Be in the know. 21 key reads for Wednesday…

  1. Guess who’s buying stocks? (marketwatch)
  2. These Are the 33 New Measures China Is Taking to Boost Growth (bloomberg)
  3. China Faces Growing Pressure to Iron Out Audit Deal With the U.S. (wsj)
  4. Xi Jinping May Not Get a Third Term? George Soros Thinks So. Here Are the Odds (bloomberg)
  5. China’s Central Bank, Regulator Urge Banks to Boost Lending (bloomberg)
  6. No Lying Flat for These Student Activists in Covid-Zero China (bloomberg)
  7. In the hotseat Putin cronies fed up with him, weighing replacements: report (nypost)
  8. Nordstrom Shares Soar After It Lifts Forecast. Shoppers Are Buying Dress Clothes Again. (barrons)
  9. Here’s the signal for investors from the deep pessimism of Bill Ackman and George Soros (marketwatch)
  10. Bernanke: Why the Fed Didn’t Act Faster (barrons)
  11. Fed Minutes Come Out Today. 4 Key Themes to Watch. (barrons)
  12. Nvidia Reports Earnings Today. Data Centers Could Be a Silver Lining. (barrons)
  13. Southern charms Exodus to Florida heating up despite NY reopening after COVID restrictions (nypost)
  14. High-profile NFT auctions from Beeple, Madonna flop amid crypto crash (nypost)
  15. Biden’s Iran Envoy Says Nuclear Talks Aren’t Dead But Almost (bloomberg)
  16. China Will Soon Aspire to American-Style Growth (bloomberg)
  17. China Truck Data Showing Lockdown’s Hit Disappears From Public (bloomberg)
  18. That’s Incredible. The Energy Report 05/25/2022 (Phil Flynn)
  19. China Growth Target in Tatters as Covid Zero Hammers Economy (bloomberg)
  20. Why Casinos Are Spying on Their Ultra-Rich Clients (bloomberg)
  21. Chances of a global recession are ‘touch and go’, economist Jim O’Neill says as he slams the Fed’s hawkishness and China’s COVID-zero policy (businessinsider)

 

Be in the know. 21 key reads for Tuesday…

  1. Wall Street Is Buying Treasuries Again in Bet Worst Is Over (bloomberg)
  2. Inflation may be a lot lower than anyone thinks — even the Fed (marketwatch)
  3. China Faces Growing Pressure to Iron Out Audit Deal With the U.S. (wsj)
  4. Insiders Seem More Positive. But Mostly About Smaller Stocks. (barrons)
  5. Starbucks’ CEO Bought $10 Million of the Beaten-Down Stock (barrons)
  6. Intel Execs Took Advantage of the Dip (barrons)
  7. Schwab Stock Has Almost Wiped Out a Year of Gains. The CEO Scooped Up Stock. (barrons)
  8. The 10 Cheapest S&P 500 Stocks Include 3 Home Builders (barrons)
  9. AutoZone Stock Rises as Same-Store Sales Beat Estimates (barrons)
  10. $250 billion in ‘rebalancing’ inflows could rescue stocks by the end of June, JPMorgan says (marketwatch)
  11. Bank of America CEO says Americans still haven’t spent all their stimulus money (marketwatch)
  12. Fed will succeed in bringing inflation down over next couple of years, Bernanke says (marketwatch)
  13. Opinion: The U.S. isn’t headed for recession. Nor will it be consumed by inflationary fires. (marketwatch)
  14. In a ‘baby with the bathwater’ market, here are a dozen unfairly punished stocks, ripe for a bounce (marketwatch)
  15. Alibaba earnings preview: COVID-19 lockdowns could ‘amplify’ challenges (marketwatch)
  16. S Births Increase for First Time Since 2014 (wsj)
  17. Boeing Stock Might Be Near Its Low. What to Watch Now. (barrons)
  18. Bridgewater’s Greg Jensen on Why Markets Have Further to Fall (bloomberg)
  19. RBC says these 10 beaten-down internet stocks have the most upside in the sector, and names 4 top favorites — as well as the ones most vulnerable in a consumer-led slowdown (businessinsider)
  20. Bank of America Clients are Buying the Tech Pullback (streetinsider)
  21. China slashes tax to spur sales, in aid for world’s No. 1 auto market (scmp)

Be in the know. 10 key reads for Monday…

  1. NYSE Sees More Chinese Companies Listing in the U.S. and Hurdles for Stocks Like Alibaba Cleared in Months (barrons)
  2. After Meltdown, Tech-Bottom Signals Have Yet to Scream ‘Buy Now’ (bloomberg)
  3. Futures Jump After Biden Says Trump’s China Tariffs Under Consideration (zerohedge)
  4. Exclusive | Beijing mulls relaxing quarantine policy amid investor anger, sources say (scmp)
  5. China’s Markets Are Tested by Foreign Outflows and a Falling Currency (wsj)
  6. China’s Big Tech sees new wave of job cuts as Covid lockdowns hurt economy (scmp)
  7. Broadcom in Advanced Talks to Buy VMware (wsj)
  8. The stock market is ‘vulnerable to good news’ and a 10% to 12% rally, says this strategist (marketwatch)
  9. JPMorgan Stock Rises as Bank Lifts Net Interest Income Forecast (barrons)
  10. XPeng Reports Narrower-Than-Expected Loss (barrons)