Be in the know. 18 key reads for Wednesday…

  1. Xi Urges Efforts to Spur Consumption to Propel Economic Rebound (bloomberg)
  2. Cooler Pay Gains Add to Debate on When Fed Might Pause Rate Hikes (wsj)
  3. China’s Consumers Drive Rebound in Economic Activity (wsj)
  4. Fed Day Is Here. Jerome Powell’s Tone Will Say It All. (barrons)
  5. Macau Is Back, Baby. But Choose Your Stock Bets Wisely. (wsj)
  6. Viktor Shvets Declares Victory for Team Transitory and the Soft Landing (bloomberg)
  7. Wednesday, February 1, 2023 The Energy Report (Phil Flynn)
  8. Eurozone’s Economy Outpaced China and U.S. in 2022 (wsj)
  9. GM’s Fourth-Quarter Profit Soared as Supply-Chain Problems Eased (wsj)
  10. Gundlach Suspects Fed Will Push Back Against Pivot Narrative (bloomberg)
  11. Geely’s Lotus Going Public via SPAC at $5.4 Billion Valuation (bloomberg)
  12. OPEC+ Keeps Output Steady Amid Uncertainty on China and Russia (bloomberg)
  13. Private payroll growth slowed to 106,000 in January as weather hit hiring, ADP says (cnbc)
  14. Homebuilder stocks surge after earnings reveal improving demand from buyers despite high mortgage rates (businessinsider)
  15. US Factory Gauge Falls for Fifth Month to Lowest Since May 2020 (bloomberg)
  16. Fed Preview: 25bps And Then “The End Is Very Much In Sight” (zerohedge)
  17. Oppenheimer confident in Amazon (AMZN) 2023/24 AWS revenue estimates (streetinsider)
  18. Amazon’s Buy with Prime could add $1bn-$3bn in annual EBIT – Morgan Stanley (streetinsider)

Be in the know. 15 key reads for Tuesday…

  1. The U.S. Consumer Is Starting to Freak Out (wsj)
  2. GM’s Profit Soars as Supply-Chain Problems Ease (wsj)
  3. Worker Pay Gains Cooled Modestly Late Last Year (wsj)
  4. China’s Economic Activity Rebounds Sharply After Reopening (bloomberg)
  5. Foreigners Scoop Up China Shares With January Inflow at Record (bloomberg)
  6. M.F. Upgrades Global Outlook as Inflation Eases (nytimes)
  7. Meta Turnaround Could Trap Bears (wsj)
  8. Pfizer Bids Adieu to Covid Boom Years (wsj)
  9. New China Rule Threatens to Disrupt U.S. Solar Ambitions (wsj)
  10. Ford Cuts Prices of EV Mustang Mach-E (wsj)
  11. Why Auto Marketing Looks Poised for Growth in 2023 (wsj)
  12. Why China Will Never Lead on Tech (wsj)
  13. Fed Meeting Preview: Powell Won’t Break S&P 500 Rally; Wage Growth Eases (investors)
  14. What the Stock Market’s Strong January Means for the Rest of the Year (barrons)
  15. Home Prices Are Slowing (barrons)

Be in the know. 25 key reads for Monday…

  1. China Vows to Boost Consumption to Power Economic Recovery (bloomberg)
  2. China Stocks Set to Enter Bull Market on Return From Holidays (bloomberg)
  3. Hedge Funds Boost Treasury Shorts to Record on Doubts Over Rally (bloomberg)
  4. China’s Tourist Sites Swarmed During Holiday Despite Covid Risks (bloomberg)
  5. China Holiday Travel, Box Office Rebound After Covid Zero (bloomberg)
  6. China Junk Dollar Bond Prices Swing From Record Low to Longest Winning Streak (bloomberg)
  7. Short Sellers Feel the Pain in Stock Market’s 2023 Rally (wsj)
  8. Israel Strikes Iran Amid International Push to Contain Tehran (wsj)
  9. China PBOC Extends Monetary Policy Tools for Green Sector (bloomberg)
  10. Taiwan Stocks Poised for Bull Market as Chip Shares Extend Gains (bloomberg)
  11. Bull Market Beckons China Stock Traders as Consumption Revs Up (bloomberg)
  12. Fed Set to Shrink Rate Hikes Again as Inflation Slows (bloomberg)
  13. China Says Covid Deaths Fell Even as Lunar Holiday Spread Virus (bloomberg)
  14. Indonesia Signals End of Hikes as Fed Peak Rate Comes to View (bloomberg)
  15. Chinese Search Giant Baidu to Launch ChatGPT-Style Bot (bloomberg)
  16. Fed Debates Whether Wages or Low Unemployment Will Drive Inflation (wsj)
  17. How Nasdaq’s Stellar Run Could Squash Tech’s Bear Market (barrons)
  18. The Stock Market Has Flipped the Script. What’s Behind the Reversal. (barrons)
  19. Dollar’s Decline Is a Rare Nasdaq Tailwind as Earnings Loom (bloomberg)
  20. Crash Test This Week for Market Versus Real World (bloomberg)
  21. Wharton professor Jeremy Siegel says the Fed risks sparking a disaster if it hikes rates higher than markets are expecting at its upcoming meeting (businessinsider)
  22. Buyback Blackout Ends With A Bang: Why Goldman’s Trading Desk Sees Rally Lasting Until Mid-Feb (zerohedge)
  23. Ford to cut prices while ‘significantly’ increasing Mach-E production amid Tesla cuts (streetinsider)
  24. Lowe’s successfully tests system to solve organized retail crime (foxbusiness)
  25. The Year of The Rabbit Hops To It (chinalastnight)