Be in the know. 30 key reads for Wednesday…

  1. China Leaders Surprised by Pace of Economy’s Rebound (bloomberg)
  2. China Manufacturing rebounds to expansionary territory in February, ending six months of contraction (seekingalpha)
  3. 3M stock bounces more than 2% after saying DoD records show nearly 90% of plaintiffs in Combat Arms litigation had no hearing impairment (marketwatch)
  4. Alibaba and China Stocks Are Rallying. Chinese Growth Means Lockdown Pain Is in the Past. (barrons)
  5. China Scrambles To Save Plummeting Birth Rate With Pregnancy Perks (zerohedge)
  6. Property developer China Vanke to raise $500 mln via share placement – term sheets (reuters)
  7. Billionaire Mittal’s Airtel Africa to Boost Spending 14% in 2023 (bloomberg)
  8. China’s premium EV makers report stronger sales in February (scmp)
  9. Chinese manufacturing hub Suzhou pushes local chip sector expansion in 2023 (scmp)
  10. Hong Kong stocks surge by most in 3 months as data signals China rebound (scmp)
  11. M2 Money Supply Just Dropped the Most Ever. What That Says About the Fed’s Next Move. (barrons)
  12. Mainland Investors Ask Foreign Investors “Do You See What I See?” (chinalastnight)
  13. China’s Post-Covid Bounce Has Arrived (wsj)
  14. China’s Economy Starts to Emerge From Covid Shadow (wsj)
  15. The 20-Somethings Fueling a Stick-Shift Renaissance (wsj)
  16. The CHIPS Act Is About More Than Chips: Here’s What’s in It (nytimes)
  17. YouTube to Add AI-Powered Tools for Video Creators, New CEO Says (bloomberg)
  18. PayPal Is Searching for a CEO Who Can Reverse Its $279 Billion Stock Drop (bloomberg)
  19. Corporate America’s Earnings Quality Is the Worst in Three Decades (bloomberg)
  20. World’s Rich Take Advantage as $1 Trillion Property Market Craters (bloomberg)
  21. From Chips to TikTok, Gina Raimondo Is at the Center of Biden’s China Policy (bloomberg)
  22. Forget Chatbots, This Is How Corporate America Is Really Using AI (bloomberg)
  23. World’s biggest shipping company, a U.S.-China trade bellwether, isn’t talking like recession is coming (cnbc)
  24. FDA Widens Path for Rare-Disease Treatments With New Approval (wsj)
  25. S. Aims to Chart New Course for Chip Industry (wsj)
  26. Wall Street Traders Have Lost Much of Their Swagger (bloomberg)
  27. Institutional Investors Are Using Reddit to Make Investment Decisions. Here’s Where They Lurk. (institutionalinvestor)
  28. Chinese factory activity expands at fastest pace in more than a decade (ft)
  29. France mounts battle for nuclear energy in Europe (ft)
  30. Chinese factories launch charm offensive for buyers after Covid isolation (ft)

Be in the know. 20 key reads for Tuesday…

  1. The bullish case for large-cap growth stocks: Strategist says buy the dips in these big names (marketwatch)
  2. Taking stock Grocery king reveals how he went from college dropout to self-made billionaire (nypost)
  3. Goldman Needs to Hit the Reset Button With Investors (barrons)
  4. Warren Buffett May Be Sending a Message to His Successor: Buy More Berkshire Stock (barrons)
  5. Corporate Stock Buybacks Help Keep Market Afloat (wsj)
  6. Apartment Rents Fall as Crush of New Supply Hits Market (wsj)
  7. Chris Rock Is Finally Ready to Talk About Will Smith’s Oscar Slap (wsj)
  8. Pentagon to Reap Rewards From $53 Billion Chips Act (wsj)
  9. America Is Trying to Electrify. There Aren’t Enough Electricians. (wsj)
  10. Goldman Sachs bankers bristle at CEO David Solomon’s pay ahead of yearly ‘Investor Day’ (nypost)
  11. Amyloid Gains Converts in Debate Over Alzheimer’s Treatments (wsj)
  12. Biden’s Semiconductor Plan Flexes the Power of the Federal Government (nytimes)
  13. Fed Worries Over Economic Risks From Prolonged Debt-Limit Talks (bloomberg)
  14. More US Homebuyers Are Paying in Cash, Sweeping a Majority of Sales in Some Markets (bloomberg)
  15. Steve Eisman of ‘The Big Short’ fame is buying bonds ‘for first time in a long time.’ says days of tech stocks beating market are over (marketwatch)
  16. China may now have some doubts about its ability to invade Taiwan, CIA chief says (marketwatch)
  17. Elon Musk looks to develop AI rival to ‘woke’ ChatGPT: report (nypost)
  18. Twilio (TWLO) gains as CEO buys $10 million in stock (streetinsider)
  19. When interest payments on the national debt could reach $1.4T: CBO (foxbusiness)
  20. Tech war: US chip firms walk a ‘tightrope’ as they try to keep China business up amid escalating sanctions, experts say (scmp)

Be in the know. 23 key reads for Monday…

  1. Apartment Rents Fall as Crush of Supply Hits Market (wsj)
  2. An acceleration of digitalisation is crucial to fully promoting China’s ‘great rejuvenation’, says road map released by ruling Communist Party (scmp)
  3. Opinion: ‘We remain in the soft-landing club’: Strategist Ed Yardeni’s bullish scenario puts S&P 500 up more than 20% by end of 2023 (marketwatch)
  4. Several tech firms in China, including Alibaba and Tencent, have committed to releasing their own chatbots that can rival OpenAI’s (scmp)
  5. Star Banker in China Who Vanished Is Said to Be Aiding Government Inquiry (nytimes)
  6. Pfizer in Talks to Buy Seagen for $30 Billion or More (barrons)
  7. The Forward Discount Investors Accept or Deny (finomgroup)
  8. Why Warren Buffett Doesn’t Worry Much When the Market Goes Down (barrons)
  9. The Dot-Com Bubble Peaked 23 Years Ago. The Nasdaq Has Barely Beaten Inflation Since Then. (barrons)
  10. Covid-Era Savings Are Crucial to China’s Economic Recovery (wsj)
  11. ChatGPT Heralds an Intellectual Revolution (wsj)
  12. This is what Warren Buffett, a self-described ‘so-so investor,’ says is his ‘secret sauce’ (marketwatch)
  13. Bets on a rise in Wall Street’s fear gauge swell to most since March 2020 (wsj)
  14. ‘You can learn a lot from dead people.’ Charlie Munger, Warren Buffett’s 99-year-old partner, doles out investing wisdom. (marketwatch)
  15. Amyloid Gains Converts in Debate Over Alzheimer’s Treatments (wsj)
  16. Chinese E-Commerce Flourishes on U.S. Soil (wsj)
  17. Warren Buffett’s Slap at Buyback Illiterates Rings True (wsj)
  18. Confused about what’s causing inflation? This metric shows what’s driving the price rise. (marketwatch)
  19. New Salesforce Has to Keep Selling (wsj)
  20. Goldman Sachs Sets $30 Billion Repurchase Plan as Buyback Pace Climbs (bloomberg)
  21. Fewer S&P 500 companies mention ‘inflation’ during earnings calls despite elevated concern over price pressures (marketwatch)
  22. JPMorgan Says Prepare to Dump Value Stocks for Growth (bloomberg)
  23. US companies say it is easier to hire despite low jobless rate (ft)