stocks Recover After Biggest Day of Losses Since 2020 (barrons)
  5. 5 Things to Know Before Buying Bank Stocks (barrons)
  6. 3 Regional Bank Stocks That Might Be Opportunities in the Selloff (barrons)
  7. Goldman Sachs Now Sees No Fed Rate Hike in March. The Path Beyond Is Uncertain. (barrons)
  8. Moody’s Has a Hard Look at Bank Ratings. It Isn’t Just First Republic Under Scrutiny. (barrons)
  9. Boeing Deal for Jets From Saudi Arabia Might Be Bigger Than First Imagined (barrons)
  10. Regional banks are seeing flight of deposits to too-big-to-fail megabanks (marketwatch)
  11. Uber and Lyft Stocks Rise After Court Victory. (barrons)
  12. Fed’s Magical Accounting Might Save Banks but Doom Rate Increases (wsj)
  13. China’s Xi Plans to Speak With Zelensky for First Time Since Ukraine War Broke Out (wsj)
  14. China’s Premier Seeks to Soothe Anxieties About Economy, Business Environment (wsj)
  15. Federal Reserve’s Path Is Murkier After Bank Blowup (nytimes)
  16. China’s New Premier Needs to Revive Growth. How Far Will Loyalty Get Him? (nytimes)
  17. Brainard Must Help Contain SVB Crisis She Warned Was Coming (bloomberg)
  18. 1-Year Inflation Expectations Tumble At Fastest Pace On Record (zerohedge)
  19. These 23 bank stocks offer upside after Silicon Valley Bank’s stunning collapse sent the whole sector plummeting, according to Bank of America (businessinsider)
  20. The weekend US officials hatched a plan to stave off a banking crisis (ft)