Be in the know. 20 key reads for Wednesday…

  1. Apple Is Seeing a ‘Demand Rebound’ in China. Why It Matters. (barrons)
  2. China’s Top Online Travel Agent, Trip.com, Is Ready for Liftoff (wsj)
  3. International Stocks Lure Investors Seeking Bargains (wsj)
  4. Dear Fed, ‘Speak Loudly Because Your Stick Isn’t That Big Anymore’ (zerohedge)
  5. Powell Faces the House. Expect the Hawk Again. (barrons)
  6. THE WARREN QUESTION THAT INVESTORS HAVE TO TAKE SERIOUSLY (Joe Weisenthal)
  7. ADP Reports Wage Growth Slowing Despite Job Gains (zerohedge)
  8. Hybrid Work Is the New Norm. So Are Half-Full Buildings (barrons)
  9. Why financials may become the ‘new crowded’ sector after looming classification changes in stock market (marketwatch)
  10. ‘There’s a light at the end of the tunnel,’ despite high rents and inflation, says this economist (marketwatch)
  11. Jerome Powell Says Fed Is Prepared to Speed Up Interest-Rate Rises (wsj)
  12. Bars, Hotels and Restaurants Become the Economy’s Fastest-Growing Employers (wsj)
  13. U.S. to Ease Covid Testing Requirements for Travelers From China (wsj)
  14. Traders Burned by Stock Losses Are Pouring Billions Into Credit (bloomberg)
  15. They Swore the Ferrari Purosangue Would Never Exist. It Does, and It Howls (bloomberg)
  16. Consumers Hit A Brick Wall: January Credit Growth Craters As Interest Rates Soar (zerohedge)
  17. PayPal (PYPL) negative investor sentiment could lead to an opportunity – Oppenheimer (streetinsider)
  18. Amazon (AMZN) and Google (GOOGL) top Internet stocks to own in 2023 – Goldman (streetinsider)
  19. Trip.com Financial Results Provide Important Insight into China’s Reopening (chinalastnight)
  20. Intel Wants $5 Billion More Subsidies From Germany for New Chip Plant (bloomberg)

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)